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 | |
|---|---|---|---|---|---|---|
|
WBC
1826
DELISTED
WABCO HOLDINGS INC.
WBC
| $1.02M | ﹤0.01% |
6,882
-3,606
| -34% | -$534K |
|
1827
Hecla Mining
HL
$7.35B
| $1M | ﹤0.01% |
199,348
-31,749
| -14% | -$159K |
|
|
RT
1828
DELISTED
Ruby Tuesday Georgia
RT
| $984K | ﹤0.01% |
459,600
-1,058
| -0.2% | -$2.27K |
|
|
BLCM
1829
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $983K | ﹤0.01% |
8,510
+28
| +0.3% | +$3.23K |
|
1830
Starwood Property Trust
STWD
$7.6B
| $979K | ﹤0.01% |
45,057
-3,469
| -7% | -$75.4K |
|
|
TMX
1831
DELISTED
Terminix Global Holdings, Inc.
TMX
| $977K | ﹤0.01% |
31,211
+14,252
| +84% | +$446K |
|
|
VSI
1832
DELISTED
Vitamin Shoppe Inc.
VSI
| $966K | ﹤0.01% |
180,484
-1,520
| -0.8% | -$8.14K |
|
1833
Advanced Drainage Systems
WMS
$11B
| $963K | ﹤0.01% |
47,574
+662
| +1% | +$13.4K |
|
|
CTWS
1834
DELISTED
Connecticut Water Service Inc
CTWS
| $953K | ﹤0.01% |
16,068
+223
| +1% | +$13.2K |
|
|
SEMG
1835
DELISTED
SEMGROUP CORPORATION
SEMG
| $945K | ﹤0.01% |
32,891
-2,079
| -6% | -$59.7K |
|
1836
Veeva Systems
VEEV
$45B
| $944K | ﹤0.01% |
16,743
-3,407
| -17% | -$192K |
|
1837
First Interstate BancSystem
FIBK
$3.37B
| $930K | ﹤0.01% |
24,321
-5,106
| -17% | -$195K |
|
1838
DHI Group
DHX
$143M
| $929K | ﹤0.01% |
357,350
-27,414
| -7% | -$71.3K |
|
1839
ING
ING
$73B
| $920K | ﹤0.01% |
49,967
-5,000
| -9% | -$92.1K |
|
1840
Middlesex Water
MSEX
$954M
| $914K | ﹤0.01% |
23,287
+325
| +1% | +$12.8K |
|
1841
Novo Nordisk
NVO
$242B
| $907K | ﹤0.01% |
37,640
+1,826
| +5% | +$44K |
|
1842
TriNet
TNET
$3.3B
| $899K | ﹤0.01% |
26,719
-1,427
| -5% | -$48K |
|
|
ZAYO
1843
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $884K | ﹤0.01% |
25,670
-6,628
| -21% | -$228K |
|
1844
Booz Allen Hamilton
BAH
$12.6B
| $879K | ﹤0.01% |
23,511
-18,614
| -44% | -$696K |
|
|
MCF
1845
DELISTED
Contango Oil & Gas Co.
MCF
| $873K | ﹤0.01% |
173,562
-1,491
| -0.9% | -$7.5K |
|
|
TWTR
1846
DELISTED
Twitter, Inc.
TWTR
| $867K | ﹤0.01% |
51,397
-22,063
| -30% | -$372K |
|
1847
Ionis Pharmaceuticals
IONS
$10.2B
| $864K | ﹤0.01% |
17,044
-4,401
| -21% | -$223K |
|
|
VER
1848
DELISTED
VEREIT, Inc.
VER
| $860K | ﹤0.01% |
20,737
+4,188
| +25% | +$174K |
|
1849
BWX Technologies
BWXT
$15.2B
| $852K | ﹤0.01% |
15,210
-4,252
| -22% | -$238K |
|
1850
Coeur Mining
CDE
$9.6B
| $835K | ﹤0.01% |
90,882
-8,419
| -8% | -$77.4K |
|