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 | |
|---|---|---|---|---|---|---|
801
Tapestry
TPR
$22.2B
| $11.6M | 0.02% |
327,089
-66,792
| -17% | -$2.38M |
|
802
NewMarket
NEU
$7.99B
| $11.6M | 0.02% |
30,568
+448
| +1% | +$171K |
|
803
ITT
ITT
$13.9B
| $11.6M | 0.02% |
259,030
+16,825
| +7% | +$756K |
|
804
WEX
WEX
$5.97B
| $11.6M | 0.02% |
105,360
+4,524
| +4% | +$499K |
|
805
Royal Gold
RGLD
$12.3B
| $11.6M | 0.02% |
177,862
+15,115
| +9% | +$982K |
|
806
Steven Madden
SHOO
$2.28B
| $11.5M | 0.02% |
537,230
-7,891
| -1% | -$170K |
|
|
DHC
807
Diversified Healthcare Trust
DHC
$1.07B
| $11.5M | 0.02% |
556,075
+25,345
| +5% | +$525K |
|
808
Ares Capital
ARCC
$15.8B
| $11.5M | 0.02% |
710,385
+98,985
| +16% | +$1.6M |
|
|
GPOR
809
DELISTED
Gulfport Energy Corp.
GPOR
| $11.5M | 0.02% |
214,455
+10,115
| +5% | +$540K |
|
810
HNI Corp
HNI
$2.09B
| $11.4M | 0.02% |
318,129
+31,300
| +11% | +$1.13M |
|
811
Equifax
EFX
$31.8B
| $11.4M | 0.02% |
152,872
-14,889
| -9% | -$1.11M |
|
|
AEL
812
DELISTED
American Equity Investment Life Holding Company
AEL
| $11.4M | 0.02% |
497,498
-9,379
| -2% | -$215K |
|
|
SAFM
813
DELISTED
Sanderson Farms Inc
SAFM
| $11.3M | 0.02% |
128,706
-58
| -0% | -$5.1K |
|
814
Masco
MAS
$15.7B
| $11.3M | 0.02% |
536,858
+8,260
| +2% | +$174K |
|
815
Highwoods Properties
HIW
$3.5B
| $11.3M | 0.02% |
289,717
+11,082
| +4% | +$431K |
|
|
SWC
816
DELISTED
Stillwater Mining Co
SWC
| $11.3M | 0.02% |
748,761
-7,193
| -1% | -$108K |
|
817
Genesco
GCO
$361M
| $11.2M | 0.02% |
150,492
-1,047
| -0.7% | -$78.3K |
|
|
EV
818
DELISTED
Eaton Vance Corp.
EV
| $11.2M | 0.02% |
297,824
+9,058
| +3% | +$342K |
|
819
Interpublic Group of Companies
IPG
$9.64B
| $11.2M | 0.02% |
612,678
+4,176
| +0.7% | +$76.5K |
|
820
ONE Gas
OGS
$4.54B
| $11.2M | 0.02% |
327,624
+31,333
| +11% | +$1.07M |
|
821
Haemonetics
HAE
$2.58B
| $11.2M | 0.02% |
321,070
-7,463
| -2% | -$261K |
|
|
DISCA
822
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $11.2M | 0.02% |
296,372
-274,164
| -48% | -$10.4M |
|
|
PDCE
823
DELISTED
PDC Energy, Inc.
PDCE
| $11.2M | 0.02% |
222,209
-3,899
| -2% | -$196K |
|
|
ANDV
824
DELISTED
Andeavor
ANDV
| $11.2M | 0.02% |
183,177
+1,721
| +0.9% | +$105K |
|
|
MTSC
825
DELISTED
MTS Systems Corp
MTSC
| $11.2M | 0.02% |
163,514
+8,152
| +5% | +$556K |
|