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 | |
|---|---|---|---|---|---|---|
551
WaFd
WAFD
$2.5B
| $31.3M | 0.03% |
944,223
+523,355
| +124% | +$17.4M |
|
|
CA
552
DELISTED
CA, Inc.
CA
| $31.1M | 0.03% |
902,264
-244,347
| -21% | -$8.42M |
|
|
SNI
553
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
| $31M | 0.03% |
454,452
+64,354
| +16% | +$4.4M |
|
554
Hartford Financial Services
HIG
$37B
| $30.9M | 0.03% |
588,412
-11,452
| -2% | -$602K |
|
|
PRAH
555
DELISTED
PRA Health Sciences, Inc.
PRAH
| $30.8M | 0.03% |
410,835
-165,442
| -29% | -$12.4M |
|
556
Nucor
NUE
$33.8B
| $30.5M | 0.03% |
527,467
-228,025
| -30% | -$13.2M |
|
557
Monster Beverage
MNST
$61B
| $30.5M | 0.03% |
1,227,964
+53,026
| +5% | +$1.32M |
|
558
SEI Investments
SEIC
$10.8B
| $30.4M | 0.03% |
566,152
+19,344
| +4% | +$1.04M |
|
559
Pentair
PNR
$18.1B
| $30.4M | 0.03% |
679,879
+89,526
| +15% | +$4M |
|
560
Aramark
ARMK
$10.2B
| $30.2M | 0.03% |
1,021,756
+972,810
| +1,988% | +$28.8M |
|
561
Keysight
KEYS
$28.9B
| $30.2M | 0.03% |
776,555
+28,356
| +4% | +$1.1M |
|
|
CERN
562
DELISTED
Cerner Corp
CERN
| $30.2M | 0.03% |
453,958
+27,420
| +6% | +$1.82M |
|
|
POLY
563
DELISTED
Plantronics, Inc.
POLY
| $30.2M | 0.03% |
576,567
+9,679
| +2% | +$506K |
|
564
Chemours
CC
$2.34B
| $30.1M | 0.03% |
794,592
+40,095
| +5% | +$1.52M |
|
565
Fortive
FTV
$16.2B
| $30.1M | 0.03% |
567,940
+62,565
| +12% | +$3.32M |
|
566
Fortis
FTS
$24.8B
| $29.9M | 0.03% |
851,078
+550,545
| +183% | +$19.4M |
|
567
Nektar Therapeutics
NKTR
$764M
| $29.9M | 0.03% |
101,997
+4
| +0% | +$1.17K |
|
568
Olin
OLN
$2.9B
| $29.6M | 0.03% |
978,515
-187,575
| -16% | -$5.68M |
|
569
West Pharmaceutical
WST
$18B
| $29.6M | 0.03% |
312,977
+11,898
| +4% | +$1.12M |
|
570
Itron
ITRI
$5.51B
| $29.4M | 0.03% |
433,468
-58
| -0% | -$3.93K |
|
571
Lennox International
LII
$20.3B
| $29.3M | 0.03% |
159,740
+877
| +0.6% | +$161K |
|
|
SYNH
572
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $29.1M | 0.03% |
497,566
+452,745
| +1,010% | +$26.5M |
|
573
Expedia Group
EXPE
$26.6B
| $29.1M | 0.03% |
195,169
+16,528
| +9% | +$2.46M |
|
|
PNRA
574
DELISTED
Panera Bread Co
PNRA
| $29M | 0.03% |
92,186
+3,575
| +4% | +$1.12M |
|
575
FMC
FMC
$4.72B
| $29M | 0.03% |
457,455
+211,035
| +86% | +$13.4M |
|