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 | |
|---|---|---|---|---|---|---|
|
AAN.A
1451
DELISTED
AARON'S INC CL-A
AAN.A
| $3.93M | 0.01% |
161,429
-145,344
| -47% | -$3.53M |
|
|
CY
1452
DELISTED
Cypress Semiconductor
CY
| $3.92M | 0.01% |
396,964
-471,857
| -54% | -$4.66M |
|
1453
Corpay
CPAY
$21.8B
| $3.91M | 0.01% |
27,531
-1,634
| -6% | -$232K |
|
1454
FTI Consulting
FCN
$5.34B
| $3.9M | 0.01% |
111,684
+4,751
| +4% | +$166K |
|
1455
International Bancshares
IBOC
$4.4B
| $3.9M | 0.01% |
158,313
+9,815
| +7% | +$242K |
|
1456
Repligen
RGEN
$6.89B
| $3.89M | 0.01% |
195,320
+10,736
| +6% | +$214K |
|
|
FTD
1457
DELISTED
FTD Companies, Inc. Common Stock
FTD
| $3.89M | 0.01% |
114,004
-1,270
| -1% | -$43.3K |
|
|
RSTI
1458
DELISTED
Rofin-Sinar Technologies Inc
RSTI
| $3.89M | 0.01% |
168,521
-2,148
| -1% | -$49.5K |
|
1459
Ulta Beauty
ULTA
$23.4B
| $3.88M | 0.01% |
32,861
+19,764
| +151% | +$2.34M |
|
1460
Hanmi Financial
HAFC
$755M
| $3.87M | 0.01% |
191,700
-1,845
| -1% | -$37.2K |
|
1461
Royal Caribbean
RCL
$94.6B
| $3.86M | 0.01% |
57,405
+4,632
| +9% | +$312K |
|
|
UTEK
1462
DELISTED
Ultratech Inc.
UTEK
| $3.86M | 0.01% |
169,550
-1,211
| -0.7% | -$27.5K |
|
1463
LivePerson
LPSN
$91.2M
| $3.85M | 0.01% |
305,761
-12,217
| -4% | -$154K |
|
1464
Movado Group
MOV
$431M
| $3.84M | 0.01% |
116,152
+333
| +0.3% | +$11K |
|
1465
Coherent
COHR
$16B
| $3.83M | 0.01% |
325,523
-13,927
| -4% | -$164K |
|
1466
Matrix Service
MTRX
$352M
| $3.83M | 0.01% |
158,695
-2,105
| -1% | -$50.8K |
|
1467
Guess, Inc.
GES
$869M
| $3.82M | 0.01% |
173,904
+17,569
| +11% | +$386K |
|
1468
Titan International
TWI
$562M
| $3.81M | 0.01% |
322,482
-3,751
| -1% | -$44.3K |
|
1469
Materion
MTRN
$2.33B
| $3.81M | 0.01% |
124,244
-7,386
| -6% | -$227K |
|
|
CAMP
1470
DELISTED
CalAmp Corp.
CAMP
| $3.81M | 0.01% |
9,404
+463
| +5% | +$188K |
|
1471
Calavo Growers
CVGW
$486M
| $3.81M | 0.01% |
84,392
-40
| -0% | -$1.81K |
|
|
MANT
1472
DELISTED
Mantech International Corp
MANT
| $3.81M | 0.01% |
141,249
-3,774
| -3% | -$102K |
|
1473
Trustco Bank Corp NY
TRST
$748M
| $3.8M | 0.01% |
118,089
-1,336
| -1% | -$43K |
|
|
RRTS
1474
DELISTED
RoadRunner Transportation Systems, Inc.
RRTS
| $3.8M | 0.01% |
6,661
+485
| +8% | +$276K |
|
|
NSR
1475
DELISTED
Neustar Inc
NSR
| $3.79M | 0.01% |
152,541
-3,392
| -2% | -$84.2K |
|