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 | |
|---|---|---|---|---|---|---|
1251
OSI Systems
OSIS
$3.97B
| $13M | 0.01% |
139,849
-10,076
| -7% | -$939K |
|
1252
Murphy Oil
MUR
$3.72B
| $13M | 0.01% |
496,350
-6,549
| -1% | -$171K |
|
1253
Cheesecake Factory
CAKE
$2.92B
| $12.9M | 0.01% |
330,657
-9,757
| -3% | -$382K |
|
1254
O-I Glass
OI
$1.95B
| $12.9M | 0.01% |
1,070,889
-280,745
| -21% | -$3.38M |
|
1255
Acadia Realty Trust
AKR
$2.54B
| $12.9M | 0.01% |
588,873
-14,195
| -2% | -$310K |
|
1256
Corcept Therapeutics
CORT
$7.55B
| $12.8M | 0.01% |
648,709
-82,815
| -11% | -$1.64M |
|
|
HPP
1257
Hudson Pacific Properties
HPP
$1.1B
| $12.8M | 0.01% |
517,794
-51,869
| -9% | -$1.28M |
|
1258
Openlane
KAR
$3.12B
| $12.8M | 0.01% |
816,609
+403,849
| +98% | +$6.31M |
|
1259
Materion
MTRN
$2.29B
| $12.7M | 0.01% |
138,634
-783
| -0.6% | -$72K |
|
1260
Pricesmart
PSMT
$3.41B
| $12.7M | 0.01% |
174,085
-16,399
| -9% | -$1.2M |
|
1261
Cohu
COHU
$976M
| $12.6M | 0.01% |
331,968
-96,795
| -23% | -$3.69M |
|
1262
Mohawk Industries
MHK
$8.41B
| $12.6M | 0.01% |
69,405
-18,013
| -21% | -$3.28M |
|
1263
GATX Corp
GATX
$6B
| $12.6M | 0.01% |
121,315
-1,621
| -1% | -$169K |
|
1264
Sleep Number
SNBR
$211M
| $12.6M | 0.01% |
164,931
-56,355
| -25% | -$4.32M |
|
|
VRTV
1265
DELISTED
VERITIV CORPORATION
VRTV
| $12.6M | 0.01% |
102,665
-12,704
| -11% | -$1.56M |
|
1266
Macerich
MAC
$4.53B
| $12.6M | 0.01% |
728,194
-928,950
| -56% | -$16.1M |
|
1267
Modine Manufacturing
MOD
$7.95B
| $12.5M | 0.01% |
1,237,763
-4,878
| -0.4% | -$49.2K |
|
1268
La-Z-Boy
LZB
$1.43B
| $12.5M | 0.01% |
343,753
-39,290
| -10% | -$1.43M |
|
1269
NMI Holdings
NMIH
$3.07B
| $12.5M | 0.01% |
571,269
-13,624
| -2% | -$298K |
|
|
GWB
1270
DELISTED
Great Western Bancorp, Inc.
GWB
| $12.5M | 0.01% |
367,152
-9,152
| -2% | -$311K |
|
1271
SOPHiA GENETICS
SOPH
$224M
| $12.4M | 0.01% |
881,395
+58,930
| +7% | +$831K |
|
1272
Ingevity
NGVT
$2.08B
| $12.4M | 0.01% |
173,238
-20,198
| -10% | -$1.45M |
|
1273
Green Plains
GPRE
$635M
| $12.4M | 0.01% |
356,813
-97,056
| -21% | -$3.37M |
|
1274
iShares MSCI India ETF
INDA
$9.38B
| $12.4M | 0.01% |
269,616
+15,823
| +6% | +$725K |
|
1275
Phibro Animal Health
PAHC
$1.67B
| $12.4M | 0.01% |
600,334
-28,740
| -5% | -$592K |
|