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 | |
|---|---|---|---|---|---|---|
|
PKY
1051
DELISTED
Parkway, Inc.
PKY
| $9.78M | 0.01% |
584,692
+14,581
| +3% | +$244K |
|
|
BWLD
1052
DELISTED
Buffalo Wild Wings, Inc.
BWLD
| $9.77M | 0.01% |
70,295
+8,300
| +13% | +$1.15M |
|
1053
Progress Software
PRGS
$1.83B
| $9.75M | 0.01% |
355,120
+5,441
| +2% | +$149K |
|
1054
Seagate
STX
$41.1B
| $9.75M | 0.01% |
400,054
+10,449
| +3% | +$255K |
|
|
CBL
1055
DELISTED
CBL& Associates Properties, Inc.
CBL
| $9.75M | 0.01% |
1,046,709
+1,013,261
| +3,029% | +$9.43M |
|
|
TIF
1056
DELISTED
Tiffany & Co.
TIF
| $9.74M | 0.01% |
160,601
-4,749
| -3% | -$288K |
|
1057
TechnipFMC
FTI
$16.8B
| $9.73M | 0.01% |
490,161
-550
| -0.1% | -$10.9K |
|
1058
Vermilion Energy
VET
$1.18B
| $9.73M | 0.01% |
305,671
+13,403
| +5% | +$426K |
|
|
WPX
1059
DELISTED
WPX Energy, Inc.
WPX
| $9.72M | 0.01% |
1,044,200
+260,128
| +33% | +$2.42M |
|
1060
Associated Banc-Corp
ASB
$4.36B
| $9.71M | 0.01% |
566,169
+62,931
| +13% | +$1.08M |
|
|
NUAN
1061
DELISTED
Nuance Communications, Inc.
NUAN
| $9.7M | 0.01% |
716,643
-431,281
| -38% | -$5.84M |
|
1062
National Storage Affiliates Trust
NSA
$2.45B
| $9.68M | 0.01% |
464,959
+100,000
| +27% | +$2.08M |
|
1063
Enerpac Tool Group
EPAC
$2.28B
| $9.67M | 0.01% |
427,653
+15,777
| +4% | +$357K |
|
1064
Belden
BDC
$5.15B
| $9.63M | 0.01% |
159,584
+21,287
| +15% | +$1.29M |
|
|
TECD
1065
DELISTED
Tech Data Corp
TECD
| $9.63M | 0.01% |
134,014
+15,208
| +13% | +$1.09M |
|
|
FNGN
1066
DELISTED
Financial Engines, Inc.
FNGN
| $9.63M | 0.01% |
372,112
+10,649
| +3% | +$276K |
|
1067
Rambus
RMBS
$8.3B
| $9.6M | 0.01% |
794,403
+28,849
| +4% | +$348K |
|
1068
HUB Group
HUBG
$2.21B
| $9.59M | 0.01% |
499,858
+728
| +0.1% | +$14K |
|
|
ETFC
1069
DELISTED
E*Trade Financial Corporation
ETFC
| $9.59M | 0.01% |
408,259
-4,241
| -1% | -$99.6K |
|
1070
Protolabs
PRLB
$1.17B
| $9.59M | 0.01% |
166,574
+1,945
| +1% | +$112K |
|
1071
John Wiley & Sons Class A
WLY
$2.21B
| $9.57M | 0.01% |
183,422
+18,813
| +11% | +$982K |
|
|
FLOW
1072
DELISTED
SPX FLOW, Inc.
FLOW
| $9.56M | 0.01% |
366,659
+71,296
| +24% | +$1.86M |
|
1073
Forward Air
FWRD
$913M
| $9.54M | 0.01% |
214,283
+5,082
| +2% | +$226K |
|
1074
Universal Corp
UVV
$1.38B
| $9.54M | 0.01% |
165,137
+3,166
| +2% | +$183K |
|
1075
CSG Systems International
CSGS
$1.82B
| $9.53M | 0.01% |
236,433
+4,079
| +2% | +$164K |
|