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 | |
|---|---|---|---|---|---|---|
|
CATM
1376
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $7.95M | 0.01% |
345,485
-9,169
| -3% | -$211K |
|
1377
Helix Energy Solutions
HLX
$932M
| $7.92M | 0.01% |
1,071,076
-1,557
| -0.1% | -$11.5K |
|
1378
Encore Capital Group
ECPG
$1.02B
| $7.91M | 0.01% |
178,591
-6,590
| -4% | -$292K |
|
|
IPCC
1379
DELISTED
Infinity Property & Casualty C
IPCC
| $7.84M | 0.01% |
83,233
-814
| -1% | -$76.7K |
|
|
GCI
1380
DELISTED
Gannett Co., Inc
GCI
| $7.82M | 0.01% |
869,351
-8,866
| -1% | -$79.8K |
|
1381
Veeco
VECO
$1.54B
| $7.81M | 0.01% |
365,160
+233
| +0.1% | +$4.99K |
|
1382
National Bank Holdings
NBHC
$1.47B
| $7.81M | 0.01% |
218,777
-1,731
| -0.8% | -$61.8K |
|
1383
Standard Motor Products
SMP
$901M
| $7.81M | 0.01% |
161,781
-4,115
| -2% | -$199K |
|
1384
Assurant
AIZ
$10.8B
| $7.8M | 0.01% |
81,684
-3,607
| -4% | -$345K |
|
1385
Scholastic
SCHL
$687M
| $7.79M | 0.01% |
209,517
-2,838
| -1% | -$106K |
|
1386
SiriusPoint
SPNT
$2.24B
| $7.77M | 0.01% |
497,752
+478,555
| +2,493% | +$7.47M |
|
1387
Stride
LRN
$7.03B
| $7.76M | 0.01% |
434,960
+685
| +0.2% | +$12.2K |
|
|
NXRT
1388
NexPoint Residential Trust
NXRT
$870M
| $7.76M | 0.01% |
326,921
+26,487
| +9% | +$629K |
|
|
VRTU
1389
DELISTED
Virtusa Corporation
VRTU
| $7.76M | 0.01% |
205,283
-5,479
| -3% | -$207K |
|
|
ESV
1390
DELISTED
Ensco Rowan plc
ESV
| $7.75M | 0.01% |
324,576
+194
| +0.1% | +$4.63K |
|
1391
Gibraltar Industries
ROCK
$1.84B
| $7.75M | 0.01% |
248,799
-7,841
| -3% | -$244K |
|
|
LDL
1392
DELISTED
Lydall, Inc.
LDL
| $7.74M | 0.01% |
135,031
-5,214
| -4% | -$299K |
|
1393
Guess, Inc.
GES
$872M
| $7.7M | 0.01% |
452,121
-10,062
| -2% | -$171K |
|
1394
Koppers
KOP
$570M
| $7.68M | 0.01% |
166,301
-1,807
| -1% | -$83.4K |
|
1395
SpartanNash
SPTN
$898M
| $7.68M | 0.01% |
291,065
-14,542
| -5% | -$383K |
|
|
IPHS
1396
DELISTED
Innophos Holdings, Inc.
IPHS
| $7.63M | 0.01% |
155,024
-884
| -0.6% | -$43.5K |
|
|
EXTN
1397
DELISTED
Exterran Corporation
EXTN
| $7.61M | 0.01% |
240,862
-628
| -0.3% | -$19.8K |
|
1398
SolarEdge
SEDG
$1.75B
| $7.61M | 0.01% |
+266,590
| New | +$7.61M |
|
1399
NCS Multistage Holdings
NCSM
$123M
| $7.59M | 0.01% |
+15,755
| New | +$7.59M |
|
|
SHLM
1400
DELISTED
Schulman (A.) Inc
SHLM
| $7.58M | 0.01% |
221,934
-9,174
| -4% | -$313K |
|