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 | |
|---|---|---|---|---|---|---|
|
GXP
776
DELISTED
Great Plains Energy Incorporated
GXP
| $12.6M | 0.02% |
470,443
-1,118,624
| -70% | -$30.1M |
|
777
Western Alliance Bancorporation
WAL
$9.8B
| $12.6M | 0.02% |
530,400
+282,250
| +114% | +$6.72M |
|
778
Ball Corp
BALL
$13.6B
| $12.6M | 0.02% |
402,458
+290
| +0.1% | +$9.09K |
|
|
LHO
779
DELISTED
LaSalle Hotel Properties
LHO
| $12.6M | 0.02% |
357,116
-1,067,668
| -75% | -$37.7M |
|
|
ALTR
780
DELISTED
ALTERA CORP
ALTR
| $12.6M | 0.02% |
362,078
-1,071
| -0.3% | -$37.2K |
|
781
Cadence Design Systems
CDNS
$92.2B
| $12.6M | 0.02% |
718,953
-9,344
| -1% | -$163K |
|
782
MSC Industrial Direct
MSM
$5.1B
| $12.6M | 0.02% |
131,324
+1,226
| +0.9% | +$117K |
|
783
W.R. Berkley
WRB
$27.4B
| $12.5M | 0.02% |
912,752
+1,742
| +0.2% | +$23.9K |
|
|
SAFM
784
DELISTED
Sanderson Farms Inc
SAFM
| $12.5M | 0.02% |
128,764
-1,925
| -1% | -$187K |
|
|
TXNM
785
TXNM Energy, Inc.
TXNM
$5.99B
| $12.5M | 0.02% |
426,527
+29,462
| +7% | +$864K |
|
|
SJI
786
DELISTED
South Jersey Industries, Inc.
SJI
| $12.5M | 0.02% |
414,142
-780
| -0.2% | -$23.6K |
|
|
TRAK
787
DELISTED
DEALERTRACK TECHNOLOGIES, INC. COM STK
TRAK
| $12.5M | 0.02% |
275,594
-6,405
| -2% | -$290K |
|
|
TXI
788
DELISTED
TEXAS INDUSTRIES INC
TXI
| $12.5M | 0.02% |
135,079
-630
| -0.5% | -$58.2K |
|
|
AEL
789
DELISTED
American Equity Investment Life Holding Company
AEL
| $12.5M | 0.02% |
506,877
-107,312
| -17% | -$2.64M |
|
790
Steven Madden
SHOO
$2.22B
| $12.5M | 0.02% |
545,121
-12,797
| -2% | -$293K |
|
791
Boston Beer
SAM
$2.39B
| $12.4M | 0.02% |
55,689
-655
| -1% | -$146K |
|
792
Genesco
GCO
$355M
| $12.4M | 0.02% |
151,539
-206
| -0.1% | -$16.9K |
|
793
SPX Corp
SPXC
$9.29B
| $12.4M | 0.02% |
456,077
+8,331
| +2% | +$227K |
|
794
MKS Inc. Common Stock
MKSI
$7.43B
| $12.4M | 0.02% |
397,451
+9,110
| +2% | +$285K |
|
795
NVIDIA
NVDA
$4.32T
| $12.4M | 0.02% |
26,758,960
-1,697,040
| -6% | -$787K |
|
796
Dick's Sporting Goods
DKS
$18.2B
| $12.4M | 0.02% |
266,261
-6,944
| -3% | -$323K |
|
|
IPXL
797
DELISTED
Impax Laboratories, Inc.
IPXL
| $12.4M | 0.02% |
413,157
+1,890
| +0.5% | +$56.7K |
|
798
Expedia Group
EXPE
$26.7B
| $12.4M | 0.02% |
157,315
+5,733
| +4% | +$451K |
|
799
Royal Gold
RGLD
$12.3B
| $12.4M | 0.02% |
162,747
+8,248
| +5% | +$628K |
|
|
MINI
800
DELISTED
Mobile Mini Inc
MINI
| $12.4M | 0.02% |
258,539
+1,579
| +0.6% | +$75.6K |
|