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 | |
|---|---|---|---|---|---|---|
1276
Deckers Outdoor
DECK
$16.9B
| $7.42M | 0.01% |
747,732
+30,144
| +4% | +$299K |
|
|
KTWO
1277
DELISTED
K2M Group Holdings, Inc
KTWO
| $7.42M | 0.01% |
417,365
+28,009
| +7% | +$498K |
|
1278
Kearny Financial
KRNY
$415M
| $7.42M | 0.01% |
544,914
+532,585
| +4,320% | +$7.25M |
|
1279
Trustmark
TRMK
$2.42B
| $7.42M | 0.01% |
269,082
+11,834
| +5% | +$326K |
|
1280
Green Dot
GDOT
$757M
| $7.41M | 0.01% |
321,336
+3,001
| +0.9% | +$69.2K |
|
1281
Commercial Metals
CMC
$6.53B
| $7.4M | 0.01% |
457,199
+19,162
| +4% | +$310K |
|
1282
Sleep Number
SNBR
$211M
| $7.4M | 0.01% |
342,699
+14,177
| +4% | +$306K |
|
1283
Oxford Industries
OXM
$604M
| $7.39M | 0.01% |
109,203
+5,062
| +5% | +$343K |
|
1284
Repligen
RGEN
$6.76B
| $7.38M | 0.01% |
244,552
+7,727
| +3% | +$233K |
|
1285
Kemper
KMPR
$3.32B
| $7.38M | 0.01% |
187,676
+14,668
| +8% | +$577K |
|
|
DBD
1286
DELISTED
Diebold Nixdorf Incorporated
DBD
| $7.36M | 0.01% |
297,000
+52,331
| +21% | +$1.3M |
|
1287
Badger Meter
BMI
$5.23B
| $7.35M | 0.01% |
219,351
+8,627
| +4% | +$289K |
|
|
MDC
1288
DELISTED
M.D.C. Holdings, Inc.
MDC
| $7.32M | 0.01% |
394,145
+10,973
| +3% | +$204K |
|
1289
AAR Corp
AIR
$2.66B
| $7.31M | 0.01% |
233,470
+3,612
| +2% | +$113K |
|
1290
GATX Corp
GATX
$6B
| $7.31M | 0.01% |
163,987
+11,303
| +7% | +$504K |
|
|
FTR
1291
DELISTED
Frontier Communications Corp.
FTR
| $7.3M | 0.01% |
116,918
-745
| -0.6% | -$46.5K |
|
1292
Assured Guaranty
AGO
$3.89B
| $7.28M | 0.01% |
262,306
-440,598
| -63% | -$12.2M |
|
1293
Chart Industries
GTLS
$8.95B
| $7.27M | 0.01% |
221,331
+6,060
| +3% | +$199K |
|
1294
CONMED
CNMD
$1.63B
| $7.26M | 0.01% |
181,165
-445
| -0.2% | -$17.8K |
|
1295
Standard Motor Products
SMP
$874M
| $7.25M | 0.01% |
151,764
+5,915
| +4% | +$282K |
|
|
TBI
1296
Trueblue
TBI
$171M
| $7.25M | 0.01% |
319,778
+8,705
| +3% | +$197K |
|
1297
Tenet Healthcare
THC
$16.9B
| $7.25M | 0.01% |
319,801
-56,126
| -15% | -$1.27M |
|
|
KLXI
1298
DELISTED
KLX Inc.
KLXI
| $7.21M | 0.01% |
243,100
+9,686
| +4% | +$287K |
|
1299
Mercury Systems
MRCY
$4.3B
| $7.2M | 0.01% |
293,222
+11,545
| +4% | +$284K |
|
1300
TEGNA Inc
TGNA
$3.37B
| $7.19M | 0.01% |
514,228
+15,353
| +3% | +$215K |
|