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 |
Martin Marietta Materials
MLM
|
+$379M |
| 2 |
Apple
AAPL
|
+$367M |
| 3 |
Hilton Worldwide
HLT
|
+$330M |
| 4 |
Veeva Systems
VEEV
|
+$266M |
| 5 |
Waste Connections
WCN
|
+$260M |
Top Sells
| 1 |
American Tower
AMT
|
+$612M |
| 2 |
Agilent Technologies
A
|
+$279M |
| 3 |
Aon
AON
|
+$220M |
| 4 |
Progressive
PGR
|
+$199M |
| 5 |
VeriSign
VRSN
|
+$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1176
Independent Bank Corp
IBCP
$661M
| $11.7M | 0.01% |
349,631
+77,874
| +29% | +$2.6M |
|
1177
Nexstar Media Group
NXST
$5.98B
| $11.7M | 0.01% |
70,512
-33,499
| -32% | -$5.54M |
|
1178
Roivant Sciences
ROIV
$9.4B
| $11.7M | 0.01% |
1,009,758
-145,614
| -13% | -$1.68M |
|
1179
Kulicke & Soffa
KLIC
$1.98B
| $11.7M | 0.01% |
258,186
-17,380
| -6% | -$784K |
|
1180
Westlake Corp
WLK
$10.9B
| $11.6M | 0.01% |
77,483
-29,726
| -28% | -$4.47M |
|
1181
Enerpac Tool Group
EPAC
$2.28B
| $11.6M | 0.01% |
277,494
+7,845
| +3% | +$329K |
|
1182
United Bankshares
UBSI
$5.36B
| $11.6M | 0.01% |
312,881
-139,181
| -31% | -$5.16M |
|
1183
RH
RH
$4.29B
| $11.6M | 0.01% |
34,680
-16,627
| -32% | -$5.56M |
|
1184
News Corp Class A
NWSA
$16.2B
| $11.6M | 0.01% |
435,388
+12,345
| +3% | +$329K |
|
1185
Allete
ALE
$3.7B
| $11.6M | 0.01% |
180,339
-50,258
| -22% | -$3.23M |
|
1186
Sunstone Hotel Investors
SHO
$1.76B
| $11.6M | 0.01% |
1,120,710
+116,058
| +12% | +$1.2M |
|
1187
Capri Holdings
CPRI
$2.54B
| $11.6M | 0.01% |
272,464
-115,650
| -30% | -$4.91M |
|
|
VSTO
1188
DELISTED
Vista Outdoor Inc.
VSTO
| $11.6M | 0.01% |
295,083
+7,975
| +3% | +$312K |
|
1189
LGI Homes
LGIH
$1.41B
| $11.6M | 0.01% |
97,531
-3,699
| -4% | -$438K |
|
1190
Terex
TEX
$3.45B
| $11.5M | 0.01% |
218,219
-55,384
| -20% | -$2.93M |
|
1191
SLM Corp
SLM
$6.01B
| $11.5M | 0.01% |
503,911
-227,633
| -31% | -$5.21M |
|
1192
Park National Corp
PRK
$2.72B
| $11.5M | 0.01% |
68,516
-2,390
| -3% | -$401K |
|
1193
Travel + Leisure Co
TNL
$4B
| $11.5M | 0.01% |
249,741
-82,127
| -25% | -$3.78M |
|
1194
Pricesmart
PSMT
$3.41B
| $11.5M | 0.01% |
125,360
-4,908
| -4% | -$450K |
|
1195
Spire
SR
$4.5B
| $11.5M | 0.01% |
170,211
-23,097
| -12% | -$1.55M |
|
1196
Catalyst Pharmaceutical
CPRX
$2.42B
| $11.4M | 0.01% |
575,953
-63,273
| -10% | -$1.26M |
|
|
PPBI
1197
DELISTED
Pacific Premier Bancorp
PPBI
| $11.4M | 0.01% |
454,497
-21,122
| -4% | -$531K |
|
1198
Powell Industries
POWL
$3.34B
| $11.4M | 0.01% |
51,507
+2,793
| +6% | +$620K |
|
1199
Park Hotels & Resorts
PK
$2.36B
| $11.4M | 0.01% |
810,461
-290,889
| -26% | -$4.1M |
|
1200
Provident Financial Services
PFS
$2.59B
| $11.4M | 0.01% |
614,795
-28,561
| -4% | -$530K |
|