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 | |
|---|---|---|---|---|---|---|
1851
CommScope
COMM
$3.59B
| $829K | ﹤0.01% |
24,964
-18,297
| -42% | -$608K |
|
1852
Euronet Worldwide
EEFT
$3.59B
| $824K | ﹤0.01% |
8,698
-2,323
| -21% | -$220K |
|
1853
Baidu
BIDU
$37.3B
| $817K | ﹤0.01% |
3,297
-81
| -2% | -$20.1K |
|
1854
Amkor Technology
AMKR
$6.15B
| $806K | ﹤0.01% |
76,467
-3,889
| -5% | -$41K |
|
1855
Fresh Del Monte Produce
FDP
$1.7B
| $804K | ﹤0.01% |
17,669
+1,002
| +6% | +$45.6K |
|
1856
Steelcase
SCS
$1.98B
| $797K | ﹤0.01% |
51,754
-3,333
| -6% | -$51.3K |
|
|
CIT
1857
DELISTED
CIT Group Inc.
CIT
| $796K | ﹤0.01% |
16,222
-915
| -5% | -$44.9K |
|
1858
Cohen & Steers
CNS
$3.67B
| $795K | ﹤0.01% |
20,127
-4,970
| -20% | -$196K |
|
1859
Guidewire Software
GWRE
$21.6B
| $794K | ﹤0.01% |
10,194
-2,097
| -17% | -$163K |
|
1860
Banco Bilbao Vizcaya Argentaria
BBVA
$107B
| $793K | ﹤0.01% |
88,863
| – | – |
|
|
PE
1861
DELISTED
PARSLEY ENERGY INC
PE
| $786K | ﹤0.01% |
29,841
-7,856
| -21% | -$207K |
|
|
UN
1862
DELISTED
Unilever NV New York Registry Shares
UN
| $776K | ﹤0.01% |
13,153
| – | – |
|
|
PRXL
1863
DELISTED
Parexel International Corp
PRXL
| $775K | ﹤0.01% |
8,803
-210,238
| -96% | -$18.5M |
|
|
MSGN
1864
DELISTED
MSG Networks Inc.
MSGN
| $763K | ﹤0.01% |
35,981
-1,786
| -5% | -$37.9K |
|
1865
Marvell Technology
MRVL
$57.6B
| $760K | ﹤0.01% |
42,466
-3,886
| -8% | -$69.5K |
|
|
PPBI
1866
DELISTED
Pacific Premier Bancorp
PPBI
| $760K | ﹤0.01% |
20,134
-421,030
| -95% | -$15.9M |
|
1867
EPAM Systems
EPAM
$9.16B
| $759K | ﹤0.01% |
8,627
-1,599
| -16% | -$141K |
|
1868
Gorman-Rupp
GRC
$1.13B
| $756K | ﹤0.01% |
23,215
+324
| +1% | +$10.6K |
|
1869
Corcept Therapeutics
CORT
$7.56B
| $747K | ﹤0.01% |
38,692
-5,599
| -13% | -$108K |
|
1870
Genpact
G
$7.71B
| $728K | ﹤0.01% |
25,325
-3,830
| -13% | -$110K |
|
|
ATHN
1871
DELISTED
Athenahealth, Inc.
ATHN
| $728K | ﹤0.01% |
5,850
+2,656
| +83% | +$331K |
|
|
RICE
1872
DELISTED
Rice Energy Inc.
RICE
| $726K | ﹤0.01% |
25,090
-2,546
| -9% | -$73.7K |
|
1873
Bright Horizons
BFAM
$6.62B
| $719K | ﹤0.01% |
8,340
-1,865
| -18% | -$161K |
|
|
DATA
1874
DELISTED
Tableau Software, Inc.
DATA
| $717K | ﹤0.01% |
+9,580
| New | +$717K |
|
1875
Herbalife
HLF
$1.02B
| $713K | ﹤0.01% |
21,026
-3,682
| -15% | -$125K |
|