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 | |
|---|---|---|---|---|---|---|
1851
Vail Resorts
MTN
$5.47B
| $593K | ﹤0.01% |
7,678
-2,296
| -23% | -$177K |
|
1852
Verint Systems
VRNT
$1.23B
| $591K | ﹤0.01% |
23,635
-8,658
| -27% | -$216K |
|
1853
MGIC Investment
MTG
$6.53B
| $588K | ﹤0.01% |
63,586
-25,495
| -29% | -$236K |
|
1854
Designer Brands
DBI
$230M
| $580K | ﹤0.01% |
+20,750
| New | +$580K |
|
1855
Guidewire Software
GWRE
$21.5B
| $573K | ﹤0.01% |
14,095
-1,385
| -9% | -$56.3K |
|
|
ENH
1856
DELISTED
Endurance Specialty Holdings Ltd
ENH
| $569K | ﹤0.01% |
11,027
+3,176
| +40% | +$164K |
|
1857
Element Solutions
ESI
$6.27B
| $564K | ﹤0.01% |
+20,139
| New | +$564K |
|
|
NUAN
1858
DELISTED
Nuance Communications, Inc.
NUAN
| $560K | ﹤0.01% |
+34,459
| New | +$560K |
|
|
ZEN
1859
DELISTED
ZENDESK INC
ZEN
| $551K | ﹤0.01% |
+31,704
| New | +$551K |
|
|
CIE
1860
DELISTED
Cobalt International Energy, Inc
CIE
| $534K | ﹤0.01% |
+1,941
| New | +$534K |
|
1861
Ally Financial
ALLY
$12.7B
| $528K | ﹤0.01% |
+22,101
| New | +$528K |
|
1862
Euronet Worldwide
EEFT
$3.57B
| $505K | ﹤0.01% |
10,469
-5,708
| -35% | -$275K |
|
1863
BOK Financial
BOKF
$7.04B
| $499K | ﹤0.01% |
+7,485
| New | +$499K |
|
1864
Dolby
DLB
$6.88B
| $498K | ﹤0.01% |
11,518
-2,858
| -20% | -$124K |
|
|
PF
1865
DELISTED
Pinnacle Foods, Inc.
PF
| $495K | ﹤0.01% |
+15,031
| New | +$495K |
|
1866
Civitas Resources
CIVI
$3.06B
| $494K | ﹤0.01% |
77
-4
| -5% | -$25.7K |
|
1867
Ryman Hospitality Properties
RHP
$6.33B
| $492K | ﹤0.01% |
10,223
-2,497
| -20% | -$120K |
|
|
CAVM
1868
DELISTED
Cavium, Inc.
CAVM
| $481K | ﹤0.01% |
9,692
-4,568
| -32% | -$227K |
|
1869
National Health Investors
NHI
$3.7B
| $479K | ﹤0.01% |
7,654
-1,399
| -15% | -$87.6K |
|
1870
Forum Energy Technologies
FET
$320M
| $478K | ﹤0.01% |
655
-95
| -13% | -$69.3K |
|
1871
Matador Resources
MTDR
$6.03B
| $471K | ﹤0.01% |
16,073
-347
| -2% | -$10.2K |
|
|
IBKC
1872
DELISTED
IBERIABANK Corp
IBKC
| $470K | ﹤0.01% |
6,792
-1,436
| -17% | -$99.4K |
|
1873
Chart Industries
GTLS
$8.94B
| $467K | ﹤0.01% |
5,642
-2,787
| -33% | -$231K |
|
|
CHMT
1874
DELISTED
Chemtura Corporation
CHMT
| $460K | ﹤0.01% |
17,621
-13,002
| -42% | -$339K |
|
1875
MannKind Corp
MNKD
$1.7B
| $459K | ﹤0.01% |
8,356
-919
| -10% | -$50.5K |
|