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 | |
|---|---|---|---|---|---|---|
1151
Four Corners Property Trust
FCPT
$2.7B
| $9.47M | 0.01% |
443,925
+64,688
| +17% | +$1.38M |
|
1152
Piper Sandler
PIPR
$5.98B
| $9.47M | 0.01% |
195,956
+96,296
| +97% | +$4.65M |
|
1153
NRG Energy
NRG
$30.9B
| $9.45M | 0.01% |
843,070
-369,912
| -30% | -$4.15M |
|
1154
Meritage Homes
MTH
$5.57B
| $9.44M | 0.01% |
544,292
+20,674
| +4% | +$359K |
|
1155
Group 1 Automotive
GPI
$6.11B
| $9.44M | 0.01% |
147,805
-4,818
| -3% | -$308K |
|
|
VSTO
1156
DELISTED
Vista Outdoor Inc.
VSTO
| $9.44M | 0.01% |
236,813
+4,943
| +2% | +$197K |
|
1157
Westamerica Bancorp
WABC
$1.24B
| $9.44M | 0.01% |
185,439
+6,000
| +3% | +$305K |
|
1158
Apogee Enterprises
APOG
$903M
| $9.43M | 0.01% |
211,048
+8,005
| +4% | +$358K |
|
1159
FMC
FMC
$4.63B
| $9.43M | 0.01% |
224,934
+4,855
| +2% | +$204K |
|
|
NTUS
1160
DELISTED
Natus Medical Inc
NTUS
| $9.39M | 0.01% |
239,002
+5,359
| +2% | +$211K |
|
|
FLOW
1161
DELISTED
SPX FLOW, Inc.
FLOW
| $9.35M | 0.01% |
302,439
-64,220
| -18% | -$1.99M |
|
1162
Axos Financial
AX
$5.21B
| $9.33M | 0.01% |
416,542
+12,729
| +3% | +$285K |
|
1163
John Wiley & Sons Class A
WLY
$2.19B
| $9.26M | 0.01% |
179,490
-3,932
| -2% | -$203K |
|
1164
Supernus Pharmaceuticals
SUPN
$2.54B
| $9.25M | 0.01% |
373,963
+129,102
| +53% | +$3.19M |
|
1165
Cheesecake Factory
CAKE
$2.93B
| $9.23M | 0.01% |
184,365
+13,722
| +8% | +$687K |
|
1166
DNOW Inc
DNOW
$1.62B
| $9.21M | 0.01% |
429,761
+28,635
| +7% | +$614K |
|
1167
Shutterstock
SSTK
$719M
| $9.2M | 0.01% |
144,442
+6,754
| +5% | +$430K |
|
|
HW
1168
DELISTED
Headwaters Inc
HW
| $9.16M | 0.01% |
541,359
+20,265
| +4% | +$343K |
|
|
SONC
1169
DELISTED
Sonic Corp
SONC
| $9.15M | 0.01% |
349,336
+6,957
| +2% | +$182K |
|
1170
Benchmark Electronics
BHE
$1.43B
| $9.14M | 0.01% |
366,356
+7,411
| +2% | +$185K |
|
|
RBS.PRS.CL
1171
DELISTED
The Royal Bank Of Scotland Group
RBS.PRS.CL
| $9.13M | 0.01% |
360,817
-32,579
| -8% | -$825K |
|
1172
La-Z-Boy
LZB
$1.44B
| $9.12M | 0.01% |
371,145
+7,126
| +2% | +$175K |
|
|
DPLO
1173
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
| $9.03M | 0.01% |
322,261
+60,797
| +23% | +$1.7M |
|
1174
iRobot
IRBT
$109M
| $9.02M | 0.01% |
205,094
+5,652
| +3% | +$249K |
|
1175
SPS Commerce
SPSC
$4.23B
| $9.02M | 0.01% |
+245,662
| New | +$9.02M |
|