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 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$192M |
| 3 |
Charter Communications
CHTR
|
+$181M |
| 4 |
Park Hotels & Resorts
PK
|
+$157M |
| 5 |
Credit Acceptance
CACC
|
+$156M |
Top Sells
| 1 |
Albemarle
ALB
|
+$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 3 |
Apple
AAPL
|
+$117M |
| 4 |
CELG
Celgene Corp
CELG
|
+$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1151
Calavo Growers
CVGW
$496M
| $11.9M | 0.01% |
131,756
+1
| +0% | +$91 |
|
1152
Veritex Holdings
VBTX
$1.88B
| $11.9M | 0.01% |
407,759
+23,767
| +6% | +$692K |
|
|
JNPR
1153
DELISTED
Juniper Networks
JNPR
| $11.9M | 0.01% |
482,110
-41,001
| -8% | -$1.01M |
|
1154
Tennant Co
TNC
$1.54B
| $11.9M | 0.01% |
152,141
+2,268
| +2% | +$177K |
|
|
ETRN
1155
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $11.9M | 0.01% |
887,116
+997
| +0.1% | +$13.3K |
|
1156
PENN Entertainment
PENN
$2.92B
| $11.8M | 0.01% |
462,620
-9
| -0% | -$230 |
|
|
BBT
1157
Beacon Financial Corporation
BBT
$2.2B
| $11.8M | 0.01% |
359,397
-103,037
| -22% | -$3.39M |
|
1158
First Commonwealth Financial
FCF
$1.85B
| $11.8M | 0.01% |
811,063
-32,632
| -4% | -$474K |
|
1159
LGI Homes
LGIH
$1.45B
| $11.8M | 0.01% |
166,410
+8,997
| +6% | +$636K |
|
|
SWN
1160
DELISTED
Southwestern Energy Company
SWN
| $11.7M | 0.01% |
4,847,432
+1,889,823
| +64% | +$4.57M |
|
1161
Pediatrix Medical
MD
$1.48B
| $11.7M | 0.01% |
420,618
-34,327
| -8% | -$954K |
|
1162
TTM Technologies
TTMI
$4.99B
| $11.7M | 0.01% |
775,120
+1,310
| +0.2% | +$19.7K |
|
1163
Oceaneering
OII
$2.48B
| $11.7M | 0.01% |
781,602
+361,042
| +86% | +$5.38M |
|
|
ECOL
1164
DELISTED
US Ecology, Inc.
ECOL
| $11.6M | 0.01% |
201,057
+26,833
| +15% | +$1.55M |
|
1165
CNO Financial Group
CNO
$3.83B
| $11.6M | 0.01% |
641,724
-33,543
| -5% | -$608K |
|
1166
Assurant
AIZ
$10.8B
| $11.6M | 0.01% |
88,295
-3,784
| -4% | -$496K |
|
1167
Mohawk Industries
MHK
$8.68B
| $11.5M | 0.01% |
84,583
-2,225
| -3% | -$303K |
|
|
VRTU
1168
DELISTED
Virtusa Corporation
VRTU
| $11.5M | 0.01% |
253,391
+6,364
| +3% | +$289K |
|
1169
Gentherm
THRM
$1.1B
| $11.5M | 0.01% |
258,684
-1,464
| -0.6% | -$65K |
|
1170
Coterra Energy
CTRA
$18.6B
| $11.4M | 0.01% |
657,441
-31,411
| -5% | -$547K |
|
1171
Commercial Metals
CMC
$6.63B
| $11.4M | 0.01% |
513,458
+12,573
| +3% | +$280K |
|
1172
Dave & Buster's
PLAY
$796M
| $11.4M | 0.01% |
283,883
+13,958
| +5% | +$561K |
|
|
CTB
1173
DELISTED
Cooper Tire & Rubber Co.
CTB
| $11.4M | 0.01% |
396,482
+728
| +0.2% | +$20.9K |
|
|
CHX
1174
DELISTED
ChampionX
CHX
| $11.4M | 0.01% |
336,105
-844
| -0.3% | -$28.5K |
|
1175
Sleep Number
SNBR
$234M
| $11.3M | 0.01% |
230,484
-19,343
| -8% | -$952K |
|