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 | |
|---|---|---|---|---|---|---|
|
LXK
1126
DELISTED
Lexmark Intl Inc
LXK
| $9.84M | 0.01% |
246,312
+10,509
| +4% | +$420K |
|
1127
Forward Air
FWRD
$913M
| $9.82M | 0.01% |
227,073
+12,790
| +6% | +$553K |
|
1128
Dine Brands
DIN
$365M
| $9.82M | 0.01% |
123,972
+7,105
| +6% | +$563K |
|
|
AF
1129
DELISTED
Astoria Financial Corporation
AF
| $9.82M | 0.01% |
672,319
+17,769
| +3% | +$259K |
|
|
CAA
1130
DELISTED
CalAtlantic Group, Inc.
CAA
| $9.81M | 0.01% |
293,261
+16,586
| +6% | +$555K |
|
1131
First Financial Bancorp
FFBC
$2.5B
| $9.79M | 0.01% |
448,299
+342
| +0.1% | +$7.47K |
|
|
LTXB
1132
DELISTED
LegacyTexas Financial Group Inc
LTXB
| $9.78M | 0.01% |
309,175
+720
| +0.2% | +$22.8K |
|
1133
Genworth Financial
GNW
$3.53B
| $9.78M | 0.01% |
1,971,184
+109,694
| +6% | +$544K |
|
1134
Minerals Technologies
MTX
$2.01B
| $9.76M | 0.01% |
138,033
+4,966
| +4% | +$351K |
|
1135
National Storage Affiliates Trust
NSA
$2.51B
| $9.74M | 0.01% |
464,959
| – | – |
|
1136
Methode Electronics
MEI
$255M
| $9.72M | 0.01% |
277,916
+7,675
| +3% | +$268K |
|
|
MINI
1137
DELISTED
Mobile Mini Inc
MINI
| $9.71M | 0.01% |
321,510
+2,801
| +0.9% | +$84.6K |
|
1138
Compass Minerals
CMP
$794M
| $9.7M | 0.01% |
131,566
+9,977
| +8% | +$735K |
|
|
EBIX
1139
DELISTED
Ebix Inc
EBIX
| $9.69M | 0.01% |
170,508
-15,611
| -8% | -$888K |
|
1140
Silicon Laboratories
SLAB
$4.42B
| $9.69M | 0.01% |
164,802
+16,446
| +11% | +$967K |
|
1141
Exponent
EXPO
$3.59B
| $9.69M | 0.01% |
379,344
+6,718
| +2% | +$172K |
|
1142
Spirit AeroSystems
SPR
$4.82B
| $9.68M | 0.01% |
217,265
-93,282
| -30% | -$4.15M |
|
|
DISCK
1143
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $9.67M | 0.01% |
367,665
-22,312
| -6% | -$587K |
|
|
MDRX
1144
DELISTED
Veradigm Inc. Common Stock
MDRX
| $9.64M | 0.01% |
732,120
+29,478
| +4% | +$388K |
|
1145
TopBuild
BLD
$12.2B
| $9.63M | 0.01% |
290,076
+11,030
| +4% | +$366K |
|
1146
Valley National Bancorp
VLY
$6.02B
| $9.62M | 0.01% |
988,728
+134,242
| +16% | +$1.31M |
|
|
AVP
1147
DELISTED
Avon Products, Inc.
AVP
| $9.62M | 0.01% |
1,699,511
+70,660
| +4% | +$400K |
|
|
AKRX
1148
DELISTED
Akorn, Inc.
AKRX
| $9.55M | 0.01% |
350,431
+29,608
| +9% | +$807K |
|
|
CCMP
1149
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $9.55M | 0.01% |
180,502
+8,245
| +5% | +$436K |
|
1150
Helen of Troy
HELE
$563M
| $9.52M | 0.01% |
110,501
+4,661
| +4% | +$402K |
|