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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1226
Enpro
NPO
$4.66B
| $11.4M | 0.01% |
163,659
-5,661
| -3% | -$396K |
|
1227
CSG Systems International
CSGS
$1.87B
| $11.4M | 0.01% |
279,978
-2,902
| -1% | -$119K |
|
1228
Alcoa
AA
$8.48B
| $11.4M | 0.01% |
243,981
+217,003
| +804% | +$10.2M |
|
1229
Interface
TILE
$1.65B
| $11.4M | 0.01% |
497,706
+20,843
| +4% | +$478K |
|
1230
Federated Hermes
FHI
$4.17B
| $11.4M | 0.01% |
489,616
-16,050
| -3% | -$374K |
|
1231
Allegion
ALLE
$15.1B
| $11.4M | 0.01% |
147,552
+1,222
| +0.8% | +$94.5K |
|
1232
Graham Holdings Company
GHC
$5.1B
| $11.4M | 0.01% |
19,464
-2,139
| -10% | -$1.25M |
|
1233
Iridium Communications
IRDM
$1.92B
| $11.4M | 0.01% |
707,080
+377
| +0.1% | +$6.07K |
|
|
EFII
1234
DELISTED
Electronics for Imaging
EFII
| $11.3M | 0.01% |
348,406
-1,809
| -0.5% | -$58.9K |
|
1235
Patrick Industries
PATK
$3.69B
| $11.3M | 0.01% |
298,314
+2,581
| +0.9% | +$97.8K |
|
|
VRTU
1236
DELISTED
Virtusa Corporation
VRTU
| $11.3M | 0.01% |
232,158
+15,665
| +7% | +$763K |
|
1237
Mativ Holdings
MATV
$672M
| $11.3M | 0.01% |
258,234
+12,875
| +5% | +$563K |
|
1238
Gentherm
THRM
$1.07B
| $11.3M | 0.01% |
286,648
+5,493
| +2% | +$216K |
|
1239
Kimco Realty
KIM
$15.2B
| $11.3M | 0.01% |
662,611
-7,882
| -1% | -$134K |
|
|
UNT
1240
DELISTED
UNIT Corporation
UNT
| $11.2M | 0.01% |
439,522
+19,847
| +5% | +$507K |
|
|
PAY
1241
DELISTED
Verifone Systems Inc
PAY
| $11.2M | 0.01% |
491,052
+12,261
| +3% | +$280K |
|
1242
Granite Construction
GVA
$4.77B
| $11.2M | 0.01% |
201,063
+26,300
| +15% | +$1.46M |
|
|
BEAT
1243
DELISTED
BioTelemetry, Inc.
BEAT
| $11.2M | 0.01% |
247,890
-8,557
| -3% | -$385K |
|
1244
Kite Realty
KRG
$4.97B
| $11.1M | 0.01% |
651,887
+11,137
| +2% | +$190K |
|
1245
Belden
BDC
$5.22B
| $11.1M | 0.01% |
181,763
-3,067
| -2% | -$187K |
|
1246
First Bancorp
FBP
$3.5B
| $11.1M | 0.01% |
1,449,832
+24,574
| +2% | +$188K |
|
1247
CareTrust REIT
CTRE
$7.62B
| $11.1M | 0.01% |
664,478
-19,369
| -3% | -$323K |
|
1248
Tennant Co
TNC
$1.51B
| $11.1M | 0.01% |
140,090
+3,037
| +2% | +$240K |
|
|
MDC
1249
DELISTED
M.D.C. Holdings, Inc.
MDC
| $11M | 0.01% |
418,206
-42,599
| -9% | -$1.12M |
|
|
RAVN
1250
DELISTED
Raven Industries Inc
RAVN
| $11M | 0.01% |
285,099
+1,391
| +0.5% | +$53.5K |
|