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 | |
|---|---|---|---|---|---|---|
1026
Darden Restaurants
DRI
$24.7B
| $8.3M | 0.01% |
180,373
+4,396
| +2% | +$202K |
|
1027
Heartland Express
HTLD
$656M
| $8.25M | 0.01% |
344,427
+30,121
| +10% | +$722K |
|
1028
Meritage Homes
MTH
$5.77B
| $8.24M | 0.01% |
464,446
+1,834
| +0.4% | +$32.6K |
|
1029
Synovus
SNV
$7.13B
| $8.24M | 0.01% |
348,743
-11,182
| -3% | -$264K |
|
|
FNFG
1030
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
| $8.23M | 0.01% |
988,305
+44,787
| +5% | +$373K |
|
1031
D.R. Horton
DHI
$52.5B
| $8.2M | 0.01% |
399,358
+36,557
| +10% | +$750K |
|
1032
DNOW Inc
DNOW
$1.61B
| $8.19M | 0.01% |
269,221
+11,786
| +5% | +$358K |
|
1033
Compass Minerals
CMP
$752M
| $8.16M | 0.01% |
96,793
+3,833
| +4% | +$323K |
|
1034
Regal Rexnord
RRX
$9.62B
| $8.12M | 0.01% |
126,339
+5,862
| +5% | +$377K |
|
1035
Columbia Banking Systems
COLB
$7.84B
| $8.11M | 0.01% |
326,921
-3,435
| -1% | -$85.2K |
|
1036
Pultegroup
PHM
$26.7B
| $8.11M | 0.01% |
459,074
+6,740
| +1% | +$119K |
|
1037
Cirrus Logic
CRUS
$5.91B
| $8.09M | 0.01% |
388,158
-3,963
| -1% | -$82.6K |
|
1038
Teradata
TDC
$1.99B
| $8.09M | 0.01% |
192,901
+3,307
| +2% | +$139K |
|
1039
World Kinect Corp
WKC
$1.41B
| $8.09M | 0.01% |
202,523
+8,502
| +4% | +$339K |
|
1040
Matthews International
MATW
$761M
| $8.07M | 0.01% |
183,826
+11,305
| +7% | +$496K |
|
|
LTC
1041
LTC Properties
LTC
$1.68B
| $8.04M | 0.01% |
217,982
-2,312
| -1% | -$85.3K |
|
1042
Green Plains
GPRE
$635M
| $8.01M | 0.01% |
214,170
+15,391
| +8% | +$575K |
|
1043
Molina Healthcare
MOH
$9.71B
| $7.97M | 0.01% |
188,337
+7,742
| +4% | +$327K |
|
|
SWI
1044
DELISTED
SOLARWINDS INC COM STK (DE)
SWI
| $7.96M | 0.01% |
189,190
+22,490
| +13% | +$946K |
|
1045
First American
FAF
$6.93B
| $7.95M | 0.01% |
293,004
+13,091
| +5% | +$355K |
|
|
ETFC
1046
DELISTED
E*Trade Financial Corporation
ETFC
| $7.95M | 0.01% |
351,792
+3,503
| +1% | +$79.1K |
|
|
ITG
1047
DELISTED
Investment Technology Group Inc
ITG
| $7.94M | 0.01% |
503,588
-7,571
| -1% | -$119K |
|
1048
Buckle
BKE
$3.06B
| $7.93M | 0.01% |
174,661
-1,999
| -1% | -$90.7K |
|
1049
Pinnacle West Capital
PNW
$10.6B
| $7.91M | 0.01% |
144,741
+2,782
| +2% | +$152K |
|
|
CSH
1050
DELISTED
CASH AMERICA INTERNATIONAL INC
CSH
| $7.89M | 0.01% |
397,020
+5,676
| +1% | +$113K |
|