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 | |
|---|---|---|---|---|---|---|
1076
Virtus Investment Partners
VRTS
$1.36B
| $7.65M | 0.01% |
44,053
-152
| -0.3% | -$26.4K |
|
|
IRF
1077
DELISTED
INTL RECTIFIER CORP
IRF
| $7.65M | 0.01% |
194,924
+8,948
| +5% | +$351K |
|
1078
Woodward
WWD
$14.3B
| $7.64M | 0.01% |
160,423
+5,045
| +3% | +$240K |
|
1079
Saia
SAIA
$8.28B
| $7.62M | 0.01% |
153,788
-1,576
| -1% | -$78.1K |
|
1080
Associated Banc-Corp
ASB
$4.35B
| $7.58M | 0.01% |
435,181
+7,470
| +2% | +$130K |
|
1081
Simpson Manufacturing
SSD
$7.98B
| $7.58M | 0.01% |
260,004
+189
| +0.1% | +$5.51K |
|
|
ISIL
1082
DELISTED
Intersil Corp
ISIL
| $7.58M | 0.01% |
533,275
+60,204
| +13% | +$856K |
|
|
MXIM
1083
DELISTED
Maxim Integrated Products
MXIM
| $7.57M | 0.01% |
250,392
-69,948
| -22% | -$2.11M |
|
|
UNT
1084
DELISTED
UNIT Corporation
UNT
| $7.57M | 0.01% |
129,028
+9,984
| +8% | +$586K |
|
|
FMBI
1085
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $7.56M | 0.01% |
469,814
-5,315
| -1% | -$85.5K |
|
1086
Papa John's
PZZA
$1.63B
| $7.56M | 0.01% |
188,919
-3,686
| -2% | -$147K |
|
1087
Progress Software
PRGS
$1.83B
| $7.55M | 0.01% |
315,725
-7,915
| -2% | -$189K |
|
1088
Westamerica Bancorp
WABC
$1.25B
| $7.54M | 0.01% |
162,176
+93,950
| +138% | +$4.37M |
|
|
ROSE
1089
DELISTED
ROSETTA RESOURCES INC
ROSE
| $7.52M | 0.01% |
168,642
+7,258
| +4% | +$323K |
|
|
CMD
1090
DELISTED
Cantel Medical Corporation
CMD
| $7.51M | 0.01% |
218,517
+7,570
| +4% | +$260K |
|
|
LCI
1091
DELISTED
Lannett Company, Inc.
LCI
| $7.5M | 0.01% |
41,058
-3,049
| -7% | -$557K |
|
|
IPHS
1092
DELISTED
Innophos Holdings, Inc.
IPHS
| $7.5M | 0.01% |
136,201
+2,626
| +2% | +$145K |
|
|
AAT
1093
American Assets Trust
AAT
$1.26B
| $7.49M | 0.01% |
227,050
+808
| +0.4% | +$26.6K |
|
1094
Deluxe
DLX
$879M
| $7.49M | 0.01% |
135,709
+5,184
| +4% | +$286K |
|
|
FINL
1095
DELISTED
Finish Line
FINL
| $7.47M | 0.01% |
298,598
-6,229
| -2% | -$156K |
|
1096
Benchmark Electronics
BHE
$1.42B
| $7.46M | 0.01% |
336,066
-4,100
| -1% | -$91K |
|
1097
Clean Harbors
CLH
$12.7B
| $7.46M | 0.01% |
138,413
+6,143
| +5% | +$331K |
|
1098
Installed Building Products
IBP
$7.27B
| $7.45M | 0.01% |
530,043
-26,400
| -5% | -$371K |
|
1099
Idacorp
IDA
$6.77B
| $7.43M | 0.01% |
138,614
+8,676
| +7% | +$465K |
|
1100
Pinnacle Financial Partners
PNFP
$7.52B
| $7.43M | 0.01% |
205,816
-4,523
| -2% | -$163K |
|