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 |
Restaurant Brands International
QSR
|
+$225M |
| 2 |
Liberty Media Series C
FWONK
|
+$170M |
| 3 |
Fidelity National Financial
FNF
|
+$169M |
| 4 |
PPL Corp
PPL
|
+$124M |
| 5 |
General Dynamics
GD
|
+$101M |
Top Sells
| 1 |
BKW
BURGER KING WORLDWIDE
BKW
|
+$170M |
| 2 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
+$140M |
| 3 |
LyondellBasell Industries
LYB
|
+$113M |
| 4 |
AbbVie
ABBV
|
+$107M |
| 5 |
Trane Technologies
TT
|
+$95.5M |
Sector Composition
| 1 | Financials | 15.98% |
| 2 | Real Estate | 14.38% |
| 3 | Technology | 11.9% |
| 4 | Healthcare | 10.83% |
| 5 | Consumer Discretionary | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
851
Fortinet
FTNT
$60.9B
| $11.6M | 0.02% |
1,883,745
+51,765
| +3% | +$317K |
|
852
Campbell Soup
CPB
$9.98B
| $11.5M | 0.02% |
261,888
+32,422
| +14% | +$1.43M |
|
853
Navient
NAVI
$1.29B
| $11.5M | 0.02% |
532,674
-27,450
| -5% | -$593K |
|
854
Genesco
GCO
$355M
| $11.5M | 0.02% |
150,178
-314
| -0.2% | -$24.1K |
|
855
Entegris
ENTG
$12B
| $11.5M | 0.02% |
870,796
-380,190
| -30% | -$5.02M |
|
|
WOOF
856
DELISTED
VCA Inc.
WOOF
| $11.5M | 0.02% |
235,786
+890
| +0.4% | +$43.4K |
|
|
PRAH
857
DELISTED
PRA Health Sciences, Inc.
PRAH
| $11.5M | 0.02% |
+474,600
| New | +$11.5M |
|
858
Infosys
INFY
$70.4B
| $11.5M | 0.02% |
+1,461,076
| New | +$11.5M |
|
859
Jabil
JBL
$23.2B
| $11.5M | 0.02% |
525,967
+263,392
| +100% | +$5.75M |
|
860
Goodyear
GT
$2.45B
| $11.5M | 0.02% |
401,757
+5,212
| +1% | +$149K |
|
|
ULTI
861
DELISTED
Ultimate Software Group Inc
ULTI
| $11.5M | 0.02% |
78,041
+1,111
| +1% | +$163K |
|
|
PAY
862
DELISTED
Verifone Systems Inc
PAY
| $11.4M | 0.02% |
307,773
+6,589
| +2% | +$245K |
|
863
Western Alliance Bancorporation
WAL
$9.8B
| $11.4M | 0.02% |
411,799
-205,101
| -33% | -$5.7M |
|
864
RLI Corp
RLI
$6.08B
| $11.4M | 0.02% |
462,718
-1,574
| -0.3% | -$38.9K |
|
865
Neogen
NEOG
$1.21B
| $11.4M | 0.02% |
614,592
+5,061
| +0.8% | +$94.1K |
|
866
Monro
MNRO
$507M
| $11.4M | 0.02% |
197,168
+790
| +0.4% | +$45.7K |
|
867
Royal Gold
RGLD
$12.3B
| $11.4M | 0.02% |
181,524
+3,662
| +2% | +$230K |
|
|
GAS
868
DELISTED
AGL RESOURCES INC (HOLDING CO)
GAS
| $11.4M | 0.02% |
208,301
-358,942
| -63% | -$19.6M |
|
|
B
869
DELISTED
Barnes Group Inc.
B
| $11.3M | 0.02% |
305,848
-681
| -0.2% | -$25.2K |
|
|
INFA
870
DELISTED
INFORMATICA CORP
INFA
| $11.3M | 0.02% |
296,751
+2,970
| +1% | +$113K |
|
871
Timken Company
TKR
$5.32B
| $11.3M | 0.02% |
265,045
+50,955
| +24% | +$2.17M |
|
|
MDCO
872
DELISTED
Medicines Co
MDCO
| $11.3M | 0.02% |
408,654
+2,240
| +0.6% | +$62K |
|
873
Masco
MAS
$15.3B
| $11.3M | 0.02% |
509,951
-26,907
| -5% | -$596K |
|
874
Murphy Oil
MUR
$3.72B
| $11.3M | 0.02% |
223,458
+2,777
| +1% | +$140K |
|
875
Range Resources
RRC
$8.3B
| $11.3M | 0.02% |
211,142
-9,100
| -4% | -$486K |
|