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 |
Aon
AON
|
+$237M |
| 2 |
Intel
INTC
|
+$146M |
| 3 |
RTX Corp
RTX
|
+$142M |
| 4 |
Adobe
ADBE
|
+$116M |
| 5 |
Entergy
ETR
|
+$116M |
Top Sells
| 1 |
Lamar Advertising Co
LAMR
|
+$148M |
| 2 |
BRE
BRE PROPERTIES INC CL A
BRE
|
+$122M |
| 3 |
Norfolk Southern
NSC
|
+$111M |
| 4 |
OA
Orbital ATK, Inc.
OA
|
+$100M |
| 5 |
Gentex
GNTX
|
+$91.6M |
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Real Estate | 12.39% |
| 3 | Technology | 11.3% |
| 4 | Healthcare | 10.5% |
| 5 | Industrials | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
NetApp
NTAP
$24.7B
| $16.6M | 0.03% |
453,780
-24,932
| -5% | -$911K |
|
|
NRF
627
DELISTED
NorthStar Realty Finance Corp.
NRF
| $16.6M | 0.03% |
485,354
+447,244
| +1,174% | +$15.3M |
|
628
Transocean
RIG
$3.03B
| $16.5M | 0.03% |
366,803
+4,796
| +1% | +$216K |
|
629
CMS Energy
CMS
$21.3B
| $16.5M | 0.03% |
530,159
-390
| -0.1% | -$12.1K |
|
|
SIAL
630
DELISTED
SIGMA - ALDRICH CORP
SIAL
| $16.5M | 0.03% |
162,730
-6,556
| -4% | -$665K |
|
631
Amdocs
DOX
$9.23B
| $16.4M | 0.03% |
354,259
+321,346
| +976% | +$14.9M |
|
|
SGY
632
DELISTED
Stone Energy
SGY
| $16.4M | 0.03% |
6,166
+605
| +11% | +$1.61M |
|
633
Raymond James Financial
RJF
$33.2B
| $16.4M | 0.03% |
483,864
+4,941
| +1% | +$167K |
|
634
Global Payments
GPN
$20.7B
| $16.3M | 0.03% |
448,482
-10,144
| -2% | -$369K |
|
|
EGN
635
DELISTED
Energen
EGN
| $16.3M | 0.03% |
183,398
-4,105
| -2% | -$365K |
|
636
Autodesk
ADSK
$69B
| $16.3M | 0.03% |
288,766
+8,209
| +3% | +$463K |
|
637
Charles River Laboratories
CRL
$7.62B
| $16.3M | 0.03% |
304,192
+3,586
| +1% | +$192K |
|
638
Avnet
AVT
$4.48B
| $16.3M | 0.03% |
367,327
+23,145
| +7% | +$1.03M |
|
|
UCB
639
United Community Banks, Inc.
UCB
$3.97B
| $16.3M | 0.03% |
994,123
+135,838
| +16% | +$2.22M |
|
|
VAL
640
DELISTED
Valspar
VAL
| $16.3M | 0.03% |
213,509
-2,267
| -1% | -$173K |
|
641
Broadridge
BR
$29.2B
| $16.2M | 0.03% |
389,592
+8,461
| +2% | +$352K |
|
|
CBST
642
DELISTED
CUBIST PHARMACEUTICALS INC
CBST
| $16.2M | 0.03% |
232,069
+4,355
| +2% | +$304K |
|
643
Jack in the Box
JACK
$346M
| $16.2M | 0.03% |
270,438
-15,085
| -5% | -$903K |
|
|
LSI
644
DELISTED
Life Storage, Inc.
LSI
| $16.1M | 0.03% |
312,759
+1,431
| +0.5% | +$73.7K |
|
|
MW
645
DELISTED
THE MENS WAREHOUSE INC
MW
| $16.1M | 0.03% |
287,697
+1,138
| +0.4% | +$63.5K |
|
646
ProAssurance
PRA
$1.22B
| $16M | 0.03% |
361,458
-5,225
| -1% | -$232K |
|
647
Pool Corp
POOL
$11.9B
| $16M | 0.03% |
283,277
-4,609
| -2% | -$261K |
|
|
MSCC
648
DELISTED
Microsemi Corp
MSCC
| $16M | 0.03% |
598,579
-4,409
| -0.7% | -$118K |
|
|
BBBY
649
DELISTED
Bed Bath & Beyond Inc
BBBY
| $15.9M | 0.03% |
277,513
-11,217
| -4% | -$644K |
|
|
GTAT
650
DELISTED
GT ADVANCED TECHNOLOGIES INC COM STK (DE)
GTAT
| $15.9M | 0.03% |
855,358
+3,723
| +0.4% | +$69.2K |
|