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 | |
|---|---|---|---|---|---|---|
1751
Herbalife
HLF
$958M
| $972K | ﹤0.01% |
33,198
+2,668
| +9% | +$78.1K |
|
|
TWTR
1752
DELISTED
Twitter, Inc.
TWTR
| $962K | ﹤0.01% |
56,862
+14,998
| +36% | +$254K |
|
|
ZAYO
1753
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $959K | ﹤0.01% |
34,342
+8,022
| +30% | +$224K |
|
1754
Palo Alto Networks
PANW
$132B
| $956K | ﹤0.01% |
46,764
-4,110
| -8% | -$84K |
|
|
PF
1755
DELISTED
Pinnacle Foods, Inc.
PF
| $951K | ﹤0.01% |
20,544
-4,112
| -17% | -$190K |
|
|
SSI
1756
DELISTED
Stage Stores Inc
SSI
| $930K | ﹤0.01% |
190,473
-18,820
| -9% | -$91.9K |
|
1757
IAC Inc
IAC
$2.88B
| $926K | ﹤0.01% |
92,044
+5,226
| +6% | +$52.6K |
|
|
BLCM
1758
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $921K | ﹤0.01% |
7,103
-100
| -1% | -$13K |
|
|
RGC
1759
DELISTED
Regal Entertainment Group
RGC
| $917K | ﹤0.01% |
41,614
+19,316
| +87% | +$426K |
|
|
QGENF
1760
DELISTED
QIAGEN NV
QGENF
| $897K | ﹤0.01% |
41,147
+7,651
| +23% | +$167K |
|
1761
QuinStreet
QNST
$912M
| $896K | ﹤0.01% |
252,483
+7,751
| +3% | +$27.5K |
|
|
IMS
1762
DELISTED
IMS HEALTH HLDGS INC COM STK (DE)
IMS
| $891K | ﹤0.01% |
35,133
+6,274
| +22% | +$159K |
|
|
CLD
1763
DELISTED
Cloud Peak Energy Inc
CLD
| $888K | ﹤0.01% |
431,099
-2,213
| -0.5% | -$4.56K |
|
|
GRA
1764
DELISTED
W.R. Grace & Co.
GRA
| $888K | ﹤0.01% |
12,130
-1,831
| -13% | -$134K |
|
|
CLMS
1765
DELISTED
Calamos Asset Management, Inc.
CLMS
| $887K | ﹤0.01% |
121,357
+3,240
| +3% | +$23.7K |
|
|
VEDL
1766
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
| $883K | ﹤0.01% |
+112,214
| New | +$883K |
|
1767
Southern Copper
SCCO
$82.9B
| $881K | ﹤0.01% |
34,271
+17,534
| +105% | +$451K |
|
1768
T-Mobile US
TMUS
$271B
| $880K | ﹤0.01% |
20,340
+11,283
| +125% | +$488K |
|
|
BLUE
1769
DELISTED
bluebird bio
BLUE
| $870K | ﹤0.01% |
1,553
-32
| -2% | -$17.9K |
|
|
GNCA
1770
DELISTED
Genocea Biosciences, Inc.
GNCA
| $869K | ﹤0.01% |
26,515
-388
| -1% | -$12.7K |
|
1771
Euronet Worldwide
EEFT
$3.57B
| $852K | ﹤0.01% |
12,312
+5,374
| +77% | +$372K |
|
1772
Hexcel
HXL
$4.93B
| $852K | ﹤0.01% |
+20,466
| New | +$852K |
|
1773
AGNC Investment
AGNC
$10.7B
| $846K | ﹤0.01% |
42,706
-9,495
| -18% | -$188K |
|
1774
Alnylam Pharmaceuticals
ALNY
$61.5B
| $841K | ﹤0.01% |
15,152
+1,761
| +13% | +$97.7K |
|
|
TE
1775
DELISTED
TECO ENERGY INC
TE
| $836K | ﹤0.01% |
30,235
-335,015
| -92% | -$9.26M |
|