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 |
Restaurant Brands International
QSR
|
+$225M |
| 2 |
Liberty Media Series C
FWONK
|
+$170M |
| 3 |
Fidelity National Financial
FNF
|
+$169M |
| 4 |
PPL Corp
PPL
|
+$124M |
| 5 |
General Dynamics
GD
|
+$101M |
Top Sells
| 1 |
BKW
BURGER KING WORLDWIDE
BKW
|
+$170M |
| 2 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
+$140M |
| 3 |
LyondellBasell Industries
LYB
|
+$113M |
| 4 |
AbbVie
ABBV
|
+$107M |
| 5 |
Trane Technologies
TT
|
+$95.5M |
Sector Composition
| 1 | Financials | 15.98% |
| 2 | Real Estate | 14.38% |
| 3 | Technology | 11.9% |
| 4 | Healthcare | 10.83% |
| 5 | Consumer Discretionary | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1376
Standard Motor Products
SMP
$892M
| $5.01M | 0.01% |
131,452
-185
| -0.1% | -$7.05K |
|
|
BRLI
1377
DELISTED
BIO-REFERENCE LABS INC-NEW-
BRLI
| $5.01M | 0.01% |
155,928
+7,449
| +5% | +$239K |
|
|
IPCM
1378
DELISTED
IPC HEALTHCARE INC COM DTD
IPCM
| $5.01M | 0.01% |
109,116
-234
| -0.2% | -$10.7K |
|
|
NPKI
1379
NPK International Inc.
NPKI
$901M
| $4.99M | 0.01% |
522,924
+737
| +0.1% | +$7.03K |
|
1380
Stewart Information Services
STC
$2.09B
| $4.98M | 0.01% |
134,331
+10,096
| +8% | +$374K |
|
|
DF
1381
DELISTED
Dean Foods Company
DF
| $4.97M | 0.01% |
256,629
+3,506
| +1% | +$68K |
|
|
MZTI
1382
The Marzetti Company Common Stock
MZTI
$5.05B
| $4.97M | 0.01% |
53,057
+274
| +0.5% | +$25.7K |
|
1383
8x8 Inc
EGHT
$293M
| $4.96M | 0.01% |
541,901
+8,053
| +2% | +$73.8K |
|
|
APL
1384
DELISTED
ATLAS PIPELINE PARTNERS LP UTS
APL
| $4.95M | 0.01% |
181,570
+67,023
| +59% | +$1.83M |
|
|
THOR
1385
DELISTED
THORATEC CORPORATION
THOR
| $4.93M | 0.01% |
151,736
-1,524
| -1% | -$49.5K |
|
|
CMCSK
1386
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
| $4.92M | 0.01% |
+85,397
| New | +$4.92M |
|
1387
Kemper
KMPR
$3.34B
| $4.91M | 0.01% |
136,074
+405
| +0.3% | +$14.6K |
|
|
TAL
1388
DELISTED
TAL INTERNATIONAL GROUP, INC.
TAL
| $4.91M | 0.01% |
112,693
-5,121
| -4% | -$223K |
|
1389
Strategic Education
STRA
$1.98B
| $4.91M | 0.01% |
66,044
+426
| +0.6% | +$31.6K |
|
1390
Civitas Resources
CIVI
$3.03B
| $4.9M | 0.01% |
1,831
+1,767
| +2,761% | +$4.73M |
|
|
ININ
1391
DELISTED
Interactive Intelligence Group, inc.
ININ
| $4.9M | 0.01% |
102,189
+1,234
| +1% | +$59.1K |
|
|
HOS
1392
DELISTED
Hornbeck Offshore Services, Inc.
HOS
| $4.89M | 0.01% |
195,861
-6,634
| -3% | -$166K |
|
|
RSTI
1393
DELISTED
Rofin-Sinar Technologies Inc
RSTI
| $4.89M | 0.01% |
169,908
+1,387
| +0.8% | +$39.9K |
|
1394
Safety Insurance
SAFT
$1.11B
| $4.89M | 0.01% |
76,368
+527
| +0.7% | +$33.7K |
|
1395
Ethan Allen Interiors
ETD
$749M
| $4.88M | 0.01% |
157,698
+1,058
| +0.7% | +$32.8K |
|
|
ATW
1396
DELISTED
Atwood Oceanics
ATW
| $4.88M | 0.01% |
171,893
+3,500
| +2% | +$99.3K |
|
1397
Olin
OLN
$3.04B
| $4.88M | 0.01% |
214,084
-1,220
| -0.6% | -$27.8K |
|
|
NE
1398
DELISTED
Noble Corporation
NE
| $4.86M | 0.01% |
293,397
+13,990
| +5% | +$232K |
|
1399
Oxford Industries
OXM
$733M
| $4.85M | 0.01% |
87,787
+589
| +0.7% | +$32.5K |
|
|
ALEX
1400
Alexander & Baldwin
ALEX
$1.36B
| $4.85M | 0.01% |
123,392
+376
| +0.3% | +$14.8K |
|