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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PE
1851
DELISTED
PARSLEY ENERGY INC
PE
| $960K | ﹤0.01% |
31,696
+2,726
| +9% | +$82.6K |
|
|
IBTX
1852
DELISTED
Independent Bank Group, Inc.
IBTX
| $958K | ﹤0.01% |
14,332
+748
| +6% | +$50K |
|
|
WBC
1853
DELISTED
WABCO HOLDINGS INC.
WBC
| $951K | ﹤0.01% |
8,125
+564
| +7% | +$66K |
|
|
PEGI
1854
DELISTED
Pattern Energy Group Inc. Class A
PEGI
| $948K | ﹤0.01% |
50,586
-6,621
| -12% | -$124K |
|
1855
W.P. Carey
WPC
$14.8B
| $936K | ﹤0.01% |
14,409
-3,891
| -21% | -$253K |
|
1856
Guidewire Software
GWRE
$21.3B
| $926K | ﹤0.01% |
10,432
+1,163
| +13% | +$103K |
|
1857
Warrior Met Coal
HCC
$3.08B
| $926K | ﹤0.01% |
+33,589
| New | +$926K |
|
|
SYNT
1858
DELISTED
Syntel Inc
SYNT
| $922K | ﹤0.01% |
+28,748
| New | +$922K |
|
1859
Check Point Software Technologies
CHKP
$20.9B
| $908K | ﹤0.01% |
9,293
+35
| +0.4% | +$3.42K |
|
|
XCRA
1860
DELISTED
Xcerra Corporation
XCRA
| $908K | ﹤0.01% |
+65,024
| New | +$908K |
|
1861
Ichor Holdings
ICHR
$567M
| $899K | ﹤0.01% |
42,361
+24,115
| +132% | +$512K |
|
1862
RBC Bearings
RBC
$11.9B
| $897K | ﹤0.01% |
6,965
-3,916
| -36% | -$504K |
|
1863
Bloomin' Brands
BLMN
$586M
| $896K | ﹤0.01% |
44,596
-27,060
| -38% | -$544K |
|
1864
TAL Education Group
TAL
$6.37B
| $895K | ﹤0.01% |
24,315
-2,282,750
| -99% | -$84M |
|
|
CIT
1865
DELISTED
CIT Group Inc.
CIT
| $893K | ﹤0.01% |
17,708
+3,871
| +28% | +$195K |
|
|
MYOK
1866
DELISTED
MyoKardia, Inc. Common Stock
MYOK
| $887K | ﹤0.01% |
17,863
+7,018
| +65% | +$348K |
|
1867
Arbor Realty Trust
ABR
$2.26B
| $885K | ﹤0.01% |
84,879
+20,523
| +32% | +$214K |
|
1868
Atlassian
TEAM
$45.7B
| $878K | ﹤0.01% |
14,042
-309,566
| -96% | -$19.4M |
|
1869
LPL Financial
LPLA
$27.4B
| $862K | ﹤0.01% |
13,150
+492
| +4% | +$32.3K |
|
|
AQUA
1870
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
| $851K | ﹤0.01% |
+41,515
| New | +$851K |
|
1871
AerCap
AER
$21.7B
| $849K | ﹤0.01% |
15,673
+632
| +4% | +$34.2K |
|
1872
LSB Industries
LXU
$585M
| $839K | ﹤0.01% |
205,755
+3,401
| +2% | +$13.9K |
|
1873
Amdocs
DOX
$9.23B
| $836K | ﹤0.01% |
12,636
-2,185
| -15% | -$145K |
|
1874
Hexcel
HXL
$4.93B
| $836K | ﹤0.01% |
+12,600
| New | +$836K |
|
1875
Grand Canyon Education
LOPE
$5.69B
| $829K | ﹤0.01% |
7,424
+308
| +4% | +$34.4K |
|