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 | |
|---|---|---|---|---|---|---|
1101
Zions Bancorporation
ZION
$8.42B
| $10.2M | 0.01% |
327,266
+34,570
| +12% | +$1.07M |
|
|
ZLTQ
1102
DELISTED
ZELTIQ Aesthetics, Inc.
ZLTQ
| $10.1M | 0.01% |
258,021
+30,357
| +13% | +$1.19M |
|
|
CHSP
1103
DELISTED
Chesapeake Lodging Trust
CHSP
| $10.1M | 0.01% |
440,843
+4,196
| +1% | +$96.1K |
|
1104
Clean Harbors
CLH
$12.8B
| $10.1M | 0.01% |
209,653
+21,138
| +11% | +$1.01M |
|
1105
Pultegroup
PHM
$27.9B
| $10.1M | 0.01% |
501,592
+20,305
| +4% | +$407K |
|
|
NP
1106
DELISTED
Neenah, Inc. Common Stock
NP
| $10M | 0.01% |
127,132
+5,120
| +4% | +$405K |
|
|
ESV
1107
DELISTED
Ensco Rowan plc
ESV
| $10M | 0.01% |
295,042
+10,457
| +4% | +$356K |
|
|
BWLD
1108
DELISTED
Buffalo Wild Wings, Inc.
BWLD
| $10M | 0.01% |
71,233
+938
| +1% | +$132K |
|
1109
LivaNova
LIVN
$3.18B
| $10M | 0.01% |
166,767
+12,097
| +8% | +$727K |
|
1110
Omnicell
OMCL
$1.49B
| $10M | 0.01% |
261,621
+8,872
| +4% | +$340K |
|
|
MGLN
1111
DELISTED
Magellan Health Services, Inc.
MGLN
| $10M | 0.01% |
186,119
+6,645
| +4% | +$357K |
|
|
FSP
1112
Franklin Street Properties
FSP
$175M
| $10M | 0.01% |
793,274
+144,803
| +22% | +$1.82M |
|
1113
Timken Company
TKR
$5.37B
| $10M | 0.01% |
284,425
+23,729
| +9% | +$834K |
|
1114
WaFd
WAFD
$2.48B
| $9.97M | 0.01% |
373,723
+26,158
| +8% | +$698K |
|
|
AMED
1115
DELISTED
Amedisys
AMED
| $9.97M | 0.01% |
210,055
+5,734
| +3% | +$272K |
|
|
LPNT
1116
DELISTED
LifePoint Health, Inc.
LPNT
| $9.95M | 0.01% |
168,006
-235,217
| -58% | -$13.9M |
|
1117
Molina Healthcare
MOH
$9.51B
| $9.94M | 0.01% |
170,398
+12,629
| +8% | +$736K |
|
1118
Texas Roadhouse
TXRH
$11.1B
| $9.94M | 0.01% |
254,554
-5,549
| -2% | -$217K |
|
1119
Hancock Whitney
HWC
$5.33B
| $9.93M | 0.01% |
306,114
+16,760
| +6% | +$544K |
|
1120
Progress Software
PRGS
$1.86B
| $9.91M | 0.01% |
364,503
+9,383
| +3% | +$255K |
|
1121
Under Armour Class C
UA
$2.11B
| $9.9M | 0.01% |
292,448
+8,638
| +3% | +$292K |
|
1122
Universal Corp
UVV
$1.38B
| $9.89M | 0.01% |
169,940
+4,803
| +3% | +$280K |
|
1123
Stifel
SF
$11.5B
| $9.89M | 0.01% |
385,814
+14,061
| +4% | +$360K |
|
1124
Revvity
RVTY
$10B
| $9.88M | 0.01% |
176,137
+4,019
| +2% | +$226K |
|
1125
American Axle
AXL
$723M
| $9.86M | 0.01% |
572,531
+15,139
| +3% | +$261K |
|