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 | |
|---|---|---|---|---|---|---|
1251
H&R Block
HRB
$6.73B
| $7.86M | 0.01% |
339,498
-130
| -0% | -$3.01K |
|
1252
Universal Electronics
UEIC
$62.8M
| $7.86M | 0.01% |
105,527
+3,972
| +4% | +$296K |
|
|
JNS
1253
DELISTED
Janus Capital Group Inc
JNS
| $7.84M | 0.01% |
559,226
+4,674
| +0.8% | +$65.5K |
|
1254
Silgan Holdings
SLGN
$4.71B
| $7.81M | 0.01% |
308,680
-3,528
| -1% | -$89.2K |
|
1255
Cadence Bank
CADE
$6.94B
| $7.76M | 0.01% |
334,662
+17,163
| +5% | +$398K |
|
|
GAP
1256
The Gap, Inc.
GAP
$8.93B
| $7.75M | 0.01% |
348,575
+2,495
| +0.7% | +$55.5K |
|
|
ININ
1257
DELISTED
Interactive Intelligence Group, inc.
ININ
| $7.74M | 0.01% |
128,707
+4,414
| +4% | +$265K |
|
1258
Mercury Insurance
MCY
$4.31B
| $7.73M | 0.01% |
140,910
+9,648
| +7% | +$529K |
|
|
AAWW
1259
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $7.69M | 0.01% |
179,638
+5,047
| +3% | +$216K |
|
1260
Tri Pointe Homes
TPH
$3.07B
| $7.68M | 0.01% |
582,781
+26,345
| +5% | +$347K |
|
1261
American Homes 4 Rent
AMH
$12.7B
| $7.66M | 0.01% |
353,904
+119,095
| +51% | +$2.58M |
|
1262
ODP
ODP
$611M
| $7.66M | 0.01% |
214,491
+28,876
| +16% | +$1.03M |
|
1263
ATI
ATI
$10.5B
| $7.66M | 0.01% |
423,713
+17,295
| +4% | +$313K |
|
1264
Granite Construction
GVA
$4.75B
| $7.66M | 0.01% |
153,941
+6,226
| +4% | +$310K |
|
|
MDP
1265
DELISTED
Meredith Corporation
MDP
| $7.64M | 0.01% |
146,951
+3,382
| +2% | +$176K |
|
1266
Scholastic
SCHL
$660M
| $7.63M | 0.01% |
193,741
+6,290
| +3% | +$248K |
|
1267
The Greenbrier Companies
GBX
$1.42B
| $7.6M | 0.01% |
215,326
+34,366
| +19% | +$1.21M |
|
|
PBCT
1268
DELISTED
People's United Financial Inc
PBCT
| $7.57M | 0.01% |
478,619
+10,423
| +2% | +$165K |
|
1269
Calavo Growers
CVGW
$479M
| $7.57M | 0.01% |
115,618
+8,229
| +8% | +$538K |
|
|
RDC
1270
DELISTED
Rowan Companies Plc
RDC
| $7.56M | 0.01% |
498,955
+20,553
| +4% | +$312K |
|
1271
S&T Bancorp
STBA
$1.49B
| $7.54M | 0.01% |
259,955
+14,363
| +6% | +$416K |
|
1272
Stewart Information Services
STC
$2.04B
| $7.52M | 0.01% |
169,081
+4,758
| +3% | +$212K |
|
1273
Carpenter Technology
CRS
$12.3B
| $7.48M | 0.01% |
181,185
+7,310
| +4% | +$302K |
|
1274
FTI Consulting
FCN
$5.23B
| $7.47M | 0.01% |
167,603
+9,265
| +6% | +$413K |
|
1275
3D Systems Corporation
DDD
$272M
| $7.44M | 0.01% |
414,571
+17,086
| +4% | +$307K |
|