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 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
| 2 |
Equinix
EQIX
|
+$402M |
| 3 |
Dollar Tree
DLTR
|
+$251M |
| 4 |
PayPal
PYPL
|
+$128M |
| 5 |
Synchrony
SYF
|
+$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$202M |
| 4 |
HES
Hess
HES
|
+$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
VIVO
1276
DELISTED
Meridian Bioscience Inc
VIVO
| $5.9M | 0.01% |
287,682
+24,837
| +9% | +$510K |
|
|
MENT
1277
DELISTED
Mentor Graphics Corp
MENT
| $5.9M | 0.01% |
320,354
+9,141
| +3% | +$168K |
|
1278
Diodes
DIOD
$2.45B
| $5.88M | 0.01% |
255,862
+11,210
| +5% | +$258K |
|
|
CCC
1279
DELISTED
Calgon Carbon Corp
CCC
| $5.86M | 0.01% |
339,760
+9,172
| +3% | +$158K |
|
1280
Genworth Financial
GNW
$3.6B
| $5.85M | 0.01% |
1,568,833
+928,889
| +145% | +$3.46M |
|
|
FLIR
1281
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $5.83M | 0.01% |
207,625
+1,995
| +1% | +$56K |
|
1282
Northern Oil and Gas
NOG
$2.52B
| $5.82M | 0.01% |
150,889
+1,876
| +1% | +$72.4K |
|
1283
Tri Pointe Homes
TPH
$3.11B
| $5.82M | 0.01% |
459,458
+12,468
| +3% | +$158K |
|
1284
Abercrombie & Fitch
ANF
$4.19B
| $5.81M | 0.01% |
215,175
+11,920
| +6% | +$322K |
|
1285
Adtran
ADTN
$812M
| $5.8M | 0.01% |
336,943
+22,780
| +7% | +$392K |
|
1286
GATX Corp
GATX
$6.12B
| $5.79M | 0.01% |
135,964
+9,750
| +8% | +$415K |
|
1287
Targa Resources
TRGP
$36.1B
| $5.77M | 0.01% |
213,369
+64,637
| +43% | +$1.75M |
|
|
DWA
1288
DELISTED
DREAMWORKS ANIMATION SKG INC CL-A
DWA
| $5.77M | 0.01% |
223,886
+6,325
| +3% | +$163K |
|
1289
Ameris Bancorp
ABCB
$5.09B
| $5.76M | 0.01% |
+169,531
| New | +$5.76M |
|
1290
Advanced Micro Devices
AMD
$256B
| $5.76M | 0.01% |
2,007,590
+79,696
| +4% | +$229K |
|
1291
AerCap
AER
$22.1B
| $5.76M | 0.01% |
133,391
-20,716
| -13% | -$894K |
|
1292
Topgolf Callaway Brands
MODG
$1.72B
| $5.74M | 0.01% |
608,967
+103,977
| +21% | +$979K |
|
1293
Kemper
KMPR
$3.37B
| $5.73M | 0.01% |
153,856
+5,742
| +4% | +$214K |
|
|
CKH
1294
DELISTED
Seacor Holdings Inc.
CKH
| $5.73M | 0.01% |
112,688
+5,508
| +5% | +$280K |
|
1295
AAR Corp
AIR
$2.68B
| $5.73M | 0.01% |
217,822
+8,640
| +4% | +$227K |
|
|
SRCI
1296
DELISTED
SRC Energy Inc
SRCI
| $5.71M | 0.01% |
670,195
+48,292
| +8% | +$411K |
|
1297
Buckle
BKE
$3.1B
| $5.7M | 0.01% |
185,275
+8,154
| +5% | +$251K |
|
1298
Scansource
SCSC
$985M
| $5.7M | 0.01% |
176,824
-3,543
| -2% | -$114K |
|
1299
Stewart Information Services
STC
$2.07B
| $5.69M | 0.01% |
152,532
+12,057
| +9% | +$450K |
|
1300
WesBanco
WSBC
$3.03B
| $5.69M | 0.01% |
189,529
-40,070
| -17% | -$1.2M |
|