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 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$192M |
| 3 |
Charter Communications
CHTR
|
+$181M |
| 4 |
Park Hotels & Resorts
PK
|
+$157M |
| 5 |
Credit Acceptance
CACC
|
+$156M |
Top Sells
| 1 |
Albemarle
ALB
|
+$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 3 |
Apple
AAPL
|
+$117M |
| 4 |
CELG
Celgene Corp
CELG
|
+$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1276
Genworth Financial
GNW
$3.57B
| $9.62M | 0.01% |
2,185,661
+6,828
| +0.3% | +$30K |
|
1277
American Axle
AXL
$716M
| $9.61M | 0.01% |
893,226
+954
| +0.1% | +$10.3K |
|
|
FOE
1278
DELISTED
Ferro Corporation
FOE
| $9.6M | 0.01% |
647,593
-10,496
| -2% | -$156K |
|
1279
Invesco
IVZ
$10B
| $9.6M | 0.01% |
534,056
-33,556
| -6% | -$603K |
|
1280
Matthews International
MATW
$771M
| $9.59M | 0.01% |
251,127
-1,893
| -0.7% | -$72.3K |
|
|
RPT
1281
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $9.55M | 0.01% |
635,016
+504
| +0.1% | +$7.58K |
|
|
NTUS
1282
DELISTED
Natus Medical Inc
NTUS
| $9.53M | 0.01% |
288,763
+14,061
| +5% | +$464K |
|
|
WLL
1283
DELISTED
Whiting Petroleum Corporation
WLL
| $9.52M | 0.01% |
17,284
+1,264
| +8% | +$696K |
|
1284
Strategy Inc Common Stock Class A
MSTR
$92.1B
| $9.51M | 0.01% |
666,380
+930
| +0.1% | +$13.3K |
|
|
PDCO
1285
DELISTED
Patterson Companies, Inc.
PDCO
| $9.43M | 0.01% |
460,328
+15,376
| +3% | +$315K |
|
1286
Varex Imaging
VREX
$472M
| $9.4M | 0.01% |
315,433
-871
| -0.3% | -$26K |
|
1287
Urban Edge Properties
UE
$2.67B
| $9.38M | 0.01% |
488,960
+17
| +0% | +$326 |
|
|
NP
1288
DELISTED
Neenah, Inc. Common Stock
NP
| $9.36M | 0.01% |
132,851
-3,311
| -2% | -$233K |
|
1289
Synaptics
SYNA
$2.78B
| $9.35M | 0.01% |
142,082
+2,291
| +2% | +$151K |
|
1290
Scholastic
SCHL
$674M
| $9.34M | 0.01% |
242,854
-431
| -0.2% | -$16.6K |
|
|
BBBY
1291
DELISTED
Bed Bath & Beyond Inc
BBBY
| $9.33M | 0.01% |
539,219
-5,188
| -1% | -$89.7K |
|
1292
Patrick Industries
PATK
$3.77B
| $9.31M | 0.01% |
266,313
-905
| -0.3% | -$31.6K |
|
1293
Minerals Technologies
MTX
$2.03B
| $9.3M | 0.01% |
161,342
+1,216
| +0.8% | +$70.1K |
|
1294
Lindsay Corp
LNN
$1.52B
| $9.29M | 0.01% |
96,735
+1,371
| +1% | +$132K |
|
1295
ePlus
PLUS
$1.97B
| $9.27M | 0.01% |
219,846
+5,496
| +3% | +$232K |
|
|
ATH
1296
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
| $9.24M | 0.01% |
196,396
-156,625
| -44% | -$7.37M |
|
1297
Flowserve
FLS
$7.45B
| $9.23M | 0.01% |
185,492
-10,052
| -5% | -$500K |
|
1298
Trinity Industries
TRN
$2.32B
| $9.23M | 0.01% |
416,726
-17,793
| -4% | -$394K |
|
1299
M/I Homes
MHO
$4.12B
| $9.21M | 0.01% |
233,995
+16,170
| +7% | +$636K |
|
1300
O-I Glass
OI
$2.02B
| $9.13M | 0.01% |
765,651
-41,668
| -5% | -$497K |
|