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 | |
|---|---|---|---|---|---|---|
1401
AMN Healthcare
AMN
$719M
| $4.39M | 0.01% |
279,769
-3,313
| -1% | -$52K |
|
1402
Badger Meter
BMI
$5.33B
| $4.38M | 0.01% |
173,762
-2,056
| -1% | -$51.9K |
|
1403
Azenta
AZTA
$1.42B
| $4.38M | 0.01% |
416,631
-4,742
| -1% | -$49.8K |
|
1404
PhenixFIN
PFX
| $4.37M | 0.01% |
18,496
-10,683
| -37% | -$2.52M |
|
|
HNGR
1405
DELISTED
Hanger Inc.
HNGR
| $4.36M | 0.01% |
212,334
-9,559
| -4% | -$196K |
|
|
TESO
1406
DELISTED
Tesco Corp
TESO
| $4.36M | 0.01% |
219,478
+24,153
| +12% | +$479K |
|
1407
Las Vegas Sands
LVS
$37.4B
| $4.35M | 0.01% |
69,887
-14,404
| -17% | -$896K |
|
1408
Urban Outfitters
URBN
$6.38B
| $4.35M | 0.01% |
118,468
+8,583
| +8% | +$315K |
|
1409
InterDigital
IDCC
$8.36B
| $4.34M | 0.01% |
108,958
+3,384
| +3% | +$135K |
|
1410
Aaon
AAON
$6.82B
| $4.34M | 0.01% |
382,308
-12,419
| -3% | -$141K |
|
|
VRE
1411
Veris Residential
VRE
$1.52B
| $4.33M | 0.01% |
226,752
-2,260
| -1% | -$43.2K |
|
1412
Upbound Group
UPBD
$1.46B
| $4.33M | 0.01% |
142,656
+6,283
| +5% | +$191K |
|
1413
Regis Corp
RGS
$67.2M
| $4.33M | 0.01% |
13,558
+274
| +2% | +$87.5K |
|
1414
HDFC Bank
HDB
$182B
| $4.29M | 0.01% |
184,054
-363,092
| -66% | -$8.46M |
|
|
COR
1415
DELISTED
Coresite Realty Corporation
COR
| $4.27M | 0.01% |
130,038
-1,619
| -1% | -$53.2K |
|
|
MDP
1416
DELISTED
Meredith Corporation
MDP
| $4.27M | 0.01% |
99,664
+2,963
| +3% | +$127K |
|
|
NEWP
1417
DELISTED
NEWPORT CORP
NEWP
| $4.26M | 0.01% |
240,263
-15,415
| -6% | -$273K |
|
1418
Trustmark
TRMK
$2.42B
| $4.26M | 0.01% |
184,702
+7,843
| +4% | +$181K |
|
|
NCI
1419
DELISTED
Navigant Consulting, Inc.
NCI
| $4.25M | 0.01% |
305,231
-5,361
| -2% | -$74.6K |
|
1420
Advanced Energy
AEIS
$5.97B
| $4.24M | 0.01% |
225,854
-4,393
| -2% | -$82.5K |
|
|
MDVN
1421
DELISTED
MEDIVATION, INC.
MDVN
| $4.22M | 0.01% |
85,406
-3,870
| -4% | -$191K |
|
|
ININ
1422
DELISTED
Interactive Intelligence Group, inc.
ININ
| $4.22M | 0.01% |
100,955
+2,094
| +2% | +$87.5K |
|
1423
Itron
ITRI
$5.53B
| $4.21M | 0.01% |
107,148
+4,376
| +4% | +$172K |
|
1424
S&T Bancorp
STBA
$1.49B
| $4.21M | 0.01% |
179,279
-1,636
| -0.9% | -$38.4K |
|
1425
Community Trust Bancorp
CTBI
$1.04B
| $4.19M | 0.01% |
124,709
-9,021
| -7% | -$303K |
|