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 | |
|---|---|---|---|---|---|---|
|
RP
1776
DELISTED
RealPage, Inc.
RP
| $1.46M | ﹤0.01% |
36,472
+3,422
| +10% | +$137K |
|
1777
Bunge Global
BG
$16.5B
| $1.45M | ﹤0.01% |
20,827
+4,654
| +29% | +$323K |
|
|
CRR
1778
DELISTED
Carbo Ceramics Inc.
CRR
| $1.43M | ﹤0.01% |
165,827
+4,812
| +3% | +$41.5K |
|
1779
Spirit AeroSystems
SPR
$4.76B
| $1.43M | ﹤0.01% |
18,387
-1,264
| -6% | -$98.2K |
|
1780
Orion Group Holdings
ORN
$295M
| $1.4M | ﹤0.01% |
212,688
+1,306
| +0.6% | +$8.57K |
|
1781
Ironwood Pharmaceuticals
IRWD
$187M
| $1.39M | ﹤0.01% |
105,384
-2,699
| -2% | -$35.7K |
|
1782
Agilysys
AGYS
$3.03B
| $1.39M | ﹤0.01% |
116,427
+1,663
| +1% | +$19.9K |
|
|
XYZ
1783
Block, Inc.
XYZ
$45B
| $1.38M | ﹤0.01% |
47,997
-5,034
| -9% | -$145K |
|
|
BECN
1784
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $1.38M | ﹤0.01% |
26,949
-5,332
| -17% | -$273K |
|
|
TBHC
1785
The Brand House Collective, Inc. Common Stock
TBHC
$44.2M
| $1.38M | ﹤0.01% |
120,661
+9,322
| +8% | +$107K |
|
1786
Arista Networks
ANET
$189B
| $1.36M | ﹤0.01% |
114,608
-29,856
| -21% | -$354K |
|
1787
Amdocs
DOX
$9.23B
| $1.35M | ﹤0.01% |
21,038
-263,724
| -93% | -$17M |
|
1788
National Beverage
FIZZ
$3.68B
| $1.35M | ﹤0.01% |
21,720
+4,144
| +24% | +$257K |
|
1789
Gaming and Leisure Properties
GLPI
$13.6B
| $1.32M | ﹤0.01% |
35,853
-7,756
| -18% | -$286K |
|
1790
Universal Display
OLED
$6.52B
| $1.32M | ﹤0.01% |
10,251
-1,208
| -11% | -$156K |
|
1791
Crown Holdings
CCK
$11B
| $1.31M | ﹤0.01% |
22,007
-7,416
| -25% | -$443K |
|
1792
Big 5 Sporting Goods
BGFV
$32.5M
| $1.31M | ﹤0.01% |
171,036
-615,663
| -78% | -$4.71M |
|
1793
Taylor Morrison
TMHC
$6.89B
| $1.31M | ﹤0.01% |
59,268
+522
| +0.9% | +$11.5K |
|
1794
Gulf Island Fabrication
GIFI
$120M
| $1.29M | ﹤0.01% |
101,917
-2,005
| -2% | -$25.5K |
|
1795
Penumbra
PEN
$10.6B
| $1.29M | ﹤0.01% |
14,234
-218
| -2% | -$19.7K |
|
1796
Vera Bradley
VRA
$63.7M
| $1.28M | ﹤0.01% |
145,163
+1,515
| +1% | +$13.3K |
|
|
FDC
1797
DELISTED
First Data Corporation
FDC
| $1.27M | ﹤0.01% |
70,229
-3,578
| -5% | -$64.6K |
|
1798
Qiagen
QGEN
$9.98B
| $1.25M | ﹤0.01% |
37,449
-4,028
| -10% | -$135K |
|
1799
Autohome
ATHM
$3.4B
| $1.25M | ﹤0.01% |
20,797
-10,806
| -34% | -$649K |
|
1800
Las Vegas Sands
LVS
$37.4B
| $1.24M | ﹤0.01% |
19,276
-5,163
| -21% | -$331K |
|