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 |
Sherwin-Williams
SHW
|
+$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
+$84.9M |
| 3 |
Charter Communications
CHTR
|
+$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
+$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
+$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
+$133M |
| 2 |
Entergy
ETR
|
+$105M |
| 3 |
PayPal
PYPL
|
+$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
+$90.2M |
| 5 |
Goodyear
GT
|
+$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1076
Under Armour
UAA
$2.16B
| $10.5M | 0.01% |
271,356
-6,309
| -2% | -$244K |
|
1077
MGIC Investment
MTG
$6.51B
| $10.5M | 0.01% |
1,307,877
+1,262,264
| +2,767% | +$10.1M |
|
1078
Urban Edge Properties
UE
$2.65B
| $10.5M | 0.01% |
371,600
+21,150
| +6% | +$595K |
|
1079
NETSCOUT
NTCT
$1.8B
| $10.5M | 0.01% |
357,433
+7,123
| +2% | +$208K |
|
1080
Louisiana-Pacific
LPX
$6.67B
| $10.4M | 0.01% |
554,721
+18,018
| +3% | +$339K |
|
1081
Independent Bank
INDB
$3.49B
| $10.4M | 0.01% |
192,122
+7,039
| +4% | +$381K |
|
1082
HUB Group
HUBG
$2.23B
| $10.4M | 0.01% |
509,772
+9,914
| +2% | +$202K |
|
|
PKY
1083
DELISTED
Parkway, Inc.
PKY
| $10.4M | 0.01% |
609,304
+24,612
| +4% | +$419K |
|
1084
Terex
TEX
$3.36B
| $10.4M | 0.01% |
407,576
-3,080
| -0.8% | -$78.3K |
|
1085
Flowers Foods
FLO
$3.13B
| $10.3M | 0.01% |
683,815
-9,646
| -1% | -$146K |
|
1086
Fulton Financial
FULT
$3.5B
| $10.3M | 0.01% |
708,947
+47,586
| +7% | +$691K |
|
|
SRCI
1087
DELISTED
SRC Energy Inc
SRCI
| $10.3M | 0.01% |
1,484,412
+96,558
| +7% | +$669K |
|
1088
Rambus
RMBS
$8.02B
| $10.3M | 0.01% |
820,217
+25,814
| +3% | +$323K |
|
|
SCAI
1089
DELISTED
Surgical Care Affiliates, Inc.
SCAI
| $10.2M | 0.01% |
210,111
+12,679
| +6% | +$618K |
|
1090
Telephone and Data Systems
TDS
$4.43B
| $10.2M | 0.01% |
375,983
+18,822
| +5% | +$512K |
|
|
MZTI
1091
The Marzetti Company Common Stock
MZTI
$5.02B
| $10.2M | 0.01% |
77,195
+3,139
| +4% | +$415K |
|
1092
8x8 Inc
EGHT
$282M
| $10.2M | 0.01% |
660,774
+15,129
| +2% | +$233K |
|
1093
Quaker Houghton
KWR
$2.45B
| $10.2M | 0.01% |
96,250
+2,720
| +3% | +$288K |
|
|
GCI
1094
DELISTED
Gannett Co., Inc
GCI
| $10.2M | 0.01% |
875,833
+30,996
| +4% | +$361K |
|
1095
Wolfspeed
WOLF
$285M
| $10.2M | 0.01% |
396,258
+17,242
| +5% | +$443K |
|
1096
Skywest
SKYW
$4.35B
| $10.2M | 0.01% |
385,861
+13,478
| +4% | +$356K |
|
1097
FNB Corp
FNB
$5.88B
| $10.2M | 0.01% |
827,004
-883,316
| -52% | -$10.9M |
|
1098
CSG Systems International
CSGS
$1.88B
| $10.2M | 0.01% |
245,931
+9,498
| +4% | +$393K |
|
1099
Leggett & Platt
LEG
$1.32B
| $10.2M | 0.01% |
222,902
+12,317
| +6% | +$561K |
|
1100
Enerpac Tool Group
EPAC
$2.22B
| $10.2M | 0.01% |
437,068
+9,415
| +2% | +$219K |
|