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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
REN
1351
DELISTED
Resolute Energy Corporaton
REN
| $9.2M | 0.01% |
294,827
+5,652
| +2% | +$176K |
|
1352
Installed Building Products
IBP
$7.21B
| $9.19M | 0.01% |
162,493
-6,671
| -4% | -$377K |
|
|
NFX
1353
DELISTED
Newfield Exploration
NFX
| $9.19M | 0.01% |
303,637
-5,119
| -2% | -$155K |
|
|
NTUS
1354
DELISTED
Natus Medical Inc
NTUS
| $9.18M | 0.01% |
266,217
+11,440
| +4% | +$395K |
|
1355
Fossil Group
FOSL
$159M
| $9.17M | 0.01% |
341,406
+9,564
| +3% | +$257K |
|
1356
BJ's Restaurants
BJRI
$691M
| $9.17M | 0.01% |
152,881
+16,150
| +12% | +$969K |
|
|
PRSU
1357
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.02B
| $9.16M | 0.01% |
168,767
+4,322
| +3% | +$234K |
|
1358
Macerich
MAC
$4.61B
| $9.08M | 0.01% |
159,838
-5,640
| -3% | -$321K |
|
1359
Owens & Minor
OMI
$423M
| $9.08M | 0.01% |
543,332
+15,868
| +3% | +$265K |
|
1360
Orthofix Medical
OFIX
$563M
| $9.07M | 0.01% |
159,643
+17,091
| +12% | +$971K |
|
1361
ServiceNow
NOW
$192B
| $9.05M | 0.01% |
52,486
+29,170
| +125% | +$5.03M |
|
1362
Neurocrine Biosciences
NBIX
$14.2B
| $9.05M | 0.01% |
92,083
+13,127
| +17% | +$1.29M |
|
1363
News Corp Class A
NWSA
$16.2B
| $9M | 0.01% |
580,640
+3,121
| +0.5% | +$48.4K |
|
1364
Cars.com
CARS
$815M
| $8.99M | 0.01% |
316,549
+5,922
| +2% | +$168K |
|
|
CPLA
1365
DELISTED
Capella Education Company
CPLA
| $8.97M | 0.01% |
90,885
+1,421
| +2% | +$140K |
|
1366
ProPetro Holding
PUMP
$505M
| $8.97M | 0.01% |
571,959
+561,440
| +5,337% | +$8.8M |
|
1367
AdvanSix
ASIX
$554M
| $8.96M | 0.01% |
244,691
+4,156
| +2% | +$152K |
|
|
ROCC
1368
DELISTED
Ranger Oil Corporation Class A Common Stock
ROCC
| $8.96M | 0.01% |
+105,573
| New | +$8.96M |
|
1369
Alarm.com
ALRM
$2.76B
| $8.96M | 0.01% |
221,863
-3,621
| -2% | -$146K |
|
1370
Astec Industries
ASTE
$1.06B
| $8.93M | 0.01% |
149,284
+2,504
| +2% | +$150K |
|
1371
Silgan Holdings
SLGN
$4.71B
| $8.93M | 0.01% |
332,688
+4,211
| +1% | +$113K |
|
|
QCP
1372
DELISTED
Quality Care Properties, Inc.
QCP
| $8.92M | 0.01% |
414,725
+7,606
| +2% | +$164K |
|
1373
Lindsay Corp
LNN
$1.5B
| $8.88M | 0.01% |
91,599
+312
| +0.3% | +$30.3K |
|
1374
LGI Homes
LGIH
$1.41B
| $8.88M | 0.01% |
153,746
-3,094
| -2% | -$179K |
|
1375
Gannett
GCI
$601M
| $8.87M | 0.01% |
479,910
+71,851
| +18% | +$1.33M |
|