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 | |
|---|---|---|---|---|---|---|
|
CSH
1226
DELISTED
CASH AMERICA INTERNATIONAL INC
CSH
| $7.47M | 0.01% |
175,339
+6,870
| +4% | +$293K |
|
|
CEB
1227
DELISTED
CEB Inc.
CEB
| $7.46M | 0.01% |
120,995
+12,655
| +12% | +$781K |
|
|
MDP
1228
DELISTED
Meredith Corporation
MDP
| $7.45M | 0.01% |
143,569
+15,999
| +13% | +$831K |
|
|
WSTC
1229
DELISTED
West Corporation
WSTC
| $7.44M | 0.01% |
378,434
-11,892
| -3% | -$234K |
|
1230
Scholastic
SCHL
$675M
| $7.43M | 0.01% |
187,451
+3,948
| +2% | +$156K |
|
|
NAVG
1231
DELISTED
Navigators Group Inc
NAVG
| $7.42M | 0.01% |
161,402
+4,818
| +3% | +$222K |
|
1232
Commercial Metals
CMC
$6.56B
| $7.4M | 0.01% |
438,037
+44,445
| +11% | +$751K |
|
1233
TEGNA Inc
TGNA
$3.39B
| $7.4M | 0.01% |
498,875
-21,761
| -4% | -$323K |
|
1234
Zions Bancorporation
ZION
$8.5B
| $7.36M | 0.01% |
292,696
-6,390
| -2% | -$161K |
|
|
GAP
1235
The Gap, Inc.
GAP
$8.92B
| $7.34M | 0.01% |
346,080
+4,920
| +1% | +$104K |
|
1236
Universal Electronics
UEIC
$62.8M
| $7.34M | 0.01% |
101,555
+2,258
| +2% | +$163K |
|
1237
Plains GP Holdings
PAGP
$3.67B
| $7.34M | 0.01% |
264,113
+14,188
| +6% | +$394K |
|
1238
Green Dot
GDOT
$747M
| $7.32M | 0.01% |
318,335
-3,149
| -1% | -$72.4K |
|
1239
InterDigital
IDCC
$8.3B
| $7.31M | 0.01% |
131,364
+11,975
| +10% | +$667K |
|
1240
Worthington Enterprises
WOR
$3.26B
| $7.31M | 0.01% |
280,144
+26,723
| +11% | +$697K |
|
|
TYPE
1241
DELISTED
Monotype Imaging Holdings Inc.
TYPE
| $7.29M | 0.01% |
296,141
+22,063
| +8% | +$543K |
|
|
CCMP
1242
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $7.29M | 0.01% |
172,257
+1,160
| +0.7% | +$49.1K |
|
1243
DNOW Inc
DNOW
$1.64B
| $7.28M | 0.01% |
401,126
+41,337
| +11% | +$750K |
|
|
EXPR
1244
DELISTED
Express, Inc.
EXPR
| $7.24M | 0.01% |
24,945
-731
| -3% | -$212K |
|
1245
ESCO Technologies
ESE
$5.38B
| $7.23M | 0.01% |
181,128
+4,271
| +2% | +$171K |
|
1246
Heartland Express
HTLD
$665M
| $7.23M | 0.01% |
415,851
+10,845
| +3% | +$189K |
|
|
AAWW
1247
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $7.23M | 0.01% |
174,591
+24
| +0% | +$994 |
|
1248
Silicon Laboratories
SLAB
$4.4B
| $7.23M | 0.01% |
148,356
+17,203
| +13% | +$838K |
|
1249
Cadence Bank
CADE
$6.97B
| $7.2M | 0.01% |
317,499
+35,940
| +13% | +$815K |
|
1250
Atkore
ATKR
$2.08B
| $7.2M | 0.01% |
+450,000
| New | +$7.2M |
|