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 | |
|---|---|---|---|---|---|---|
876
ASGN Inc
ASGN
$2.3B
| $12.9M | 0.02% |
348,505
+10,263
| +3% | +$379K |
|
|
CCP
877
DELISTED
Care Capital Properties, Inc.
CCP
| $12.9M | 0.02% |
491,013
+185,078
| +60% | +$4.85M |
|
878
Autoliv
ALV
$9.74B
| $12.9M | 0.02% |
166,228
+7,117
| +4% | +$551K |
|
879
Moog
MOG.A
$6.07B
| $12.9M | 0.02% |
238,655
+1,450
| +0.6% | +$78.2K |
|
880
Unifirst Corp
UNF
$3.24B
| $12.9M | 0.02% |
111,197
+3,152
| +3% | +$365K |
|
|
JBTM
881
JBT Marel Corporation
JBTM
$7.37B
| $12.8M | 0.02% |
209,485
+3,560
| +2% | +$218K |
|
|
ILG
882
DELISTED
ILG, Inc Common Stock
ILG
| $12.8M | 0.02% |
804,977
+537,241
| +201% | +$8.54M |
|
883
Matthews International
MATW
$767M
| $12.8M | 0.02% |
229,761
-1,055
| -0.5% | -$58.7K |
|
|
SGI
884
Somnigroup International Inc.
SGI
$18.1B
| $12.8M | 0.02% |
924,220
+84,320
| +10% | +$1.17M |
|
885
Travel + Leisure Co
TNL
$4.1B
| $12.8M | 0.02% |
396,997
+7,943
| +2% | +$255K |
|
886
BOK Financial
BOKF
$7.18B
| $12.8M | 0.02% |
203,584
+7,573
| +4% | +$475K |
|
887
Washington Trust Bancorp
WASH
$576M
| $12.7M | 0.02% |
335,295
+13,818
| +4% | +$524K |
|
888
Prosperity Bancshares
PB
$6.46B
| $12.7M | 0.02% |
248,871
+26,431
| +12% | +$1.35M |
|
889
Harley-Davidson
HOG
$3.77B
| $12.6M | 0.02% |
278,588
+390
| +0.1% | +$17.7K |
|
890
Kirby Corp
KEX
$4.98B
| $12.6M | 0.02% |
202,177
+22,438
| +12% | +$1.4M |
|
891
AGCO
AGCO
$8.23B
| $12.6M | 0.02% |
267,581
+28,560
| +12% | +$1.35M |
|
|
FMER
892
DELISTED
FIRSTMERIT CORP
FMER
| $12.6M | 0.02% |
621,396
+74,446
| +14% | +$1.51M |
|
893
J&J Snack Foods
JJSF
$2.11B
| $12.6M | 0.02% |
105,517
+1,340
| +1% | +$160K |
|
894
GoDaddy
GDDY
$20.5B
| $12.6M | 0.02% |
402,723
+294,633
| +273% | +$9.19M |
|
|
GWR
895
DELISTED
Genesee & Wyoming Inc.
GWR
| $12.5M | 0.02% |
212,691
+22,322
| +12% | +$1.32M |
|
896
F5
FFIV
$18.4B
| $12.5M | 0.02% |
109,648
-30,098
| -22% | -$3.43M |
|
897
Dorman Products
DORM
$5.08B
| $12.5M | 0.02% |
218,037
+4,391
| +2% | +$251K |
|
|
SAFM
898
DELISTED
Sanderson Farms Inc
SAFM
| $12.4M | 0.02% |
143,608
+2,861
| +2% | +$248K |
|
|
VAR
899
DELISTED
Varian Medical Systems, Inc.
VAR
| $12.4M | 0.02% |
172,127
+9,229
| +6% | +$665K |
|
900
Sprouts Farmers Market
SFM
$13.6B
| $12.4M | 0.02% |
541,071
+65,359
| +14% | +$1.5M |
|