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 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$192M |
| 3 |
Charter Communications
CHTR
|
+$181M |
| 4 |
Park Hotels & Resorts
PK
|
+$157M |
| 5 |
Credit Acceptance
CACC
|
+$156M |
Top Sells
| 1 |
Albemarle
ALB
|
+$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 3 |
Apple
AAPL
|
+$117M |
| 4 |
CELG
Celgene Corp
CELG
|
+$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
926
Raymond James Financial
RJF
$33.9B
| $17M | 0.01% |
285,473
-5,511
| -2% | -$329K |
|
927
Forward Air
FWRD
$904M
| $17M | 0.01% |
243,100
+1,519
| +0.6% | +$106K |
|
|
NBL
928
DELISTED
Noble Energy, Inc.
NBL
| $17M | 0.01% |
684,212
-12,879
| -2% | -$320K |
|
|
UMPQ
929
DELISTED
Umpqua Holdings Corp
UMPQ
| $17M | 0.01% |
958,254
-2,191
| -0.2% | -$38.8K |
|
930
Selective Insurance
SIGI
$4.81B
| $16.9M | 0.01% |
259,663
-892
| -0.3% | -$58.2K |
|
931
United Bankshares
UBSI
$5.3B
| $16.9M | 0.01% |
437,542
-2,775
| -0.6% | -$107K |
|
932
COPT Defense Properties
CDP
$3.46B
| $16.9M | 0.01% |
573,572
-79,718
| -12% | -$2.34M |
|
933
Helmerich & Payne
HP
$2.1B
| $16.8M | 0.01% |
370,148
-6,544
| -2% | -$297K |
|
934
Tractor Supply
TSCO
$32.1B
| $16.8M | 0.01% |
898,030
-48,410
| -5% | -$905K |
|
935
Pultegroup
PHM
$27B
| $16.8M | 0.01% |
431,860
-116,239
| -21% | -$4.51M |
|
936
TEGNA Inc
TGNA
$3.39B
| $16.7M | 0.01% |
1,003,246
-15,277
| -1% | -$255K |
|
937
Jack Henry & Associates
JKHY
$11.7B
| $16.7M | 0.01% |
114,868
-2,092
| -2% | -$305K |
|
938
SPS Commerce
SPSC
$4B
| $16.7M | 0.01% |
301,604
-2,325
| -0.8% | -$129K |
|
939
NOV
NOV
$4.79B
| $16.7M | 0.01% |
665,928
-6,427
| -1% | -$161K |
|
|
NVRO
940
DELISTED
NEVRO CORP.
NVRO
| $16.7M | 0.01% |
141,924
-56,999
| -29% | -$6.7M |
|
941
Nektar Therapeutics
NKTR
$926M
| $16.7M | 0.01% |
51,515
+33,364
| +184% | +$10.8M |
|
|
MRO
942
DELISTED
Marathon Oil Corporation
MRO
| $16.7M | 0.01% |
1,227,653
-49,280
| -4% | -$669K |
|
943
Federal Signal
FSS
$7.64B
| $16.7M | 0.01% |
516,798
+3,280
| +0.6% | +$106K |
|
944
Mercury Systems
MRCY
$4.33B
| $16.7M | 0.01% |
241,156
-218,550
| -48% | -$15.1M |
|
945
Bloomin' Brands
BLMN
$577M
| $16.6M | 0.01% |
754,134
-3,182
| -0.4% | -$70.2K |
|
946
Myriad Genetics
MYGN
$674M
| $16.6M | 0.01% |
610,287
-16,282
| -3% | -$443K |
|
947
Murphy USA
MUSA
$7.53B
| $16.6M | 0.01% |
141,802
-6,331
| -4% | -$741K |
|
948
Hancock Whitney
HWC
$5.36B
| $16.6M | 0.01% |
377,580
-18,421
| -5% | -$808K |
|
949
Everest Group
EG
$14.7B
| $16.5M | 0.01% |
59,703
-1,879
| -3% | -$520K |
|
950
ASGN Inc
ASGN
$2.26B
| $16.5M | 0.01% |
231,887
+845
| +0.4% | +$60K |
|