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 | |
|---|---|---|---|---|---|---|
1801
Jazz Pharmaceuticals
JAZZ
$7.74B
| $928K | ﹤0.01% |
+6,314
| New | +$928K |
|
1802
IAC Inc
IAC
$2.85B
| $925K | ﹤0.01% |
74,799
+37,041
| +98% | +$458K |
|
1803
Vicor
VICR
$2.3B
| $924K | ﹤0.01% |
110,278
+474
| +0.4% | +$3.97K |
|
1804
Nelnet
NNI
$4.47B
| $918K | ﹤0.01% |
22,164
-571
| -3% | -$23.7K |
|
|
CIM
1805
Chimera Investment
CIM
$1.17B
| $914K | ﹤0.01% |
19,093
+127
| +0.7% | +$6.08K |
|
1806
Monarch Casino & Resort
MCRI
$1.85B
| $906K | ﹤0.01% |
59,873
+943
| +2% | +$14.3K |
|
1807
MRC Global
MRC
$1.25B
| $900K | ﹤0.01% |
31,830
+5,836
| +22% | +$165K |
|
1808
Assured Guaranty
AGO
$3.9B
| $896K | ﹤0.01% |
36,576
+294
| +0.8% | +$7.2K |
|
1809
SiriusXM
SIRI
$8.01B
| $872K | ﹤0.01% |
+25,191
| New | +$872K |
|
1810
Chord Energy
CHRD
$5.94B
| $868K | ﹤0.01% |
15,538
-22,743
| -59% | -$1.27M |
|
|
EQC
1811
DELISTED
Equity Commonwealth
EQC
| $867K | ﹤0.01% |
32,930
+204
| +0.6% | +$5.37K |
|
1812
Ionis Pharmaceuticals
IONS
$10.1B
| $842K | ﹤0.01% |
24,439
-10,614
| -30% | -$366K |
|
|
TEN
1813
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $836K | ﹤0.01% |
12,726
-6,883
| -35% | -$452K |
|
|
PDM
1814
Piedmont Realty Trust, Inc.
PDM
$1.07B
| $834K | ﹤0.01% |
44,037
-2,356
| -5% | -$44.6K |
|
1815
Vital Energy
VTLE
$625M
| $832K | ﹤0.01% |
+1,343
| New | +$832K |
|
1816
Dana Inc
DAN
$2.71B
| $830K | ﹤0.01% |
33,985
-8,565
| -20% | -$209K |
|
1817
Graphic Packaging
GPK
$6.08B
| $822K | ﹤0.01% |
70,222
+9,113
| +15% | +$107K |
|
|
MFA
1818
MFA Financial
MFA
$1.04B
| $812K | ﹤0.01% |
24,731
+156
| +0.6% | +$5.12K |
|
1819
Genpact
G
$7.47B
| $811K | ﹤0.01% |
46,244
-16,978
| -27% | -$298K |
|
1820
Teekay
TK
$721M
| $811K | ﹤0.01% |
+13,033
| New | +$811K |
|
|
ULTI
1821
DELISTED
Ultimate Software Group Inc
ULTI
| $802K | ﹤0.01% |
5,804
-3,123
| -35% | -$432K |
|
|
ONE
1822
DELISTED
HIGHER ONE HOLDINGS, INC COM STK
ONE
| $802K | ﹤0.01% |
210,528
-3,145
| -1% | -$12K |
|
1823
BWX Technologies
BWXT
$15.1B
| $791K | ﹤0.01% |
34,051
-20,049
| -37% | -$466K |
|
|
AAIC
1824
DELISTED
Arlington Asset Investment Corp.
AAIC
| $782K | ﹤0.01% |
28,614
| – | – |
|
1825
BioMarin Pharmaceuticals
BMRN
$10.5B
| $780K | ﹤0.01% |
12,536
| – | – |
|