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 | |
|---|---|---|---|---|---|---|
1201
HealthEquity
HQY
$7.93B
| $7.84M | 0.01% |
258,038
+8,173
| +3% | +$248K |
|
|
PAY
1202
DELISTED
Verifone Systems Inc
PAY
| $7.83M | 0.01% |
422,403
+50,872
| +14% | +$943K |
|
1203
Graham Holdings Company
GHC
$4.93B
| $7.82M | 0.01% |
15,977
+1,899
| +13% | +$930K |
|
1204
H&R Block
HRB
$6.88B
| $7.81M | 0.01% |
339,628
-22,827
| -6% | -$525K |
|
1205
Four Corners Property Trust
FCPT
$2.68B
| $7.81M | 0.01% |
379,237
-287
| -0.1% | -$5.91K |
|
1206
NETSCOUT
NTCT
$1.82B
| $7.8M | 0.01% |
350,310
-433,946
| -55% | -$9.66M |
|
1207
Stifel
SF
$11.7B
| $7.8M | 0.01% |
371,753
+27,714
| +8% | +$581K |
|
1208
Valley National Bancorp
VLY
$6.04B
| $7.79M | 0.01% |
854,486
+115,399
| +16% | +$1.05M |
|
1209
LivaNova
LIVN
$3.11B
| $7.77M | 0.01% |
154,670
+13,344
| +9% | +$670K |
|
1210
Standex International
SXI
$2.51B
| $7.75M | 0.01% |
93,743
+1,923
| +2% | +$159K |
|
|
JOY
1211
DELISTED
Joy Global Inc
JOY
| $7.75M | 0.01% |
366,416
+38,669
| +12% | +$817K |
|
1212
Astec Industries
ASTE
$1.08B
| $7.74M | 0.01% |
137,809
+8,713
| +7% | +$489K |
|
1213
Aaon
AAON
$6.87B
| $7.73M | 0.01% |
421,220
+12,483
| +3% | +$229K |
|
|
JNS
1214
DELISTED
Janus Capital Group Inc
JNS
| $7.72M | 0.01% |
554,552
+67,763
| +14% | +$943K |
|
1215
Badger Meter
BMI
$5.29B
| $7.7M | 0.01% |
210,724
+5,612
| +3% | +$205K |
|
1216
Assurant
AIZ
$10.6B
| $7.67M | 0.01% |
88,877
-7,247
| -8% | -$625K |
|
1217
Benchmark Electronics
BHE
$1.44B
| $7.59M | 0.01% |
358,945
+4,725
| +1% | +$99.9K |
|
1218
ServisFirst Bancshares
SFBS
$4.6B
| $7.56M | 0.01% |
+306,186
| New | +$7.56M |
|
1219
Minerals Technologies
MTX
$2.01B
| $7.56M | 0.01% |
133,067
+15,025
| +13% | +$854K |
|
1220
Hancock Whitney
HWC
$5.38B
| $7.56M | 0.01% |
289,354
+28,453
| +11% | +$743K |
|
1221
Ralph Lauren
RL
$19B
| $7.55M | 0.01% |
84,225
-3,748
| -4% | -$336K |
|
1222
Group 1 Automotive
GPI
$6.25B
| $7.53M | 0.01% |
152,623
-187
| -0.1% | -$9.23K |
|
1223
Synaptics
SYNA
$2.75B
| $7.53M | 0.01% |
140,167
+16,768
| +14% | +$901K |
|
|
RSPP
1224
DELISTED
RSP Permian, Inc.
RSPP
| $7.51M | 0.01% |
215,251
+489
| +0.2% | +$17.1K |
|
1225
Liberty Latin America Class A
LILA
$1.52B
| $7.5M | 0.01% |
246,430
+171,548
| +229% | +$5.22M |
|