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 | |
|---|---|---|---|---|---|---|
476
Terex
TEX
$3.45B
| $18.8M | 0.04% |
560,549
-244,666
| -30% | -$8.22M |
|
|
MDCO
477
DELISTED
Medicines Co
MDCO
| $18.8M | 0.04% |
560,669
+60,303
| +12% | +$2.02M |
|
478
Seagate
STX
$40.7B
| $18.8M | 0.04% |
429,464
-757,096
| -64% | -$33.1M |
|
|
CAM
479
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
| $18.8M | 0.04% |
321,570
-9,473
| -3% | -$553K |
|
480
Nucor
NUE
$32.6B
| $18.7M | 0.04% |
382,131
-2,075
| -0.5% | -$102K |
|
481
TEGNA Inc
TGNA
$3.38B
| $18.7M | 0.04% |
1,334,951
-27,958
| -2% | -$392K |
|
|
BEAV
482
DELISTED
B/E Aerospace Inc
BEAV
| $18.6M | 0.04% |
348,690
-17,264
| -5% | -$923K |
|
|
RKT
483
DELISTED
ROCK-TENN COMPANY CL-A
RKT
| $18.5M | 0.04% |
365,454
+4,526
| +1% | +$229K |
|
484
Mettler-Toledo International
MTD
$26B
| $18.5M | 0.04% |
76,939
-224
| -0.3% | -$53.8K |
|
485
FirstEnergy
FE
$24.8B
| $18.5M | 0.04% |
506,747
-3,141
| -0.6% | -$114K |
|
|
QCOR
486
DELISTED
QUESTCOR PHARMA INC
QCOR
| $18.5M | 0.04% |
318,317
-7,980
| -2% | -$463K |
|
487
Invesco
IVZ
$9.92B
| $18.4M | 0.04% |
577,627
-25,417
| -4% | -$811K |
|
488
Kellanova
K
$27.4B
| $18.4M | 0.04% |
332,947
+26,781
| +9% | +$1.48M |
|
489
Wolfspeed
WOLF
$238M
| $18.3M | 0.04% |
304,547
-180
| -0.1% | -$10.8K |
|
490
Teledyne Technologies
TDY
$25.6B
| $18.3M | 0.04% |
215,758
+6,855
| +3% | +$582K |
|
|
CRZO
491
DELISTED
Carrizo Oil & Gas Inc
CRZO
| $18.3M | 0.04% |
490,513
+282,138
| +135% | +$10.5M |
|
492
Analog Devices
ADI
$121B
| $18.3M | 0.04% |
388,158
+39,301
| +11% | +$1.85M |
|
493
Toro Company
TTC
$7.69B
| $18.2M | 0.04% |
671,552
+10,094
| +2% | +$274K |
|
494
Glacier Bancorp
GBCI
$5.8B
| $18.1M | 0.04% |
731,803
+332,778
| +83% | +$8.22M |
|
|
LLL
495
DELISTED
L3 Technologies, Inc.
LLL
| $18.1M | 0.04% |
191,045
+15,299
| +9% | +$1.45M |
|
496
The Mosaic Company
MOS
$10.4B
| $18M | 0.04% |
419,000
-250,252
| -37% | -$10.8M |
|
497
Rayonier
RYN
$4.03B
| $18M | 0.04% |
454,911
-99,273
| -18% | -$3.93M |
|
498
Westlake Corp
WLK
$11B
| $18M | 0.04% |
343,392
-183,500
| -35% | -$9.6M |
|
499
Hershey
HSY
$37.2B
| $17.9M | 0.04% |
193,141
-24,887
| -11% | -$2.3M |
|
500
Horace Mann Educators
HMN
$1.88B
| $17.9M | 0.04% |
629,184
+36,015
| +6% | +$1.02M |
|