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 | |
|---|---|---|---|---|---|---|
826
Old Republic International
ORI
$10.1B
| $11.1M | 0.02% |
779,751
+85,422
| +12% | +$1.22M |
|
|
OA
827
DELISTED
Orbital ATK, Inc.
OA
| $11.1M | 0.02% |
87,108
-29,680
| -25% | -$3.79M |
|
828
Gentex
GNTX
$6.24B
| $11.1M | 0.02% |
830,588
-416,244
| -33% | -$5.57M |
|
829
Cullen/Frost Bankers
CFR
$8.23B
| $11.1M | 0.02% |
145,019
+11,419
| +9% | +$874K |
|
830
Chemed
CHE
$6.67B
| $11.1M | 0.02% |
107,714
-2,766
| -3% | -$285K |
|
831
First Financial Bankshares
FFIN
$5.13B
| $11.1M | 0.02% |
797,118
+32,444
| +4% | +$451K |
|
|
DNY
832
DELISTED
DONNELLEY R R & SONS CO
DNY
| $11.1M | 0.02% |
671,888
+34,020
| +5% | +$560K |
|
833
Align Technology
ALGN
$9.85B
| $11M | 0.02% |
213,784
+29,150
| +16% | +$1.51M |
|
834
MKS Inc. Common Stock
MKSI
$7.79B
| $11M | 0.02% |
330,752
-66,699
| -17% | -$2.23M |
|
835
FMC
FMC
$4.77B
| $11M | 0.02% |
222,547
+2,768
| +1% | +$137K |
|
836
NorthWestern Energy
NWE
$3.51B
| $11M | 0.02% |
243,028
-2,765
| -1% | -$125K |
|
|
CYS
837
DELISTED
CYS Investments Inc.
CYS
| $11M | 0.02% |
1,336,811
-18,893
| -1% | -$156K |
|
|
SGY
838
DELISTED
Stone Energy
SGY
| $11M | 0.02% |
6,178
+12
| +0.2% | +$21.4K |
|
|
MBFI
839
DELISTED
MB Financial Corp
MBFI
| $11M | 0.02% |
397,292
+49,147
| +14% | +$1.36M |
|
840
CMS Energy
CMS
$21.5B
| $11M | 0.02% |
370,423
-159,736
| -30% | -$4.74M |
|
841
Teradyne
TER
$18.4B
| $11M | 0.02% |
566,415
+90,863
| +19% | +$1.76M |
|
842
Carter's
CRI
$1.1B
| $11M | 0.02% |
141,659
+13,226
| +10% | +$1.03M |
|
|
FNGN
843
DELISTED
Financial Engines, Inc.
FNGN
| $11M | 0.02% |
320,823
-1,825
| -0.6% | -$62.4K |
|
|
SJI
844
DELISTED
South Jersey Industries, Inc.
SJI
| $11M | 0.02% |
411,318
-2,824
| -0.7% | -$75.3K |
|
|
HSP
845
DELISTED
HOSPIRA INC
HSP
| $11M | 0.02% |
210,836
+7,214
| +4% | +$375K |
|
|
BRSL
846
Brightstar Lottery PLC
BRSL
$3.18B
| $11M | 0.02% |
649,956
+59,034
| +10% | +$996K |
|
847
Essential Utilities
WTRG
$10.7B
| $11M | 0.02% |
465,806
+42,256
| +10% | +$994K |
|
848
Texas Roadhouse
TXRH
$11.1B
| $10.9M | 0.02% |
391,252
+17,471
| +5% | +$486K |
|
|
ULTI
849
DELISTED
Ultimate Software Group Inc
ULTI
| $10.9M | 0.02% |
76,930
+71,126
| +1,225% | +$10.1M |
|
850
Sonoco
SON
$4.66B
| $10.9M | 0.02% |
276,992
+11,767
| +4% | +$462K |
|