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 |
Microsoft
MSFT
|
+$146M |
| 2 |
American International
AIG
|
+$104M |
| 3 |
Ross Stores
ROST
|
+$103M |
| 4 |
Bank of America
BAC
|
+$103M |
| 5 |
Tyson Foods
TSN
|
+$90.6M |
Top Sells
| 1 |
Liberty Media Series A
FWONA
|
+$196M |
| 2 |
MCRS
MICROS SYSTEMS INC
MCRS
|
+$131M |
| 3 |
Fidelity National Financial
FNF
|
+$130M |
| 4 |
Walmart
WMT
|
+$71.1M |
| 5 |
Williams Companies
WMB
|
+$71.1M |
Sector Composition
| 1 | Financials | 15.74% |
| 2 | Real Estate | 12.9% |
| 3 | Technology | 11.93% |
| 4 | Healthcare | 10.85% |
| 5 | Industrials | 9.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1301
Vishay Intertechnology
VSH
$2.1B
| $5.41M | 0.01% |
378,259
+17,154
| +5% | +$245K |
|
1302
iRobot
IRBT
$114M
| $5.4M | 0.01% |
177,372
-8,012
| -4% | -$244K |
|
|
MENT
1303
DELISTED
Mentor Graphics Corp
MENT
| $5.4M | 0.01% |
263,371
+10,748
| +4% | +$220K |
|
1304
Leidos
LDOS
$23.8B
| $5.36M | 0.01% |
155,994
+3,291
| +2% | +$113K |
|
1305
TETRA Technologies
TTI
$644M
| $5.34M | 0.01% |
493,726
-1,876
| -0.4% | -$20.3K |
|
|
BMS
1306
DELISTED
Bemis
BMS
| $5.34M | 0.01% |
140,419
+8,313
| +6% | +$316K |
|
1307
Advanced Micro Devices
AMD
$253B
| $5.32M | 0.01% |
1,560,264
-86,034
| -5% | -$293K |
|
1308
Oxford Industries
OXM
$770M
| $5.32M | 0.01% |
87,198
-4,031
| -4% | -$246K |
|
1309
Jabil
JBL
$23B
| $5.3M | 0.01% |
262,575
+21,548
| +9% | +$435K |
|
1310
Tidewater
TDW
$2.94B
| $5.27M | 0.01% |
4,185
+208
| +5% | +$262K |
|
1311
BJ's Restaurants
BJRI
$716M
| $5.27M | 0.01% |
146,382
-6,057
| -4% | -$218K |
|
1312
Sonic Automotive
SAH
$2.83B
| $5.26M | 0.01% |
214,668
-2,140
| -1% | -$52.5K |
|
1313
Insulet
PODD
$23.8B
| $5.26M | 0.01% |
142,713
-8,516
| -6% | -$314K |
|
|
TIVO
1314
DELISTED
Tivo Inc
TIVO
| $5.23M | 0.01% |
265,048
+38,454
| +17% | +$759K |
|
|
LTXB
1315
DELISTED
LegacyTexas Financial Group Inc
LTXB
| $5.22M | 0.01% |
218,169
-8,099
| -4% | -$194K |
|
|
AEGN
1316
DELISTED
Aegion Corp
AEGN
| $5.21M | 0.01% |
234,145
-6,401
| -3% | -$142K |
|
1317
ICU Medical
ICUI
$3.33B
| $5.19M | 0.01% |
80,845
-1,567
| -2% | -$101K |
|
1318
Louisiana-Pacific
LPX
$6.81B
| $5.19M | 0.01% |
381,650
+17,112
| +5% | +$233K |
|
1319
Federal Signal
FSS
$7.77B
| $5.18M | 0.01% |
391,355
-5,250
| -1% | -$69.5K |
|
|
BGG
1320
DELISTED
Briggs & Stratton Corp.
BGG
| $5.16M | 0.01% |
286,296
-8,840
| -3% | -$159K |
|
1321
UFP Industries
UFPI
$6B
| $5.16M | 0.01% |
362,283
-17,610
| -5% | -$251K |
|
1322
Scholastic
SCHL
$687M
| $5.15M | 0.01% |
159,209
-5,421
| -3% | -$175K |
|
1323
Independent Bank
INDB
$3.5B
| $5.14M | 0.01% |
143,871
-1,624
| -1% | -$58K |
|
|
SRCI
1324
DELISTED
SRC Energy Inc
SRCI
| $5.13M | 0.01% |
420,527
+16,746
| +4% | +$204K |
|
|
ANN
1325
DELISTED
ANN INC
ANN
| $5.13M | 0.01% |
124,610
+2,733
| +2% | +$112K |
|