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 | |
|---|---|---|---|---|---|---|
1251
Calavo Growers
CVGW
$494M
| $7.2M | 0.01% |
107,389
+6,192
| +6% | +$415K |
|
|
ALOG
1252
DELISTED
Analogic Corp
ALOG
| $7.19M | 0.01% |
90,537
+1,677
| +2% | +$133K |
|
1253
OSI Systems
OSIS
$4.04B
| $7.19M | 0.01% |
123,653
-2,393
| -2% | -$139K |
|
1254
The Ensign Group
ENSG
$9.78B
| $7.17M | 0.01% |
364,631
+18,117
| +5% | +$356K |
|
1255
Cato Corp
CATO
$89.4M
| $7.16M | 0.01% |
189,910
+4,507
| +2% | +$170K |
|
1256
Axos Financial
AX
$5.17B
| $7.15M | 0.01% |
403,813
-444
| -0.1% | -$7.86K |
|
|
BPFH
1257
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $7.09M | 0.01% |
601,683
+18,185
| +3% | +$214K |
|
|
DNB
1258
DELISTED
Dun & Bradstreet
DNB
| $7.04M | 0.01% |
57,807
-262
| -0.5% | -$31.9K |
|
|
HF
1259
DELISTED
HFF Inc.
HF
| $7.04M | 0.01% |
243,853
+6,675
| +3% | +$193K |
|
|
ECOL
1260
DELISTED
US Ecology, Inc.
ECOL
| $7.04M | 0.01% |
153,191
+4,126
| +3% | +$190K |
|
|
ABAX
1261
DELISTED
Abaxis Inc
ABAX
| $7.04M | 0.01% |
148,992
+3,068
| +2% | +$145K |
|
|
HEES
1262
DELISTED
H&E Equipment Services
HEES
| $7.03M | 0.01% |
+369,453
| New | +$7.03M |
|
1263
Interface
TILE
$1.65B
| $7.03M | 0.01% |
460,703
-765,301
| -62% | -$11.7M |
|
1264
Sleep Number
SNBR
$240M
| $7.02M | 0.01% |
328,522
-4,537
| -1% | -$97K |
|
1265
Topgolf Callaway Brands
MODG
$1.74B
| $7M | 0.01% |
685,924
+32,690
| +5% | +$334K |
|
1266
Mercury Systems
MRCY
$4.42B
| $7M | 0.01% |
281,677
+54,157
| +24% | +$1.35M |
|
1267
iRobot
IRBT
$114M
| $7M | 0.01% |
199,442
+504
| +0.3% | +$17.7K |
|
|
KND
1268
DELISTED
Kindred Healthcare
KND
| $6.98M | 0.01% |
618,316
+32,638
| +6% | +$368K |
|
1269
Mercury Insurance
MCY
$4.34B
| $6.98M | 0.01% |
131,262
+16,289
| +14% | +$866K |
|
1270
Neurocrine Biosciences
NBIX
$14.1B
| $6.98M | 0.01% |
153,441
-7,450
| -5% | -$339K |
|
1271
Atlassian
TEAM
$46.7B
| $6.97M | 0.01% |
+269,274
| New | +$6.97M |
|
1272
Insight Enterprises
NSIT
$4.06B
| $6.95M | 0.01% |
267,231
+3,488
| +1% | +$90.7K |
|
|
CBB
1273
DELISTED
Cincinnati Bell Inc.
CBB
| $6.94M | 0.01% |
303,629
+7,754
| +3% | +$177K |
|
1274
Scansource
SCSC
$971M
| $6.93M | 0.01% |
186,712
+1,201
| +0.6% | +$44.6K |
|
1275
SM Energy
SM
$3.12B
| $6.9M | 0.01% |
255,551
+27,855
| +12% | +$752K |
|