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 | |
|---|---|---|---|---|---|---|
1801
Voya Financial
VOYA
$7.27B
| $659K | ﹤0.01% |
26,625
-4,614
| -15% | -$114K |
|
1802
Gulf Island Fabrication
GIFI
$119M
| $657K | ﹤0.01% |
94,718
+3,012
| +3% | +$20.9K |
|
1803
Universal Display
OLED
$6.54B
| $654K | ﹤0.01% |
9,648
-25
| -0.3% | -$1.7K |
|
|
RBS.PRT
1804
DELISTED
ROYAL BANK OF SCOTLAND GRP PLS (THE) SPONS ADR REPSTG PFD
RBS.PRT
| $654K | ﹤0.01% |
+25,924
| New | +$654K |
|
1805
Anywhere Real Estate
HOUS
$693M
| $653K | ﹤0.01% |
22,485
-1,391
| -6% | -$40.4K |
|
|
STRZA
1806
DELISTED
Starz - Series A
STRZA
| $640K | ﹤0.01% |
21,407
+1,376
| +7% | +$41.1K |
|
|
WFT
1807
DELISTED
Weatherford International plc
WFT
| $636K | ﹤0.01% |
114,526
-26,896
| -19% | -$149K |
|
|
N
1808
DELISTED
Netsuite Inc
N
| $634K | ﹤0.01% |
8,707
+830
| +11% | +$60.4K |
|
1809
Marvell Technology
MRVL
$57.9B
| $624K | ﹤0.01% |
65,483
-16,112
| -20% | -$154K |
|
|
ISBC
1810
DELISTED
Investors Bancorp, Inc.
ISBC
| $622K | ﹤0.01% |
56,105
+6,858
| +14% | +$76K |
|
|
EQC
1811
DELISTED
Equity Commonwealth
EQC
| $619K | ﹤0.01% |
21,237
-41,045
| -66% | -$1.2M |
|
1812
Acadia Pharmaceuticals
ACAD
$4.02B
| $617K | ﹤0.01% |
19,013
+4,170
| +28% | +$135K |
|
|
DATA
1813
DELISTED
Tableau Software, Inc.
DATA
| $612K | ﹤0.01% |
12,518
+2,852
| +30% | +$139K |
|
|
CDI
1814
DELISTED
CDI Corp.
CDI
| $612K | ﹤0.01% |
100,297
+438
| +0.4% | +$2.67K |
|
1815
Diamondback Energy
FANG
$40.3B
| $611K | ﹤0.01% |
6,701
-1,104
| -14% | -$101K |
|
1816
Arista Networks
ANET
$189B
| $607K | ﹤0.01% |
150,832
+30,240
| +25% | +$122K |
|
1817
Opko Health
OPK
$1.13B
| $607K | ﹤0.01% |
64,988
+9,096
| +16% | +$85K |
|
1818
Bruker
BRKR
$4.61B
| $606K | ﹤0.01% |
26,659
+1,873
| +8% | +$42.6K |
|
1819
Erie Indemnity
ERIE
$17.3B
| $595K | ﹤0.01% |
5,992
+838
| +16% | +$83.2K |
|
1820
Western Alliance Bancorporation
WAL
$9.83B
| $587K | ﹤0.01% |
17,982
-346,319
| -95% | -$11.3M |
|
1821
Ionis Pharmaceuticals
IONS
$10.1B
| $579K | ﹤0.01% |
24,871
+2,609
| +12% | +$60.7K |
|
|
CBI
1822
DELISTED
Chicago Bridge & Iron Nv
CBI
| $577K | ﹤0.01% |
16,650
-1,771
| -10% | -$61.4K |
|
1823
Civitas Resources
CIVI
$3.09B
| $576K | ﹤0.01% |
2,566
+63
| +3% | +$14.1K |
|
1824
Outfront Media
OUT
$3.1B
| $576K | ﹤0.01% |
24,207
-1,420
| -6% | -$33.8K |
|
1825
Intrepid Potash
IPI
$389M
| $570K | ﹤0.01% |
39,601
-180
| -0.5% | -$2.59K |
|