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 |
Linde
LIN
|
+$216M |
| 2 |
WIX.com
WIX
|
+$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
+$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
+$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
+$229M |
| 2 |
Simon Property Group
SPG
|
+$190M |
| 3 |
PX
Praxair Inc
PX
|
+$171M |
| 4 |
Alibaba
BABA
|
+$149M |
| 5 |
O'Reilly Automotive
ORLY
|
+$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
APTI
1351
DELISTED
Apptio, Inc. Class A Common Stock
APTI
| $7.16M | 0.01% |
188,609
-22,468
| -11% | -$853K |
|
|
CRAY
1352
DELISTED
Cray, Inc.
CRAY
| $7.16M | 0.01% |
331,540
+1,889
| +0.6% | +$40.8K |
|
|
EGOV
1353
DELISTED
NIC Inc
EGOV
| $7.15M | 0.01% |
572,682
-10,322
| -2% | -$129K |
|
1354
Goodyear
GT
$2.45B
| $7.14M | 0.01% |
349,981
-12,292
| -3% | -$251K |
|
1355
Columbus McKinnon
CMCO
$415M
| $7.09M | 0.01% |
235,056
-52,251
| -18% | -$1.57M |
|
1356
Matador Resources
MTDR
$6.01B
| $7.08M | 0.01% |
456,015
-48,727
| -10% | -$757K |
|
1357
Elanco Animal Health
ELAN
$9.08B
| $7.07M | 0.01% |
224,335
-4,165
| -2% | -$131K |
|
1358
Heartland Express
HTLD
$660M
| $7.06M | 0.01% |
385,777
+2,103
| +0.5% | +$38.5K |
|
|
ARR
1359
Armour Residential REIT
ARR
$1.72B
| $7.05M | 0.01% |
68,742
+1,034
| +2% | +$106K |
|
1360
Methode Electronics
MEI
$292M
| $7.05M | 0.01% |
302,525
+2,867
| +1% | +$66.8K |
|
1361
SM Energy
SM
$3.11B
| $7.03M | 0.01% |
454,079
-7,591
| -2% | -$118K |
|
1362
LendingTree
TREE
$979M
| $7.03M | 0.01% |
32,008
-1,492
| -4% | -$328K |
|
1363
Assurant
AIZ
$10.7B
| $7.01M | 0.01% |
78,401
-2,204
| -3% | -$197K |
|
1364
CTS Corp
CTS
$1.23B
| $7M | 0.01% |
270,261
+2,363
| +0.9% | +$61.2K |
|
1365
Hanesbrands
HBI
$2.21B
| $6.99M | 0.01% |
558,051
-14,910
| -3% | -$187K |
|
1366
Leggett & Platt
LEG
$1.31B
| $6.99M | 0.01% |
195,030
-3,070
| -2% | -$110K |
|
1367
Oil States International
OIS
$339M
| $6.95M | 0.01% |
486,947
+2,609
| +0.5% | +$37.3K |
|
1368
American Woodmark
AMWD
$996M
| $6.95M | 0.01% |
124,743
-1,689
| -1% | -$94K |
|
|
BBBY
1369
DELISTED
Bed Bath & Beyond Inc
BBBY
| $6.94M | 0.01% |
613,367
-18,590
| -3% | -$210K |
|
|
DNR
1370
DELISTED
Denbury Resources, Inc.
DNR
| $6.94M | 0.01% |
4,059,241
+122,040
| +3% | +$209K |
|
1371
DexCom
DXCM
$29.9B
| $6.94M | 0.01% |
231,592
-8,228
| -3% | -$246K |
|
1372
Tri Pointe Homes
TPH
$3.11B
| $6.88M | 0.01% |
629,882
-141,756
| -18% | -$1.55M |
|
|
CJ
1373
DELISTED
C&J Energy Services, Inc.
CJ
| $6.86M | 0.01% |
508,335
-4,973
| -1% | -$67.1K |
|
1374
Marcus & Millichap
MMI
$1.27B
| $6.85M | 0.01% |
199,525
+187,425
| +1,549% | +$6.43M |
|
1375
LGI Homes
LGIH
$1.41B
| $6.84M | 0.01% |
151,232
-11,604
| -7% | -$525K |
|