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 | |
|---|---|---|---|---|---|---|
1176
Trustmark
TRMK
$2.43B
| $10.1M | 0.01% |
353,522
+49,751
| +16% | +$1.41M |
|
1177
OSI Systems
OSIS
$3.95B
| $10M | 0.01% |
137,060
+1,198
| +0.9% | +$87.8K |
|
1178
NMI Holdings
NMIH
$3.11B
| $10M | 0.01% |
562,175
-21,760
| -4% | -$388K |
|
1179
Interparfums
IPAR
$3.43B
| $9.99M | 0.01% |
152,292
+7,457
| +5% | +$489K |
|
1180
United Fire Group
UFCS
$807M
| $9.96M | 0.01% |
179,642
+3,289
| +2% | +$182K |
|
|
SRCI
1181
DELISTED
SRC Energy Inc
SRCI
| $9.92M | 0.01% |
2,110,943
+28,998
| +1% | +$136K |
|
1182
Alcoa
AA
$8.62B
| $9.92M | 0.01% |
373,064
+144,438
| +63% | +$3.84M |
|
1183
Knowles
KN
$1.9B
| $9.92M | 0.01% |
745,129
+4,720
| +0.6% | +$62.8K |
|
1184
Ring Energy
REI
$217M
| $9.9M | 0.01% |
1,948,946
+831,506
| +74% | +$4.22M |
|
1185
AAR Corp
AIR
$2.67B
| $9.88M | 0.01% |
264,570
-726
| -0.3% | -$27.1K |
|
1186
DaVita
DVA
$9.53B
| $9.86M | 0.01% |
191,559
-3,706
| -2% | -$191K |
|
1187
Strategy Inc Common Stock Class A
MSTR
$94.1B
| $9.78M | 0.01% |
765,740
+4,170
| +0.5% | +$53.3K |
|
1188
John Wiley & Sons Class A
WLY
$2.21B
| $9.77M | 0.01% |
208,070
-9,183
| -4% | -$431K |
|
1189
Acadia Healthcare
ACHC
$2.01B
| $9.76M | 0.01% |
379,695
-13,425
| -3% | -$345K |
|
1190
Unum
UNM
$12.8B
| $9.74M | 0.01% |
331,375
-167,894
| -34% | -$4.93M |
|
|
TRHC
1191
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
| $9.73M | 0.01% |
152,529
-259
| -0.2% | -$16.5K |
|
1192
Enanta Pharmaceuticals
ENTA
$179M
| $9.72M | 0.01% |
137,169
-2,355
| -2% | -$167K |
|
1193
City Holding Co
CHCO
$1.83B
| $9.69M | 0.01% |
143,394
+12,992
| +10% | +$878K |
|
1194
Dine Brands
DIN
$371M
| $9.68M | 0.01% |
143,797
+897
| +0.6% | +$60.4K |
|
1195
Campbell Soup
CPB
$9.91B
| $9.67M | 0.01% |
293,196
-8,989
| -3% | -$297K |
|
1196
Inogen
INGN
$231M
| $9.65M | 0.01% |
77,695
-8,643
| -10% | -$1.07M |
|
1197
Deluxe
DLX
$882M
| $9.63M | 0.01% |
250,503
+11,073
| +5% | +$426K |
|
1198
Brinker International
EAT
$6.91B
| $9.61M | 0.01% |
218,555
+28,034
| +15% | +$1.23M |
|
1199
Guess, Inc.
GES
$869M
| $9.6M | 0.01% |
462,295
+3,551
| +0.8% | +$73.8K |
|
1200
Kite Realty
KRG
$4.96B
| $9.58M | 0.01% |
679,666
+4,081
| +0.6% | +$57.5K |
|