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 | |
|---|---|---|---|---|---|---|
1376
Leggett & Platt
LEG
$1.34B
| $8.82M | 0.01% |
197,633
+12,747
| +7% | +$569K |
|
1377
AZZ Inc
AZZ
$3.59B
| $8.81M | 0.01% |
202,742
+3,754
| +2% | +$163K |
|
|
DEA
1378
Easterly Government Properties
DEA
$1.06B
| $8.73M | 0.01% |
176,631
+38,762
| +28% | +$1.91M |
|
|
CHS
1379
DELISTED
Chicos FAS, Inc.
CHS
| $8.71M | 0.01% |
1,069,449
-13,435
| -1% | -$109K |
|
1380
Wabash National
WNC
$472M
| $8.7M | 0.01% |
466,373
-17,727
| -4% | -$331K |
|
|
PGTI
1381
DELISTED
PGT, Inc.
PGTI
| $8.68M | 0.01% |
416,282
+7,494
| +2% | +$156K |
|
1382
TripAdvisor
TRIP
$2.08B
| $8.68M | 0.01% |
155,746
-10,608
| -6% | -$591K |
|
1383
AMERISAFE
AMSF
$862M
| $8.67M | 0.01% |
150,055
+2,537
| +2% | +$147K |
|
|
CATM
1384
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $8.65M | 0.01% |
357,777
+5,983
| +2% | +$145K |
|
|
INVX
1385
Innovex International, Inc.
INVX
$1.16B
| $8.63M | 0.01% |
167,898
+6,461
| +4% | +$332K |
|
1386
Western Alliance Bancorporation
WAL
$9.89B
| $8.63M | 0.01% |
152,412
-29,724
| -16% | -$1.68M |
|
1387
Sally Beauty Holdings
SBH
$1.51B
| $8.62M | 0.01% |
537,850
-12,764
| -2% | -$205K |
|
|
SGEN
1388
DELISTED
Seagen Inc. Common Stock
SGEN
| $8.61M | 0.01% |
129,720
+157
| +0.1% | +$10.4K |
|
1389
Perdoceo Education
PRDO
$2.26B
| $8.56M | 0.01% |
529,574
+26,284
| +5% | +$425K |
|
|
EGOV
1390
DELISTED
NIC Inc
EGOV
| $8.56M | 0.01% |
550,504
+4,744
| +0.9% | +$73.8K |
|
1391
Materion
MTRN
$2.36B
| $8.55M | 0.01% |
157,953
+3,115
| +2% | +$169K |
|
1392
Goodyear
GT
$2.45B
| $8.46M | 0.01% |
363,065
+8,370
| +2% | +$195K |
|
1393
SiriusXM
SIRI
$8.02B
| $8.45M | 0.01% |
124,817
-81,948
| -40% | -$5.55M |
|
1394
Heritage Financial
HFWA
$845M
| $8.41M | 0.01% |
241,204
+221,718
| +1,138% | +$7.73M |
|
|
SRCL
1395
DELISTED
Stericycle Inc
SRCL
| $8.38M | 0.01% |
128,377
-1,397
| -1% | -$91.2K |
|
1396
WisdomTree
WT
$2.08B
| $8.35M | 0.01% |
919,770
+20,879
| +2% | +$190K |
|
1397
NMI Holdings
NMIH
$3.13B
| $8.34M | 0.01% |
511,459
+22,879
| +5% | +$373K |
|
1398
Tompkins Financial
TMP
$1.02B
| $8.28M | 0.01% |
96,461
+1,744
| +2% | +$150K |
|
|
SCG
1399
DELISTED
Scana
SCG
| $8.27M | 0.01% |
214,781
-1,201
| -0.6% | -$46.3K |
|
1400
Assurant
AIZ
$10.8B
| $8.24M | 0.01% |
79,637
-2,292
| -3% | -$237K |
|