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 |
Aon
AON
|
+$237M |
| 2 |
Intel
INTC
|
+$146M |
| 3 |
RTX Corp
RTX
|
+$142M |
| 4 |
Adobe
ADBE
|
+$116M |
| 5 |
Entergy
ETR
|
+$116M |
Top Sells
| 1 |
Lamar Advertising Co
LAMR
|
+$148M |
| 2 |
BRE
BRE PROPERTIES INC CL A
BRE
|
+$122M |
| 3 |
Norfolk Southern
NSC
|
+$111M |
| 4 |
OA
Orbital ATK, Inc.
OA
|
+$100M |
| 5 |
Gentex
GNTX
|
+$91.6M |
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Real Estate | 12.39% |
| 3 | Technology | 11.3% |
| 4 | Healthcare | 10.5% |
| 5 | Industrials | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
Huntsman Corp
HUN
$1.9B
| $9.56M | 0.02% |
340,159
+74,097
| +28% | +$2.08M |
|
|
CHSP
952
DELISTED
Chesapeake Lodging Trust
CHSP
| $9.56M | 0.02% |
316,101
+302,166
| +2,168% | +$9.13M |
|
953
World Kinect Corp
WKC
$1.42B
| $9.55M | 0.02% |
194,021
+1,724
| +0.9% | +$84.9K |
|
|
CATM
954
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $9.55M | 0.02% |
280,217
-4,225
| -1% | -$144K |
|
|
CYBX
955
DELISTED
CYBERONICS INC
CYBX
| $9.55M | 0.02% |
152,833
-2,362
| -2% | -$148K |
|
956
CVB Financial
CVBF
$2.8B
| $9.53M | 0.02% |
594,719
-1,030
| -0.2% | -$16.5K |
|
957
Old National Bancorp
ONB
$8.78B
| $9.52M | 0.02% |
666,575
+32,832
| +5% | +$469K |
|
958
Hormel Foods
HRL
$13.9B
| $9.51M | 0.02% |
385,564
+4,784
| +1% | +$118K |
|
959
SunCoke Energy
SXC
$657M
| $9.51M | 0.02% |
442,219
+2,612
| +0.6% | +$56.2K |
|
|
RBS.PRM
960
DELISTED
ROYAL BK SCOTLAND PLC SPONS ADR SER M REPSTG (UK)
RBS.PRM
| $9.5M | 0.02% |
394,352
-11,565
| -3% | -$278K |
|
961
Belden
BDC
$5.28B
| $9.5M | 0.02% |
121,484
-165,332
| -58% | -$12.9M |
|
|
CY
962
DELISTED
Cypress Semiconductor
CY
| $9.48M | 0.02% |
868,821
+14,506
| +2% | +$158K |
|
963
Regal Rexnord
RRX
$9.55B
| $9.47M | 0.02% |
120,477
+1,045
| +0.9% | +$82.1K |
|
964
Simpson Manufacturing
SSD
$8.07B
| $9.45M | 0.02% |
259,815
-1,094
| -0.4% | -$39.8K |
|
965
Lennar Class A
LEN
$36.2B
| $9.43M | 0.02% |
235,861
+18,951
| +9% | +$757K |
|
|
MBFI
966
DELISTED
MB Financial Corp
MBFI
| $9.42M | 0.02% |
348,145
-169
| -0% | -$4.57K |
|
|
SWY
967
DELISTED
SAFEWAY INC
SWY
| $9.42M | 0.02% |
274,181
-45,723
| -14% | -$1.57M |
|
968
Globe Life
GL
$11.5B
| $9.41M | 0.02% |
172,385
-1,047
| -0.6% | -$57.2K |
|
|
PNK
969
DELISTED
Pinnacle Entertainment Inc.
PNK
| $9.41M | 0.02% |
373,715
+93
| +0% | +$2.34K |
|
970
Monolithic Power Systems
MPWR
$40.1B
| $9.41M | 0.02% |
222,165
-3,074
| -1% | -$130K |
|
|
BRSL
971
Brightstar Lottery PLC
BRSL
$3.15B
| $9.4M | 0.02% |
590,922
+217,798
| +58% | +$3.47M |
|
972
Forward Air
FWRD
$922M
| $9.4M | 0.02% |
196,414
+593
| +0.3% | +$28.4K |
|
973
Sealed Air
SEE
$4.95B
| $9.39M | 0.02% |
274,874
-1,880
| -0.7% | -$64.2K |
|
974
Dorman Products
DORM
$4.97B
| $9.38M | 0.02% |
190,163
-1,424
| -0.7% | -$70.2K |
|
975
Cintas
CTAS
$82.1B
| $9.37M | 0.02% |
590,100
+25,708
| +5% | +$408K |
|