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 | |
|---|---|---|---|---|---|---|
1376
Integer Holdings
ITGR
$3.65B
| $5.5M | 0.01% |
177,699
+4,314
| +2% | +$133K |
|
1377
International Bancshares
IBOC
$4.43B
| $5.49M | 0.01% |
210,352
+23,696
| +13% | +$618K |
|
1378
Cavco Industries
CVCO
$4.39B
| $5.48M | 0.01% |
58,427
+55,756
| +2,087% | +$5.22M |
|
1379
3D Systems Corporation
DDD
$289M
| $5.44M | 0.01% |
397,485
+61,252
| +18% | +$838K |
|
|
VSI
1380
DELISTED
Vitamin Shoppe Inc.
VSI
| $5.44M | 0.01% |
177,996
-6,347
| -3% | -$194K |
|
|
WIRE
1381
DELISTED
Encore Wire Corp
WIRE
| $5.43M | 0.01% |
145,620
+3,937
| +3% | +$147K |
|
1382
Azenta
AZTA
$1.43B
| $5.42M | 0.01% |
482,868
+14,154
| +3% | +$159K |
|
|
AAN.A
1383
DELISTED
AARON'S INC CL-A
AAN.A
| $5.38M | 0.01% |
245,745
+22,749
| +10% | +$498K |
|
|
PRFT
1384
DELISTED
Perficient Inc
PRFT
| $5.38M | 0.01% |
264,857
+18,548
| +8% | +$377K |
|
1385
AAR Corp
AIR
$2.71B
| $5.37M | 0.01% |
229,858
+4,110
| +2% | +$95.9K |
|
|
ATW
1386
DELISTED
Atwood Oceanics
ATW
| $5.36M | 0.01% |
428,362
+15,220
| +4% | +$191K |
|
1387
Kemper
KMPR
$3.36B
| $5.36M | 0.01% |
173,008
+20,654
| +14% | +$640K |
|
|
PMC
1388
DELISTED
PharMerica Corporation
PMC
| $5.35M | 0.01% |
217,027
+7,273
| +3% | +$179K |
|
|
WDR
1389
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $5.35M | 0.01% |
310,484
+31,283
| +11% | +$539K |
|
1390
Inogen
INGN
$231M
| $5.33M | 0.01% |
106,295
+8,046
| +8% | +$403K |
|
|
BOBE
1391
DELISTED
Bob Evans Farms, Inc.
BOBE
| $5.31M | 0.01% |
139,971
-88
| -0.1% | -$3.34K |
|
1392
Southside Bancshares
SBSI
$927M
| $5.31M | 0.01% |
175,866
+4,673
| +3% | +$141K |
|
|
MNR
1393
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $5.3M | 0.01% |
399,858
+299,396
| +298% | +$3.97M |
|
|
CHS
1394
DELISTED
Chicos FAS, Inc.
CHS
| $5.3M | 0.01% |
494,773
+53,377
| +12% | +$572K |
|
1395
US Physical Therapy
USPH
$1.25B
| $5.3M | 0.01% |
87,981
+2,388
| +3% | +$144K |
|
1396
Central Garden & Pet Class A
CENTA
$2.09B
| $5.3M | 0.01% |
304,823
+21,372
| +8% | +$371K |
|
1397
The Greenbrier Companies
GBX
$1.46B
| $5.27M | 0.01% |
180,960
+1,679
| +0.9% | +$48.9K |
|
1398
Pitney Bowes
PBI
$1.97B
| $5.24M | 0.01% |
294,388
+144
| +0% | +$2.56K |
|
|
CSRA
1399
DELISTED
CSRA Inc.
CSRA
| $5.21M | 0.01% |
222,552
+18,075
| +9% | +$423K |
|
1400
Iridium Communications
IRDM
$1.95B
| $5.21M | 0.01% |
586,847
+17,112
| +3% | +$152K |
|