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 |
Linde
LIN
|
+$216M |
| 2 |
WIX.com
WIX
|
+$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
+$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
+$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
+$229M |
| 2 |
Simon Property Group
SPG
|
+$190M |
| 3 |
PX
Praxair Inc
PX
|
+$171M |
| 4 |
Alibaba
BABA
|
+$149M |
| 5 |
O'Reilly Automotive
ORLY
|
+$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1151
Genworth Financial
GNW
$3.59B
| $10.4M | 0.01% |
2,236,318
-32,818
| -1% | -$153K |
|
|
MDCO
1152
DELISTED
Medicines Co
MDCO
| $10.4M | 0.01% |
544,283
-7,140
| -1% | -$137K |
|
1153
Cadence Bank
CADE
$7B
| $10.4M | 0.01% |
398,387
-1,795
| -0.4% | -$46.9K |
|
1154
Enerpac Tool Group
EPAC
$2.3B
| $10.4M | 0.01% |
495,756
+4,070
| +0.8% | +$85.4K |
|
|
MDC
1155
DELISTED
M.D.C. Holdings, Inc.
MDC
| $10.4M | 0.01% |
430,968
+4,814
| +1% | +$116K |
|
1156
First Commonwealth Financial
FCF
$1.83B
| $10.4M | 0.01% |
859,231
-562,028
| -40% | -$6.79M |
|
1157
Macerich
MAC
$4.61B
| $10.4M | 0.01% |
239,823
+82,366
| +52% | +$3.56M |
|
1158
TEGNA Inc
TGNA
$3.39B
| $10.4M | 0.01% |
952,735
-5,485
| -0.6% | -$59.6K |
|
1159
HUB Group
HUBG
$2.24B
| $10.3M | 0.01% |
557,454
-2,084
| -0.4% | -$38.6K |
|
1160
Commault Systems
CVLT
$7.89B
| $10.3M | 0.01% |
174,264
-3,066
| -2% | -$181K |
|
1161
Murphy USA
MUSA
$7.56B
| $10.3M | 0.01% |
134,283
-2,428
| -2% | -$186K |
|
1162
Ameris Bancorp
ABCB
$5.08B
| $10.3M | 0.01% |
323,942
-26,541
| -8% | -$841K |
|
1163
Federal Signal
FSS
$7.62B
| $10.2M | 0.01% |
514,459
-2,212
| -0.4% | -$44K |
|
1164
Whirlpool
WHR
$5.22B
| $10.2M | 0.01% |
95,765
-3,104
| -3% | -$332K |
|
1165
CNX Resources
CNX
$4.27B
| $10.2M | 0.01% |
895,312
-56,606
| -6% | -$646K |
|
1166
Avient
AVNT
$3.35B
| $10.2M | 0.01% |
357,390
-43,072
| -11% | -$1.23M |
|
1167
Invesco
IVZ
$9.97B
| $10.2M | 0.01% |
610,561
-8,374
| -1% | -$140K |
|
|
VRTU
1168
DELISTED
Virtusa Corporation
VRTU
| $10.2M | 0.01% |
238,866
-677
| -0.3% | -$28.8K |
|
1169
RB Global
RBA
$21.7B
| $10.2M | 0.01% |
310,635
| – | – |
|
1170
American Axle
AXL
$708M
| $10.2M | 0.01% |
915,372
-1,804
| -0.2% | -$20K |
|
1171
Safety Insurance
SAFT
$1.11B
| $10.1M | 0.01% |
124,056
+6,368
| +5% | +$521K |
|
1172
Avanos Medical
AVNS
$568M
| $10.1M | 0.01% |
226,293
-11,699
| -5% | -$524K |
|
1173
Enpro
NPO
$4.66B
| $10.1M | 0.01% |
168,373
-881
| -0.5% | -$52.9K |
|
1174
SPX Corp
SPXC
$9.29B
| $10.1M | 0.01% |
360,342
+1,825
| +0.5% | +$51.1K |
|
1175
Calavo Growers
CVGW
$498M
| $10.1M | 0.01% |
137,859
-3,526
| -2% | -$257K |
|