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 | |
|---|---|---|---|---|---|---|
|
CVG
1351
DELISTED
Convergys
CVG
| $4.91M | 0.01% |
275,243
+10,873
| +4% | +$194K |
|
|
IPCM
1352
DELISTED
IPC HEALTHCARE INC COM DTD
IPCM
| $4.9M | 0.01% |
109,350
-861
| -0.8% | -$38.6K |
|
1353
Saic
SAIC
$4.83B
| $4.89M | 0.01% |
110,524
+3,861
| +4% | +$171K |
|
1354
Boyd Gaming
BYD
$6.89B
| $4.89M | 0.01% |
480,911
+7,717
| +2% | +$78.4K |
|
|
ASNA
1355
DELISTED
Ascena Retail Group, Inc.
ASNA
| $4.87M | 0.01% |
18,325
+1,585
| +9% | +$422K |
|
|
TAL
1356
DELISTED
TAL INTERNATIONAL GROUP, INC.
TAL
| $4.86M | 0.01% |
117,814
-22,647
| -16% | -$934K |
|
1357
EXL Service
EXLS
$7.1B
| $4.84M | 0.01% |
990,450
+12,940
| +1% | +$63.2K |
|
1358
Fair Isaac
FICO
$38.2B
| $4.82M | 0.01% |
87,423
-2,086
| -2% | -$115K |
|
|
ILG
1359
DELISTED
ILG, Inc Common Stock
ILG
| $4.82M | 0.01% |
252,857
+870
| +0.3% | +$16.6K |
|
|
CLD
1360
DELISTED
Cloud Peak Energy Inc
CLD
| $4.81M | 0.01% |
380,786
-4,348
| -1% | -$54.9K |
|
1361
Ciena
CIEN
$18.8B
| $4.79M | 0.01% |
286,559
+16,072
| +6% | +$269K |
|
1362
Barings BDC
BBDC
$993M
| $4.77M | 0.01% |
188,463
+26,185
| +16% | +$663K |
|
1363
MillerKnoll
MLKN
$1.43B
| $4.77M | 0.01% |
159,838
+7,306
| +5% | +$218K |
|
|
ALOG
1364
DELISTED
Analogic Corp
ALOG
| $4.76M | 0.01% |
74,457
-881
| -1% | -$56.3K |
|
1365
Cadence Bank
CADE
$6.94B
| $4.76M | 0.01% |
236,110
+12,277
| +5% | +$247K |
|
|
SYKE
1366
DELISTED
SYKES Enterprises Inc
SYKE
| $4.74M | 0.01% |
237,107
-10,571
| -4% | -$211K |
|
|
AWH
1367
DELISTED
Allied World Assurance Co Hld Lt
AWH
| $4.73M | 0.01% |
128,318
-688,482
| -84% | -$25.4M |
|
|
BNNY
1368
DELISTED
ANNIES INC COMMON STOCK (DE)
BNNY
| $4.72M | 0.01% |
102,855
-883
| -0.9% | -$40.5K |
|
1369
Enviri
NVRI
$983M
| $4.71M | 0.01% |
220,167
+12,241
| +6% | +$262K |
|
1370
Mercury Insurance
MCY
$4.32B
| $4.71M | 0.01% |
96,524
+4,474
| +5% | +$218K |
|
1371
Rollins
ROL
$28.1B
| $4.71M | 0.01% |
542,943
-26,544
| -5% | -$230K |
|
1372
Universal Electronics
UEIC
$63.8M
| $4.66M | 0.01% |
94,462
-2,415
| -2% | -$119K |
|
|
IPCC
1373
DELISTED
Infinity Property & Casualty C
IPCC
| $4.65M | 0.01% |
72,619
-886
| -1% | -$56.7K |
|
|
UCB
1374
United Community Banks, Inc.
UCB
$3.96B
| $4.65M | 0.01% |
282,298
-711,825
| -72% | -$11.7M |
|
|
MVNR
1375
DELISTED
MAVENIR SYS INC COM STK (DE)
MVNR
| $4.64M | 0.01% |
369,700
-26,400
| -7% | -$332K |
|