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 | |
|---|---|---|---|---|---|---|
1051
Belden
BDC
$5.15B
| $7.88M | 0.01% |
123,130
+1,646
| +1% | +$105K |
|
1052
Mativ Holdings
MATV
$666M
| $7.88M | 0.01% |
190,750
-2,176
| -1% | -$89.9K |
|
|
CNL
1053
DELISTED
CLECO CRP (HOLDING CO)
CNL
| $7.87M | 0.01% |
163,445
+7,057
| +5% | +$340K |
|
1054
Pitney Bowes
PBI
$1.96B
| $7.84M | 0.01% |
313,851
-6,453
| -2% | -$161K |
|
1055
Integra LifeSciences
IART
$1.21B
| $7.84M | 0.01% |
386,496
+15,396
| +4% | +$312K |
|
|
INN
1056
Summit Hotel Properties
INN
$613M
| $7.82M | 0.01% |
725,155
+37,840
| +6% | +$408K |
|
1057
Plexus
PLXS
$3.71B
| $7.82M | 0.01% |
211,663
-3,452
| -2% | -$127K |
|
|
KND
1058
DELISTED
Kindred Healthcare
KND
| $7.81M | 0.01% |
402,719
-599,182
| -60% | -$11.6M |
|
|
NATI
1059
DELISTED
National Instruments Corp
NATI
| $7.8M | 0.01% |
252,218
+1,262
| +0.5% | +$39K |
|
1060
Selective Insurance
SIGI
$4.75B
| $7.79M | 0.01% |
351,735
-3,072
| -0.9% | -$68K |
|
|
CAB
1061
DELISTED
Cabela's Inc
CAB
| $7.78M | 0.01% |
132,093
+19,969
| +18% | +$1.18M |
|
1062
Adeia
ADEA
$1.65B
| $7.77M | 0.01% |
1,104,645
-2,657
| -0.2% | -$18.7K |
|
1063
Comscore
SCOR
$31.6M
| $7.76M | 0.01% |
10,655
+469
| +5% | +$342K |
|
|
MDAS
1064
DELISTED
MEDASSETS INC COM STK (DE)
MDAS
| $7.76M | 0.01% |
374,406
+120,721
| +48% | +$2.5M |
|
|
BYI
1065
DELISTED
BALLY TECHNOLOGIES, INC.
BYI
| $7.76M | 0.01% |
96,115
-12,554
| -12% | -$1.01M |
|
|
PGTI
1066
DELISTED
PGT, Inc.
PGTI
| $7.72M | 0.01% |
828,683
-92,974
| -10% | -$866K |
|
|
SFG
1067
DELISTED
STANCORP FINL GRP
SFG
| $7.72M | 0.01% |
122,234
-820,423
| -87% | -$51.8M |
|
|
ADT
1068
DELISTED
ADT CORP
ADT
| $7.72M | 0.01% |
217,641
-13,013
| -6% | -$461K |
|
1069
Dorman Products
DORM
$4.86B
| $7.71M | 0.01% |
192,455
+2,292
| +1% | +$91.8K |
|
1070
Navigator Holdings
NVGS
$1.1B
| $7.7M | 0.01% |
276,600
+7,300
| +3% | +$203K |
|
1071
Tennant Co
TNC
$1.5B
| $7.69M | 0.01% |
114,576
-1,503
| -1% | -$101K |
|
|
BLT
1072
DELISTED
BLOUNT INTERNATIONAL (NEW)
BLT
| $7.69M | 0.01% |
508,024
+491,162
| +2,913% | +$7.43M |
|
|
GHL
1073
DELISTED
Greenhill & Co., Inc.
GHL
| $7.69M | 0.01% |
165,310
-1,348
| -0.8% | -$62.7K |
|
|
TSS
1074
DELISTED
Total System Services, Inc.
TSS
| $7.69M | 0.01% |
248,204
+2,385
| +1% | +$73.8K |
|
|
JCP
1075
DELISTED
J.C. Penney Company, Inc.
JCP
| $7.68M | 0.01% |
764,617
+35,590
| +5% | +$357K |
|