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 | |
|---|---|---|---|---|---|---|
|
RICE
1451
DELISTED
Rice Energy Inc.
RICE
| $4.61M | 0.01% |
208,991
+194,219
| +1,315% | +$4.28M |
|
1452
Abercrombie & Fitch
ANF
$4.45B
| $4.6M | 0.01% |
258,523
+32,134
| +14% | +$572K |
|
|
SCLN
1453
DELISTED
Sciclone Pharmaceuticals Inc
SCLN
| $4.59M | 0.01% |
+351,202
| New | +$4.59M |
|
|
ACET
1454
DELISTED
Aceto Corp
ACET
| $4.58M | 0.01% |
209,093
+5,795
| +3% | +$127K |
|
1455
Houlihan Lokey
HLI
$14.5B
| $4.57M | 0.01% |
204,400
-5,300
| -3% | -$119K |
|
1456
WesBanco
WSBC
$3.06B
| $4.56M | 0.01% |
146,844
-4,640
| -3% | -$144K |
|
|
BGC
1457
DELISTED
General Cable Corporation
BGC
| $4.56M | 0.01% |
358,815
+20,473
| +6% | +$260K |
|
1458
HealthStream
HSTM
$857M
| $4.56M | 0.01% |
171,919
+5,005
| +3% | +$133K |
|
1459
O-I Glass
OI
$2.01B
| $4.54M | 0.01% |
252,310
+8,381
| +3% | +$151K |
|
1460
Knowles
KN
$1.9B
| $4.52M | 0.01% |
330,660
+38,995
| +13% | +$533K |
|
1461
Trustco Bank Corp NY
TRST
$747M
| $4.49M | 0.01% |
140,161
+5,794
| +4% | +$186K |
|
|
OPB
1462
DELISTED
Opus Bank Common Stock
OPB
| $4.48M | 0.01% |
+132,611
| New | +$4.48M |
|
1463
Quanex
NX
$690M
| $4.48M | 0.01% |
241,033
+6,682
| +3% | +$124K |
|
|
ASNA
1464
DELISTED
Ascena Retail Group, Inc.
ASNA
| $4.46M | 0.01% |
31,901
+3,743
| +13% | +$523K |
|
1465
Koppers
KOP
$557M
| $4.46M | 0.01% |
145,113
+4,328
| +3% | +$133K |
|
1466
Customers Bancorp
CUBI
$2.33B
| $4.45M | 0.01% |
+176,990
| New | +$4.45M |
|
|
XXIA
1467
DELISTED
Ixia
XXIA
| $4.44M | 0.01% |
452,588
+15,224
| +3% | +$149K |
|
|
WWE
1468
DELISTED
World Wrestling Entertainment
WWE
| $4.44M | 0.01% |
241,110
+6,499
| +3% | +$120K |
|
1469
Saia
SAIA
$8.38B
| $4.43M | 0.01% |
176,005
+4,547
| +3% | +$114K |
|
|
PRSU
1470
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.05B
| $4.42M | 0.01% |
142,503
+4,594
| +3% | +$142K |
|
1471
Griffon
GFF
$3.72B
| $4.37M | 0.01% |
259,026
-1,126
| -0.4% | -$19K |
|
1472
Winnebago Industries
WGO
$974M
| $4.37M | 0.01% |
190,458
+5,685
| +3% | +$130K |
|
1473
Alamo Group
ALG
$2.55B
| $4.36M | 0.01% |
+66,063
| New | +$4.36M |
|
1474
Walker & Dunlop
WD
$2.98B
| $4.35M | 0.01% |
191,153
+4,076
| +2% | +$92.8K |
|
1475
SPX Corp
SPXC
$9.47B
| $4.35M | 0.01% |
292,782
+6,077
| +2% | +$90.2K |
|