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 |
Microsoft
MSFT
|
+$146M |
| 2 |
American International
AIG
|
+$104M |
| 3 |
Ross Stores
ROST
|
+$103M |
| 4 |
Bank of America
BAC
|
+$103M |
| 5 |
Tyson Foods
TSN
|
+$90.6M |
Top Sells
| 1 |
Liberty Media Series A
FWONA
|
+$196M |
| 2 |
MCRS
MICROS SYSTEMS INC
MCRS
|
+$131M |
| 3 |
Fidelity National Financial
FNF
|
+$130M |
| 4 |
Walmart
WMT
|
+$71.1M |
| 5 |
Williams Companies
WMB
|
+$71.1M |
Sector Composition
| 1 | Financials | 15.74% |
| 2 | Real Estate | 12.9% |
| 3 | Technology | 11.93% |
| 4 | Healthcare | 10.85% |
| 5 | Industrials | 9.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Bath & Body Works
BBWI
$5.82B
| $21.2M | 0.04% |
392,098
+9,339
| +2% | +$506K |
|
|
SIVB
477
DELISTED
SVB Financial Group
SIVB
| $21.2M | 0.04% |
189,327
+10,146
| +6% | +$1.14M |
|
478
Blackbaud
BLKB
$3.29B
| $21.2M | 0.04% |
538,829
-3,175
| -0.6% | -$125K |
|
|
POLY
479
DELISTED
Plantronics, Inc.
POLY
| $21.2M | 0.04% |
442,928
-5,074
| -1% | -$242K |
|
480
Toro Company
TTC
$7.96B
| $21.1M | 0.04% |
713,542
-8,464
| -1% | -$251K |
|
481
Treehouse Foods
THS
$905M
| $21.1M | 0.04% |
262,444
+30,528
| +13% | +$2.46M |
|
482
Mettler-Toledo International
MTD
$27.1B
| $21.1M | 0.04% |
82,413
+2,432
| +3% | +$623K |
|
483
Vipshop
VIPS
$8.72B
| $21M | 0.04% |
1,113,580
-4,330
| -0.4% | -$81.8K |
|
484
Encompass Health
EHC
$12.7B
| $21M | 0.04% |
715,977
+176,586
| +33% | +$5.18M |
|
485
Marriott International Class A Common Stock
MAR
$72.8B
| $21M | 0.04% |
300,007
+1,179
| +0.4% | +$82.4K |
|
486
Horace Mann Educators
HMN
$1.89B
| $21M | 0.04% |
735,098
-24,506
| -3% | -$699K |
|
487
CDW
CDW
$22B
| $20.9M | 0.04% |
673,120
-24,300
| -3% | -$755K |
|
488
Worthington Enterprises
WOR
$3.23B
| $20.9M | 0.04% |
910,489
-235,590
| -21% | -$5.41M |
|
489
LKQ Corp
LKQ
$8.39B
| $20.9M | 0.04% |
785,005
-33,946
| -4% | -$903K |
|
490
Amphenol
APH
$143B
| $20.8M | 0.04% |
1,669,416
+20,408
| +1% | +$255K |
|
491
Gen Digital
GEN
$18.4B
| $20.8M | 0.04% |
885,614
+17,624
| +2% | +$414K |
|
492
Edgewell Personal Care
EPC
$1.05B
| $20.8M | 0.04% |
227,497
-5,505
| -2% | -$503K |
|
493
Cooper Companies
COO
$13.7B
| $20.7M | 0.04% |
531,916
+24,568
| +5% | +$957K |
|
494
Trimble
TRMB
$19.3B
| $20.7M | 0.04% |
678,257
-33,856
| -5% | -$1.03M |
|
|
TQNT
495
DELISTED
TRIQUINT SEMICONDUCTOR INC
TQNT
| $20.7M | 0.04% |
1,083,434
+8,989
| +0.8% | +$171K |
|
496
Trinity Industries
TRN
$2.29B
| $20.7M | 0.04% |
614,099
+28,767
| +5% | +$968K |
|
497
Rockwell Automation
ROK
$38.8B
| $20.7M | 0.04% |
187,957
-230,951
| -55% | -$25.4M |
|
498
Xcel Energy
XEL
$42.4B
| $20.6M | 0.04% |
677,754
+43,947
| +7% | +$1.34M |
|
|
WR
499
DELISTED
Westar Energy Inc
WR
| $20.6M | 0.03% |
602,757
+93,969
| +18% | +$3.21M |
|
500
TSMC
TSM
$1.3T
| $20.5M | 0.03% |
1,017,301
-237,955
| -19% | -$4.8M |
|