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 | |
|---|---|---|---|---|---|---|
1326
Banner Corp
BANR
$2.33B
| $6.15M | 0.01% |
144,553
+5,204
| +4% | +$221K |
|
1327
ODP
ODP
$642M
| $6.14M | 0.01% |
185,615
-230,581
| -55% | -$7.63M |
|
1328
Safety Insurance
SAFT
$1.12B
| $6.11M | 0.01% |
99,198
+3,075
| +3% | +$189K |
|
|
KLXI
1329
DELISTED
KLX Inc.
KLXI
| $6.1M | 0.01% |
233,414
+26,795
| +13% | +$700K |
|
|
DBD
1330
DELISTED
Diebold Nixdorf Incorporated
DBD
| $6.08M | 0.01% |
244,669
+30,299
| +14% | +$752K |
|
1331
Kulicke & Soffa
KLIC
$2.04B
| $6.06M | 0.01% |
498,110
+13,348
| +3% | +$162K |
|
|
KRA
1332
DELISTED
Kraton Corporation
KRA
| $6.06M | 0.01% |
217,016
+7,217
| +3% | +$202K |
|
|
KTWO
1333
DELISTED
K2M Group Holdings, Inc
KTWO
| $6.04M | 0.01% |
389,356
-6,507
| -2% | -$101K |
|
|
GMS
1334
DELISTED
GMS Inc
GMS
| $6.04M | 0.01% |
+271,307
| New | +$6.04M |
|
|
MAGN
1335
Magnera Corporation
MAGN
$414M
| $6.02M | 0.01% |
23,671
+664
| +3% | +$169K |
|
|
VIVO
1336
DELISTED
Meridian Bioscience Inc
VIVO
| $6.01M | 0.01% |
308,442
+8,150
| +3% | +$159K |
|
1337
S&T Bancorp
STBA
$1.51B
| $6.01M | 0.01% |
245,592
-1,006
| -0.4% | -$24.6K |
|
|
FINL
1338
DELISTED
Finish Line
FINL
| $6M | 0.01% |
297,128
-6,649
| -2% | -$134K |
|
1339
Navient
NAVI
$1.31B
| $6M | 0.01% |
501,701
-16,870
| -3% | -$202K |
|
|
PES
1340
DELISTED
Pioneer Energy Services Corp.
PES
| $5.99M | 0.01% |
1,302,657
+481,461
| +59% | +$2.21M |
|
|
DISCA
1341
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $5.98M | 0.01% |
237,109
+6,091
| +3% | +$154K |
|
1342
Dana Inc
DAN
$2.79B
| $5.96M | 0.01% |
564,682
+56,602
| +11% | +$598K |
|
1343
Boston Beer
SAM
$2.4B
| $5.95M | 0.01% |
34,784
+3,186
| +10% | +$545K |
|
|
TCF
1344
DELISTED
TCF Financial Corporation Common Stock
TCF
| $5.95M | 0.01% |
159,462
+230
| +0.1% | +$8.58K |
|
1345
E.W. Scripps
SSP
$258M
| $5.95M | 0.01% |
375,392
+10,556
| +3% | +$167K |
|
1346
ATN International
ATNI
$250M
| $5.92M | 0.01% |
+76,094
| New | +$5.92M |
|
1347
Oxford Industries
OXM
$770M
| $5.9M | 0.01% |
104,141
+482
| +0.5% | +$27.3K |
|
|
TBI
1348
Trueblue
TBI
$177M
| $5.89M | 0.01% |
311,073
+12,574
| +4% | +$238K |
|
|
HSNI
1349
DELISTED
HSN, Inc.
HSNI
| $5.87M | 0.01% |
120,035
+13,939
| +13% | +$682K |
|
1350
First Commonwealth Financial
FCF
$1.85B
| $5.85M | 0.01% |
636,209
+5,337
| +0.8% | +$49.1K |
|