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 |
Aon
AON
|
+$237M |
| 2 |
Intel
INTC
|
+$146M |
| 3 |
RTX Corp
RTX
|
+$142M |
| 4 |
Adobe
ADBE
|
+$116M |
| 5 |
Entergy
ETR
|
+$116M |
Top Sells
| 1 |
Lamar Advertising Co
LAMR
|
+$148M |
| 2 |
BRE
BRE PROPERTIES INC CL A
BRE
|
+$122M |
| 3 |
Norfolk Southern
NSC
|
+$111M |
| 4 |
OA
Orbital ATK, Inc.
OA
|
+$100M |
| 5 |
Gentex
GNTX
|
+$91.6M |
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Real Estate | 12.39% |
| 3 | Technology | 11.3% |
| 4 | Healthcare | 10.5% |
| 5 | Industrials | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1401
Materion
MTRN
$2.36B
| $4.87M | 0.01% |
131,630
-2,965
| -2% | -$110K |
|
|
ACI
1402
DELISTED
ARCH COAL, INC.
ACI
| $4.87M | 0.01% |
133,386
-330
| -0.2% | -$12K |
|
1403
Kemper
KMPR
$3.36B
| $4.86M | 0.01% |
131,901
-1,847
| -1% | -$68.1K |
|
1404
LSB Industries
LXU
$581M
| $4.86M | 0.01% |
151,603
+648
| +0.4% | +$20.8K |
|
|
AVTA
1405
DELISTED
Avantax, Inc. Common Stock
AVTA
| $4.86M | 0.01% |
257,263
-17,989
| -7% | -$339K |
|
|
LTM
1406
DELISTED
LIFE TIME FITNESS INC
LTM
| $4.84M | 0.01% |
99,221
-4,451
| -4% | -$217K |
|
1407
Movado Group
MOV
$441M
| $4.83M | 0.01% |
115,819
+1,931
| +2% | +$80.5K |
|
1408
SpartanNash
SPTN
$898M
| $4.83M | 0.01% |
229,643
-9,355
| -4% | -$197K |
|
1409
Koppers
KOP
$570M
| $4.76M | 0.01% |
124,523
-7,052
| -5% | -$270K |
|
1410
Universal Electronics
UEIC
$64M
| $4.74M | 0.01% |
96,877
+2,598
| +3% | +$127K |
|
|
NEWP
1411
DELISTED
NEWPORT CORP
NEWP
| $4.73M | 0.01% |
255,678
+8,141
| +3% | +$151K |
|
1412
Banner Corp
BANR
$2.33B
| $4.72M | 0.01% |
119,177
-4,545
| -4% | -$180K |
|
1413
Saic
SAIC
$4.9B
| $4.71M | 0.01% |
106,663
-5,353
| -5% | -$236K |
|
1414
World Acceptance Corp
WRLD
$923M
| $4.69M | 0.01% |
61,682
-4,994
| -7% | -$379K |
|
|
MDP
1415
DELISTED
Meredith Corporation
MDP
| $4.68M | 0.01% |
96,701
-1,215
| -1% | -$58.8K |
|
1416
Geospace Technologies
GEOS
$212M
| $4.68M | 0.01% |
84,880
+1,269
| +2% | +$69.9K |
|
1417
Mine Safety
MSA
$6.73B
| $4.67M | 0.01% |
81,162
-1,666
| -2% | -$95.8K |
|
|
HMSY
1418
DELISTED
HMS Holdings Corp.
HMSY
| $4.66M | 0.01% |
228,127
-6,779
| -3% | -$138K |
|
|
ALEX
1419
Alexander & Baldwin
ALEX
$1.37B
| $4.64M | 0.01% |
111,877
-72
| -0.1% | -$2.99K |
|
1420
Badger Meter
BMI
$5.34B
| $4.63M | 0.01% |
175,818
-8,658
| -5% | -$228K |
|
1421
AMERISAFE
AMSF
$862M
| $4.62M | 0.01% |
113,686
-4,066
| -3% | -$165K |
|
1422
Douglas Emmett
DEI
$2.81B
| $4.62M | 0.01% |
163,587
-16,198
| -9% | -$457K |
|
1423
MillerKnoll
MLKN
$1.44B
| $4.61M | 0.01% |
152,532
-3,880
| -2% | -$117K |
|
1424
Barings BDC
BBDC
$995M
| $4.6M | 0.01% |
+162,278
| New | +$4.6M |
|
1425
Community Trust Bancorp
CTBI
$1.04B
| $4.58M | 0.01% |
133,730
+20,258
| +18% | +$693K |
|