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 | |
|---|---|---|---|---|---|---|
1251
Granite Construction
GVA
$4.8B
| $9.78M | 0.01% |
168,812
+610
| +0.4% | +$35.4K |
|
1252
Dick's Sporting Goods
DKS
$20.7B
| $9.78M | 0.01% |
362,152
-13,459
| -4% | -$364K |
|
1253
Oil States International
OIS
$341M
| $9.77M | 0.01% |
385,372
+174,284
| +83% | +$4.42M |
|
1254
PRA Group
PRAA
$653M
| $9.76M | 0.01% |
340,620
-17,969
| -5% | -$515K |
|
1255
Robert Half
RHI
$3.56B
| $9.76M | 0.01% |
193,829
-1,134,876
| -85% | -$57.1M |
|
1256
Cavco Industries
CVCO
$4.28B
| $9.73M | 0.01% |
65,970
-406
| -0.6% | -$59.9K |
|
|
KTWO
1257
DELISTED
K2M Group Holdings, Inc
KTWO
| $9.71M | 0.01% |
457,853
-4,069
| -0.9% | -$86.3K |
|
1258
Heartland Express
HTLD
$656M
| $9.68M | 0.01% |
385,964
+56,521
| +17% | +$1.42M |
|
|
CCC
1259
DELISTED
Calgon Carbon Corp
CCC
| $9.64M | 0.01% |
450,322
-2,034
| -0.4% | -$43.5K |
|
1260
RB Global
RBA
$22B
| $9.62M | 0.01% |
304,315
+70,336
| +30% | +$2.22M |
|
|
IBTX
1261
DELISTED
Independent Bank Group, Inc.
IBTX
| $9.6M | 0.01% |
159,243
-346
| -0.2% | -$20.9K |
|
|
CUB
1262
DELISTED
Cubic Corporation
CUB
| $9.6M | 0.01% |
188,208
-1,504
| -0.8% | -$76.7K |
|
|
PAY
1263
DELISTED
Verifone Systems Inc
PAY
| $9.59M | 0.01% |
472,790
+2,546
| +0.5% | +$51.6K |
|
1264
Carpenter Technology
CRS
$12.1B
| $9.59M | 0.01% |
199,576
+552
| +0.3% | +$26.5K |
|
1265
Safety Insurance
SAFT
$1.09B
| $9.58M | 0.01% |
125,600
+5,960
| +5% | +$455K |
|
1266
Trustmark
TRMK
$2.42B
| $9.58M | 0.01% |
289,146
+3,906
| +1% | +$129K |
|
|
PBCT
1267
DELISTED
People's United Financial Inc
PBCT
| $9.56M | 0.01% |
526,844
+249
| +0% | +$4.52K |
|
|
CPE
1268
DELISTED
Callon Petroleum Company
CPE
| $9.56M | 0.01% |
85,003
+76,899
| +949% | +$8.64M |
|
1269
AZZ Inc
AZZ
$3.46B
| $9.55M | 0.01% |
196,029
-5,654
| -3% | -$275K |
|
|
BRKL
1270
DELISTED
Brookline Bancorp
BRKL
| $9.54M | 0.01% |
615,505
+7,186
| +1% | +$111K |
|
|
CHS
1271
DELISTED
Chicos FAS, Inc.
CHS
| $9.54M | 0.01% |
1,065,729
+434,210
| +69% | +$3.89M |
|
1272
Adtalem Global Education
ATGE
$4.79B
| $9.53M | 0.01% |
265,695
+21,334
| +9% | +$765K |
|
|
BLUE
1273
DELISTED
bluebird bio
BLUE
| $9.5M | 0.01% |
5,341
+1,828
| +52% | +$3.25M |
|
1274
MiMedx Group
MDXG
$1.02B
| $9.46M | 0.01% |
796,382
+1,602
| +0.2% | +$19K |
|
|
AUD
1275
DELISTED
Audacy, Inc.
AUD
| $9.46M | 0.01% |
+825,879
| New | +$9.46M |
|