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 |
Restaurant Brands International
QSR
|
+$225M |
| 2 |
Liberty Media Series C
FWONK
|
+$170M |
| 3 |
Fidelity National Financial
FNF
|
+$169M |
| 4 |
PPL Corp
PPL
|
+$124M |
| 5 |
General Dynamics
GD
|
+$101M |
Top Sells
| 1 |
BKW
BURGER KING WORLDWIDE
BKW
|
+$170M |
| 2 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
+$140M |
| 3 |
LyondellBasell Industries
LYB
|
+$113M |
| 4 |
AbbVie
ABBV
|
+$107M |
| 5 |
Trane Technologies
TT
|
+$95.5M |
Sector Composition
| 1 | Financials | 15.98% |
| 2 | Real Estate | 14.38% |
| 3 | Technology | 11.9% |
| 4 | Healthcare | 10.83% |
| 5 | Consumer Discretionary | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1851
Guidewire Software
GWRE
$21.6B
| $638K | ﹤0.01% |
12,605
-100
| -0.8% | -$5.06K |
|
|
TEN
1852
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $634K | ﹤0.01% |
11,194
-1,967
| -15% | -$111K |
|
1853
CNO Financial Group
CNO
$3.81B
| $630K | ﹤0.01% |
36,570
-1,264,348
| -97% | -$21.8M |
|
1854
Palo Alto Networks
PANW
$135B
| $619K | ﹤0.01% |
+30,306
| New | +$619K |
|
1855
Generac Holdings
GNRC
$10.9B
| $613K | ﹤0.01% |
13,119
-1,461
| -10% | -$68.3K |
|
1856
Vail Resorts
MTN
$5.47B
| $612K | ﹤0.01% |
6,712
-966
| -13% | -$88.1K |
|
|
AVNR
1857
DELISTED
AVANIR PHARMACEUTICALS, INC CL A
AVNR
| $608K | ﹤0.01% |
35,890
+3,904
| +12% | +$66.1K |
|
1858
Dolby
DLB
$6.88B
| $607K | ﹤0.01% |
14,069
+2,067
| +17% | +$89.2K |
|
1859
Portland General Electric
POR
$4.62B
| $587K | ﹤0.01% |
15,507
-3,954
| -20% | -$150K |
|
1860
Pacira BioSciences
PCRX
$1.16B
| $583K | ﹤0.01% |
6,580
-1,021
| -13% | -$90.5K |
|
|
GRA
1861
DELISTED
W.R. Grace & Co.
GRA
| $577K | ﹤0.01% |
6,049
| – | – |
|
1862
Pilgrim's Pride
PPC
$10.2B
| $574K | ﹤0.01% |
17,497
+1,766
| +11% | +$57.9K |
|
|
PF
1863
DELISTED
Pinnacle Foods, Inc.
PF
| $566K | ﹤0.01% |
16,028
+570
| +4% | +$20.1K |
|
1864
Radian Group
RDN
$4.73B
| $557K | ﹤0.01% |
33,304
-8,563
| -20% | -$143K |
|
1865
Chord Energy
CHRD
$5.96B
| $554K | ﹤0.01% |
33,502
-5,381
| -14% | -$89K |
|
1866
RH
RH
$4.38B
| $551K | ﹤0.01% |
5,734
-968
| -14% | -$93K |
|
1867
Owens Corning
OC
$12.9B
| $550K | ﹤0.01% |
15,362
-8,788
| -36% | -$315K |
|
1868
CoStar Group
CSGP
$37.3B
| $549K | ﹤0.01% |
29,920
-4,480
| -13% | -$82.2K |
|
|
DYN
1869
DELISTED
Dynegy, Inc.
DYN
| $540K | ﹤0.01% |
17,793
-2,063
| -10% | -$62.6K |
|
1870
Choice Hotels
CHH
$5.24B
| $538K | ﹤0.01% |
9,605
+772
| +9% | +$43.2K |
|
|
CAVM
1871
DELISTED
Cavium, Inc.
CAVM
| $526K | ﹤0.01% |
8,512
-1,180
| -12% | -$72.9K |
|
|
SAPE
1872
DELISTED
SAPIENT CORP
SAPE
| $526K | ﹤0.01% |
21,123
-3,312
| -14% | -$82.5K |
|
|
SC
1873
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
| $525K | ﹤0.01% |
26,765
-33
| -0.1% | -$647 |
|
|
SEMG
1874
DELISTED
SEMGROUP CORPORATION
SEMG
| $525K | ﹤0.01% |
7,681
-404
| -5% | -$27.6K |
|
1875
Ally Financial
ALLY
$12.8B
| $522K | ﹤0.01% |
22,101
| – | – |
|