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 | |
|---|---|---|---|---|---|---|
726
Equity Lifestyle Properties
ELS
$11.7B
| $13.1M | 0.02% |
618,726
+19,928
| +3% | +$422K |
|
727
Jack Henry & Associates
JKHY
$11.6B
| $13.1M | 0.02% |
234,993
+4,259
| +2% | +$237K |
|
728
Cadence Design Systems
CDNS
$92.2B
| $13.1M | 0.02% |
758,323
+39,370
| +5% | +$678K |
|
729
NRG Energy
NRG
$31.2B
| $13M | 0.02% |
427,731
-232,777
| -35% | -$7.09M |
|
730
Wipro
WIT
$29.4B
| $13M | 0.02% |
5,708,987
+1,112,048
| +24% | +$2.54M |
|
|
ALTR
731
DELISTED
ALTERA CORP
ALTR
| $13M | 0.02% |
363,156
+1,078
| +0.3% | +$38.6K |
|
732
NVIDIA
NVDA
$4.32T
| $13M | 0.02% |
28,119,960
+1,361,000
| +5% | +$628K |
|
|
AMSG
733
DELISTED
Amsurg Corp
AMSG
| $13M | 0.02% |
259,096
+2,217
| +0.9% | +$111K |
|
734
NVR
NVR
$23B
| $13M | 0.02% |
11,473
+1,121
| +11% | +$1.27M |
|
735
FNB Corp
FNB
$5.88B
| $13M | 0.02% |
1,081,067
+32,506
| +3% | +$390K |
|
|
SN
736
DELISTED
Sanchez Energy Corporation
SN
| $12.9M | 0.02% |
492,663
+484,159
| +5,693% | +$12.7M |
|
|
PLL
737
DELISTED
PALL CORP
PLL
| $12.9M | 0.02% |
154,173
+25,799
| +20% | +$2.16M |
|
738
Nordson
NDSN
$12.6B
| $12.9M | 0.02% |
169,034
+3,746
| +2% | +$285K |
|
|
WPX
739
DELISTED
WPX Energy, Inc.
WPX
| $12.8M | 0.02% |
533,781
+26,667
| +5% | +$642K |
|
740
CenterPoint Energy
CNP
$24.7B
| $12.8M | 0.02% |
524,439
-8,657
| -2% | -$212K |
|
741
Service Corp International
SCI
$11B
| $12.8M | 0.02% |
606,791
+47,496
| +8% | +$1M |
|
|
CVD
742
DELISTED
COVANCE INC.
CVD
| $12.8M | 0.02% |
162,921
+4,580
| +3% | +$360K |
|
|
EFII
743
DELISTED
Electronics for Imaging
EFII
| $12.8M | 0.02% |
289,906
-3,705
| -1% | -$164K |
|
744
UMB Financial
UMBF
$9.26B
| $12.8M | 0.02% |
234,466
-2,216
| -0.9% | -$121K |
|
745
Bank OZK
OZK
$5.89B
| $12.8M | 0.02% |
405,662
-1,280
| -0.3% | -$40.3K |
|
746
WEC Energy
WEC
$35.2B
| $12.8M | 0.02% |
296,775
+9,859
| +3% | +$424K |
|
|
GWR
747
DELISTED
Genesee & Wyoming Inc.
GWR
| $12.7M | 0.02% |
133,599
+11,589
| +9% | +$1.1M |
|
748
Republic Services
RSG
$71.3B
| $12.7M | 0.02% |
325,977
+6,237
| +2% | +$243K |
|
749
Ball Corp
BALL
$13.6B
| $12.7M | 0.02% |
402,074
-384
| -0.1% | -$12.1K |
|
750
H&R Block
HRB
$6.73B
| $12.7M | 0.02% |
409,706
+73,607
| +22% | +$2.28M |
|