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 |
O'Reilly Automotive
ORLY
|
+$174M |
| 2 |
DuPont de Nemours
DD
|
+$135M |
| 3 |
Healthpeak Properties
DOC
|
+$98.5M |
| 4 |
Gartner
IT
|
+$95.1M |
| 5 |
Air Products & Chemicals
APD
|
+$94.4M |
Top Sells
| 1 |
AutoZone
AZO
|
+$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
+$165M |
| 3 |
JPMorgan Chase
JPM
|
+$118M |
| 4 |
Willis Towers Watson
WTW
|
+$112M |
| 5 |
Welltower
WELL
|
+$106M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1176
ATI
ATI
$10.5B
| $11M | 0.01% |
460,318
+1,960
| +0.4% | +$46.8K |
|
1177
Globus Medical
GMED
$7.93B
| $11M | 0.01% |
369,939
+2,256
| +0.6% | +$67K |
|
1178
Commault Systems
CVLT
$7.82B
| $11M | 0.01% |
180,745
-672
| -0.4% | -$40.9K |
|
1179
Universal Corp
UVV
$1.38B
| $11M | 0.01% |
191,758
-5,937
| -3% | -$340K |
|
|
CBL
1180
DELISTED
CBL& Associates Properties, Inc.
CBL
| $11M | 0.01% |
1,307,790
-14,330
| -1% | -$120K |
|
|
MDP
1181
DELISTED
Meredith Corporation
MDP
| $11M | 0.01% |
197,335
+12,472
| +7% | +$692K |
|
|
HF
1182
DELISTED
HFF Inc.
HF
| $10.9M | 0.01% |
276,348
+6,429
| +2% | +$254K |
|
1183
CSG Systems International
CSGS
$1.86B
| $10.9M | 0.01% |
272,095
-5,427
| -2% | -$218K |
|
1184
Acuity Brands
AYI
$10.3B
| $10.9M | 0.01% |
63,652
-1,916
| -3% | -$328K |
|
1185
Telephone and Data Systems
TDS
$4.51B
| $10.9M | 0.01% |
390,405
-6,435
| -2% | -$179K |
|
1186
Kemper
KMPR
$3.35B
| $10.9M | 0.01% |
205,102
+5,916
| +3% | +$314K |
|
1187
OraSure Technologies
OSUR
$242M
| $10.9M | 0.01% |
482,574
+3,531
| +0.7% | +$79.4K |
|
1188
AES
AES
$9.17B
| $10.9M | 0.01% |
985,206
-5,266
| -0.5% | -$58K |
|
1189
HUB Group
HUBG
$2.2B
| $10.8M | 0.01% |
505,164
-4,398
| -0.9% | -$94.4K |
|
1190
John Wiley & Sons Class A
WLY
$2.19B
| $10.8M | 0.01% |
202,476
+451
| +0.2% | +$24.1K |
|
1191
Aaon
AAON
$6.7B
| $10.8M | 0.01% |
470,577
-2,073
| -0.4% | -$47.6K |
|
1192
Urban Edge Properties
UE
$2.66B
| $10.8M | 0.01% |
447,935
+24,100
| +6% | +$581K |
|
|
NAVG
1193
DELISTED
Navigators Group Inc
NAVG
| $10.8M | 0.01% |
184,947
-1,666
| -0.9% | -$97.2K |
|
1194
Advance Auto Parts
AAP
$3.66B
| $10.8M | 0.01% |
108,570
-1,562
| -1% | -$155K |
|
1195
New York Times
NYT
$9.59B
| $10.7M | 0.01% |
547,718
+14,685
| +3% | +$288K |
|
|
BPFH
1196
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $10.7M | 0.01% |
648,609
-6,750
| -1% | -$112K |
|
1197
Jacobs Solutions
J
$17.5B
| $10.7M | 0.01% |
222,656
-7,617
| -3% | -$367K |
|
1198
Emergent Biosolutions
EBS
$434M
| $10.7M | 0.01% |
264,917
-614
| -0.2% | -$24.8K |
|
1199
Interface
TILE
$1.66B
| $10.7M | 0.01% |
489,015
-29,748
| -6% | -$651K |
|
1200
American Woodmark
AMWD
$995M
| $10.7M | 0.01% |
111,088
+1,162
| +1% | +$112K |
|