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 | |
|---|---|---|---|---|---|---|
526
OGE Energy
OGE
$8.82B
| $17.3M | 0.04% |
478,536
+2,534
| +0.5% | +$91.5K |
|
527
Avient
AVNT
$3.47B
| $17.3M | 0.04% |
561,868
+4,807
| +0.9% | +$148K |
|
|
HOT
528
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
| $17.2M | 0.04% |
258,860
-6,391
| -2% | -$425K |
|
529
TSMC
TSM
$1.3T
| $17.2M | 0.04% |
1,014,041
-89,942
| -8% | -$1.53M |
|
530
Universal Health Services
UHS
$11.8B
| $17.1M | 0.04% |
228,021
+4,270
| +2% | +$320K |
|
|
FNGN
531
DELISTED
Financial Engines, Inc.
FNGN
| $17.1M | 0.04% |
287,465
+45,724
| +19% | +$2.72M |
|
532
Chipotle Mexican Grill
CMG
$52.9B
| $17M | 0.04% |
1,987,800
+15,000
| +0.8% | +$129K |
|
|
LL
533
DELISTED
LL Flooring Holdings, Inc.
LL
| $17M | 0.04% |
159,444
+4,675
| +3% | +$499K |
|
534
Paychex
PAYX
$48.7B
| $17M | 0.04% |
417,612
+45,094
| +12% | +$1.83M |
|
|
CTXS
535
DELISTED
Citrix Systems Inc
CTXS
| $17M | 0.04% |
301,503
-1,834
| -0.6% | -$103K |
|
536
Wolverine World Wide
WWW
$2.58B
| $16.9M | 0.04% |
582,076
+22,258
| +4% | +$648K |
|
537
Belden
BDC
$5.16B
| $16.9M | 0.04% |
264,344
-2,154
| -0.8% | -$138K |
|
538
Fiserv
FI
$74.2B
| $16.9M | 0.04% |
669,860
-5,264
| -0.8% | -$133K |
|
539
Dollar Tree
DLTR
$20.3B
| $16.9M | 0.03% |
296,028
-7,695
| -3% | -$440K |
|
540
EQT Corp
EQT
$31.7B
| $16.9M | 0.03% |
349,844
-9,424
| -3% | -$455K |
|
541
Worthington Enterprises
WOR
$3.23B
| $16.9M | 0.03% |
795,307
+4,540
| +0.6% | +$96.4K |
|
542
Tanger
SKT
$3.93B
| $16.9M | 0.03% |
516,642
-22,873
| -4% | -$747K |
|
543
RPM International
RPM
$16.1B
| $16.8M | 0.03% |
465,383
+46,064
| +11% | +$1.67M |
|
544
Cooper Companies
COO
$13.7B
| $16.8M | 0.03% |
517,660
+51,464
| +11% | +$1.67M |
|
545
Masco
MAS
$15.9B
| $16.8M | 0.03% |
896,298
+260,983
| +41% | +$4.88M |
|
546
Intercontinental Exchange
ICE
$99.3B
| $16.8M | 0.03% |
461,835
-1,185
| -0.3% | -$43K |
|
|
CHK
547
DELISTED
Chesapeake Energy Corporation
CHK
| $16.7M | 0.03% |
3,409
-13
| -0.4% | -$63.7K |
|
|
SWN
548
DELISTED
Southwestern Energy Company
SWN
| $16.7M | 0.03% |
458,343
+12,813
| +3% | +$466K |
|
549
Flotek Industries
FTK
$336M
| $16.7M | 0.03% |
120,725
+22,320
| +23% | +$3.08M |
|
550
TechnipFMC
FTI
$16.1B
| $16.7M | 0.03% |
403,911
-1,309
| -0.3% | -$54K |
|