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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1151
ACI Worldwide
ACIW
$5.18B
| $12.7M | 0.01% |
513,481
+10,616
| +2% | +$262K |
|
1152
Tri Pointe Homes
TPH
$3.09B
| $12.7M | 0.01% |
773,686
+111,283
| +17% | +$1.82M |
|
1153
InterDigital
IDCC
$8.33B
| $12.7M | 0.01% |
156,440
+3,499
| +2% | +$283K |
|
1154
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $12.6M | 0.01% |
324,500
-515
| -0.2% | -$20.1K |
|
1155
NorthWestern Energy
NWE
$3.51B
| $12.6M | 0.01% |
220,692
+3,706
| +2% | +$212K |
|
1156
KBR
KBR
$6.36B
| $12.6M | 0.01% |
704,975
+86,650
| +14% | +$1.55M |
|
|
PES
1157
DELISTED
Pioneer Energy Services Corp.
PES
| $12.6M | 0.01% |
2,154,983
+783,396
| +57% | +$4.58M |
|
1158
CoreCivic
CXW
$2.26B
| $12.6M | 0.01% |
527,449
+9,565
| +2% | +$229K |
|
1159
Stepan Co
SCL
$1.09B
| $12.6M | 0.01% |
161,509
-2,059
| -1% | -$161K |
|
1160
Tenet Healthcare
THC
$17B
| $12.6M | 0.01% |
375,172
+6,377
| +2% | +$214K |
|
|
BRSL
1161
Brightstar Lottery PLC
BRSL
$3.12B
| $12.6M | 0.01% |
541,782
+531,025
| +4,937% | +$12.3M |
|
1162
Clean Harbors
CLH
$12.7B
| $12.5M | 0.01% |
225,776
+8,099
| +4% | +$450K |
|
|
CUB
1163
DELISTED
Cubic Corporation
CUB
| $12.5M | 0.01% |
195,160
+3,193
| +2% | +$205K |
|
|
IPCC
1164
DELISTED
Infinity Property & Casualty C
IPCC
| $12.5M | 0.01% |
87,574
+1,498
| +2% | +$213K |
|
|
BBBY
1165
DELISTED
Bed Bath & Beyond Inc
BBBY
| $12.5M | 0.01% |
624,981
-3,529
| -0.6% | -$70.3K |
|
|
HZNP
1166
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $12.5M | 0.01% |
751,972
+196,438
| +35% | +$3.25M |
|
1167
KB Home
KBH
$4.48B
| $12.4M | 0.01% |
456,479
-20,597
| -4% | -$561K |
|
|
GOV
1168
DELISTED
Government Properties Income Trust
GOV
| $12.4M | 0.01% |
782,552
+12,323
| +2% | +$195K |
|
1169
3D Systems Corporation
DDD
$286M
| $12.4M | 0.01% |
897,925
+404,437
| +82% | +$5.59M |
|
|
AAT
1170
American Assets Trust
AAT
$1.27B
| $12.4M | 0.01% |
323,611
-423
| -0.1% | -$16.2K |
|
1171
National Storage Affiliates Trust
NSA
$2.45B
| $12.4M | 0.01% |
401,854
+7,845
| +2% | +$242K |
|
1172
Golden Entertainment
GDEN
$638M
| $12.4M | 0.01% |
457,675
+43,674
| +11% | +$1.18M |
|
1173
Dick's Sporting Goods
DKS
$19.9B
| $12.3M | 0.01% |
350,176
-15,310
| -4% | -$540K |
|
1174
Commault Systems
CVLT
$7.82B
| $12.3M | 0.01% |
187,325
+4,593
| +3% | +$302K |
|
|
NE
1175
DELISTED
Noble Corporation
NE
| $12.3M | 0.01% |
1,947,883
+30,940
| +2% | +$196K |
|