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 |
Linde
LIN
|
+$216M |
| 2 |
WIX.com
WIX
|
+$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
+$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
+$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
+$229M |
| 2 |
Simon Property Group
SPG
|
+$190M |
| 3 |
PX
Praxair Inc
PX
|
+$171M |
| 4 |
Alibaba
BABA
|
+$149M |
| 5 |
O'Reilly Automotive
ORLY
|
+$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ECOL
1076
DELISTED
US Ecology, Inc.
ECOL
| $11.8M | 0.01% |
186,678
+5,968
| +3% | +$376K |
|
1077
Atlantic Union Bankshares
AUB
$5.02B
| $11.8M | 0.01% |
416,240
-137,868
| -25% | -$3.89M |
|
1078
Globe Life
GL
$11.3B
| $11.7M | 0.01% |
157,482
-4,951
| -3% | -$369K |
|
1079
Newell Brands
NWL
$2.55B
| $11.6M | 0.01% |
626,648
-26,957
| -4% | -$501K |
|
1080
ODP
ODP
$611M
| $11.6M | 0.01% |
451,411
-1,490
| -0.3% | -$38.4K |
|
|
TIER
1081
DELISTED
TIER REIT, Inc.
TIER
| $11.6M | 0.01% |
562,216
+129,045
| +30% | +$2.66M |
|
1082
Aaon
AAON
$6.93B
| $11.6M | 0.01% |
494,855
-7,917
| -2% | -$185K |
|
|
TWO
1083
Two Harbors Investment
TWO
$1.05B
| $11.6M | 0.01% |
225,074
-147,608
| -40% | -$7.58M |
|
1084
KBR
KBR
$6.42B
| $11.5M | 0.01% |
758,725
+45,601
| +6% | +$692K |
|
1085
BorgWarner
BWA
$9.34B
| $11.5M | 0.01% |
376,099
+9,280
| +3% | +$284K |
|
|
TCF
1086
DELISTED
TCF Financial Corporation Common Stock
TCF
| $11.5M | 0.01% |
313,778
-4,218
| -1% | -$154K |
|
1087
The Greenbrier Companies
GBX
$1.42B
| $11.5M | 0.01% |
289,614
-488
| -0.2% | -$19.3K |
|
|
COHR
1088
DELISTED
Coherent Inc
COHR
| $11.4M | 0.01% |
108,272
+875
| +0.8% | +$92.5K |
|
1089
Western Union
WU
$2.74B
| $11.4M | 0.01% |
670,205
-26,465
| -4% | -$451K |
|
1090
Home BancShares
HOMB
$5.82B
| $11.4M | 0.01% |
698,745
-17,880
| -2% | -$292K |
|
|
FL
1091
DELISTED
Foot Locker
FL
| $11.4M | 0.01% |
214,543
+18,082
| +9% | +$962K |
|
1092
La-Z-Boy
LZB
$1.43B
| $11.4M | 0.01% |
411,227
+9,616
| +2% | +$266K |
|
1093
Seacoast Banking Corp of Florida
SBCF
$2.71B
| $11.4M | 0.01% |
437,559
+16,158
| +4% | +$420K |
|
1094
Texas Capital Bancshares
TCBI
$3.99B
| $11.4M | 0.01% |
222,205
-3,237
| -1% | -$165K |
|
1095
Timken Company
TKR
$5.32B
| $11.4M | 0.01% |
304,152
-5,708
| -2% | -$213K |
|
1096
Gentherm
THRM
$1.07B
| $11.3M | 0.01% |
283,252
-11,163
| -4% | -$446K |
|
1097
Vanda Pharmaceuticals
VNDA
$265M
| $11.3M | 0.01% |
433,340
-7,909
| -2% | -$207K |
|
|
MGLN
1098
DELISTED
Magellan Health Services, Inc.
MGLN
| $11.3M | 0.01% |
198,558
-11,388
| -5% | -$648K |
|
1099
LKQ Corp
LKQ
$8.26B
| $11.3M | 0.01% |
474,282
-6,682
| -1% | -$159K |
|
1100
Qorvo
QRVO
$8.26B
| $11.3M | 0.01% |
185,257
-7,176
| -4% | -$436K |
|