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 | |
|---|---|---|---|---|---|---|
1876
Towne Bank
TOWN
$2.88B
| $712K | ﹤0.01% |
21,264
-129,036
| -86% | -$4.32M |
|
|
HTLF
1877
DELISTED
Heartland Financial USA, Inc.
HTLF
| $710K | ﹤0.01% |
14,375
-82,361
| -85% | -$4.07M |
|
|
GRA
1878
DELISTED
W.R. Grace & Co.
GRA
| $707K | ﹤0.01% |
9,798
+4,183
| +74% | +$302K |
|
1879
WSFS Financial
WSFS
$3.25B
| $699K | ﹤0.01% |
14,343
-5,162
| -26% | -$252K |
|
1880
Peabody Energy
BTU
$2.25B
| $696K | ﹤0.01% |
+24,004
| New | +$696K |
|
|
CPN
1881
DELISTED
Calpine Corporation
CPN
| $695K | ﹤0.01% |
47,097
-3,326
| -7% | -$49.1K |
|
|
AIMC
1882
DELISTED
Altra Industrial Motion Corp.
AIMC
| $694K | ﹤0.01% |
14,437
-677
| -4% | -$32.5K |
|
|
ARCH
1883
DELISTED
Arch Resources, Inc.
ARCH
| $691K | ﹤0.01% |
9,626
-930
| -9% | -$66.8K |
|
1884
Lakeland Financial Corp
LKFN
$1.74B
| $690K | ﹤0.01% |
14,174
+5,796
| +69% | +$282K |
|
1885
LPL Financial
LPLA
$27.2B
| $689K | ﹤0.01% |
13,361
-662,743
| -98% | -$34.2M |
|
|
RSPP
1886
DELISTED
RSP Permian, Inc.
RSPP
| $661K | ﹤0.01% |
19,101
-4,741
| -20% | -$164K |
|
1887
Antero Resources
AR
$9.94B
| $659K | ﹤0.01% |
33,116
-5,928
| -15% | -$118K |
|
1888
AXIS Capital
AXS
$7.67B
| $656K | ﹤0.01% |
11,441
-4,503
| -28% | -$258K |
|
1889
Palo Alto Networks
PANW
$132B
| $652K | ﹤0.01% |
27,150
-6,390
| -19% | -$153K |
|
1890
Diageo
DEO
$58.3B
| $644K | ﹤0.01% |
4,867
+206
| +4% | +$27.3K |
|
1891
Evertec
EVTC
$2.2B
| $637K | ﹤0.01% |
40,160
-3,910
| -9% | -$62K |
|
1892
Argan
AGX
$2.82B
| $631K | ﹤0.01% |
9,389
-3,834
| -29% | -$258K |
|
1893
Anywhere Real Estate
HOUS
$729M
| $627K | ﹤0.01% |
19,043
-2,206
| -10% | -$72.6K |
|
1894
York Water
YORW
$439M
| $622K | ﹤0.01% |
18,357
+256
| +1% | +$8.67K |
|
1895
Voya Financial
VOYA
$7.3B
| $621K | ﹤0.01% |
15,575
-7,658
| -33% | -$305K |
|
|
MITT
1896
AG Mortgage Investment Trust
MITT
$248M
| $620K | ﹤0.01% |
10,749
| – | – |
|
|
NGHC
1897
DELISTED
National General Holdings Corp
NGHC
| $614K | ﹤0.01% |
32,133
| – | – |
|
1898
Atkore
ATKR
$1.97B
| $612K | ﹤0.01% |
31,368
-550,777
| -95% | -$10.7M |
|
|
TWOU
1899
DELISTED
2U, Inc.
TWOU
| $609K | ﹤0.01% |
362
-33
| -8% | -$55.5K |
|
1900
Yelp
YELP
$2B
| $607K | ﹤0.01% |
14,013
+3,204
| +30% | +$139K |
|