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 |
Microsoft
MSFT
|
+$146M |
| 2 |
American International
AIG
|
+$104M |
| 3 |
Ross Stores
ROST
|
+$103M |
| 4 |
Bank of America
BAC
|
+$103M |
| 5 |
Tyson Foods
TSN
|
+$90.6M |
Top Sells
| 1 |
Liberty Media Series A
FWONA
|
+$196M |
| 2 |
MCRS
MICROS SYSTEMS INC
MCRS
|
+$131M |
| 3 |
Fidelity National Financial
FNF
|
+$130M |
| 4 |
Walmart
WMT
|
+$71.1M |
| 5 |
Williams Companies
WMB
|
+$71.1M |
Sector Composition
| 1 | Financials | 15.74% |
| 2 | Real Estate | 12.9% |
| 3 | Technology | 11.93% |
| 4 | Healthcare | 10.85% |
| 5 | Industrials | 9.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1776
SiriusXM
SIRI
$8.17B
| $879K | ﹤0.01% |
25,191
| – | – |
|
1777
Jazz Pharmaceuticals
JAZZ
$7.8B
| $877K | ﹤0.01% |
5,463
-851
| -13% | -$137K |
|
|
DATA
1778
DELISTED
Tableau Software, Inc.
DATA
| $876K | ﹤0.01% |
12,055
+5,694
| +90% | +$414K |
|
1779
Graphic Packaging
GPK
$6.08B
| $873K | ﹤0.01% |
70,222
| – | – |
|
|
ARAV
1780
DELISTED
Aravive, Inc. Common Stock
ARAV
| $868K | ﹤0.01% |
7,616
+431
| +6% | +$49.1K |
|
1781
IPG Photonics
IPGP
$3.46B
| $867K | ﹤0.01% |
12,599
+7,596
| +152% | +$523K |
|
1782
Ionis Pharmaceuticals
IONS
$10.3B
| $854K | ﹤0.01% |
21,981
-2,458
| -10% | -$95.5K |
|
|
FST
1783
DELISTED
FOREST OIL CORPORATION
FST
| $840K | ﹤0.01% |
718,024
-6,805
| -0.9% | -$7.96K |
|
|
P
1784
DELISTED
Pandora Media Inc
P
| $832K | ﹤0.01% |
34,466
-12,327
| -26% | -$298K |
|
|
FRC
1785
DELISTED
First Republic Bank
FRC
| $819K | ﹤0.01% |
16,581
-7,509
| -31% | -$371K |
|
|
PDM
1786
Piedmont Realty Trust, Inc.
PDM
$1.07B
| $805K | ﹤0.01% |
45,660
+1,623
| +4% | +$28.6K |
|
|
MFA
1787
MFA Financial
MFA
$1.05B
| $798K | ﹤0.01% |
25,657
+926
| +4% | +$28.8K |
|
1788
Bruker
BRKR
$4.73B
| $775K | ﹤0.01% |
41,856
-477
| -1% | -$8.83K |
|
1789
Healthcare Realty
HR
$6.57B
| $771K | ﹤0.01% |
33,236
+8,571
| +35% | +$199K |
|
1790
Owens Corning
OC
$12.5B
| $767K | ﹤0.01% |
24,150
-1,248
| -5% | -$39.6K |
|
|
ISBC
1791
DELISTED
Investors Bancorp, Inc.
ISBC
| $760K | ﹤0.01% |
75,052
+14,778
| +25% | +$150K |
|
1792
Sally Beauty Holdings
SBH
$1.45B
| $754K | ﹤0.01% |
27,566
-38,166
| -58% | -$1.04M |
|
1793
MRC Global
MRC
$1.23B
| $751K | ﹤0.01% |
32,183
+353
| +1% | +$8.24K |
|
1794
Marvell Technology
MRVL
$57.6B
| $740K | ﹤0.01% |
54,902
-172,955
| -76% | -$2.33M |
|
1795
Pacira BioSciences
PCRX
$1.18B
| $737K | ﹤0.01% |
7,601
+180
| +2% | +$17.5K |
|
1796
Verint Systems
VRNT
$1.23B
| $724K | ﹤0.01% |
25,570
+1,935
| +8% | +$54.8K |
|
1797
Monarch Casino & Resort
MCRI
$1.86B
| $722K | ﹤0.01% |
60,641
+768
| +1% | +$9.14K |
|
1798
Erie Indemnity
ERIE
$17.3B
| $721K | ﹤0.01% |
9,505
-112
| -1% | -$8.5K |
|
|
TEN
1799
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $688K | ﹤0.01% |
13,161
+435
| +3% | +$22.7K |
|
|
SEMG
1800
DELISTED
SEMGROUP CORPORATION
SEMG
| $673K | ﹤0.01% |
8,085
| – | – |
|