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 | |
|---|---|---|---|---|---|---|
1176
Standex International
SXI
$2.43B
| $9.02M | 0.01% |
97,087
+3,344
| +4% | +$311K |
|
1177
ACI Worldwide
ACIW
$5.18B
| $9M | 0.01% |
464,132
+19,415
| +4% | +$376K |
|
1178
Kennametal
KMT
$1.6B
| $8.99M | 0.01% |
309,860
+8,308
| +3% | +$241K |
|
|
ORIT
1179
DELISTED
Oritani Financial Corp. New
ORIT
| $8.99M | 0.01% |
571,841
+7,160
| +1% | +$113K |
|
1180
Commault Systems
CVLT
$7.98B
| $8.97M | 0.01% |
168,754
+12,341
| +8% | +$656K |
|
1181
Ameris Bancorp
ABCB
$5.1B
| $8.96M | 0.01% |
256,474
+60,394
| +31% | +$2.11M |
|
1182
Dana Inc
DAN
$2.72B
| $8.95M | 0.01% |
574,366
+9,684
| +2% | +$151K |
|
1183
Mativ Holdings
MATV
$660M
| $8.95M | 0.01% |
232,081
+8,022
| +4% | +$309K |
|
1184
Owens & Minor
OMI
$425M
| $8.95M | 0.01% |
257,677
+16,986
| +7% | +$590K |
|
|
CNR
1185
DELISTED
Cornerstone Building Brands, Inc.
CNR
| $8.93M | 0.01% |
612,186
+214,186
| +54% | +$3.13M |
|
|
KAMN
1186
DELISTED
Kaman Corp
KAMN
| $8.93M | 0.01% |
203,366
+12,928
| +7% | +$568K |
|
1187
Korn Ferry
KFY
$3.85B
| $8.93M | 0.01% |
425,043
+9,684
| +2% | +$203K |
|
|
WPG
1188
DELISTED
Washington Prime Group Inc.
WPG
| $8.92M | 0.01% |
80,072
-24,023
| -23% | -$2.68M |
|
1189
Albany International
AIN
$1.77B
| $8.91M | 0.01% |
210,312
+7,652
| +4% | +$324K |
|
|
AJRD
1190
DELISTED
Aerojet Rocketdyne Holdings, Inc.
AJRD
| $8.85M | 0.01% |
503,534
+51,064
| +11% | +$898K |
|
1191
Enpro
NPO
$4.63B
| $8.84M | 0.01% |
155,618
+2,750
| +2% | +$156K |
|
|
NVRO
1192
DELISTED
NEVRO CORP.
NVRO
| $8.83M | 0.01% |
84,609
-41,494
| -33% | -$4.33M |
|
|
ESL
1193
DELISTED
Esterline Technologies
ESL
| $8.8M | 0.01% |
115,747
+4,776
| +4% | +$363K |
|
1194
Signet Jewelers
SIG
$3.78B
| $8.8M | 0.01% |
118,056
-2,061
| -2% | -$154K |
|
1195
Wendy's
WEN
$1.87B
| $8.78M | 0.01% |
813,181
-3,249
| -0.4% | -$35.1K |
|
1196
Gibraltar Industries
ROCK
$1.77B
| $8.77M | 0.01% |
235,995
+18,498
| +9% | +$687K |
|
|
BIG
1197
DELISTED
Big Lots, Inc.
BIG
| $8.74M | 0.01% |
183,080
+12,323
| +7% | +$588K |
|
|
INN
1198
Summit Hotel Properties
INN
$610M
| $8.69M | 0.01% |
660,195
+31,940
| +5% | +$420K |
|
1199
G-III Apparel Group
GIII
$1.13B
| $8.69M | 0.01% |
297,935
+9,951
| +3% | +$290K |
|
1200
Worthington Enterprises
WOR
$3.18B
| $8.65M | 0.01% |
292,108
+11,964
| +4% | +$354K |
|