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 | |
|---|---|---|---|---|---|---|
|
XXIA
1351
DELISTED
Ixia
XXIA
| $5.16M | 0.01% |
415,034
+23,169
| +6% | +$288K |
|
|
GHL
1352
DELISTED
Greenhill & Co., Inc.
GHL
| $5.14M | 0.01% |
179,505
+7,569
| +4% | +$217K |
|
1353
Minerals Technologies
MTX
$1.98B
| $5.11M | 0.01% |
111,518
+2,036
| +2% | +$93.4K |
|
|
ALEX
1354
Alexander & Baldwin
ALEX
$1.36B
| $5.11M | 0.01% |
144,659
+3,865
| +3% | +$136K |
|
|
KLXI
1355
DELISTED
KLX Inc.
KLXI
| $5.1M | 0.01% |
196,608
+5,348
| +3% | +$139K |
|
1356
Commercial Metals
CMC
$6.63B
| $5.1M | 0.01% |
372,448
+13,167
| +4% | +$180K |
|
1357
DNOW Inc
DNOW
$1.61B
| $5.1M | 0.01% |
322,138
+8,850
| +3% | +$140K |
|
|
HSNI
1358
DELISTED
HSN, Inc.
HSNI
| $5.09M | 0.01% |
100,406
+1,596
| +2% | +$80.9K |
|
1359
Green Dot
GDOT
$754M
| $5.09M | 0.01% |
309,678
+14,773
| +5% | +$243K |
|
|
CBB
1360
DELISTED
Cincinnati Bell Inc.
CBB
| $5.08M | 0.01% |
282,024
+12,074
| +4% | +$217K |
|
1361
Crocs
CROX
$4.42B
| $5.07M | 0.01% |
494,827
+14,880
| +3% | +$152K |
|
|
DF
1362
DELISTED
Dean Foods Company
DF
| $5.06M | 0.01% |
295,236
-4,720
| -2% | -$81K |
|
1363
Astec Industries
ASTE
$1.06B
| $5.05M | 0.01% |
124,065
+5,475
| +5% | +$223K |
|
|
WIRE
1364
DELISTED
Encore Wire Corp
WIRE
| $5.05M | 0.01% |
136,036
+5,483
| +4% | +$203K |
|
|
CSH
1365
DELISTED
CASH AMERICA INTERNATIONAL INC
CSH
| $5.03M | 0.01% |
168,063
-7,288
| -4% | -$218K |
|
|
MB
1366
DELISTED
MINDBODY, Inc. Class A Common Stock
MB
| $5.02M | 0.01% |
331,824
+5,238
| +2% | +$79.3K |
|
|
RSTI
1367
DELISTED
Rofin-Sinar Technologies Inc
RSTI
| $5.02M | 0.01% |
187,353
+9,336
| +5% | +$250K |
|
1368
Ardmore Shipping
ASC
$502M
| $4.99M | 0.01% |
391,948
+19,369
| +5% | +$246K |
|
1369
Trustmark
TRMK
$2.42B
| $4.98M | 0.01% |
215,951
+3,399
| +2% | +$78.3K |
|
1370
Universal Insurance Holdings
UVE
$696M
| $4.96M | 0.01% |
214,118
+8,673
| +4% | +$201K |
|
1371
Standard Motor Products
SMP
$874M
| $4.96M | 0.01% |
130,418
+5,494
| +4% | +$209K |
|
1372
Avanos Medical
AVNS
$576M
| $4.94M | 0.01% |
147,941
+10,792
| +8% | +$361K |
|
1373
Gibraltar Industries
ROCK
$1.79B
| $4.94M | 0.01% |
194,089
+8,882
| +5% | +$226K |
|
1374
Quanta Services
PWR
$58.1B
| $4.91M | 0.01% |
242,640
-45,711
| -16% | -$926K |
|
|
BID
1375
DELISTED
Sotheby's
BID
| $4.91M | 0.01% |
190,644
+1,936
| +1% | +$49.9K |
|