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
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
UMPQ
526
DELISTED
Umpqua Holdings Corp
UMPQ
| $33.3M | 0.03% |
1,813,440
-28,171
| -2% | -$517K |
|
527
Essential Utilities
WTRG
$11B
| $33M | 0.03% |
991,238
+103,345
| +12% | +$3.44M |
|
528
Wabtec
WAB
$33B
| $33M | 0.03% |
360,579
+5,825
| +2% | +$533K |
|
529
Eastman Chemical
EMN
$7.93B
| $32.9M | 0.03% |
391,206
-909
| -0.2% | -$76.3K |
|
530
Estee Lauder
EL
$32.1B
| $32.8M | 0.03% |
342,106
+18,558
| +6% | +$1.78M |
|
531
Visteon
VC
$3.41B
| $32.8M | 0.03% |
321,722
-113,504
| -26% | -$11.6M |
|
532
Northern Trust
NTRS
$24.3B
| $32.8M | 0.03% |
337,497
+2,298
| +0.7% | +$223K |
|
|
SBNY
533
DELISTED
Signature Bank
SBNY
| $32.5M | 0.03% |
226,478
+9,076
| +4% | +$1.3M |
|
534
Terreno Realty
TRNO
$6.1B
| $32.5M | 0.03% |
965,491
-4,274
| -0.4% | -$144K |
|
535
KeyCorp
KEY
$20.8B
| $32.5M | 0.03% |
1,732,296
+117,117
| +7% | +$2.19M |
|
536
JetBlue
JBLU
$1.85B
| $32.4M | 0.03% |
1,420,283
+30,900
| +2% | +$705K |
|
537
MarketAxess Holdings
MKTX
$7.01B
| $32.4M | 0.03% |
161,102
+10,349
| +7% | +$2.08M |
|
538
Expeditors International
EXPD
$16.4B
| $32.3M | 0.03% |
571,390
+288,320
| +102% | +$16.3M |
|
539
Toro Company
TTC
$7.99B
| $32.2M | 0.03% |
465,302
+15,843
| +4% | +$1.1M |
|
540
McCormick & Company Non-Voting
MKC
$19B
| $32.2M | 0.03% |
661,046
+307,430
| +87% | +$15M |
|
|
CNSL
541
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $32.2M | 0.03% |
1,500,225
+693,132
| +86% | +$14.9M |
|
542
ManpowerGroup
MAN
$1.91B
| $32.1M | 0.03% |
287,821
+7,405
| +3% | +$827K |
|
543
Lincoln National
LNC
$7.98B
| $32M | 0.03% |
473,818
-67,694
| -13% | -$4.57M |
|
|
WOOF
544
DELISTED
VCA Inc.
WOOF
| $31.9M | 0.03% |
345,323
+14,440
| +4% | +$1.33M |
|
545
EXL Service
EXLS
$7.26B
| $31.7M | 0.03% |
2,849,515
-39,095
| -1% | -$435K |
|
|
WR
546
DELISTED
Westar Energy Inc
WR
| $31.7M | 0.03% |
597,362
+14,591
| +3% | +$774K |
|
547
Comerica
CMA
$8.85B
| $31.5M | 0.03% |
430,289
+154,084
| +56% | +$11.3M |
|
|
TWO
548
Two Harbors Investment
TWO
$1.08B
| $31.5M | 0.03% |
397,481
+389,758
| +5,047% | +$30.9M |
|
549
Caleres
CAL
$531M
| $31.5M | 0.03% |
1,133,929
-30,295
| -3% | -$842K |
|
550
Cognex
CGNX
$7.55B
| $31.4M | 0.03% |
739,786
+27,144
| +4% | +$1.15M |
|