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 | |
|---|---|---|---|---|---|---|
1826
IQVIA
IQV
$32.2B
| $746K | ﹤0.01% |
14,001
+6,441
| +85% | +$343K |
|
1827
HEICO
HEI
$44.2B
| $736K | ﹤0.01% |
34,585
-17,764
| -34% | -$378K |
|
|
SC
1828
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
| $736K | ﹤0.01% |
37,871
-2,702,853
| -99% | -$52.5M |
|
1829
Erie Indemnity
ERIE
$17.6B
| $724K | ﹤0.01% |
9,617
+3,957
| +70% | +$298K |
|
1830
Thomson Reuters
TRI
$79.2B
| $717K | ﹤0.01% |
17,271
+400
| +2% | +$16.6K |
|
1831
CoStar Group
CSGP
$37.3B
| $713K | ﹤0.01% |
45,090
-44,030
| -49% | -$696K |
|
1832
Zillow
ZG
$20.3B
| $696K | ﹤0.01% |
14,616
-4,593
| -24% | -$219K |
|
|
CPHD
1833
DELISTED
Cepheid Inc
CPHD
| $695K | ﹤0.01% |
14,493
-6,226
| -30% | -$299K |
|
1834
Portland General Electric
POR
$4.61B
| $693K | ﹤0.01% |
19,988
+1,684
| +9% | +$58.4K |
|
|
DYN
1835
DELISTED
Dynegy, Inc.
DYN
| $691K | ﹤0.01% |
19,856
-3,737
| -16% | -$130K |
|
1836
Pacira BioSciences
PCRX
$1.2B
| $682K | ﹤0.01% |
7,421
-1,285
| -15% | -$118K |
|
1837
Yelp
YELP
$2B
| $675K | ﹤0.01% |
8,801
-18,020
| -67% | -$1.38M |
|
|
AMTD
1838
DELISTED
TD Ameritrade Holding Corp
AMTD
| $673K | ﹤0.01% |
21,483
-28,082
| -57% | -$880K |
|
|
QGENF
1839
DELISTED
QIAGEN NV
QGENF
| $673K | ﹤0.01% |
+27,522
| New | +$673K |
|
|
GNC
1840
DELISTED
GNC Holdings, Inc.
GNC
| $672K | ﹤0.01% |
+19,707
| New | +$672K |
|
|
ISBC
1841
DELISTED
Investors Bancorp, Inc.
ISBC
| $666K | ﹤0.01% |
60,274
+32,671
| +118% | +$361K |
|
|
SEMG
1842
DELISTED
SEMGROUP CORPORATION
SEMG
| $638K | ﹤0.01% |
8,085
-5,578
| -41% | -$440K |
|
|
GRA
1843
DELISTED
W.R. Grace & Co.
GRA
| $626K | ﹤0.01% |
6,626
-17,613
| -73% | -$1.66M |
|
1844
SS&C Technologies
SSNC
$21.7B
| $625K | ﹤0.01% |
28,262
-9,552
| -25% | -$211K |
|
1845
Diamondback Energy
FANG
$39.5B
| $619K | ﹤0.01% |
6,975
+984
| +16% | +$87.3K |
|
1846
Alkermes
ALKS
$4.7B
| $618K | ﹤0.01% |
12,284
+859
| +8% | +$43.2K |
|
|
ONIT
1847
Onity Group Inc.
ONIT
$349M
| $607K | ﹤0.01% |
1,091
| – | – |
|
1848
RH
RH
$4.36B
| $599K | ﹤0.01% |
6,440
+1,615
| +33% | +$150K |
|
1849
Radian Group
RDN
$4.77B
| $595K | ﹤0.01% |
40,193
-2,424
| -6% | -$35.9K |
|
1850
Healthcare Realty
HR
$6.4B
| $594K | ﹤0.01% |
+24,665
| New | +$594K |
|