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 | |
|---|---|---|---|---|---|---|
1751
Barnes & Noble Education
BNED
$287M
| $1.82M | ﹤0.01% |
2,802
-130
| -4% | -$84.6K |
|
1752
Flex
FLEX
$21.6B
| $1.82M | ﹤0.01% |
+145,523
| New | +$1.82M |
|
1753
Geospace Technologies
GEOS
$207M
| $1.81M | ﹤0.01% |
101,363
-870
| -0.9% | -$15.5K |
|
1754
Seneca Foods Class A
SENEA
$751M
| $1.78M | ﹤0.01% |
51,630
+4,065
| +9% | +$140K |
|
1755
Workday
WDAY
$61.4B
| $1.78M | ﹤0.01% |
16,850
-3,714
| -18% | -$391K |
|
1756
Match Group
MTCH
$9.14B
| $1.77M | ﹤0.01% |
76,096
-4,599
| -6% | -$107K |
|
|
CNCE
1757
DELISTED
Concert Pharmaceuticals, Inc.
CNCE
| $1.75M | ﹤0.01% |
118,600
+3,500
| +3% | +$51.6K |
|
|
FRED
1758
DELISTED
Fred's Inc
FRED
| $1.74M | ﹤0.01% |
269,610
-2,445
| -0.9% | -$15.7K |
|
1759
Bristow Group
VTOL
$1.08B
| $1.72M | ﹤0.01% |
76,966
+964
| +1% | +$21.6K |
|
1760
Norwegian Cruise Line
NCLH
$11.4B
| $1.7M | ﹤0.01% |
31,428
+1,246
| +4% | +$67.3K |
|
1761
Ally Financial
ALLY
$12.7B
| $1.66M | ﹤0.01% |
68,339
-7,196
| -10% | -$175K |
|
|
FTD
1762
DELISTED
FTD Companies, Inc. Common Stock
FTD
| $1.65M | ﹤0.01% |
126,202
-5,257
| -4% | -$68.6K |
|
1763
CDW
CDW
$22.2B
| $1.64M | ﹤0.01% |
24,834
-6,507
| -21% | -$429K |
|
1764
DexCom
DXCM
$29.8B
| $1.61M | ﹤0.01% |
131,772
+124
| +0.1% | +$1.52K |
|
1765
Ormat Technologies
ORA
$5.51B
| $1.6M | ﹤0.01% |
26,250
-3,578
| -12% | -$218K |
|
|
QVCGA
1766
QVC Group, Inc. Series A Common Stock
QVCGA
$78.2M
| $1.6M | ﹤0.01% |
1,400
-241
| -15% | -$276K |
|
1767
IAC Inc
IAC
$2.88B
| $1.58M | ﹤0.01% |
75,337
-24,407
| -24% | -$513K |
|
|
PEGI
1768
DELISTED
Pattern Energy Group Inc. Class A
PEGI
| $1.56M | ﹤0.01% |
64,597
+6,070
| +10% | +$146K |
|
1769
Alnylam Pharmaceuticals
ALNY
$61.2B
| $1.55M | ﹤0.01% |
13,199
-2,057
| -13% | -$242K |
|
|
IPHI
1770
DELISTED
INPHI CORPORATION
IPHI
| $1.54M | ﹤0.01% |
38,794
+1,123
| +3% | +$44.6K |
|
1771
MRC Global
MRC
$1.24B
| $1.52M | ﹤0.01% |
87,086
-591,796
| -87% | -$10.3M |
|
1772
Olympic Steel
ZEUS
$364M
| $1.51M | ﹤0.01% |
68,652
-564
| -0.8% | -$12.4K |
|
1773
ON Semiconductor
ON
$19.7B
| $1.51M | ﹤0.01% |
81,606
-24,564
| -23% | -$454K |
|
1774
RBC Bearings
RBC
$11.9B
| $1.48M | ﹤0.01% |
11,817
+1,090
| +10% | +$136K |
|
1775
iShares Russell 2000 ETF
IWM
$66.5B
| $1.47M | ﹤0.01% |
9,922
| – | – |
|