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 |
Sherwin-Williams
SHW
|
+$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
+$84.9M |
| 3 |
Charter Communications
CHTR
|
+$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
+$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
+$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
+$133M |
| 2 |
Entergy
ETR
|
+$105M |
| 3 |
PayPal
PYPL
|
+$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
+$90.2M |
| 5 |
Goodyear
GT
|
+$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1501
CTS Corp
CTS
$1.24B
| $4.41M | 0.01% |
237,001
+5,671
| +2% | +$105K |
|
|
MODV
1502
DELISTED
ModivCare
MODV
| $4.39M | 0.01% |
90,209
+4,458
| +5% | +$217K |
|
1503
Fossil Group
FOSL
$161M
| $4.36M | 0.01% |
157,150
+8,222
| +6% | +$228K |
|
|
FRAN
1504
DELISTED
Francesca's Holdings Corporation
FRAN
| $4.36M | 0.01% |
23,543
-230
| -1% | -$42.6K |
|
|
FARO
1505
DELISTED
Faro Technologies
FARO
| $4.34M | 0.01% |
120,630
+3,453
| +3% | +$124K |
|
1506
Integer Holdings
ITGR
$3.64B
| $4.3M | 0.01% |
198,323
+20,624
| +12% | +$447K |
|
1507
Quanex
NX
$698M
| $4.27M | 0.01% |
247,614
+6,581
| +3% | +$114K |
|
1508
WesBanco
WSBC
$3.05B
| $4.26M | 0.01% |
129,553
-17,291
| -12% | -$569K |
|
1509
Rayonier Advanced Materials
RYAM
$410M
| $4.25M | 0.01% |
318,061
+13,499
| +4% | +$180K |
|
1510
M/I Homes
MHO
$4.1B
| $4.21M | 0.01% |
178,472
+4,880
| +3% | +$115K |
|
1511
TETRA Technologies
TTI
$641M
| $4.2M | 0.01% |
686,940
+36,092
| +6% | +$221K |
|
1512
StoneX
SNEX
$5.16B
| $4.19M | 0.01% |
242,791
+4,588
| +2% | +$79.2K |
|
1513
Light & Wonder
LNW
$7.4B
| $4.14M | 0.01% |
367,262
+10,713
| +3% | +$121K |
|
|
CDR
1514
DELISTED
Cedar Realty Trust, Inc
CDR
| $4.11M | 0.01% |
86,474
+3,328
| +4% | +$158K |
|
|
ACET
1515
DELISTED
Aceto Corp
ACET
| $4.09M | 0.01% |
215,410
+6,317
| +3% | +$120K |
|
|
SGEN
1516
DELISTED
Seagen Inc. Common Stock
SGEN
| $4.08M | 0.01% |
75,597
+9,071
| +14% | +$490K |
|
1517
Werner Enterprises
WERN
$1.69B
| $4.08M | 0.01% |
175,129
+14,351
| +9% | +$334K |
|
1518
Kelly Services Class A
KELYA
$471M
| $4.07M | 0.01% |
211,738
+2,471
| +1% | +$47.5K |
|
|
EGRX
1519
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $4.07M | 0.01% |
+58,138
| New | +$4.07M |
|
1520
Virtus Investment Partners
VRTS
$1.34B
| $4.04M | 0.01% |
41,319
-746
| -2% | -$73K |
|
1521
Abercrombie & Fitch
ANF
$4.44B
| $4.04M | 0.01% |
253,932
-4,591
| -2% | -$73K |
|
|
LHCG
1522
DELISTED
LHC Group LLC
LHCG
| $4.03M | 0.01% |
109,297
+17,065
| +19% | +$629K |
|
|
EGL
1523
DELISTED
Engility Holdings, Inc.
EGL
| $4.02M | 0.01% |
127,700
+6,157
| +5% | +$194K |
|
1524
Sabre
SABR
$722M
| $4.01M | 0.01% |
142,408
-878,105
| -86% | -$24.7M |
|
1525
Onto Innovation
ONTO
$5.34B
| $4.01M | 0.01% |
179,369
+7,677
| +4% | +$172K |
|