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 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
| 2 |
Equinix
EQIX
|
+$402M |
| 3 |
Dollar Tree
DLTR
|
+$251M |
| 4 |
PayPal
PYPL
|
+$128M |
| 5 |
Synchrony
SYF
|
+$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$202M |
| 4 |
HES
Hess
HES
|
+$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
KND
1201
DELISTED
Kindred Healthcare
KND
| $6.71M | 0.01% |
563,436
+23,945
| +4% | +$285K |
|
1202
FMC
FMC
$4.79B
| $6.7M | 0.01% |
197,293
-25,514
| -11% | -$866K |
|
|
VRE
1203
Veris Residential
VRE
$1.49B
| $6.69M | 0.01% |
286,590
+5,591
| +2% | +$131K |
|
|
ANAC
1204
DELISTED
ANACOR PHARMACEUTICALS INC COM
ANAC
| $6.69M | 0.01% |
59,205
+9,726
| +20% | +$1.1M |
|
1205
AMERISAFE
AMSF
$841M
| $6.67M | 0.01% |
130,996
+6,038
| +5% | +$307K |
|
1206
Coherent
COHR
$16B
| $6.67M | 0.01% |
359,106
+14,997
| +4% | +$278K |
|
1207
E.W. Scripps
SSP
$257M
| $6.66M | 0.01% |
350,382
+3,474
| +1% | +$66K |
|
1208
Cato Corp
CATO
$91.1M
| $6.63M | 0.01% |
180,124
+14,094
| +8% | +$519K |
|
1209
Timken Company
TKR
$5.4B
| $6.62M | 0.01% |
231,643
+1,736
| +0.8% | +$49.6K |
|
1210
Tennant Co
TNC
$1.5B
| $6.62M | 0.01% |
117,686
+2,575
| +2% | +$145K |
|
1211
Dana Inc
DAN
$2.76B
| $6.62M | 0.01% |
479,701
-14,557
| -3% | -$201K |
|
|
AJRD
1212
DELISTED
Aerojet Rocketdyne Holdings, Inc.
AJRD
| $6.62M | 0.01% |
422,563
+9,707
| +2% | +$152K |
|
|
SLCA
1213
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $6.58M | 0.01% |
351,373
+15,414
| +5% | +$289K |
|
|
SPN
1214
DELISTED
Superior Energy Services, Inc.
SPN
| $6.54M | 0.01% |
485,384
+12,724
| +3% | +$171K |
|
1215
DexCom
DXCM
$29.9B
| $6.53M | 0.01% |
319,128
+37,108
| +13% | +$760K |
|
1216
Graham Holdings Company
GHC
$5.12B
| $6.53M | 0.01% |
13,473
-637
| -5% | -$309K |
|
1217
Boise Cascade
BCC
$3.2B
| $6.53M | 0.01% |
255,780
-732
| -0.3% | -$18.7K |
|
|
PBY
1218
DELISTED
PEP BOYS MANNY MOE& JACK
PBY
| $6.53M | 0.01% |
354,531
+15,345
| +5% | +$283K |
|
|
CEB
1219
DELISTED
CEB Inc.
CEB
| $6.53M | 0.01% |
106,310
+1,696
| +2% | +$104K |
|
|
VSI
1220
DELISTED
Vitamin Shoppe Inc.
VSI
| $6.52M | 0.01% |
199,248
+13,789
| +7% | +$451K |
|
|
JNS
1221
DELISTED
Janus Capital Group Inc
JNS
| $6.5M | 0.01% |
461,326
-1,646
| -0.4% | -$23.2K |
|
|
JCP
1222
DELISTED
J.C. Penney Company, Inc.
JCP
| $6.48M | 0.01% |
973,544
+36,188
| +4% | +$241K |
|
|
IRC
1223
DELISTED
INLAND REAL ESTATE CORP
IRC
| $6.45M | 0.01% |
607,503
+24,838
| +4% | +$264K |
|
|
NAVG
1224
DELISTED
Navigators Group Inc
NAVG
| $6.45M | 0.01% |
150,378
+6,546
| +5% | +$281K |
|
1225
Lear
LEA
$5.62B
| $6.43M | 0.01% |
52,337
+12,463
| +31% | +$1.53M |
|