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 | |
|---|---|---|---|---|---|---|
1351
LiveRamp
RAMP
$1.77B
| $8.34M | 0.01% |
338,252
+5,838
| +2% | +$144K |
|
1352
Houlihan Lokey
HLI
$14.6B
| $8.28M | 0.01% |
211,600
+4,700
| +2% | +$184K |
|
1353
Papa John's
PZZA
$1.64B
| $8.26M | 0.01% |
112,965
-1,166
| -1% | -$85.2K |
|
1354
Tompkins Financial
TMP
$1.02B
| $8.25M | 0.01% |
95,817
-1,110
| -1% | -$95.6K |
|
|
SPPI
1355
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $8.25M | 0.01% |
586,141
+33,273
| +6% | +$468K |
|
1356
Southside Bancshares
SBSI
$927M
| $8.2M | 0.01% |
225,474
+1,218
| +0.5% | +$44.3K |
|
|
EVHC
1357
DELISTED
Envision Healthcare Holdings Inc
EVHC
| $8.19M | 0.01% |
182,296
+2,799
| +2% | +$126K |
|
|
FLIR
1358
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $8.17M | 0.01% |
210,041
-7,843
| -4% | -$305K |
|
|
CSRA
1359
DELISTED
CSRA Inc.
CSRA
| $8.15M | 0.01% |
252,582
+12,588
| +5% | +$406K |
|
1360
Customers Bancorp
CUBI
$2.33B
| $8.15M | 0.01% |
249,828
-665
| -0.3% | -$21.7K |
|
1361
Flowserve
FLS
$7.41B
| $8.14M | 0.01% |
191,014
-1,287,757
| -87% | -$54.8M |
|
|
GNCMA
1362
DELISTED
GCI Liberty, Inc. Class A-1 Common Stock
GNCMA
| $8.13M | 0.01% |
199,387
-9,330
| -4% | -$381K |
|
1363
Cars.com
CARS
$847M
| $8.13M | 0.01% |
305,583
+320
| +0.1% | +$8.52K |
|
1364
Genworth Financial
GNW
$3.62B
| $8.12M | 0.01% |
2,110,192
+8,064
| +0.4% | +$31K |
|
1365
Astec Industries
ASTE
$1.09B
| $8.11M | 0.01% |
144,837
-1,184
| -0.8% | -$66.3K |
|
1366
National Storage Affiliates Trust
NSA
$2.49B
| $8.09M | 0.01% |
333,757
-2,871
| -0.9% | -$69.6K |
|
|
CUDA
1367
DELISTED
Barracuda Networks, Inc.
CUDA
| $8.08M | 0.01% |
333,588
+303,583
| +1,012% | +$7.36M |
|
1368
Brighthouse Financial
BHF
$2.79B
| $8.08M | 0.01% |
+132,845
| New | +$8.08M |
|
|
INVX
1369
Innovex International, Inc.
INVX
$1.16B
| $8.06M | 0.01% |
182,603
+1,028
| +0.6% | +$45.4K |
|
1370
Wingstop
WING
$7.67B
| $8.03M | 0.01% |
241,578
-1,877
| -0.8% | -$62.4K |
|
1371
Hanmi Financial
HAFC
$756M
| $8.03M | 0.01% |
259,294
-2,046
| -0.8% | -$63.3K |
|
|
SONC
1372
DELISTED
Sonic Corp
SONC
| $8.02M | 0.01% |
315,299
-7,447
| -2% | -$190K |
|
1373
Vale
VALE
$45.4B
| $8.02M | 0.01% |
796,762
+248,662
| +45% | +$2.5M |
|
|
KEM
1374
DELISTED
KEMET Corporation
KEM
| $8.02M | 0.01% |
+379,311
| New | +$8.02M |
|
|
ABAX
1375
DELISTED
Abaxis Inc
ABAX
| $7.98M | 0.01% |
178,700
-1,188
| -0.7% | -$53K |
|