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 | |
|---|---|---|---|---|---|---|
|
X
1101
DELISTED
US Steel
X
| $9.24M | 0.01% |
548,123
+86,079
| +19% | +$1.45M |
|
1102
Ciena
CIEN
$18.4B
| $9.22M | 0.01% |
491,625
+58,939
| +14% | +$1.11M |
|
|
CVG
1103
DELISTED
Convergys
CVG
| $9.22M | 0.01% |
368,686
+42,131
| +13% | +$1.05M |
|
1104
Saic
SAIC
$4.75B
| $9.21M | 0.01% |
157,904
+17,183
| +12% | +$1M |
|
1105
Axon Enterprise
AXON
$58.7B
| $9.21M | 0.01% |
370,075
+2,349
| +0.6% | +$58.4K |
|
|
CTLT
1106
DELISTED
CATALENT, INC.
CTLT
| $9.2M | 0.01% |
400,146
+71,457
| +22% | +$1.64M |
|
|
CAB
1107
DELISTED
Cabela's Inc
CAB
| $9.19M | 0.01% |
183,554
+22,012
| +14% | +$1.1M |
|
|
DPLO
1108
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
| $9.15M | 0.01% |
261,464
+19,056
| +8% | +$667K |
|
|
AKRX
1109
DELISTED
Akorn, Inc.
AKRX
| $9.14M | 0.01% |
320,823
+53,245
| +20% | +$1.52M |
|
|
AIRM
1110
DELISTED
Air Methods Corp
AIRM
| $9.1M | 0.01% |
253,910
+9,424
| +4% | +$338K |
|
|
FCB
1111
DELISTED
FCB Financial Holdings, Inc.
FCB
| $9.1M | 0.01% |
267,517
-4,613
| -2% | -$157K |
|
|
UCB
1112
United Community Banks, Inc.
UCB
$3.95B
| $9.08M | 0.01% |
496,335
+77,521
| +19% | +$1.42M |
|
1113
STAG Industrial
STAG
$6.68B
| $9.07M | 0.01% |
380,946
+223,196
| +141% | +$5.31M |
|
|
SWN
1114
DELISTED
Southwestern Energy Company
SWN
| $9.04M | 0.01% |
718,678
+135,853
| +23% | +$1.71M |
|
1115
Ternium
TX
$6.69B
| $9.03M | 0.01% |
+473,905
| New | +$9.03M |
|
|
ORIT
1116
DELISTED
Oritani Financial Corp. New
ORIT
| $9.03M | 0.01% |
564,681
-4,303
| -0.8% | -$68.8K |
|
1117
Revvity
RVTY
$9.58B
| $9.02M | 0.01% |
172,118
+2,017
| +1% | +$106K |
|
1118
Compass Minerals
CMP
$752M
| $9.02M | 0.01% |
121,589
+8,365
| +7% | +$621K |
|
1119
United Rentals
URI
$60.8B
| $9.01M | 0.01% |
134,300
-3,899
| -3% | -$262K |
|
1120
Owens & Minor
OMI
$423M
| $9M | 0.01% |
240,691
+28,904
| +14% | +$1.08M |
|
1121
Fulton Financial
FULT
$3.51B
| $8.93M | 0.01% |
661,361
+72,139
| +12% | +$974K |
|
|
MDRX
1122
DELISTED
Veradigm Inc. Common Stock
MDRX
| $8.92M | 0.01% |
702,642
+63,068
| +10% | +$801K |
|
|
EBIX
1123
DELISTED
Ebix Inc
EBIX
| $8.92M | 0.01% |
186,119
+3,070
| +2% | +$147K |
|
1124
NBT Bancorp
NBTB
$2.26B
| $8.91M | 0.01% |
311,316
+5,995
| +2% | +$172K |
|
1125
United Natural Foods
UNFI
$1.72B
| $8.91M | 0.01% |
190,315
+22,372
| +13% | +$1.05M |
|