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 | |
|---|---|---|---|---|---|---|
626
Wolverine World Wide
WWW
$2.51B
| $15.8M | 0.03% |
629,494
-8,951
| -1% | -$224K |
|
627
Dollar Tree
DLTR
$20.2B
| $15.7M | 0.03% |
280,660
+2,285
| +0.8% | +$128K |
|
628
Pediatrix Medical
MD
$1.44B
| $15.7M | 0.03% |
286,214
+13,782
| +5% | +$756K |
|
|
KSU
629
DELISTED
Kansas City Southern
KSU
| $15.6M | 0.03% |
129,029
+2,322
| +2% | +$281K |
|
630
Red Robin
RRGB
$111M
| $15.6M | 0.03% |
274,205
-6,504
| -2% | -$370K |
|
|
TOWR
631
DELISTED
Tower International, Inc.
TOWR
| $15.5M | 0.03% |
617,236
-19,777
| -3% | -$498K |
|
632
DiamondRock Hospitality
DRH
$1.72B
| $15.5M | 0.03% |
1,224,886
-14,271
| -1% | -$181K |
|
633
L3Harris
LHX
$51.6B
| $15.5M | 0.03% |
233,826
+13,167
| +6% | +$874K |
|
|
GAP
634
The Gap, Inc.
GAP
$8.93B
| $15.5M | 0.03% |
372,247
+19,826
| +6% | +$827K |
|
|
LSI
635
DELISTED
Life Storage, Inc.
LSI
| $15.5M | 0.03% |
312,317
-442
| -0.1% | -$21.9K |
|
|
CHK
636
DELISTED
Chesapeake Energy Corporation
CHK
| $15.5M | 0.03% |
3,366
-215
| -6% | -$989K |
|
637
ProAssurance
PRA
$1.22B
| $15.5M | 0.03% |
350,977
-10,481
| -3% | -$462K |
|
638
Texas Capital Bancshares
TCBI
$3.99B
| $15.5M | 0.03% |
267,959
-2,786
| -1% | -$161K |
|
639
Cousins Properties
CUZ
$4.91B
| $15.4M | 0.03% |
457,228
+42,434
| +10% | +$1.43M |
|
|
XLNX
640
DELISTED
Xilinx Inc
XLNX
| $15.4M | 0.03% |
362,705
+4,379
| +1% | +$185K |
|
641
Crane NXT
CXT
$3.49B
| $15.3M | 0.03% |
695,054
-52,029
| -7% | -$1.14M |
|
642
Reinsurance Group of America
RGA
$12.7B
| $15.3M | 0.03% |
190,356
+3,619
| +2% | +$290K |
|
|
TIF
643
DELISTED
Tiffany & Co.
TIF
| $15.3M | 0.03% |
158,370
+5,995
| +4% | +$577K |
|
|
CNQR
644
DELISTED
CONCUR TECHNOLOGIES INC
CNQR
| $15.2M | 0.03% |
120,173
+5,882
| +5% | +$746K |
|
645
Cracker Barrel
CBRL
$1.09B
| $15.2M | 0.03% |
147,581
-1,115
| -0.7% | -$115K |
|
646
Helmerich & Payne
HP
$2.07B
| $15.1M | 0.03% |
154,588
-157,502
| -50% | -$15.4M |
|
647
Waste Connections
WCN
$45.3B
| $15.1M | 0.03% |
466,991
+22,250
| +5% | +$720K |
|
|
MSCC
648
DELISTED
Microsemi Corp
MSCC
| $15.1M | 0.03% |
594,376
-4,203
| -0.7% | -$107K |
|
649
Littelfuse
LFUS
$6.54B
| $15M | 0.03% |
176,591
+34,228
| +24% | +$2.92M |
|
650
Huntington Ingalls Industries
HII
$10.7B
| $15M | 0.03% |
144,273
+2,505
| +2% | +$261K |
|