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 |
O'Reilly Automotive
ORLY
|
+$174M |
| 2 |
DuPont de Nemours
DD
|
+$135M |
| 3 |
Healthpeak Properties
DOC
|
+$98.5M |
| 4 |
Gartner
IT
|
+$95.1M |
| 5 |
Air Products & Chemicals
APD
|
+$94.4M |
Top Sells
| 1 |
AutoZone
AZO
|
+$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
+$165M |
| 3 |
JPMorgan Chase
JPM
|
+$118M |
| 4 |
Willis Towers Watson
WTW
|
+$112M |
| 5 |
Welltower
WELL
|
+$106M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1101
WD-40
WDFC
$2.86B
| $12.4M | 0.01% |
110,739
-3,178
| -3% | -$356K |
|
1102
NETSCOUT
NTCT
$1.8B
| $12.4M | 0.01% |
382,357
-7,926
| -2% | -$256K |
|
1103
Kimco Realty
KIM
$15.2B
| $12.4M | 0.01% |
632,346
-18,091
| -3% | -$354K |
|
1104
Churchill Downs
CHDN
$6.75B
| $12.4M | 0.01% |
359,640
+14,700
| +4% | +$505K |
|
1105
Saia
SAIA
$8.33B
| $12.3M | 0.01% |
196,844
-2,464
| -1% | -$154K |
|
|
FLOW
1106
DELISTED
SPX FLOW, Inc.
FLOW
| $12.3M | 0.01% |
318,977
-2,739
| -0.9% | -$106K |
|
1107
Federated Hermes
FHI
$4.16B
| $12.3M | 0.01% |
413,855
+13,331
| +3% | +$396K |
|
1108
ESCO Technologies
ESE
$5.38B
| $12.3M | 0.01% |
204,900
+2,142
| +1% | +$128K |
|
1109
TEGNA Inc
TGNA
$3.39B
| $12.3M | 0.01% |
920,723
+7,831
| +0.9% | +$104K |
|
|
CHSP
1110
DELISTED
Chesapeake Lodging Trust
CHSP
| $12.3M | 0.01% |
454,355
-3,893
| -0.8% | -$105K |
|
1111
TTM Technologies
TTMI
$4.83B
| $12.2M | 0.01% |
795,866
+40,424
| +5% | +$621K |
|
1112
Graham Holdings Company
GHC
$5.12B
| $12.2M | 0.01% |
20,904
| – | – |
|
|
SFLY
1113
DELISTED
Shutterfly, Inc.
SFLY
| $12.2M | 0.01% |
251,625
-9,933
| -4% | -$482K |
|
1114
CF Industries
CF
$13.9B
| $12.2M | 0.01% |
346,943
-2,811
| -0.8% | -$98.8K |
|
1115
Tractor Supply
TSCO
$32.1B
| $12.2M | 0.01% |
962,725
-53,860
| -5% | -$682K |
|
1116
Wendy's
WEN
$1.84B
| $12.2M | 0.01% |
783,287
-38,843
| -5% | -$603K |
|
1117
Clean Harbors
CLH
$12.7B
| $12.2M | 0.01% |
214,438
-8,645
| -4% | -$490K |
|
1118
Walker & Dunlop
WD
$2.93B
| $12.1M | 0.01% |
231,537
-7,026
| -3% | -$368K |
|
1119
Employers Holdings
EIG
$983M
| $12.1M | 0.01% |
266,515
-2,199
| -0.8% | -$99.9K |
|
1120
Axos Financial
AX
$5.17B
| $12M | 0.01% |
422,108
-16,651
| -4% | -$474K |
|
|
NUVA
1121
DELISTED
NuVasive, Inc.
NUVA
| $12M | 0.01% |
216,263
-1,947
| -0.9% | -$108K |
|
1122
Harley-Davidson
HOG
$3.63B
| $12M | 0.01% |
248,695
-26,527
| -10% | -$1.28M |
|
1123
Pultegroup
PHM
$27B
| $11.9M | 0.01% |
437,041
-5,089
| -1% | -$139K |
|
|
EBIX
1124
DELISTED
Ebix Inc
EBIX
| $11.9M | 0.01% |
182,832
-1,120
| -0.6% | -$73.1K |
|
|
CAA
1125
DELISTED
CalAtlantic Group, Inc.
CAA
| $11.9M | 0.01% |
324,798
-1,091
| -0.3% | -$40K |
|