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 | |
|---|---|---|---|---|---|---|
|
BGG
1401
DELISTED
Briggs & Stratton Corp.
BGG
| $7.58M | 0.01% |
322,438
-2,936
| -0.9% | -$69K |
|
1402
News Corp Class A
NWSA
$16.6B
| $7.56M | 0.01% |
570,026
-19,530
| -3% | -$259K |
|
1403
Coca-Cola Consolidated
COKE
$10.8B
| $7.55M | 0.01% |
350,040
-13,760
| -4% | -$297K |
|
|
PKY
1404
DELISTED
Parkway, Inc.
PKY
| $7.52M | 0.01% |
326,649
+1,665
| +0.5% | +$38.3K |
|
|
REN
1405
DELISTED
Resolute Energy Corporaton
REN
| $7.49M | 0.01% |
252,209
+90,186
| +56% | +$2.68M |
|
1406
SM Energy
SM
$3.13B
| $7.49M | 0.01% |
422,020
+4,383
| +1% | +$77.8K |
|
|
DPLO
1407
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
| $7.47M | 0.01% |
360,568
+28,343
| +9% | +$587K |
|
1408
W&T Offshore
WTI
$258M
| $7.45M | 0.01% |
2,443,188
-3,703
| -0.2% | -$11.3K |
|
1409
Ralph Lauren
RL
$19.2B
| $7.44M | 0.01% |
84,243
-1,689
| -2% | -$149K |
|
|
WWE
1410
DELISTED
World Wrestling Entertainment
WWE
| $7.41M | 0.01% |
314,605
+2,378
| +0.8% | +$56K |
|
1411
Abercrombie & Fitch
ANF
$4.44B
| $7.41M | 0.01% |
512,933
-4,254
| -0.8% | -$61.4K |
|
|
ENDP
1412
DELISTED
Endo International plc
ENDP
| $7.41M | 0.01% |
864,695
+14,432
| +2% | +$124K |
|
1413
United Fire Group
UFCS
$818M
| $7.39M | 0.01% |
161,268
-2,523
| -2% | -$116K |
|
1414
SPS Commerce
SPSC
$4.26B
| $7.37M | 0.01% |
259,752
-1,792
| -0.7% | -$50.8K |
|
1415
Mattel
MAT
$5.8B
| $7.34M | 0.01% |
474,218
-38,306
| -7% | -$593K |
|
1416
CEVA Inc
CEVA
$570M
| $7.34M | 0.01% |
171,431
+2,251
| +1% | +$96.3K |
|
|
DBD
1417
DELISTED
Diebold Nixdorf Incorporated
DBD
| $7.32M | 0.01% |
320,248
+1,204
| +0.4% | +$27.5K |
|
|
BID
1418
DELISTED
Sotheby's
BID
| $7.32M | 0.01% |
158,678
-36,786
| -19% | -$1.7M |
|
|
RBS.PRS.CL
1419
DELISTED
The Royal Bank Of Scotland Group
RBS.PRS.CL
| $7.31M | 0.01% |
284,570
-24,978
| -8% | -$641K |
|
|
DEL
1420
DELISTED
Deltic Timber
DEL
| $7.23M | 0.01% |
81,795
+1,170
| +1% | +$103K |
|
1421
Ambev
ABEV
$35.7B
| $7.16M | 0.01% |
1,086,881
+100,000
| +10% | +$659K |
|
|
TBI
1422
Trueblue
TBI
$176M
| $7.15M | 0.01% |
318,387
-17,331
| -5% | -$389K |
|
1423
Community Health Systems
CYH
$420M
| $7.14M | 0.01% |
930,101
-18,612
| -2% | -$143K |
|
1424
FibroGen
FGEN
$50.3M
| $7.14M | 0.01% |
5,310
-269
| -5% | -$362K |
|
|
PEI
1425
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $7.13M | 0.01% |
45,328
-2,470
| -5% | -$389K |
|