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 |
O'Reilly Automotive
ORLY
|
+$174M |
| 2 |
DuPont de Nemours
DD
|
+$135M |
| 3 |
Healthpeak Properties
DOC
|
+$98.5M |
| 4 |
Gartner
IT
|
+$95.1M |
| 5 |
Air Products & Chemicals
APD
|
+$94.4M |
Top Sells
| 1 |
AutoZone
AZO
|
+$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
+$165M |
| 3 |
JPMorgan Chase
JPM
|
+$118M |
| 4 |
Willis Towers Watson
WTW
|
+$112M |
| 5 |
Welltower
WELL
|
+$106M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1326
Innoviva
INVA
$1.25B
| $8.76M | 0.01% |
620,505
-22,739
| -4% | -$321K |
|
|
LABL
1327
DELISTED
Multi-Color Corp
LABL
| $8.76M | 0.01% |
106,866
+3,230
| +3% | +$265K |
|
1328
Calavo Growers
CVGW
$479M
| $8.71M | 0.01% |
118,992
-1,728
| -1% | -$126K |
|
|
EPAY
1329
DELISTED
Bottomline Technologies Inc
EPAY
| $8.68M | 0.01% |
272,598
-2,340
| -0.9% | -$74.5K |
|
1330
Quanta Services
PWR
$58.1B
| $8.67M | 0.01% |
231,953
-3,124
| -1% | -$117K |
|
1331
Lindsay Corp
LNN
$1.5B
| $8.66M | 0.01% |
94,280
-492
| -0.5% | -$45.2K |
|
1332
AeroVironment
AVAV
$12.1B
| $8.66M | 0.01% |
160,009
+3,016
| +2% | +$163K |
|
|
NE
1333
DELISTED
Noble Corporation
NE
| $8.65M | 0.01% |
1,880,661
-10,489
| -0.6% | -$48.2K |
|
|
BEL
1334
DELISTED
Belmond Ltd.
BEL
| $8.64M | 0.01% |
632,757
-22,955
| -4% | -$313K |
|
|
MANT
1335
DELISTED
Mantech International Corp
MANT
| $8.61M | 0.01% |
194,992
-6,103
| -3% | -$269K |
|
1336
Scansource
SCSC
$948M
| $8.6M | 0.01% |
197,117
-1,453
| -0.7% | -$63.4K |
|
1337
SPDR S&P Metals & Mining ETF
XME
$2.4B
| $8.57M | 0.01% |
266,234
+122,034
| +85% | +$3.93M |
|
1338
Oxford Industries
OXM
$604M
| $8.57M | 0.01% |
134,803
+12,638
| +10% | +$803K |
|
1339
H&R Block
HRB
$6.73B
| $8.56M | 0.01% |
323,110
-14,216
| -4% | -$376K |
|
|
UNT
1340
DELISTED
UNIT Corporation
UNT
| $8.53M | 0.01% |
414,607
-13,435
| -3% | -$277K |
|
1341
Mercury Insurance
MCY
$4.31B
| $8.53M | 0.01% |
150,511
+1,289
| +0.9% | +$73.1K |
|
1342
The Ensign Group
ENSG
$9.59B
| $8.48M | 0.01% |
401,112
-2,050
| -0.5% | -$43.3K |
|
1343
Check Point Software Technologies
CHKP
$21.1B
| $8.42M | 0.01% |
73,878
-316
| -0.4% | -$36K |
|
|
ALOG
1344
DELISTED
Analogic Corp
ALOG
| $8.38M | 0.01% |
100,050
-945
| -0.9% | -$79.1K |
|
1345
Alamo Group
ALG
$2.5B
| $8.37M | 0.01% |
77,923
-1,038
| -1% | -$111K |
|
|
ARR
1346
Armour Residential REIT
ARR
$1.72B
| $8.37M | 0.01% |
+62,202
| New | +$8.37M |
|
1347
E.W. Scripps
SSP
$246M
| $8.36M | 0.01% |
437,698
-10,045
| -2% | -$192K |
|
|
LL
1348
DELISTED
LL Flooring Holdings, Inc.
LL
| $8.35M | 0.01% |
214,280
-1,612
| -0.7% | -$62.8K |
|
|
ACOR
1349
DELISTED
Acorda Therapeutics, Inc.
ACOR
| $8.35M | 0.01% |
2,943
-26
| -0.9% | -$73.8K |
|
|
BEAT
1350
DELISTED
BioTelemetry, Inc.
BEAT
| $8.34M | 0.01% |
252,708
+12,010
| +5% | +$396K |
|