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 |
S&P Global
SPGI
|
+$343M |
| 2 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
+$163M |
| 3 |
Entergy
ETR
|
+$126M |
| 4 |
Murphy Oil
MUR
|
+$124M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
+$97.2M |
Top Sells
| 1 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
+$325M |
| 2 |
Becton Dickinson
BDX
|
+$158M |
| 3 |
Crown Castle
CCI
|
+$148M |
| 4 |
TJX Companies
TJX
|
+$136M |
| 5 |
Public Service Enterprise Group
PEG
|
+$122M |
Sector Composition
| 1 | Real Estate | 17.25% |
| 2 | Financials | 16.06% |
| 3 | Technology | 11.28% |
| 4 | Healthcare | 10.24% |
| 5 | Consumer Discretionary | 9.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Cognex
CGNX
$7.45B
| $14M | 0.02% |
649,242
+78,568
| +14% | +$1.69M |
|
827
Expeditors International
EXPD
$16.4B
| $14M | 0.02% |
284,612
+3,876
| +1% | +$190K |
|
|
EE
828
DELISTED
El Paso Electric Company
EE
| $13.9M | 0.02% |
294,530
+10,729
| +4% | +$507K |
|
829
Sealed Air
SEE
$4.91B
| $13.9M | 0.02% |
302,305
+9,842
| +3% | +$452K |
|
830
CNX Resources
CNX
$4.12B
| $13.9M | 0.02% |
1,033,350
+115,316
| +13% | +$1.55M |
|
831
Pinnacle West Capital
PNW
$10.4B
| $13.9M | 0.02% |
170,877
+633
| +0.4% | +$51.3K |
|
832
Hanover Insurance
THG
$6.41B
| $13.8M | 0.02% |
163,442
+17,837
| +12% | +$1.51M |
|
|
ARRS
833
DELISTED
ARRIS International plc Ordinary Shares
ARRS
| $13.8M | 0.02% |
659,395
-508,736
| -44% | -$10.7M |
|
834
Hercules Capital
HTGC
$3.51B
| $13.8M | 0.02% |
1,112,270
+49,220
| +5% | +$611K |
|
835
Visteon
VC
$3.46B
| $13.7M | 0.02% |
208,625
+12,420
| +6% | +$817K |
|
836
Hillenbrand
HI
$1.76B
| $13.7M | 0.02% |
456,385
+12,264
| +3% | +$368K |
|
837
Steven Madden
SHOO
$2.2B
| $13.7M | 0.02% |
601,050
+17,835
| +3% | +$406K |
|
|
NCI
838
DELISTED
Navigant Consulting, Inc.
NCI
| $13.7M | 0.02% |
847,001
-6,520
| -0.8% | -$105K |
|
|
STL
839
DELISTED
Sterling Bancorp
STL
| $13.7M | 0.02% |
869,575
+30,166
| +4% | +$474K |
|
|
BCPC
840
Balchem Corporation
BCPC
$5.14B
| $13.6M | 0.02% |
228,329
+8,097
| +4% | +$483K |
|
|
DNY
841
DELISTED
DONNELLEY R R & SONS CO
DNY
| $13.6M | 0.02% |
804,894
+91,688
| +13% | +$1.55M |
|
842
Pinnacle Financial Partners
PNFP
$7.57B
| $13.6M | 0.02% |
277,650
+28,377
| +11% | +$1.39M |
|
843
Papa John's
PZZA
$1.6B
| $13.5M | 0.02% |
198,665
+2,470
| +1% | +$168K |
|
844
The Mosaic Company
MOS
$10.2B
| $13.5M | 0.02% |
514,279
-15,721
| -3% | -$412K |
|
845
Fair Isaac
FICO
$37.1B
| $13.4M | 0.02% |
118,811
+13,006
| +12% | +$1.47M |
|
846
Xerox
XRX
$468M
| $13.4M | 0.02% |
536,749
-21,113
| -4% | -$528K |
|
847
Maximus
MMS
$4.93B
| $13.4M | 0.02% |
242,181
+28,438
| +13% | +$1.57M |
|
|
SRCL
848
DELISTED
Stericycle Inc
SRCL
| $13.4M | 0.02% |
128,457
+2,753
| +2% | +$287K |
|
849
Spirit AeroSystems
SPR
$4.8B
| $13.4M | 0.02% |
310,547
-234,887
| -43% | -$10.1M |
|
850
ONE Gas
OGS
$4.48B
| $13.4M | 0.02% |
200,522
+21,815
| +12% | +$1.45M |
|