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 | |
|---|---|---|---|---|---|---|
1251
Carpenter Technology
CRS
$12B
| $11M | 0.01% |
208,438
+3,006
| +1% | +$158K |
|
|
ECOL
1252
DELISTED
US Ecology, Inc.
ECOL
| $10.9M | 0.01% |
170,855
+3,188
| +2% | +$203K |
|
1253
T-Mobile US
TMUS
$272B
| $10.9M | 0.01% |
181,977
-6,669
| -4% | -$399K |
|
1254
Commercial Metals
CMC
$6.57B
| $10.9M | 0.01% |
515,000
+8,994
| +2% | +$190K |
|
1255
Cal-Maine
CALM
$5.38B
| $10.9M | 0.01% |
236,971
+8,827
| +4% | +$405K |
|
1256
Fabrinet
FN
$12.8B
| $10.8M | 0.01% |
293,381
+7,413
| +3% | +$273K |
|
|
AKS
1257
DELISTED
AK Steel Holding Corp.
AKS
| $10.8M | 0.01% |
2,488,736
+42,568
| +2% | +$185K |
|
1258
Benchmark Electronics
BHE
$1.41B
| $10.8M | 0.01% |
369,924
-12,964
| -3% | -$378K |
|
|
TLRD
1259
DELISTED
Tailored Brands, Inc.
TLRD
| $10.8M | 0.01% |
422,323
+6,618
| +2% | +$169K |
|
1260
Diodes
DIOD
$2.45B
| $10.7M | 0.01% |
311,135
+7,030
| +2% | +$242K |
|
1261
Knowles
KN
$1.87B
| $10.7M | 0.01% |
700,813
+322,304
| +85% | +$4.93M |
|
|
ACOR
1262
DELISTED
Acorda Therapeutics, Inc.
ACOR
| $10.7M | 0.01% |
3,113
+47
| +2% | +$162K |
|
1263
Global Net Lease
GNL
$1.83B
| $10.7M | 0.01% |
524,589
+8,469
| +2% | +$173K |
|
1264
Rambus
RMBS
$9.28B
| $10.7M | 0.01% |
854,325
-11,067
| -1% | -$139K |
|
|
KEM
1265
DELISTED
KEMET Corporation
KEM
| $10.7M | 0.01% |
443,274
-7,545
| -2% | -$182K |
|
1266
Urban Edge Properties
UE
$2.65B
| $10.7M | 0.01% |
466,982
+8,075
| +2% | +$185K |
|
1267
Jack in the Box
JACK
$352M
| $10.7M | 0.01% |
125,342
-2,749
| -2% | -$234K |
|
1268
NETSCOUT
NTCT
$1.81B
| $10.6M | 0.01% |
357,473
-20,859
| -6% | -$619K |
|
1269
Apogee Enterprises
APOG
$915M
| $10.6M | 0.01% |
219,852
-17,520
| -7% | -$844K |
|
1270
Harley-Davidson
HOG
$3.7B
| $10.5M | 0.01% |
250,570
-9,584
| -4% | -$403K |
|
1271
Howmet Aerospace
HWM
$74.7B
| $10.5M | 0.01% |
807,836
-6,087
| -0.7% | -$79.4K |
|
1272
Standex International
SXI
$2.46B
| $10.5M | 0.01% |
103,095
-1,455
| -1% | -$149K |
|
1273
Employers Holdings
EIG
$993M
| $10.5M | 0.01% |
261,276
-6,247
| -2% | -$251K |
|
|
SHLM
1274
DELISTED
Schulman (A.) Inc
SHLM
| $10.5M | 0.01% |
235,688
+3,643
| +2% | +$162K |
|
1275
Winnebago Industries
WGO
$960M
| $10.5M | 0.01% |
257,631
+8,745
| +4% | +$355K |
|