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 | |
|---|---|---|---|---|---|---|
826
Sanmina
SANM
$6.53B
| $11.8M | 0.02% |
519,159
-4,492
| -0.9% | -$102K |
|
827
NNN REIT
NNN
$8.06B
| $11.8M | 0.02% |
317,690
-3,839
| -1% | -$143K |
|
828
NewMarket
NEU
$7.86B
| $11.8M | 0.02% |
30,120
-70
| -0.2% | -$27.4K |
|
|
SLH
829
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
| $11.8M | 0.02% |
175,641
+11,991
| +7% | +$805K |
|
|
CSC
830
DELISTED
Computer Sciences
CSC
| $11.8M | 0.02% |
442,322
-5,131
| -1% | -$137K |
|
|
IM
831
DELISTED
Ingram Micro
IM
| $11.8M | 0.02% |
403,308
+4,002
| +1% | +$117K |
|
832
Cboe Global Markets
CBOE
$24.5B
| $11.7M | 0.02% |
238,700
+428
| +0.2% | +$21.1K |
|
833
Terex
TEX
$3.45B
| $11.7M | 0.02% |
285,714
+10,085
| +4% | +$414K |
|
|
AMSG
834
DELISTED
Amsurg Corp
AMSG
| $11.7M | 0.02% |
256,879
+49,150
| +24% | +$2.24M |
|
835
Highwoods Properties
HIW
$3.44B
| $11.7M | 0.02% |
278,635
-3,421
| -1% | -$144K |
|
836
Sonoco
SON
$4.54B
| $11.7M | 0.02% |
265,225
+1,622
| +0.6% | +$71.3K |
|
837
ITT
ITT
$13.6B
| $11.7M | 0.02% |
242,205
-9,848
| -4% | -$474K |
|
|
XL
838
DELISTED
XL Group Ltd.
XL
| $11.6M | 0.02% |
355,397
-5,378
| -1% | -$176K |
|
839
Vulcan Materials
VMC
$38.9B
| $11.6M | 0.02% |
182,419
+1,279
| +0.7% | +$81.5K |
|
|
RYL
840
DELISTED
RYLAND GROUP INC
RYL
| $11.6M | 0.02% |
294,581
-663
| -0.2% | -$26.1K |
|
841
Haemonetics
HAE
$2.59B
| $11.6M | 0.02% |
328,533
-1,946
| -0.6% | -$68.7K |
|
842
Service Corp International
SCI
$11B
| $11.6M | 0.02% |
559,295
+55,380
| +11% | +$1.15M |
|
843
News Corp Class A
NWSA
$16.2B
| $11.6M | 0.02% |
645,540
+109,815
| +20% | +$1.97M |
|
|
KATE
844
DELISTED
Kate Spade & Company
KATE
| $11.5M | 0.02% |
302,700
-18,837
| -6% | -$718K |
|
|
B
845
DELISTED
Barnes Group Inc.
B
| $11.5M | 0.02% |
299,282
-1,607
| -0.5% | -$61.9K |
|
846
Best Buy
BBY
$16.1B
| $11.5M | 0.02% |
371,606
-1,336,311
| -78% | -$41.4M |
|
|
AIRM
847
DELISTED
Air Methods Corp
AIRM
| $11.5M | 0.02% |
222,683
-2,854
| -1% | -$147K |
|
|
MWIV
848
DELISTED
MWI VETERINARY SUPPLY, INC.
MWIV
| $11.5M | 0.02% |
80,979
-934
| -1% | -$133K |
|
849
Old Republic International
ORI
$9.92B
| $11.5M | 0.02% |
694,329
+5,311
| +0.8% | +$87.8K |
|
850
American Financial Group
AFG
$11.4B
| $11.5M | 0.02% |
192,518
-331
| -0.2% | -$19.7K |
|