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 | |
|---|---|---|---|---|---|---|
1301
Koppers
KOP
$543M
| $11.8M | 0.01% |
376,007
-21,641
| -5% | -$677K |
|
1302
St. Joe Company
JOE
$2.91B
| $11.7M | 0.01% |
225,208
-89,807
| -29% | -$4.67M |
|
|
ARI
1303
Apollo Commercial Real Estate
ARI
$1.53B
| $11.7M | 0.01% |
888,754
-20,442
| -2% | -$269K |
|
1304
Cinemark Holdings
CNK
$3.12B
| $11.7M | 0.01% |
725,273
-20,760
| -3% | -$335K |
|
1305
Columbia Sportswear
COLM
$3.01B
| $11.7M | 0.01% |
119,905
-3,153
| -3% | -$307K |
|
1306
Grand Canyon Education
LOPE
$5.69B
| $11.7M | 0.01% |
136,163
-20,068
| -13% | -$1.72M |
|
1307
APA Corp
APA
$8.33B
| $11.6M | 0.01% |
431,971
-35,551
| -8% | -$956K |
|
1308
ON Semiconductor
ON
$19.7B
| $11.6M | 0.01% |
170,599
-70,958
| -29% | -$4.82M |
|
1309
Associated Banc-Corp
ASB
$4.36B
| $11.6M | 0.01% |
512,806
-16,854
| -3% | -$381K |
|
1310
Tennant Co
TNC
$1.5B
| $11.6M | 0.01% |
142,518
-8,389
| -6% | -$680K |
|
1311
Franklin Resources
BEN
$12.6B
| $11.5M | 0.01% |
344,492
-14,361
| -4% | -$481K |
|
1312
Spire
SR
$4.5B
| $11.5M | 0.01% |
176,791
-2,362
| -1% | -$154K |
|
1313
Bank of Hawaii
BOH
$2.7B
| $11.5M | 0.01% |
137,515
-2,363
| -2% | -$198K |
|
|
AAMI
1314
Acadian Asset Management Inc.
AAMI
$1.67B
| $11.5M | 0.01% |
449,673
-74,384
| -14% | -$1.9M |
|
1315
Assurant
AIZ
$10.6B
| $11.5M | 0.01% |
73,589
-3,066
| -4% | -$478K |
|
1316
Healthcare Services Group
HCSG
$1.15B
| $11.5M | 0.01% |
643,929
+6,621
| +1% | +$118K |
|
|
MZTI
1317
The Marzetti Company Common Stock
MZTI
$4.97B
| $11.4M | 0.01% |
69,067
-1,641
| -2% | -$272K |
|
1318
Globe Life
GL
$11.3B
| $11.4M | 0.01% |
121,752
-5,265
| -4% | -$493K |
|
|
PLL
1319
DELISTED
Piedmont Lithium
PLL
| $11.4M | 0.01% |
216,910
+1,115
| +0.5% | +$58.5K |
|
|
PMT
1320
PennyMac Mortgage Investment
PMT
$1.08B
| $11.4M | 0.01% |
656,423
-21,943
| -3% | -$380K |
|
1321
Graham Holdings Company
GHC
$4.97B
| $11.4M | 0.01% |
18,032
-736
| -4% | -$464K |
|
1322
TTEC Holdings
TTEC
$179M
| $11.3M | 0.01% |
125,309
-35,016
| -22% | -$3.17M |
|
|
GCP
1323
DELISTED
GCP Applied Technologies Inc.
GCP
| $11.3M | 0.01% |
357,386
-8,602
| -2% | -$272K |
|
1324
AtriCure
ATRC
$1.75B
| $11.3M | 0.01% |
162,095
+57,951
| +56% | +$4.03M |
|
1325
Rollins
ROL
$27.3B
| $11.3M | 0.01% |
328,939
-8,577
| -3% | -$293K |
|