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 | |
|---|---|---|---|---|---|---|
|
MDSO
726
DELISTED
Medidata Solutions, Inc.
MDSO
| $13.7M | 0.02% |
320,745
-4,550
| -1% | -$195K |
|
727
Jack Henry & Associates
JKHY
$11.6B
| $13.7M | 0.02% |
230,734
-4,617
| -2% | -$274K |
|
|
JWN
728
DELISTED
Nordstrom
JWN
| $13.7M | 0.02% |
201,864
+31,771
| +19% | +$2.16M |
|
|
EXXI
729
DELISTED
ENERGY XXI LTD COM SHS
EXXI
| $13.7M | 0.02% |
577,672
+557,334
| +2,740% | +$13.2M |
|
|
KSU
730
DELISTED
Kansas City Southern
KSU
| $13.6M | 0.02% |
126,707
-2,435
| -2% | -$262K |
|
731
CenterPoint Energy
CNP
$24.7B
| $13.6M | 0.02% |
533,096
-23,595
| -4% | -$603K |
|
732
Bank OZK
OZK
$5.89B
| $13.6M | 0.02% |
406,942
-3,270
| -0.8% | -$109K |
|
733
CNX Resources
CNX
$4.14B
| $13.6M | 0.02% |
354,425
+25,043
| +8% | +$961K |
|
734
Steris
STE
$24B
| $13.6M | 0.02% |
254,066
-623
| -0.2% | -$33.3K |
|
735
FMC
FMC
$4.61B
| $13.6M | 0.02% |
219,779
+39,610
| +22% | +$2.45M |
|
736
Timken Company
TKR
$5.32B
| $13.6M | 0.02% |
279,368
-2,429
| -0.9% | -$118K |
|
|
CVD
737
DELISTED
COVANCE INC.
CVD
| $13.6M | 0.02% |
158,341
+5,597
| +4% | +$479K |
|
738
Wintrust Financial
WTFC
$9.17B
| $13.5M | 0.02% |
293,175
+1,138
| +0.4% | +$52.4K |
|
739
Lithia Motors
LAD
$8.64B
| $13.5M | 0.02% |
143,182
-508
| -0.4% | -$47.8K |
|
740
Tapestry
TPR
$21.9B
| $13.5M | 0.02% |
393,881
+23,159
| +6% | +$792K |
|
741
WEC Energy
WEC
$35.2B
| $13.5M | 0.02% |
286,916
-11,748
| -4% | -$551K |
|
742
FNB Corp
FNB
$5.88B
| $13.4M | 0.02% |
1,048,561
+1,169
| +0.1% | +$15K |
|
|
TMH
743
DELISTED
Team Health Holdings Inc
TMH
| $13.4M | 0.02% |
269,156
-2,761
| -1% | -$138K |
|
744
Huntington Ingalls Industries
HII
$10.7B
| $13.4M | 0.02% |
141,768
+4,576
| +3% | +$433K |
|
745
Western Union
WU
$2.73B
| $13.4M | 0.02% |
770,765
-6,969
| -0.9% | -$121K |
|
|
ACC
746
DELISTED
American Campus Communities, Inc.
ACC
| $13.4M | 0.02% |
349,174
+57,149
| +20% | +$2.19M |
|
747
Regency Centers
REG
$13.1B
| $13.3M | 0.02% |
238,923
-9,365
| -4% | -$521K |
|
|
SUNE
748
DELISTED
SUNEDISON, INC COM
SUNE
| $13.3M | 0.02% |
588,678
-67,747
| -10% | -$1.53M |
|
|
EFII
749
DELISTED
Electronics for Imaging
EFII
| $13.3M | 0.02% |
293,611
-4,790
| -2% | -$217K |
|
|
SWC
750
DELISTED
Stillwater Mining Co
SWC
| $13.3M | 0.02% |
755,954
-2,646
| -0.3% | -$46.4K |
|