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 |
Martin Marietta Materials
MLM
|
+$379M |
| 2 |
Apple
AAPL
|
+$367M |
| 3 |
Hilton Worldwide
HLT
|
+$330M |
| 4 |
Veeva Systems
VEEV
|
+$266M |
| 5 |
Waste Connections
WCN
|
+$260M |
Top Sells
| 1 |
American Tower
AMT
|
+$612M |
| 2 |
Agilent Technologies
A
|
+$279M |
| 3 |
Aon
AON
|
+$220M |
| 4 |
Progressive
PGR
|
+$199M |
| 5 |
VeriSign
VRSN
|
+$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SWI
1651
DELISTED
SolarWinds Corporation Common Stock
SWI
| $3.67M | ﹤0.01% |
+281,427
| New | +$3.67M |
|
1652
Cheniere Energy
LNG
$52.1B
| $3.67M | ﹤0.01% |
20,419
-1,185
| -5% | -$213K |
|
1653
Hain Celestial
HAIN
$176M
| $3.65M | ﹤0.01% |
423,505
-19,661
| -4% | -$170K |
|
|
BWIN
1654
Baldwin Insurance Group
BWIN
$2.17B
| $3.65M | ﹤0.01% |
73,232
+21,174
| +41% | +$1.05M |
|
1655
TechnipFMC
FTI
$16.8B
| $3.64M | ﹤0.01% |
138,951
-16,159
| -10% | -$424K |
|
1656
REX American Resources
REX
$1.01B
| $3.64M | ﹤0.01% |
78,632
+432
| +0.6% | +$20K |
|
1657
ProAssurance
PRA
$1.22B
| $3.63M | ﹤0.01% |
241,150
-10,774
| -4% | -$162K |
|
1658
Canadian Imperial Bank of Commerce
CM
$73.3B
| $3.62M | ﹤0.01% |
58,900
-3,000
| -5% | -$184K |
|
|
PRSU
1659
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.02B
| $3.59M | ﹤0.01% |
100,189
-4,722
| -5% | -$169K |
|
|
SVC
1660
Service Properties Trust
SVC
$469M
| $3.57M | ﹤0.01% |
781,954
-92,607
| -11% | -$422K |
|
1661
SpartanNash
SPTN
$900M
| $3.56M | ﹤0.01% |
159,077
-10,916
| -6% | -$245K |
|
|
HAYN
1662
DELISTED
Haynes International, Inc.
HAYN
| $3.56M | ﹤0.01% |
59,855
-2,770
| -4% | -$165K |
|
1663
BJ's Restaurants
BJRI
$691M
| $3.55M | ﹤0.01% |
109,081
-6,209
| -5% | -$202K |
|
1664
HealthStream
HSTM
$839M
| $3.53M | ﹤0.01% |
122,266
-1,422
| -1% | -$41K |
|
|
INN
1665
Summit Hotel Properties
INN
$613M
| $3.5M | ﹤0.01% |
510,461
-22,909
| -4% | -$157K |
|
1666
Standard Motor Products
SMP
$874M
| $3.48M | ﹤0.01% |
104,913
+6,819
| +7% | +$226K |
|
1667
Protolabs
PRLB
$1.17B
| $3.48M | ﹤0.01% |
118,590
-6,321
| -5% | -$186K |
|
1668
PagSeguro Digital
PAGS
$2.7B
| $3.48M | ﹤0.01% |
403,938
+77,543
| +24% | +$668K |
|
1669
Avis
CAR
$5.48B
| $3.47M | ﹤0.01% |
39,627
-20,955
| -35% | -$1.84M |
|
1670
SunCoke Energy
SXC
$656M
| $3.44M | ﹤0.01% |
396,373
-44,842
| -10% | -$389K |
|
1671
Astec Industries
ASTE
$1.06B
| $3.43M | ﹤0.01% |
107,491
-4,807
| -4% | -$154K |
|
1672
American Axle
AXL
$704M
| $3.42M | ﹤0.01% |
554,098
-25,512
| -4% | -$158K |
|
1673
Vital Energy
VTLE
$647M
| $3.42M | ﹤0.01% |
127,271
+1,089
| +0.9% | +$29.3K |
|
1674
Tompkins Financial
TMP
$998M
| $3.41M | ﹤0.01% |
59,063
-2,795
| -5% | -$162K |
|
1675
Ethan Allen Interiors
ETD
$745M
| $3.4M | ﹤0.01% |
106,639
-14,691
| -12% | -$468K |
|