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 |
ConocoPhillips
COP
|
+$123M |
| 2 |
Citigroup
C
|
+$101M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$78.9M |
| 4 |
GE Aerospace
GE
|
+$75.8M |
| 5 |
Boeing
BA
|
+$72.6M |
Top Sells
| 1 |
Amgen
AMGN
|
+$118M |
| 2 |
Marsh & McLennan
MMC
|
+$80M |
| 3 |
CF Industries
CF
|
+$78M |
| 4 |
NBL
Noble Energy, Inc.
NBL
|
+$77.1M |
| 5 |
NWSA
NEWS CORPORATION CL-A
NWSA
|
+$76.7M |
Sector Composition
| 1 | Financials | 16.46% |
| 2 | Technology | 11.1% |
| 3 | Real Estate | 10.76% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Healthcare | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Archer Daniels Midland
ADM
$29.9B
| $27.6M | 0.06% |
750,068
+3,107
| +0.4% | +$114K |
|
|
EVHC
352
DELISTED
Envision Healthcare Holdings Inc
EVHC
| $27.6M | 0.06% |
+354,348
| New | +$27.6M |
|
353
Norfolk Southern
NSC
$61.8B
| $27.6M | 0.06% |
356,991
-13,221
| -4% | -$1.02M |
|
354
iShares Core S&P 500 ETF
IVV
$666B
| $27.5M | 0.06% |
162,717
+64,006
| +65% | +$10.8M |
|
|
ARRS
355
DELISTED
ARRIS International plc Ordinary Shares
ARRS
| $27.4M | 0.06% |
1,608,633
+20,296
| +1% | +$346K |
|
|
GPOR
356
DELISTED
Gulfport Energy Corp.
GPOR
| $27.3M | 0.06% |
424,296
+32,495
| +8% | +$2.09M |
|
357
Bread Financial
BFH
$3.06B
| $26.9M | 0.06% |
159,446
+46
| +0% | +$7.76K |
|
|
CBD
358
DELISTED
Companhia Brasileira de Distribuicao
CBD
| $26.8M | 0.06% |
582,421
-176,826
| -23% | -$8.14M |
|
|
DISCA
359
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $26.5M | 0.05% |
614,641
-39,404
| -6% | -$1.7M |
|
|
CCG
360
DELISTED
CAMPUS CREST COMMUNITIES INC COM STK (MD)
CCG
| $26.5M | 0.05% |
2,453,589
-212,403
| -8% | -$2.29M |
|
361
Companhia Siderúrgica Nacional
SID
$1.99B
| $26.5M | 0.05% |
+6,197,965
| New | +$26.5M |
|
362
Truist Financial
TFC
$59.3B
| $26.4M | 0.05% |
782,022
-9,777
| -1% | -$330K |
|
363
Applied Materials
AMAT
$129B
| $26.4M | 0.05% |
1,504,576
-312,241
| -17% | -$5.48M |
|
364
TD Synnex
SNX
$12.4B
| $26.1M | 0.05% |
849,782
+3,088
| +0.4% | +$94.9K |
|
365
Prestige Consumer Healthcare
PBH
$3.24B
| $26.1M | 0.05% |
866,408
+8,540
| +1% | +$257K |
|
366
Fomento Económico Mexicano
FMX
$30.1B
| $26M | 0.05% |
267,433
-14,453
| -5% | -$1.4M |
|
367
LiveRamp
RAMP
$1.81B
| $25.9M | 0.05% |
911,360
+4,399
| +0.5% | +$125K |
|
|
AEL
368
DELISTED
American Equity Investment Life Holding Company
AEL
| $25.8M | 0.05% |
1,216,352
+703,548
| +137% | +$14.9M |
|
|
CB
369
DELISTED
CHUBB CORPORATION
CB
| $25.8M | 0.05% |
288,738
-13,264
| -4% | -$1.18M |
|
370
Edison International
EIX
$20.5B
| $25.7M | 0.05% |
558,694
-215,233
| -28% | -$9.91M |
|
371
CME Group
CME
$94.6B
| $25.6M | 0.05% |
346,737
+7,163
| +2% | +$529K |
|
372
Encompass Health
EHC
$12.7B
| $25.4M | 0.05% |
925,935
-2,326
| -0.3% | -$63.8K |
|
373
Wendy's
WEN
$1.92B
| $25.4M | 0.05% |
2,994,300
+1,016,982
| +51% | +$8.62M |
|
|
SE
374
DELISTED
Spectra Energy Corp Wi
SE
| $25.3M | 0.05% |
738,317
-8,698
| -1% | -$298K |
|
375
Franklin Resources
BEN
$12.9B
| $25M | 0.05% |
493,865
-2,071
| -0.4% | -$105K |
|