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 |
S&P Global
SPGI
|
+$343M |
| 2 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
+$163M |
| 3 |
Entergy
ETR
|
+$126M |
| 4 |
Murphy Oil
MUR
|
+$124M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
+$97.2M |
Top Sells
| 1 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
+$325M |
| 2 |
Becton Dickinson
BDX
|
+$158M |
| 3 |
Crown Castle
CCI
|
+$148M |
| 4 |
TJX Companies
TJX
|
+$136M |
| 5 |
Public Service Enterprise Group
PEG
|
+$122M |
Sector Composition
| 1 | Real Estate | 17.25% |
| 2 | Financials | 16.06% |
| 3 | Technology | 11.28% |
| 4 | Healthcare | 10.24% |
| 5 | Consumer Discretionary | 9.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
976
Helen of Troy
HELE
$548M
| $10.9M | 0.02% |
105,840
-94,495
| -47% | -$9.72M |
|
977
Exponent
EXPO
$3.46B
| $10.9M | 0.02% |
372,626
+20,020
| +6% | +$585K |
|
|
TUMI
978
DELISTED
TUMI HLDGS INC COM
TUMI
| $10.9M | 0.02% |
406,866
+16,271
| +4% | +$435K |
|
|
MBT
979
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $10.9M | 0.02% |
1,312,778
-809,474
| -38% | -$6.7M |
|
980
ITT
ITT
$13.6B
| $10.9M | 0.02% |
339,722
+39,153
| +13% | +$1.25M |
|
|
ARGO
981
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $10.8M | 0.02% |
240,382
-4,396
| -2% | -$198K |
|
|
GK
982
DELISTED
G&K Services Inc
GK
| $10.8M | 0.02% |
141,626
+5,367
| +4% | +$411K |
|
983
Globe Life
GL
$11.4B
| $10.8M | 0.02% |
175,268
-3,904
| -2% | -$241K |
|
984
Northwest Bancshares
NWBI
$1.83B
| $10.8M | 0.02% |
729,606
+18,296
| +3% | +$271K |
|
|
HMSY
985
DELISTED
HMS Holdings Corp.
HMSY
| $10.8M | 0.02% |
611,926
+16,440
| +3% | +$290K |
|
986
Leggett & Platt
LEG
$1.32B
| $10.8M | 0.02% |
210,585
-5,260
| -2% | -$269K |
|
987
Boyd Gaming
BYD
$6.84B
| $10.8M | 0.02% |
584,708
+13,959
| +2% | +$257K |
|
988
NetApp
NTAP
$24.6B
| $10.7M | 0.02% |
436,802
-13,906
| -3% | -$342K |
|
989
Chemours
CC
$2.46B
| $10.7M | 0.02% |
1,301,492
+48,065
| +4% | +$396K |
|
990
Nabors Industries
NBR
$601M
| $10.7M | 0.01% |
21,246
+2,111
| +11% | +$1.06M |
|
|
NATI
991
DELISTED
National Instruments Corp
NATI
| $10.6M | 0.01% |
388,160
+50,086
| +15% | +$1.37M |
|
992
Telephone and Data Systems
TDS
$4.43B
| $10.6M | 0.01% |
357,161
+41,728
| +13% | +$1.24M |
|
993
Comerica
CMA
$8.89B
| $10.5M | 0.01% |
256,341
-4,273
| -2% | -$176K |
|
994
Jack in the Box
JACK
$348M
| $10.5M | 0.01% |
122,580
+7,405
| +6% | +$636K |
|
995
Tile Shop Holdings
TTSH
$273M
| $10.5M | 0.01% |
+529,570
| New | +$10.5M |
|
996
Kohl's
KSS
$1.77B
| $10.5M | 0.01% |
277,477
-6,988
| -2% | -$265K |
|
997
Trinity Industries
TRN
$2.27B
| $10.5M | 0.01% |
786,332
+77,836
| +11% | +$1.04M |
|
998
BGC Group
BGC
$4.8B
| $10.5M | 0.01% |
1,874,741
+64,059
| +4% | +$359K |
|
999
FirstCash
FCFS
$6.43B
| $10.5M | 0.01% |
204,312
+5,188
| +3% | +$266K |
|
|
PEI
1000
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $10.5M | 0.01% |
32,591
+310
| +1% | +$99.7K |
|