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 | |
|---|---|---|---|---|---|---|
1801
Alcoa
AA
$8.18B
| $1.23M | ﹤0.01% |
26,346
+667
| +3% | +$31.1K |
|
1802
Okta
OKTA
$16B
| $1.23M | ﹤0.01% |
43,403
-6
| -0% | -$169 |
|
1803
Cheniere Energy
LNG
$52B
| $1.22M | ﹤0.01% |
27,074
+12,760
| +89% | +$575K |
|
1804
LSB Industries
LXU
$571M
| $1.21M | ﹤0.01% |
197,717
-4,507
| -2% | -$27.5K |
|
1805
AerCap
AER
$21.5B
| $1.2M | ﹤0.01% |
23,555
+660
| +3% | +$33.7K |
|
1806
iShares Russell Mid-Cap ETF
IWR
$44.5B
| $1.2M | ﹤0.01% |
+24,360
| New | +$1.2M |
|
|
RWT
1807
Redwood Trust
RWT
$795M
| $1.19M | ﹤0.01% |
73,000
-1,930
| -3% | -$31.4K |
|
1808
Clearway Energy Class C
CWEN
$3.38B
| $1.18M | ﹤0.01% |
61,048
+1,252
| +2% | +$24.2K |
|
1809
Exelixis
EXEL
$10.3B
| $1.18M | ﹤0.01% |
48,595
-10,147
| -17% | -$246K |
|
1810
CoStar Group
CSGP
$36.7B
| $1.17M | ﹤0.01% |
43,750
+23,590
| +117% | +$633K |
|
1811
SS&C Technologies
SSNC
$21.6B
| $1.17M | ﹤0.01% |
29,056
-12,920
| -31% | -$519K |
|
1812
Cleveland-Cliffs
CLF
$5.56B
| $1.16M | ﹤0.01% |
161,478
-14,922
| -8% | -$107K |
|
1813
W.P. Carey
WPC
$14.9B
| $1.14M | ﹤0.01% |
17,306
-2,015
| -10% | -$133K |
|
|
VALE.P
1814
DELISTED
Vale S A
VALE.P
| $1.14M | ﹤0.01% |
121,626
-733,634
| -86% | -$6.86M |
|
1815
Liquidity Services
LQDT
$845M
| $1.14M | ﹤0.01% |
192,435
+5,636
| +3% | +$33.2K |
|
|
BERY
1816
DELISTED
Berry Global Group, Inc.
BERY
| $1.13M | ﹤0.01% |
21,753
-6,960
| -24% | -$362K |
|
1817
Middleby
MIDD
$7.03B
| $1.11M | ﹤0.01% |
8,659
-2,766
| -24% | -$355K |
|
|
QHC
1818
DELISTED
Quorum Health Corporation
QHC
| $1.11M | ﹤0.01% |
214,111
-15,624
| -7% | -$80.9K |
|
1819
Pegasystems
PEGA
$9.59B
| $1.07M | ﹤0.01% |
37,108
-2,426
| -6% | -$70K |
|
1820
Alkermes
ALKS
$4.43B
| $1.07M | ﹤0.01% |
21,026
-5,438
| -21% | -$276K |
|
1821
Bloomin' Brands
BLMN
$575M
| $1.07M | ﹤0.01% |
60,596
-2,107
| -3% | -$37.1K |
|
1822
Diamondback Energy
FANG
$40.1B
| $1.07M | ﹤0.01% |
10,884
-2,017
| -16% | -$198K |
|
1823
Plains GP Holdings
PAGP
$3.66B
| $1.05M | ﹤0.01% |
47,901
-459,767
| -91% | -$10.1M |
|
|
NXTM
1824
DELISTED
NxStage Medical Inc.
NXTM
| $1.03M | ﹤0.01% |
37,171
-1,339
| -3% | -$37K |
|
1825
MGE Energy Inc
MGEE
$3.06B
| $1.02M | ﹤0.01% |
15,811
-1,942
| -11% | -$126K |
|