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 | |
|---|---|---|---|---|---|---|
1101
Kennametal
KMT
$1.6B
| $13M | 0.01% |
351,798
+1,538
| +0.4% | +$56.7K |
|
1102
Kite Realty
KRG
$5B
| $13M | 0.01% |
663,483
+593
| +0.1% | +$11.6K |
|
1103
Federal Realty Investment Trust
FRT
$8.78B
| $12.9M | 0.01% |
100,252
-3,052
| -3% | -$393K |
|
1104
Eagle Bancorp
EGBN
$624M
| $12.9M | 0.01% |
265,335
-7,114
| -3% | -$346K |
|
1105
Columbia Sportswear
COLM
$3.05B
| $12.9M | 0.01% |
128,498
+123,994
| +2,753% | +$12.4M |
|
1106
Talos Energy
TALO
$1.7B
| $12.8M | 0.01% |
425,908
+166,712
| +64% | +$5.03M |
|
1107
KB Home
KBH
$4.59B
| $12.8M | 0.01% |
374,657
-1,171
| -0.3% | -$40.1K |
|
1108
S&T Bancorp
STBA
$1.51B
| $12.8M | 0.01% |
318,699
+36,472
| +13% | +$1.47M |
|
1109
Cadence Bank
CADE
$6.96B
| $12.8M | 0.01% |
407,706
+2,435
| +0.6% | +$76.5K |
|
1110
Kimco Realty
KIM
$15.2B
| $12.8M | 0.01% |
618,367
-7,768
| -1% | -$161K |
|
1111
Iron Mountain
IRM
$29.2B
| $12.8M | 0.01% |
401,646
-14,129
| -3% | -$450K |
|
1112
US Physical Therapy
USPH
$1.25B
| $12.8M | 0.01% |
111,671
+2,470
| +2% | +$282K |
|
1113
Coherent
COHR
$16.1B
| $12.7M | 0.01% |
377,852
-212,772
| -36% | -$7.16M |
|
|
BEAT
1114
DELISTED
BioTelemetry, Inc.
BEAT
| $12.7M | 0.01% |
274,554
-26,364
| -9% | -$1.22M |
|
1115
Installed Building Products
IBP
$7.38B
| $12.7M | 0.01% |
184,568
+11,851
| +7% | +$816K |
|
|
UNIT
1116
Uniti Group
UNIT
$1.75B
| $12.7M | 0.01% |
1,545,471
+703,638
| +84% | +$5.78M |
|
1117
Macerich
MAC
$4.61B
| $12.6M | 0.01% |
467,836
+299,171
| +177% | +$8.05M |
|
1118
UMB Financial
UMBF
$9.24B
| $12.6M | 0.01% |
183,424
-3,264
| -2% | -$224K |
|
1119
Telephone and Data Systems
TDS
$4.53B
| $12.6M | 0.01% |
494,620
+70,932
| +17% | +$1.8M |
|
|
EGOV
1120
DELISTED
NIC Inc
EGOV
| $12.5M | 0.01% |
560,337
-8,359
| -1% | -$187K |
|
1121
Pricesmart
PSMT
$3.63B
| $12.5M | 0.01% |
176,123
-3,759
| -2% | -$267K |
|
|
KEM
1122
DELISTED
KEMET Corporation
KEM
| $12.5M | 0.01% |
461,635
+985
| +0.2% | +$26.6K |
|
1123
AutoNation
AN
$8.56B
| $12.5M | 0.01% |
256,139
+381
| +0.1% | +$18.5K |
|
|
VGR
1124
DELISTED
Vector Group Ltd.
VGR
| $12.4M | 0.01% |
1,310,609
-2,899
| -0.2% | -$27.5K |
|
1125
Seacoast Banking Corp of Florida
SBCF
$2.72B
| $12.4M | 0.01% |
406,736
+847
| +0.2% | +$25.9K |
|