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 | |
|---|---|---|---|---|---|---|
1201
AMERISAFE
AMSF
$859M
| $8.65M | 0.01% |
147,088
+6,245
| +4% | +$367K |
|
1202
Insight Enterprises
NSIT
$3.99B
| $8.64M | 0.01% |
265,566
-1,665
| -0.6% | -$54.2K |
|
1203
ESCO Technologies
ESE
$5.37B
| $8.64M | 0.01% |
186,054
+4,926
| +3% | +$229K |
|
1204
Ralph Lauren
RL
$18.9B
| $8.64M | 0.01% |
85,376
+1,151
| +1% | +$116K |
|
|
AKS
1205
DELISTED
AK Steel Holding Corp.
AKS
| $8.6M | 0.01% |
1,780,018
+49,764
| +3% | +$240K |
|
1206
CF Industries
CF
$14B
| $8.58M | 0.01% |
352,140
+4,136
| +1% | +$101K |
|
|
INVX
1207
Innovex International, Inc.
INVX
$1.15B
| $8.56M | 0.01% |
153,543
+8,746
| +6% | +$487K |
|
|
ABAX
1208
DELISTED
Abaxis Inc
ABAX
| $8.52M | 0.01% |
165,109
+16,117
| +11% | +$832K |
|
1209
OSI Systems
OSIS
$4.04B
| $8.52M | 0.01% |
130,284
+6,631
| +5% | +$434K |
|
|
KATE
1210
DELISTED
Kate Spade & Company
KATE
| $8.51M | 0.01% |
496,613
-6,461
| -1% | -$111K |
|
1211
Genesco
GCO
$361M
| $8.48M | 0.01% |
155,650
+3,032
| +2% | +$165K |
|
|
SPLS
1212
DELISTED
Staples Inc
SPLS
| $8.48M | 0.01% |
991,307
-5,674
| -0.6% | -$48.5K |
|
1213
Banner Corp
BANR
$2.31B
| $8.44M | 0.01% |
192,952
+48,399
| +33% | +$2.12M |
|
1214
Atkore
ATKR
$2.07B
| $8.43M | 0.01% |
450,000
| – | – |
|
|
CUB
1215
DELISTED
Cubic Corporation
CUB
| $8.41M | 0.01% |
179,656
+25,892
| +17% | +$1.21M |
|
1216
Graham Holdings Company
GHC
$4.93B
| $8.4M | 0.01% |
17,459
+1,482
| +9% | +$713K |
|
1217
ServisFirst Bancshares
SFBS
$4.6B
| $8.35M | 0.01% |
321,860
+15,674
| +5% | +$407K |
|
1218
Assurant
AIZ
$10.6B
| $8.35M | 0.01% |
90,533
+1,656
| +2% | +$153K |
|
1219
Aaon
AAON
$6.84B
| $8.34M | 0.01% |
434,192
+12,972
| +3% | +$249K |
|
|
ALOG
1220
DELISTED
Analogic Corp
ALOG
| $8.32M | 0.01% |
93,902
+3,365
| +4% | +$298K |
|
1221
Clearwater Paper
CLW
$347M
| $8.31M | 0.01% |
128,451
+3,884
| +3% | +$251K |
|
1222
Gentherm
THRM
$1.09B
| $8.29M | 0.01% |
263,914
+6,741
| +3% | +$212K |
|
1223
American Woodmark
AMWD
$988M
| $8.28M | 0.01% |
102,802
+3,529
| +4% | +$284K |
|
1224
Rogers Corp
ROG
$1.46B
| $8.28M | 0.01% |
135,517
+4,182
| +3% | +$255K |
|
|
DNB
1225
DELISTED
Dun & Bradstreet
DNB
| $8.25M | 0.01% |
60,418
+2,611
| +5% | +$357K |
|