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 | |
|---|---|---|---|---|---|---|
|
VOXX
1876
DELISTED
VOXX International Corporation Class A
VOXX
| $391K | ﹤0.01% |
140,230
+3,751
| +3% | +$10.5K |
|
1877
Fresh Del Monte Produce
FDP
$1.7B
| $390K | ﹤0.01% |
+7,165
| New | +$390K |
|
1878
Herc Holdings
HRI
$4.59B
| $390K | ﹤0.01% |
11,743
-1,301
| -10% | -$43.2K |
|
1879
First Citizens BancShares
FCNCA
$25.2B
| $389K | ﹤0.01% |
1,504
+408
| +37% | +$106K |
|
1880
LPL Financial
LPLA
$27.2B
| $385K | ﹤0.01% |
17,085
+897
| +6% | +$20.2K |
|
|
DWRE
1881
DELISTED
DEMANDWARE INC COM STK (DE)
DWRE
| $378K | ﹤0.01% |
+5,044
| New | +$378K |
|
1882
WESCO International
WCC
$10.6B
| $374K | ﹤0.01% |
7,255
-1,283
| -15% | -$66.1K |
|
1883
Ormat Technologies
ORA
$5.48B
| $372K | ﹤0.01% |
8,495
+476
| +6% | +$20.8K |
|
|
QLIK
1884
DELISTED
QLIK TECHNOLOGIES INC COM STK (DE)
QLIK
| $371K | ﹤0.01% |
12,559
+375
| +3% | +$11.1K |
|
1885
ProQR Therapeutics
PRQR
$245M
| $370K | ﹤0.01% |
76,494
-1,800
| -2% | -$8.71K |
|
1886
Grand Canyon Education
LOPE
$5.77B
| $369K | ﹤0.01% |
9,233
-611
| -6% | -$24.4K |
|
|
TMH
1887
DELISTED
Team Health Holdings Inc
TMH
| $369K | ﹤0.01% |
9,077
-198,324
| -96% | -$8.06M |
|
1888
Mueller Water Products
MWA
$4.18B
| $364K | ﹤0.01% |
31,832
+10,342
| +48% | +$118K |
|
1889
Myriad Genetics
MYGN
$643M
| $364K | ﹤0.01% |
11,880
-322
| -3% | -$9.87K |
|
1890
Waste Connections
WCN
$45.9B
| $364K | ﹤0.01% |
7,592
-608,809
| -99% | -$29.2M |
|
1891
Dave & Buster's
PLAY
$805M
| $360K | ﹤0.01% |
7,703
+2,164
| +39% | +$101K |
|
|
GCP
1892
DELISTED
GCP Applied Technologies Inc.
GCP
| $359K | ﹤0.01% |
13,792
-2,590
| -16% | -$67.4K |
|
1893
VanEck Short High Yield Muni ETF
SHYD
$352M
| $356K | ﹤0.01% |
14,000
| – | – |
|
|
ALR
1894
DELISTED
Alere Inc
ALR
| $354K | ﹤0.01% |
8,494
+1,844
| +28% | +$76.9K |
|
1895
Hecla Mining
HL
$6.78B
| $353K | ﹤0.01% |
69,264
+17,492
| +34% | +$89.1K |
|
1896
Premier
PINC
$2.24B
| $352K | ﹤0.01% |
10,771
+1,054
| +11% | +$34.4K |
|
1897
Globus Medical
GMED
$8.04B
| $351K | ﹤0.01% |
14,733
+194
| +1% | +$4.62K |
|
1898
RLJ Lodging Trust
RLJ
$1.16B
| $350K | ﹤0.01% |
16,298
-2,051
| -11% | -$44K |
|
1899
Shenandoah Telecom
SHEN
$748M
| $349K | ﹤0.01% |
8,928
-1,179
| -12% | -$46.1K |
|
1900
Novavax
NVAX
$1.26B
| $346K | ﹤0.01% |
2,378
+22
| +0.9% | +$3.2K |
|