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 |
Restaurant Brands International
QSR
|
+$225M |
| 2 |
Liberty Media Series C
FWONK
|
+$170M |
| 3 |
Fidelity National Financial
FNF
|
+$169M |
| 4 |
PPL Corp
PPL
|
+$124M |
| 5 |
General Dynamics
GD
|
+$101M |
Top Sells
| 1 |
BKW
BURGER KING WORLDWIDE
BKW
|
+$170M |
| 2 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
+$140M |
| 3 |
LyondellBasell Industries
LYB
|
+$113M |
| 4 |
AbbVie
ABBV
|
+$107M |
| 5 |
Trane Technologies
TT
|
+$95.5M |
Sector Composition
| 1 | Financials | 15.98% |
| 2 | Real Estate | 14.38% |
| 3 | Technology | 11.9% |
| 4 | Healthcare | 10.83% |
| 5 | Consumer Discretionary | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1076
Saia
SAIA
$8.39B
| $8.52M | 0.01% |
153,946
+158
| +0.1% | +$8.75K |
|
1077
Washington Trust Bancorp
WASH
$566M
| $8.51M | 0.01% |
211,864
+4,694
| +2% | +$189K |
|
1078
Deluxe
DLX
$871M
| $8.49M | 0.01% |
136,418
+709
| +0.5% | +$44.1K |
|
|
SFG
1079
DELISTED
STANCORP FINL GRP
SFG
| $8.44M | 0.01% |
120,861
-1,373
| -1% | -$95.9K |
|
1080
Progress Software
PRGS
$1.83B
| $8.44M | 0.01% |
312,234
-3,491
| -1% | -$94.3K |
|
1081
Terex
TEX
$3.51B
| $8.43M | 0.01% |
302,494
-5,447
| -2% | -$152K |
|
1082
Compass Minerals
CMP
$770M
| $8.43M | 0.01% |
97,074
+281
| +0.3% | +$24.4K |
|
1083
Benchmark Electronics
BHE
$1.44B
| $8.41M | 0.01% |
330,766
-5,300
| -2% | -$135K |
|
1084
Clearwater Paper
CLW
$347M
| $8.37M | 0.01% |
122,045
-1,505
| -1% | -$103K |
|
1085
Meritage Homes
MTH
$5.69B
| $8.34M | 0.01% |
463,272
-1,174
| -0.3% | -$21.1K |
|
1086
Charles River Laboratories
CRL
$7.7B
| $8.3M | 0.01% |
130,428
-66,199
| -34% | -$4.21M |
|
|
PNK
1087
DELISTED
Pinnacle Entertainment Inc.
PNK
| $8.3M | 0.01% |
372,904
+2,237
| +0.6% | +$49.8K |
|
1088
Tennant Co
TNC
$1.52B
| $8.29M | 0.01% |
114,834
+258
| +0.2% | +$18.6K |
|
|
INVX
1089
Innovex International, Inc.
INVX
$1.15B
| $8.26M | 0.01% |
107,667
+1,037
| +1% | +$79.6K |
|
1090
OSI Systems
OSIS
$4.04B
| $8.26M | 0.01% |
116,664
-100
| -0.1% | -$7.08K |
|
1091
HUB Group
HUBG
$2.26B
| $8.25M | 0.01% |
433,362
-1,074
| -0.2% | -$20.5K |
|
|
MRH
1092
DELISTED
MONTPELIER RE HOLDINGS LTD
MRH
| $8.23M | 0.01% |
229,823
+220,593
| +2,390% | +$7.9M |
|
1093
Northwest Natural Holdings
NWN
$1.71B
| $8.22M | 0.01% |
164,795
-5,781
| -3% | -$288K |
|
1094
Jacobs Solutions
J
$17.7B
| $8.19M | 0.01% |
221,524
+8,414
| +4% | +$311K |
|
|
ITC
1095
DELISTED
ITC HOLDINGS CORP
ITC
| $8.19M | 0.01% |
202,532
+16,858
| +9% | +$682K |
|
|
HTS
1096
DELISTED
HATTERAS FINANCIAL CORP
HTS
| $8.17M | 0.01% |
443,382
+57,550
| +15% | +$1.06M |
|
|
ESV
1097
DELISTED
Ensco Rowan plc
ESV
| $8.17M | 0.01% |
68,208
+4,001
| +6% | +$479K |
|
1098
Hanmi Financial
HAFC
$756M
| $8.17M | 0.01% |
374,396
+182,696
| +95% | +$3.98M |
|
1099
Viavi Solutions
VIAV
$2.71B
| $8.17M | 0.01% |
1,046,226
+31,798
| +3% | +$248K |
|
|
PGH
1100
DELISTED
Pengrowth Energy Corporation
PGH
| $8.15M | 0.01% |
2,621,513
+958,313
| +58% | +$2.98M |
|