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 | |
|---|---|---|---|---|---|---|
1126
F5
FFIV
$18.5B
| $11.9M | 0.01% |
98,673
-6,324
| -6% | -$762K |
|
1127
GATX Corp
GATX
$6.05B
| $11.9M | 0.01% |
193,173
-392
| -0.2% | -$24.1K |
|
1128
Revvity
RVTY
$9.62B
| $11.9M | 0.01% |
172,333
-6,238
| -3% | -$430K |
|
1129
Kohl's
KSS
$1.71B
| $11.8M | 0.01% |
259,283
-9,681
| -4% | -$442K |
|
1130
Four Corners Property Trust
FCPT
$2.66B
| $11.8M | 0.01% |
474,151
+6,137
| +1% | +$153K |
|
1131
Westamerica Bancorp
WABC
$1.24B
| $11.8M | 0.01% |
198,383
-1,643
| -0.8% | -$97.8K |
|
1132
Wabash National
WNC
$457M
| $11.8M | 0.01% |
517,476
-13,614
| -3% | -$311K |
|
|
CVG
1133
DELISTED
Convergys
CVG
| $11.8M | 0.01% |
456,121
+808
| +0.2% | +$20.9K |
|
1134
Blackstone Mortgage Trust
BXMT
$3.35B
| $11.8M | 0.01% |
380,167
+51,972
| +16% | +$1.61M |
|
1135
The Greenbrier Companies
GBX
$1.42B
| $11.8M | 0.01% |
244,487
-1,421
| -0.6% | -$68.4K |
|
1136
Designer Brands
DBI
$225M
| $11.8M | 0.01% |
547,631
+34,540
| +7% | +$742K |
|
1137
Wolfspeed
WOLF
$365M
| $11.8M | 0.01% |
417,150
+7,340
| +2% | +$207K |
|
1138
Avis
CAR
$5.47B
| $11.8M | 0.01% |
308,716
-49,466
| -14% | -$1.88M |
|
|
NP
1139
DELISTED
Neenah, Inc. Common Stock
NP
| $11.7M | 0.01% |
137,060
-960
| -0.7% | -$82.1K |
|
1140
MaxLinear
MXL
$1.37B
| $11.7M | 0.01% |
491,969
+44,858
| +10% | +$1.07M |
|
1141
NorthWestern Energy
NWE
$3.51B
| $11.7M | 0.01% |
204,940
-2,090
| -1% | -$119K |
|
|
BOBE
1142
DELISTED
Bob Evans Farms, Inc.
BOBE
| $11.6M | 0.01% |
150,261
-2,876
| -2% | -$223K |
|
1143
Kulicke & Soffa
KLIC
$2.01B
| $11.6M | 0.01% |
539,046
-3,753
| -0.7% | -$81K |
|
1144
Minerals Technologies
MTX
$1.99B
| $11.6M | 0.01% |
164,525
+638
| +0.4% | +$45.1K |
|
|
KLXI
1145
DELISTED
KLX Inc.
KLXI
| $11.6M | 0.01% |
260,161
-754
| -0.3% | -$33.6K |
|
|
UFS
1146
DELISTED
DOMTAR CORPORATION (New)
UFS
| $11.6M | 0.01% |
266,997
+1,861
| +0.7% | +$80.7K |
|
1147
Group 1 Automotive
GPI
$6.03B
| $11.6M | 0.01% |
159,838
-1,241
| -0.8% | -$89.9K |
|
1148
ACI Worldwide
ACIW
$5.18B
| $11.6M | 0.01% |
507,337
+8,598
| +2% | +$196K |
|
|
EDR
1149
DELISTED
Education Realty Trust Inc
EDR
| $11.6M | 0.01% |
321,456
-702,288
| -69% | -$25.2M |
|
1150
NRG Energy
NRG
$31.9B
| $11.5M | 0.01% |
450,405
-57,336
| -11% | -$1.47M |
|