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 |
S&P Global
SPGI
|
$343M |
| 2 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
$163M |
| 3 |
Entergy
ETR
|
$126M |
| 4 |
Murphy Oil
MUR
|
$124M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
$97.2M |
Top Sells
| 1 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
$325M |
| 2 |
Becton Dickinson
BDX
|
$158M |
| 3 |
Crown Castle
CCI
|
$148M |
| 4 |
TJX Companies
TJX
|
$136M |
| 5 |
Public Service Enterprise Group
PEG
|
$122M |
Sector Composition
| 1 | Real Estate | 17.25% |
| 2 | Financials | 16.06% |
| 3 | Technology | 11.28% |
| 4 | Healthcare | 10.24% |
| 5 | Consumer Discretionary | 9.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
MarketAxess Holdings
MKTX
$7.01B
| $20.4M | 0.03% |
140,031
+16,336
| +13% | +$2.38M |
|
602
Western Digital
WDC
$31.9B
| $20.3M | 0.03% |
568,063
-422,060
| -43% | -$15.1M |
|
603
Installed Building Products
IBP
$7.44B
| $20.3M | 0.03% |
558,859
-8,689
| -2% | -$315K |
|
|
CBM
604
DELISTED
Cambrex Corporation
CBM
| $20.2M | 0.03% |
390,819
+529
| +0.1% | +$27.4K |
|
605
EQT Corp
EQT
$32.2B
| $20.2M | 0.03% |
479,565
+38,411
| +9% | +$1.62M |
|
606
Post Holdings
POST
$5.88B
| $20.2M | 0.03% |
373,277
+50,562
| +16% | +$2.74M |
|
607
JetBlue
JBLU
$1.85B
| $20.2M | 0.03% |
1,219,620
+120,074
| +11% | +$1.99M |
|
|
RHT
608
DELISTED
Red Hat Inc
RHT
| $20.2M | 0.03% |
277,649
-146
| -0.1% | -$10.6K |
|
609
W.W. Grainger
GWW
$47.5B
| $20.1M | 0.03% |
88,404
+3,155
| +4% | +$717K |
|
610
Service Corp International
SCI
$10.9B
| $20M | 0.03% |
738,345
+76,956
| +12% | +$2.08M |
|
|
CTXS
611
DELISTED
Citrix Systems Inc
CTXS
| $19.9M | 0.03% |
311,801
-40,299
| -11% | -$2.57M |
|
612
Ameren
AEE
$27.2B
| $19.8M | 0.03% |
369,861
-45,787
| -11% | -$2.45M |
|
613
Patterson-UTI
PTEN
$2.18B
| $19.8M | 0.03% |
928,732
+433,035
| +87% | +$9.23M |
|
|
COR
614
DELISTED
Coresite Realty Corporation
COR
| $19.7M | 0.03% |
222,222
+8,899
| +4% | +$789K |
|
615
Lear
LEA
$5.91B
| $19.7M | 0.03% |
193,396
+128,485
| +198% | +$13.1M |
|
616
Cal-Maine
CALM
$5.52B
| $19.6M | 0.03% |
442,800
-64,275
| -13% | -$2.85M |
|
617
Casey's General Stores
CASY
$18.8B
| $19.6M | 0.03% |
149,175
+18,599
| +14% | +$2.45M |
|
618
Hain Celestial
HAIN
$164M
| $19.6M | 0.03% |
393,483
+47,670
| +14% | +$2.37M |
|
|
PRAH
619
DELISTED
PRA Health Sciences, Inc.
PRAH
| $19.6M | 0.03% |
468,681
-9,097
| -2% | -$380K |
|
620
Tractor Supply
TSCO
$32.1B
| $19.5M | 0.03% |
1,069,990
+28,025
| +3% | +$511K |
|
621
Silicon Motion
SIMO
$2.8B
| $19.5M | 0.03% |
408,153
+45,766
| +13% | +$2.19M |
|
|
HOT
622
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
| $19.5M | 0.03% |
263,678
+12,672
| +5% | +$937K |
|
623
CMS Energy
CMS
$21.4B
| $19.5M | 0.03% |
425,112
+3,012
| +0.7% | +$138K |
|
624
Garmin
GRMN
$45.7B
| $19.4M | 0.03% |
458,490
-36,334
| -7% | -$1.54M |
|
625
Marriott International Class A Common Stock
MAR
$71.9B
| $19.4M | 0.03% |
292,318
+8,291
| +3% | +$551K |
|