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 | |
|---|---|---|---|---|---|---|
|
NTRI
1401
DELISTED
NutriSystem, Inc.
NTRI
| $5.2M | 0.01% |
205,011
+3,567
| +2% | +$90.5K |
|
1402
Chart Industries
GTLS
$8.98B
| $5.19M | 0.01% |
215,271
+5,787
| +3% | +$140K |
|
1403
ATI
ATI
$10.5B
| $5.18M | 0.01% |
406,418
+47,130
| +13% | +$601K |
|
1404
Team
TISI
$81.4M
| $5.16M | 0.01% |
+20,766
| New | +$5.16M |
|
1405
Teradata
TDC
$2.04B
| $5.15M | 0.01% |
205,548
+2,429
| +1% | +$60.9K |
|
1406
Lindsay Corp
LNN
$1.53B
| $5.14M | 0.01% |
75,807
-452
| -0.6% | -$30.7K |
|
|
BID
1407
DELISTED
Sotheby's
BID
| $5.14M | 0.01% |
187,582
+5,174
| +3% | +$142K |
|
1408
Community Health Systems
CYH
$420M
| $5.13M | 0.01% |
426,023
-31,299
| -7% | -$377K |
|
1409
Qualys
QLYS
$4.9B
| $5.13M | 0.01% |
172,008
+6,942
| +4% | +$207K |
|
1410
Buckle
BKE
$3.15B
| $5.12M | 0.01% |
197,006
+6,126
| +3% | +$159K |
|
|
OUTR
1411
DELISTED
OUTERWALL INC
OUTR
| $5.11M | 0.01% |
121,749
+7,967
| +7% | +$335K |
|
1412
Diodes
DIOD
$2.52B
| $5.11M | 0.01% |
272,046
+8,249
| +3% | +$155K |
|
1413
Tower Semiconductor
TSEM
$7.38B
| $5.1M | 0.01% |
410,966
+27,438
| +7% | +$341K |
|
|
ININ
1414
DELISTED
Interactive Intelligence Group, inc.
ININ
| $5.1M | 0.01% |
124,293
+3,583
| +3% | +$147K |
|
|
VASC
1415
DELISTED
Vascular Solutions Inc
VASC
| $5.09M | 0.01% |
122,236
+3,365
| +3% | +$140K |
|
|
MTSC
1416
DELISTED
MTS Systems Corp
MTSC
| $5.06M | 0.01% |
115,424
+10,543
| +10% | +$462K |
|
1417
AutoNation
AN
$8.56B
| $5.05M | 0.01% |
107,584
-4,201
| -4% | -$197K |
|
|
DEL
1418
DELISTED
Deltic Timber
DEL
| $5.05M | 0.01% |
75,194
+1,975
| +3% | +$133K |
|
1419
Green Plains
GPRE
$641M
| $5.04M | 0.01% |
255,805
+7,222
| +3% | +$142K |
|
|
BBT
1420
Beacon Financial Corporation
BBT
$2.2B
| $5.03M | 0.01% |
187,003
-8,640
| -4% | -$233K |
|
|
SHLM
1421
DELISTED
Schulman (A.) Inc
SHLM
| $5.02M | 0.01% |
205,469
+4,834
| +2% | +$118K |
|
1422
RE/MAX Holdings
RMAX
$199M
| $5.01M | 0.01% |
124,341
+3,747
| +3% | +$151K |
|
|
CFNL
1423
DELISTED
Cardinal Financial Corp
CFNL
| $5.01M | 0.01% |
228,106
+6,398
| +3% | +$140K |
|
1424
Flotek Industries
FTK
$339M
| $5M | 0.01% |
63,131
+1,952
| +3% | +$155K |
|
1425
PotlatchDeltic
PCH
$3.3B
| $4.99M | 0.01% |
146,452
+17,989
| +14% | +$613K |
|