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 | |
|---|---|---|---|---|---|---|
501
Newmont
NEM
$83.4B
| $17.8M | 0.04% |
635,088
-3,183
| -0.5% | -$89.4K |
|
502
Maximus
MMS
$4.93B
| $17.8M | 0.04% |
395,814
-52,100
| -12% | -$2.35M |
|
|
MGLN
503
DELISTED
Magellan Health Services, Inc.
MGLN
| $17.8M | 0.04% |
297,312
-64,686
| -18% | -$3.88M |
|
504
Trimble
TRMB
$19.1B
| $17.8M | 0.04% |
599,783
+19,301
| +3% | +$573K |
|
|
HUB.B
505
DELISTED
HUBBELL INC CL-B
HUB.B
| $17.8M | 0.04% |
169,946
-26,070
| -13% | -$2.73M |
|
|
HSBC.PRA
506
DELISTED
HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A)
HSBC.PRA
| $17.8M | 0.04% |
721,866
-85,336
| -11% | -$2.1M |
|
507
Humana
HUM
$32.8B
| $17.8M | 0.04% |
190,305
-2,857
| -1% | -$267K |
|
508
Stanley Black & Decker
SWK
$11.9B
| $17.7M | 0.04% |
195,663
-211,442
| -52% | -$19.2M |
|
|
RAI
509
DELISTED
Reynolds American Inc
RAI
| $17.7M | 0.04% |
726,328
-226,124
| -24% | -$5.52M |
|
510
Intuitive Surgical
ISRG
$168B
| $17.7M | 0.04% |
423,270
+1,881
| +0.4% | +$78.6K |
|
|
LIFE
511
DELISTED
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
| $17.6M | 0.04% |
235,405
+5,634
| +2% | +$422K |
|
512
PRA Group
PRAA
$660M
| $17.6M | 0.04% |
293,801
+8,186
| +3% | +$491K |
|
|
KATE
513
DELISTED
Kate Spade & Company
KATE
| $17.6M | 0.04% |
700,552
+36,002
| +5% | +$905K |
|
514
Old Dominion Freight Line
ODFL
$31.2B
| $17.6M | 0.04% |
1,145,655
+26,607
| +2% | +$408K |
|
515
Aecom
ACM
$16.5B
| $17.6M | 0.04% |
561,297
-210,128
| -27% | -$6.57M |
|
516
MGM Resorts International
MGM
$9.8B
| $17.5M | 0.04% |
858,345
+818,818
| +2,072% | +$16.7M |
|
517
Conagra Brands
CAG
$9.3B
| $17.5M | 0.04% |
741,608
+56,062
| +8% | +$1.32M |
|
518
Fortune Brands Innovations
FBIN
$7.05B
| $17.5M | 0.04% |
492,127
+5,249
| +1% | +$187K |
|
519
Roper Technologies
ROP
$55.9B
| $17.5M | 0.04% |
131,395
-1,945
| -1% | -$258K |
|
520
Xcel Energy
XEL
$42.6B
| $17.4M | 0.04% |
631,587
-615
| -0.1% | -$17K |
|
521
AGCO
AGCO
$8.03B
| $17.4M | 0.04% |
288,261
+53,023
| +23% | +$3.2M |
|
|
BRCM
522
DELISTED
BROADCOM CORP CL-A
BRCM
| $17.4M | 0.04% |
668,788
+42,783
| +7% | +$1.11M |
|
523
Lincoln Electric
LECO
$13.2B
| $17.4M | 0.04% |
260,519
+10,873
| +4% | +$724K |
|
|
ADVS
524
DELISTED
ADVENT SOFTWARE INC
ADVS
| $17.3M | 0.04% |
546,163
+465,886
| +580% | +$14.8M |
|
525
Hartford Financial Services
HIG
$36.8B
| $17.3M | 0.04% |
555,182
-37,268
| -6% | -$1.16M |
|