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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1226
Flowserve
FLS
$7.35B
| $13.5M | 0.01% |
442,767
-7,623
| -2% | -$233K |
|
1227
New Jersey Resources
NJR
$4.71B
| $13.5M | 0.01% |
329,608
-4,401
| -1% | -$181K |
|
1228
Adaptive Biotechnologies
ADPT
$1.89B
| $13.5M | 0.01% |
481,827
+8,059
| +2% | +$226K |
|
1229
Trustmark
TRMK
$2.42B
| $13.5M | 0.01% |
416,053
-10,168
| -2% | -$330K |
|
|
ALEX
1230
Alexander & Baldwin
ALEX
$1.36B
| $13.5M | 0.01% |
538,166
-66,419
| -11% | -$1.67M |
|
1231
Avanos Medical
AVNS
$558M
| $13.5M | 0.01% |
388,966
+9,424
| +2% | +$327K |
|
|
TWO
1232
Two Harbors Investment
TWO
$1.06B
| $13.4M | 0.01% |
579,898
+38,037
| +7% | +$878K |
|
|
TXNM
1233
TXNM Energy, Inc.
TXNM
$5.99B
| $13.4M | 0.01% |
293,433
-3,919
| -1% | -$179K |
|
1234
Dana Inc
DAN
$2.73B
| $13.4M | 0.01% |
586,345
-77,683
| -12% | -$1.77M |
|
1235
HealthEquity
HQY
$7.88B
| $13.4M | 0.01% |
302,019
+3,088
| +1% | +$137K |
|
1236
Zions Bancorporation
ZION
$8.56B
| $13.3M | 0.01% |
211,027
-30,396
| -13% | -$1.92M |
|
|
BRSL
1237
Brightstar Lottery PLC
BRSL
$3.13B
| $13.2M | 0.01% |
457,717
-77,454
| -14% | -$2.24M |
|
1238
Anywhere Real Estate
HOUS
$699M
| $13.2M | 0.01% |
786,186
-221,118
| -22% | -$3.72M |
|
1239
Park National Corp
PRK
$2.72B
| $13.2M | 0.01% |
96,183
-3,048
| -3% | -$419K |
|
1240
Fulgent Genetics
FLGT
$667M
| $13.2M | 0.01% |
131,175
+165
| +0.1% | +$16.6K |
|
1241
Green Dot
GDOT
$757M
| $13.2M | 0.01% |
364,072
-13,623
| -4% | -$494K |
|
|
SGFY
1242
DELISTED
Signify Health, Inc.
SGFY
| $13.2M | 0.01% |
927,155
+197,773
| +27% | +$2.81M |
|
|
DEA
1243
Easterly Government Properties
DEA
$1.06B
| $13.2M | 0.01% |
229,553
+523
| +0.2% | +$30K |
|
1244
FNB Corp
FNB
$5.88B
| $13.2M | 0.01% |
1,084,176
-20,737
| -2% | -$252K |
|
1245
KB Home
KBH
$4.46B
| $13.1M | 0.01% |
293,591
-19,396
| -6% | -$868K |
|
1246
Community Health Systems
CYH
$409M
| $13.1M | 0.01% |
985,690
-1,791,165
| -65% | -$23.8M |
|
|
ENFN
1247
DELISTED
Enfusion, Inc.
ENFN
| $13.1M | 0.01% |
+626,452
| New | +$13.1M |
|
1248
BorgWarner
BWA
$9.34B
| $13.1M | 0.01% |
330,544
-12,359
| -4% | -$490K |
|
1249
Henry Schein
HSIC
$8.17B
| $13.1M | 0.01% |
168,361
-7,571
| -4% | -$587K |
|
1250
8x8 Inc
EGHT
$285M
| $13M | 0.01% |
777,678
-9,521
| -1% | -$160K |
|