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 | |
|---|---|---|---|---|---|---|
1776
Vale
VALE
$44.8B
| $1.14M | ﹤0.01% |
86,011
-10,548
| -11% | -$140K |
|
1777
New Mountain Finance
NMFC
$1.11B
| $1.13M | ﹤0.01% |
76,298
-13,123
| -15% | -$195K |
|
|
VOXX
1778
DELISTED
VOXX International Corporation Class A
VOXX
| $1.13M | ﹤0.01% |
120,489
+799
| +0.7% | +$7.52K |
|
1779
Starwood Property Trust
STWD
$7.6B
| $1.13M | ﹤0.01% |
47,644
+6,913
| +17% | +$164K |
|
|
AFAM
1780
DELISTED
Almost Family Inc
AFAM
| $1.13M | ﹤0.01% |
51,191
+426
| +0.8% | +$9.4K |
|
1781
Incyte
INCY
$16.8B
| $1.13M | ﹤0.01% |
19,999
+2,095
| +12% | +$118K |
|
|
SDRL
1782
DELISTED
Seadrill Limited Common Stock
SDRL
| $1.13M | ﹤0.01% |
+105
| New | +$1.13M |
|
1783
Voya Financial
VOYA
$7.3B
| $1.12M | ﹤0.01% |
+30,755
| New | +$1.12M |
|
|
PSEM
1784
DELISTED
PERICOM SEMICONDUCTOR CP
PSEM
| $1.11M | ﹤0.01% |
122,861
-3,039
| -2% | -$27.5K |
|
1785
Cross Country Healthcare
CCRN
$455M
| $1.07M | ﹤0.01% |
164,774
-10,382
| -6% | -$67.7K |
|
|
ESIO
1786
DELISTED
Electro Scientific Industries
ESIO
| $1.05M | ﹤0.01% |
154,807
-9,451
| -6% | -$64.3K |
|
1787
WESCO International
WCC
$10.5B
| $1.05M | ﹤0.01% |
12,124
+75
| +0.6% | +$6.48K |
|
1788
QuinStreet
QNST
$912M
| $1.03M | ﹤0.01% |
187,438
+371
| +0.2% | +$2.05K |
|
1789
Bruker
BRKR
$4.63B
| $1.03M | ﹤0.01% |
42,333
+25,450
| +151% | +$617K |
|
1790
Air Lease Corp
AL
$7.11B
| $1.02M | ﹤0.01% |
+26,353
| New | +$1.02M |
|
1791
MidCap Financial Investment
MFIC
$1.17B
| $1.01M | ﹤0.01% |
39,267
+18,621
| +90% | +$481K |
|
|
ITMN
1792
DELISTED
INTERMUNE INC
ITMN
| $994K | ﹤0.01% |
22,523
-561
| -2% | -$24.8K |
|
1793
Visteon
VC
$3.42B
| $984K | ﹤0.01% |
10,143
-51,474
| -84% | -$4.99M |
|
|
AYR
1794
DELISTED
Aircastle Limited
AYR
| $984K | ﹤0.01% |
55,373
+22,468
| +68% | +$399K |
|
1795
Owens Corning
OC
$12.8B
| $982K | ﹤0.01% |
25,398
+11,902
| +88% | +$460K |
|
1796
Popular Inc
BPOP
$8.45B
| $977K | ﹤0.01% |
28,585
-1
| -0% | -$34 |
|
1797
AGNC Investment
AGNC
$10.7B
| $976K | ﹤0.01% |
41,683
| – | – |
|
1798
SiNtx Technologies
SINT
$12M
| – | – |
0
| – | -$1.62M |
|
|
SWFT
1799
DELISTED
Swift Transportation Company
SWFT
| $940K | ﹤0.01% |
37,219
-3,791
| -9% | -$95.7K |
|
1800
AXIS Capital
AXS
$7.59B
| $935K | ﹤0.01% |
21,109
-14,867
| -41% | -$659K |
|