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 | |
|---|---|---|---|---|---|---|
1226
American Eagle Outfitters
AEO
$3.22B
| $10.2M | 0.01% |
710,328
+5,802
| +0.8% | +$83K |
|
1227
Avanos Medical
AVNS
$573M
| $10.2M | 0.01% |
225,488
+1,527
| +0.7% | +$68.8K |
|
1228
Boise Cascade
BCC
$3.22B
| $10.1M | 0.01% |
290,613
-12,314
| -4% | -$430K |
|
1229
ODP
ODP
$634M
| $10.1M | 0.01% |
223,022
+1,245
| +0.6% | +$56.5K |
|
1230
MillerKnoll
MLKN
$1.41B
| $10.1M | 0.01% |
281,503
-259
| -0.1% | -$9.3K |
|
1231
lululemon athletica
LULU
$19B
| $10.1M | 0.01% |
162,313
+14,533
| +10% | +$905K |
|
|
GPOR
1232
DELISTED
Gulfport Energy Corp.
GPOR
| $10.1M | 0.01% |
704,594
+54,375
| +8% | +$780K |
|
|
MZTI
1233
The Marzetti Company Common Stock
MZTI
$5.05B
| $10M | 0.01% |
83,544
+1,282
| +2% | +$154K |
|
|
AHL
1234
DELISTED
ASPEN Insurance Holding Limited
AHL
| $10M | 0.01% |
248,254
-10,147
| -4% | -$410K |
|
1235
Winnebago Industries
WGO
$953M
| $10M | 0.01% |
224,088
+22,281
| +11% | +$997K |
|
1236
Mativ Holdings
MATV
$676M
| $9.98M | 0.01% |
240,734
-9,735
| -4% | -$404K |
|
1237
Adeia
ADEA
$1.71B
| $9.98M | 0.01% |
1,490,836
-35,509
| -2% | -$238K |
|
|
LPNT
1238
DELISTED
LifePoint Health, Inc.
LPNT
| $9.96M | 0.01% |
172,011
-684
| -0.4% | -$39.6K |
|
1239
8x8 Inc
EGHT
$289M
| $9.96M | 0.01% |
737,648
-6,235
| -0.8% | -$84.2K |
|
1240
iShares MSCI India ETF
INDA
$9.39B
| $9.96M | 0.01% |
303,139
+21,737
| +8% | +$714K |
|
1241
Sleep Number
SNBR
$212M
| $9.94M | 0.01% |
320,023
-7,304
| -2% | -$227K |
|
1242
Federal Signal
FSS
$7.66B
| $9.93M | 0.01% |
466,847
-5,503
| -1% | -$117K |
|
1243
Invesco S&P Global Water Index ETF
CGW
$1.01B
| $9.93M | 0.01% |
288,465
+164,834
| +133% | +$5.67M |
|
1244
Helmerich & Payne
HP
$2.11B
| $9.92M | 0.01% |
190,299
-76,360
| -29% | -$3.98M |
|
1245
Ring Energy
REI
$217M
| $9.9M | 0.01% |
683,217
+404,020
| +145% | +$5.85M |
|
1246
Medifast
MED
$152M
| $9.87M | 0.01% |
166,311
+74,802
| +82% | +$4.44M |
|
|
VSTO
1247
DELISTED
Vista Outdoor Inc.
VSTO
| $9.87M | 0.01% |
430,264
-3,696
| -0.9% | -$84.8K |
|
1248
Nabors Industries
NBR
$625M
| $9.82M | 0.01% |
24,325
+127
| +0.5% | +$51.2K |
|
|
CNR
1249
DELISTED
Cornerstone Building Brands, Inc.
CNR
| $9.81M | 0.01% |
628,700
+4,200
| +0.7% | +$65.5K |
|
|
CTB
1250
DELISTED
Cooper Tire & Rubber Co.
CTB
| $9.8M | 0.01% |
261,923
-780,287
| -75% | -$29.2M |
|