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 | |
|---|---|---|---|---|---|---|
1476
Quanex
NX
$698M
| $4.08M | 0.01% |
228,389
-9,050
| -4% | -$162K |
|
1477
Hanmi Financial
HAFC
$758M
| $4.08M | 0.01% |
193,545
+1,043
| +0.5% | +$22K |
|
|
TE
1478
DELISTED
TECO ENERGY INC
TE
| $4.08M | 0.01% |
220,720
+2,042
| +0.9% | +$37.7K |
|
|
FCRD
1479
DELISTED
First Eagle Alternative Capital BDC, Inc. Common Stock
FCRD
| $4.07M | 0.01% |
291,011
| – | – |
|
|
XXIA
1480
DELISTED
Ixia
XXIA
| $4.07M | 0.01% |
356,230
-3,756
| -1% | -$42.9K |
|
|
NSR
1481
DELISTED
Neustar Inc
NSR
| $4.06M | 0.01% |
155,933
-14,411
| -8% | -$375K |
|
1482
Topgolf Callaway Brands
MODG
$1.77B
| $4.06M | 0.01% |
487,341
+1,549
| +0.3% | +$12.9K |
|
1483
Forestar Group
FOR
$1.45B
| $4.05M | 0.01% |
212,274
+612
| +0.3% | +$11.7K |
|
1484
8x8 Inc
EGHT
$301M
| $4.05M | 0.01% |
501,412
-20,731
| -4% | -$167K |
|
1485
FTI Consulting
FCN
$5.4B
| $4.04M | 0.01% |
106,933
-643
| -0.6% | -$24.3K |
|
1486
Emergent Biosolutions
EBS
$437M
| $4.04M | 0.01% |
179,927
-4,826
| -3% | -$108K |
|
|
SVU
1487
DELISTED
SUPERVALU Inc.
SVU
| $4.04M | 0.01% |
70,199
-7,153
| -9% | -$412K |
|
1488
Safety Insurance
SAFT
$1.12B
| $4.02M | 0.01% |
78,154
+723
| +0.9% | +$37.2K |
|
1489
International Bancshares
IBOC
$4.42B
| $4.01M | 0.01% |
148,498
-1,994
| -1% | -$53.8K |
|
|
BIND
1490
DELISTED
BIND THERAPEUTICS INC
BIND
| $4.01M | 0.01% |
304,057
-5,345
| -2% | -$70.5K |
|
|
DWA
1491
DELISTED
DREAMWORKS ANIMATION SKG INC CL-A
DWA
| $4M | 0.01% |
172,081
+1,529
| +0.9% | +$35.6K |
|
|
FRAN
1492
DELISTED
Francesca's Holdings Corporation
FRAN
| $3.99M | 0.01% |
22,566
+183
| +0.8% | +$32.4K |
|
1493
A10 Networks
ATEN
$1.29B
| $3.99M | 0.01% |
+300,000
| New | +$3.99M |
|
|
MCF
1494
DELISTED
Contango Oil & Gas Co.
MCF
| $3.99M | 0.01% |
94,314
-4,259
| -4% | -$180K |
|
1495
Trustco Bank Corp NY
TRST
$755M
| $3.99M | 0.01% |
119,425
-269
| -0.2% | -$8.99K |
|
1496
Greif
GEF
$3.61B
| $3.98M | 0.01% |
72,982
-6,053
| -8% | -$330K |
|
|
NTRI
1497
DELISTED
NutriSystem, Inc.
NTRI
| $3.98M | 0.01% |
232,756
+58,960
| +34% | +$1.01M |
|
1498
United Airlines
UAL
$35.4B
| $3.97M | 0.01% |
96,750
-14,428
| -13% | -$593K |
|
1499
Ezcorp Inc
EZPW
$1.04B
| $3.96M | 0.01% |
342,403
-940
| -0.3% | -$10.9K |
|
1500
Stewart Information Services
STC
$2.1B
| $3.95M | 0.01% |
127,486
+623
| +0.5% | +$19.3K |
|