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 | |
|---|---|---|---|---|---|---|
|
HME
951
DELISTED
HOME PROPERTIES, INC
HME
| $9.3M | 0.02% |
159,675
+7,405
| +5% | +$431K |
|
952
Cincinnati Financial
CINF
$24.5B
| $9.3M | 0.02% |
197,637
+17,470
| +10% | +$822K |
|
|
WIN
953
DELISTED
Windstream Holdings Inc
WIN
| $9.26M | 0.02% |
109,697
-2,064
| -2% | -$174K |
|
954
Fortinet
FTNT
$62B
| $9.26M | 0.02% |
1,831,980
+193,720
| +12% | +$979K |
|
|
WOOF
955
DELISTED
VCA Inc.
WOOF
| $9.24M | 0.02% |
234,896
-1,156
| -0.5% | -$45.5K |
|
|
GTAT
956
DELISTED
GT ADVANCED TECHNOLOGIES INC COM STK (DE)
GTAT
| $9.23M | 0.02% |
852,547
-2,811
| -0.3% | -$30.4K |
|
957
Oil States International
OIS
$348M
| $9.22M | 0.02% |
148,988
+12,900
| +9% | +$799K |
|
|
PSB
958
DELISTED
PS Business Parks, Inc.
PSB
| $9.22M | 0.02% |
121,093
-6,292
| -5% | -$479K |
|
959
Nabors Industries
NBR
$619M
| $9.18M | 0.02% |
8,067
+398
| +5% | +$453K |
|
|
EE
960
DELISTED
El Paso Electric Company
EE
| $9.17M | 0.02% |
250,778
-3,563
| -1% | -$130K |
|
961
Globe Life
GL
$11.5B
| $9.15M | 0.02% |
174,691
+2,306
| +1% | +$121K |
|
|
ESND
962
DELISTED
Essendant Inc.
ESND
| $9.15M | 0.02% |
243,471
-5,357
| -2% | -$201K |
|
|
SGI
963
Somnigroup International Inc.
SGI
$18.1B
| $9.12M | 0.02% |
649,484
+67,772
| +12% | +$952K |
|
|
CYN
964
DELISTED
CITY NATIONAL CORPORATION
CYN
| $9.08M | 0.02% |
120,052
+5,676
| +5% | +$429K |
|
965
Kennametal
KMT
$1.6B
| $9.08M | 0.02% |
219,811
+10,239
| +5% | +$423K |
|
966
Timken Company
TKR
$5.51B
| $9.08M | 0.02% |
214,090
-65,278
| -23% | -$2.77M |
|
|
MDCO
967
DELISTED
Medicines Co
MDCO
| $9.07M | 0.02% |
406,414
-4,633
| -1% | -$103K |
|
968
Neogen
NEOG
$1.25B
| $9.03M | 0.02% |
609,531
-5,893
| -1% | -$87.3K |
|
969
Lennar Class A
LEN
$36.3B
| $9.02M | 0.02% |
243,997
+8,136
| +3% | +$301K |
|
|
ATML
970
DELISTED
ATMEL CORP
ATML
| $9.02M | 0.02% |
1,115,794
+42,873
| +4% | +$346K |
|
971
Enpro
NPO
$4.77B
| $8.99M | 0.02% |
148,564
+5,441
| +4% | +$329K |
|
972
Flowers Foods
FLO
$3.01B
| $8.98M | 0.02% |
489,296
+68,856
| +16% | +$1.26M |
|
|
RBS.PRS.CL
973
DELISTED
The Royal Bank Of Scotland Group
RBS.PRS.CL
| $8.96M | 0.02% |
361,120
-8,133
| -2% | -$202K |
|
974
Goodyear
GT
$2.45B
| $8.96M | 0.02% |
396,545
+8,394
| +2% | +$190K |
|
975
Avient
AVNT
$3.44B
| $8.94M | 0.02% |
251,313
+5,138
| +2% | +$183K |
|