Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$192M |
| 3 |
Charter Communications
CHTR
|
+$181M |
| 4 |
Park Hotels & Resorts
PK
|
+$157M |
| 5 |
Credit Acceptance
CACC
|
+$156M |
Top Sells
| 1 |
Albemarle
ALB
|
+$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 3 |
Apple
AAPL
|
+$117M |
| 4 |
CELG
Celgene Corp
CELG
|
+$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1051
Home BancShares
HOMB
$5.82B
| $14.1M | 0.01% |
718,090
-34,407
| -5% | -$676K |
|
1052
Insperity
NSP
$1.93B
| $14.1M | 0.01% |
164,078
-7,475
| -4% | -$643K |
|
1053
TripAdvisor
TRIP
$2.06B
| $14.1M | 0.01% |
462,813
+301,771
| +187% | +$9.17M |
|
1054
NRG Energy
NRG
$31.2B
| $14.1M | 0.01% |
353,564
-14,165
| -4% | -$563K |
|
|
UFS
1055
DELISTED
DOMTAR CORPORATION (New)
UFS
| $14.1M | 0.01% |
367,515
-25,211
| -6% | -$964K |
|
1056
PBF Energy
PBF
$3.26B
| $14M | 0.01% |
446,030
-2,011
| -0.4% | -$63.1K |
|
1057
Avient
AVNT
$3.34B
| $14M | 0.01% |
380,295
+35,505
| +10% | +$1.31M |
|
1058
Valmont Industries
VMI
$7.45B
| $14M | 0.01% |
93,344
-572
| -0.6% | -$85.7K |
|
1059
Ryder
R
$7.61B
| $14M | 0.01% |
257,330
-14,242
| -5% | -$774K |
|
1060
Xencor
XNCR
$596M
| $13.9M | 0.01% |
404,313
-152
| -0% | -$5.23K |
|
1061
Sensient Technologies
SXT
$4.51B
| $13.9M | 0.01% |
209,888
-9,442
| -4% | -$624K |
|
1062
First Interstate BancSystem
FIBK
$3.37B
| $13.9M | 0.01% |
330,882
+24,011
| +8% | +$1.01M |
|
1063
Gibraltar Industries
ROCK
$1.79B
| $13.8M | 0.01% |
273,961
+19,800
| +8% | +$999K |
|
1064
Matsons
MATX
$3.28B
| $13.8M | 0.01% |
338,673
-13,024
| -4% | -$531K |
|
1065
LiveRamp
RAMP
$1.74B
| $13.8M | 0.01% |
287,426
-28,818
| -9% | -$1.39M |
|
|
MGLN
1066
DELISTED
Magellan Health Services, Inc.
MGLN
| $13.8M | 0.01% |
176,459
-3,614
| -2% | -$283K |
|
1067
American Woodmark
AMWD
$950M
| $13.8M | 0.01% |
132,017
+6,021
| +5% | +$629K |
|
1068
RB Global
RBA
$22B
| $13.8M | 0.01% |
320,878
+8,745
| +3% | +$376K |
|
1069
Kohl's
KSS
$1.8B
| $13.8M | 0.01% |
270,344
-13,457
| -5% | -$686K |
|
|
MZTI
1070
The Marzetti Company Common Stock
MZTI
$4.97B
| $13.8M | 0.01% |
85,912
-1,571
| -2% | -$252K |
|
1071
DXC Technology
DXC
$2.55B
| $13.7M | 0.01% |
364,791
-15,412
| -4% | -$579K |
|
1072
Merit Medical Systems
MMSI
$5.34B
| $13.6M | 0.01% |
436,193
-29,745
| -6% | -$929K |
|
1073
Xerox
XRX
$466M
| $13.6M | 0.01% |
368,537
+41,050
| +13% | +$1.51M |
|
1074
Cavco Industries
CVCO
$4.28B
| $13.6M | 0.01% |
69,528
+1,636
| +2% | +$320K |
|
1075
Navient
NAVI
$1.29B
| $13.6M | 0.01% |
992,487
+110,405
| +13% | +$1.51M |
|