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 | |
|---|---|---|---|---|---|---|
901
Hormel Foods
HRL
$14B
| $9.97M | 0.02% |
387,830
+2,266
| +0.6% | +$58.2K |
|
902
Valmont Industries
VMI
$7.63B
| $9.94M | 0.02% |
73,689
+3,442
| +5% | +$464K |
|
903
Navient
NAVI
$1.31B
| $9.92M | 0.02% |
560,124
-2,837,791
| -84% | -$50.3M |
|
904
Huntsman Corp
HUN
$1.94B
| $9.92M | 0.02% |
381,592
+41,433
| +12% | +$1.08M |
|
905
Monolithic Power Systems
MPWR
$40.2B
| $9.91M | 0.02% |
224,973
+2,808
| +1% | +$124K |
|
906
Lamar Advertising Co
LAMR
$13B
| $9.89M | 0.02% |
200,782
+13,360
| +7% | +$658K |
|
907
Rayonier
RYN
$4.13B
| $9.88M | 0.02% |
333,599
+15,659
| +5% | +$464K |
|
|
CHSP
908
DELISTED
Chesapeake Lodging Trust
CHSP
| $9.85M | 0.02% |
337,896
+21,795
| +7% | +$635K |
|
909
Bio-Techne
TECH
$8.28B
| $9.82M | 0.02% |
419,944
+57,836
| +16% | +$1.35M |
|
|
MGLN
910
DELISTED
Magellan Health Services, Inc.
MGLN
| $9.81M | 0.02% |
179,263
+5,600
| +3% | +$306K |
|
911
Campbell Soup
CPB
$10.1B
| $9.81M | 0.02% |
229,466
+14,111
| +7% | +$603K |
|
|
LHO
912
DELISTED
LaSalle Hotel Properties
LHO
| $9.79M | 0.02% |
286,028
-71,088
| -20% | -$2.43M |
|
913
Terex
TEX
$3.49B
| $9.78M | 0.02% |
307,941
+22,227
| +8% | +$706K |
|
|
IPXL
914
DELISTED
Impax Laboratories, Inc.
IPXL
| $9.77M | 0.02% |
412,107
-1,050
| -0.3% | -$24.9K |
|
915
Teva Pharmaceuticals
TEVA
$22.8B
| $9.77M | 0.02% |
+181,727
| New | +$9.77M |
|
916
SunCoke Energy
SXC
$658M
| $9.76M | 0.02% |
434,666
-7,553
| -2% | -$170K |
|
|
CATM
917
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $9.75M | 0.02% |
276,994
-3,223
| -1% | -$113K |
|
|
RYL
918
DELISTED
RYLAND GROUP INC
RYL
| $9.73M | 0.02% |
292,749
-1,832
| -0.6% | -$60.9K |
|
|
ESL
919
DELISTED
Esterline Technologies
ESL
| $9.72M | 0.02% |
87,317
+3,643
| +4% | +$405K |
|
|
RAX
920
DELISTED
Rackspace Hosting Inc
RAX
| $9.69M | 0.02% |
297,741
-26,167
| -8% | -$852K |
|
921
Group 1 Automotive
GPI
$6.32B
| $9.66M | 0.02% |
132,829
-1,228
| -0.9% | -$89.3K |
|
|
LL
922
DELISTED
LL Flooring Holdings, Inc.
LL
| $9.65M | 0.02% |
168,119
-3,892
| -2% | -$223K |
|
|
KATE
923
DELISTED
Kate Spade & Company
KATE
| $9.64M | 0.02% |
367,561
+64,861
| +21% | +$1.7M |
|
|
TIBX
924
DELISTED
TIBCO SOFTWARE INC
TIBX
| $9.63M | 0.02% |
407,662
+16,252
| +4% | +$384K |
|
|
PKY
925
DELISTED
Parkway, Inc.
PKY
| $9.63M | 0.02% |
512,847
+59,081
| +13% | +$1.11M |
|