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 | |
|---|---|---|---|---|---|---|
751
Nordson
NDSN
$12.6B
| $13.3M | 0.02% |
165,288
+21,765
| +15% | +$1.75M |
|
|
CMLS
752
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
| $13.2M | 0.02% |
251,300
+673
| +0.3% | +$35.5K |
|
753
Littelfuse
LFUS
$6.54B
| $13.2M | 0.02% |
142,363
-1,202
| -0.8% | -$112K |
|
754
Equity Lifestyle Properties
ELS
$11.7B
| $13.2M | 0.02% |
598,798
+181,426
| +43% | +$4.01M |
|
755
Take-Two Interactive
TTWO
$45B
| $13.2M | 0.02% |
594,281
+4,515
| +0.8% | +$100K |
|
756
ArcBest
ARCB
$1.61B
| $13.2M | 0.02% |
302,267
+148,063
| +96% | +$6.44M |
|
757
Community Health Systems
CYH
$409M
| $13.1M | 0.02% |
349,460
-3,692
| -1% | -$138K |
|
|
LL
758
DELISTED
LL Flooring Holdings, Inc.
LL
| $13.1M | 0.02% |
172,011
-3,419
| -2% | -$260K |
|
759
AES
AES
$9.06B
| $13M | 0.02% |
837,173
+50,817
| +6% | +$790K |
|
760
Healthcare Services Group
HCSG
$1.14B
| $13M | 0.02% |
440,447
-3,380
| -0.8% | -$99.5K |
|
761
Graco
GGG
$14.1B
| $12.9M | 0.02% |
496,275
-7,185
| -1% | -$187K |
|
762
Hillenbrand
HI
$1.75B
| $12.9M | 0.02% |
395,694
-4,198
| -1% | -$137K |
|
763
Edwards Lifesciences
EW
$46B
| $12.9M | 0.02% |
900,408
+152,772
| +20% | +$2.19M |
|
|
GPOR
764
DELISTED
Gulfport Energy Corp.
GPOR
| $12.8M | 0.02% |
204,340
+2,145
| +1% | +$135K |
|
765
KB Home
KBH
$4.46B
| $12.8M | 0.02% |
686,829
-7,658
| -1% | -$143K |
|
766
NorthWestern Energy
NWE
$3.47B
| $12.8M | 0.02% |
245,793
+1,634
| +0.7% | +$85.3K |
|
|
GWR
767
DELISTED
Genesee & Wyoming Inc.
GWR
| $12.8M | 0.02% |
122,010
+1,207
| +1% | +$127K |
|
768
HDFC Bank
HDB
$180B
| $12.8M | 0.02% |
+547,146
| New | +$12.8M |
|
769
United Bankshares
UBSI
$5.36B
| $12.8M | 0.02% |
395,876
-1,441
| -0.4% | -$46.6K |
|
770
MarketAxess Holdings
MKTX
$6.9B
| $12.8M | 0.02% |
236,618
-5,360
| -2% | -$290K |
|
|
MNK
771
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
| $12.8M | 0.02% |
+159,847
| New | +$12.8M |
|
|
DHC
772
Diversified Healthcare Trust
DHC
$1.05B
| $12.8M | 0.02% |
530,730
+26,650
| +5% | +$642K |
|
773
SEI Investments
SEIC
$10.7B
| $12.7M | 0.02% |
388,868
-1,540
| -0.4% | -$50.5K |
|
774
Under Armour
UAA
$2.14B
| $12.7M | 0.02% |
429,481
-475,231
| -53% | -$14M |
|
775
Spire
SR
$4.5B
| $12.7M | 0.02% |
260,652
+68,069
| +35% | +$3.3M |
|