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 | |
|---|---|---|---|---|---|---|
|
PKY
976
DELISTED
Parkway, Inc.
PKY
| $9.37M | 0.02% |
453,766
+1,315
| +0.3% | +$27.2K |
|
977
Veeco
VECO
$1.54B
| $9.37M | 0.02% |
251,407
+2,536
| +1% | +$94.5K |
|
978
Virtus Investment Partners
VRTS
$1.36B
| $9.36M | 0.02% |
44,205
-418
| -0.9% | -$88.5K |
|
979
KBR
KBR
$6.37B
| $9.36M | 0.02% |
392,368
+815
| +0.2% | +$19.4K |
|
980
Neogen
NEOG
$1.25B
| $9.34M | 0.02% |
615,424
-6,117
| -1% | -$92.8K |
|
981
DNOW Inc
DNOW
$1.65B
| $9.32M | 0.02% |
+257,435
| New | +$9.32M |
|
982
Teradyne
TER
$18.4B
| $9.32M | 0.02% |
475,552
+4,406
| +0.9% | +$86.4K |
|
983
Plexus
PLXS
$3.8B
| $9.31M | 0.02% |
215,115
+299
| +0.1% | +$12.9K |
|
|
HPY
984
DELISTED
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
| $9.31M | 0.02% |
225,799
-8,705
| -4% | -$359K |
|
985
Community Bank
CBU
$3.15B
| $9.3M | 0.02% |
256,821
-42
| -0% | -$1.52K |
|
986
Agree Realty
ADC
$8.16B
| $9.24M | 0.02% |
305,761
+32,462
| +12% | +$981K |
|
|
CNL
987
DELISTED
CLECO CRP (HOLDING CO)
CNL
| $9.22M | 0.02% |
156,388
-1,643
| -1% | -$96.9K |
|
988
Hercules Capital
HTGC
$3.55B
| $9.22M | 0.02% |
570,431
+123,891
| +28% | +$2M |
|
|
NE
989
DELISTED
Noble Corporation
NE
| $9.2M | 0.02% |
+313,522
| New | +$9.2M |
|
|
HSBC.PRA
990
DELISTED
HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A)
HSBC.PRA
| $9.19M | 0.02% |
362,692
-222,724
| -38% | -$5.64M |
|
|
WAGE
991
DELISTED
WageWorks, Inc.
WAGE
| $9.17M | 0.02% |
190,239
+716
| +0.4% | +$34.5K |
|
992
Jacobs Solutions
J
$17.8B
| $9.16M | 0.02% |
207,735
-33,158
| -14% | -$1.46M |
|
|
RVBD
993
DELISTED
RIVERBED TECHNOLOGY, INC COM
RVBD
| $9.15M | 0.02% |
443,355
+39,349
| +10% | +$812K |
|
994
Pultegroup
PHM
$27.4B
| $9.12M | 0.02% |
452,334
-47,835
| -10% | -$964K |
|
|
POM
995
DELISTED
PEPCO HOLDINGS, INC.
POM
| $9.11M | 0.02% |
331,489
-95,636
| -22% | -$2.63M |
|
|
CUDA
996
DELISTED
Barracuda Networks, Inc.
CUDA
| $9.1M | 0.02% |
293,300
-44,000
| -13% | -$1.36M |
|
|
SPLS
997
DELISTED
Staples Inc
SPLS
| $9.07M | 0.02% |
836,821
-126,045
| -13% | -$1.37M |
|
|
KNGT
998
DELISTED
KNIGHT TRANSPORTATION INC
KNGT
| $9.07M | 0.02% |
381,564
-4,006
| -1% | -$95.2K |
|
|
RBS.PRS.CL
999
DELISTED
The Royal Bank Of Scotland Group
RBS.PRS.CL
| $9.07M | 0.02% |
369,253
-9,568
| -3% | -$235K |
|
|
FINL
1000
DELISTED
Finish Line
FINL
| $9.07M | 0.02% |
304,827
-9,627
| -3% | -$286K |
|