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 | |
|---|---|---|---|---|---|---|
1676
Monarch Casino & Resort
MCRI
$1.87B
| $1.7M | ﹤0.01% |
77,294
+3,131
| +4% | +$68.8K |
|
1677
HCI Group
HCI
$2.31B
| $1.67M | ﹤0.01% |
61,313
-569
| -0.9% | -$15.5K |
|
|
PERY
1678
DELISTED
Perry Ellis International Inc
PERY
| $1.66M | ﹤0.01% |
82,241
+1,225
| +2% | +$24.7K |
|
1679
eHealth
EHTH
$115M
| $1.65M | ﹤0.01% |
117,876
+3,727
| +3% | +$52.3K |
|
1680
Crown Holdings
CCK
$11B
| $1.65M | ﹤0.01% |
32,546
-961
| -3% | -$48.7K |
|
1681
Workday
WDAY
$60.5B
| $1.64M | ﹤0.01% |
21,893
+13,978
| +177% | +$1.04M |
|
1682
Teladoc Health
TDOC
$1.32B
| $1.62M | ﹤0.01% |
101,288
-1,677
| -2% | -$26.9K |
|
|
DSPG
1683
DELISTED
DSP Group Inc
DSPG
| $1.62M | ﹤0.01% |
152,832
+4,616
| +3% | +$49K |
|
1684
Central Garden & Pet
CENT
$2.28B
| $1.62M | ﹤0.01% |
88,758
+2,327
| +3% | +$42.5K |
|
|
CSFL
1685
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $1.62M | ﹤0.01% |
102,613
+90,157
| +724% | +$1.42M |
|
|
SMRT
1686
DELISTED
Stein Mart Inc
SMRT
| $1.61M | ﹤0.01% |
208,854
+8,640
| +4% | +$66.7K |
|
1687
FibroGen
FGEN
$46.5M
| $1.61M | ﹤0.01% |
3,926
-60
| -2% | -$24.6K |
|
|
GAS
1688
DELISTED
AGL RESOURCES INC (HOLDING CO)
GAS
| $1.61M | ﹤0.01% |
24,400
-161,011
| -87% | -$10.6M |
|
1689
Harmonic Inc
HLIT
$1.12B
| $1.59M | ﹤0.01% |
557,658
+20,776
| +4% | +$59.2K |
|
|
RRTS
1690
DELISTED
RoadRunner Transportation Systems, Inc.
RRTS
| $1.59M | ﹤0.01% |
8,521
+240
| +3% | +$44.8K |
|
|
CGI
1691
DELISTED
Celadon Group Inc
CGI
| $1.59M | ﹤0.01% |
194,315
+3,411
| +2% | +$27.9K |
|
1692
ServiceNow
NOW
$192B
| $1.58M | ﹤0.01% |
23,826
-12,355
| -34% | -$820K |
|
1693
Gaming and Leisure Properties
GLPI
$13.6B
| $1.58M | ﹤0.01% |
45,705
+27,970
| +158% | +$964K |
|
|
RT
1694
DELISTED
Ruby Tuesday Georgia
RT
| $1.57M | ﹤0.01% |
434,094
-3,149
| -0.7% | -$11.4K |
|
|
ACAT
1695
DELISTED
Arctic Cat Inc
ACAT
| $1.56M | ﹤0.01% |
91,852
+2,649
| +3% | +$45K |
|
1696
Seneca Foods Class A
SENEA
$756M
| $1.54M | ﹤0.01% |
42,528
+1,131
| +3% | +$41K |
|
1697
Geospace Technologies
GEOS
$211M
| $1.54M | ﹤0.01% |
93,786
+2,508
| +3% | +$41K |
|
|
MWW
1698
DELISTED
Monster Worldwide Inc
MWW
| $1.54M | ﹤0.01% |
642,134
+9,142
| +1% | +$21.9K |
|
|
MCF
1699
DELISTED
Contango Oil & Gas Co.
MCF
| $1.52M | ﹤0.01% |
124,482
+4,889
| +4% | +$59.9K |
|
1700
Protara Therapeutics
TARA
$120M
| $1.49M | ﹤0.01% |
4,641
-88
| -2% | -$28.3K |
|