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 | |
|---|---|---|---|---|---|---|
|
GXP
776
DELISTED
Great Plains Energy Incorporated
GXP
| $12.2M | 0.02% |
503,052
+32,609
| +7% | +$788K |
|
777
Cboe Global Markets
CBOE
$24.5B
| $12.2M | 0.02% |
227,120
-11,580
| -5% | -$620K |
|
778
American Financial Group
AFG
$11.4B
| $12.1M | 0.02% |
209,757
+17,239
| +9% | +$998K |
|
779
Hillenbrand
HI
$1.75B
| $12.1M | 0.02% |
391,465
-4,229
| -1% | -$131K |
|
|
TRAK
780
DELISTED
DEALERTRACK TECHNOLOGIES, INC. COM STK
TRAK
| $12.1M | 0.02% |
278,278
+2,684
| +1% | +$117K |
|
781
Avery Dennison
AVY
$12.8B
| $12.1M | 0.02% |
270,363
-64,374
| -19% | -$2.87M |
|
782
Old Dominion Freight Line
ODFL
$30.7B
| $12.1M | 0.02% |
512,220
-64,383
| -11% | -$1.52M |
|
783
Waters Corp
WAT
$17.4B
| $12M | 0.02% |
121,461
+20,452
| +20% | +$2.03M |
|
784
Take-Two Interactive
TTWO
$45B
| $12M | 0.02% |
521,261
-73,020
| -12% | -$1.68M |
|
|
VAR
785
DELISTED
Varian Medical Systems, Inc.
VAR
| $12M | 0.02% |
171,140
+2,057
| +1% | +$145K |
|
786
Kimco Realty
KIM
$15.1B
| $12M | 0.02% |
546,798
+11,631
| +2% | +$255K |
|
787
Transocean
RIG
$3.06B
| $12M | 0.02% |
374,124
+7,321
| +2% | +$234K |
|
|
CSC
788
DELISTED
Computer Sciences
CSC
| $11.9M | 0.02% |
462,343
+20,021
| +5% | +$516K |
|
789
Macerich
MAC
$4.53B
| $11.9M | 0.02% |
186,413
+3,793
| +2% | +$242K |
|
|
MWIV
790
DELISTED
MWI VETERINARY SUPPLY, INC.
MWIV
| $11.9M | 0.02% |
80,056
-923
| -1% | -$137K |
|
791
MSC Industrial Direct
MSM
$5.1B
| $11.9M | 0.02% |
138,900
+7,576
| +6% | +$647K |
|
792
Unum
UNM
$12.6B
| $11.9M | 0.02% |
345,235
+4,119
| +1% | +$142K |
|
793
Hyatt Hotels
H
$13.6B
| $11.8M | 0.02% |
195,690
+61,583
| +46% | +$3.73M |
|
|
SUNE
794
DELISTED
SUNEDISON, INC COM
SUNE
| $11.8M | 0.02% |
627,229
+38,551
| +7% | +$728K |
|
|
SNI
795
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
| $11.8M | 0.02% |
151,373
-455
| -0.3% | -$35.5K |
|
|
XL
796
DELISTED
XL Group Ltd.
XL
| $11.8M | 0.02% |
356,167
+770
| +0.2% | +$25.5K |
|
|
CA
797
DELISTED
CA, Inc.
CA
| $11.8M | 0.02% |
421,644
+2,770
| +0.7% | +$77.4K |
|
798
PVH
PVH
$3.93B
| $11.8M | 0.02% |
97,017
+1,851
| +2% | +$224K |
|
799
Charles River Laboratories
CRL
$7.54B
| $11.7M | 0.02% |
196,627
-107,565
| -35% | -$6.43M |
|
800
NNN REIT
NNN
$8.06B
| $11.7M | 0.02% |
339,642
+21,952
| +7% | +$759K |
|