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 | |
|---|---|---|---|---|---|---|
1051
Bio-Techne
TECH
$8.28B
| $8.38M | 0.01% |
362,108
+20,400
| +6% | +$472K |
|
|
VSI
1052
DELISTED
Vitamin Shoppe Inc.
VSI
| $8.35M | 0.01% |
194,040
-706
| -0.4% | -$30.4K |
|
|
APOL
1053
DELISTED
Apollo Education Group Inc Class A
APOL
| $8.34M | 0.01% |
266,783
-253,516
| -49% | -$7.92M |
|
1054
FerroAtlántica
GSM
$795M
| $8.32M | 0.01% |
400,171
-6,892
| -2% | -$143K |
|
1055
Pinnacle Financial Partners
PNFP
$7.59B
| $8.3M | 0.01% |
210,339
+546
| +0.3% | +$21.6K |
|
1056
Kaiser Aluminum
KALU
$1.25B
| $8.3M | 0.01% |
113,929
-641
| -0.6% | -$46.7K |
|
|
WOOF
1057
DELISTED
VCA Inc.
WOOF
| $8.28M | 0.01% |
236,052
+8,938
| +4% | +$314K |
|
1058
GATX Corp
GATX
$6.11B
| $8.25M | 0.01% |
123,244
+10,482
| +9% | +$702K |
|
|
FNFG
1059
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
| $8.25M | 0.01% |
943,518
+7,563
| +0.8% | +$66.1K |
|
1060
Fortinet
FTNT
$62B
| $8.23M | 0.01% |
1,638,260
+15,395
| +0.9% | +$77.4K |
|
1061
Crocs
CROX
$4.42B
| $8.23M | 0.01% |
547,472
-13,374
| -2% | -$201K |
|
|
MEAS
1062
DELISTED
MEASUREMENT SPECIALTIES INC
MEAS
| $8.23M | 0.01% |
95,599
-1,603
| -2% | -$138K |
|
1063
Dine Brands
DIN
$372M
| $8.22M | 0.01% |
103,459
+462
| +0.4% | +$36.7K |
|
1064
Pinnacle West Capital
PNW
$10.6B
| $8.21M | 0.01% |
141,959
-359,863
| -72% | -$20.8M |
|
|
GHL
1065
DELISTED
Greenhill & Co., Inc.
GHL
| $8.21M | 0.01% |
166,658
+94,479
| +131% | +$4.65M |
|
|
ATW
1066
DELISTED
Atwood Oceanics
ATW
| $8.21M | 0.01% |
156,363
+5,723
| +4% | +$300K |
|
|
QEP
1067
DELISTED
QEP RESOURCES, INC.
QEP
| $8.2M | 0.01% |
237,548
+3,535
| +2% | +$122K |
|
|
UNT
1068
DELISTED
UNIT Corporation
UNT
| $8.19M | 0.01% |
119,044
+1,662
| +1% | +$114K |
|
1069
O-I Glass
OI
$2.04B
| $8.19M | 0.01% |
236,315
+2,093
| +0.9% | +$72.5K |
|
1070
Hyatt Hotels
H
$13.9B
| $8.18M | 0.01% |
134,107
+40,807
| +44% | +$2.49M |
|
|
CLC
1071
DELISTED
Clarcor
CLC
| $8.17M | 0.01% |
132,147
-3,714
| -3% | -$230K |
|
1072
Papa John's
PZZA
$1.64B
| $8.16M | 0.01% |
192,605
-5,431
| -3% | -$230K |
|
1073
Ligand Pharmaceuticals
LGND
$3.26B
| $8.13M | 0.01% |
209,158
+8
| +0% | +$311 |
|
|
NATI
1074
DELISTED
National Instruments Corp
NATI
| $8.13M | 0.01% |
250,956
+17,674
| +8% | +$572K |
|
|
CAA
1075
DELISTED
CalAtlantic Group, Inc.
CAA
| $8.13M | 0.01% |
188,984
-11
| -0% | -$473 |
|