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 | |
|---|---|---|---|---|---|---|
551
KLA
KLAC
$121B
| $16.6M | 0.03% |
273,304
-182,431
| -40% | -$11.1M |
|
552
Genuine Parts
GPC
$19.5B
| $16.6M | 0.03% |
205,405
-4,220
| -2% | -$341K |
|
553
West Pharmaceutical
WST
$18.2B
| $16.6M | 0.03% |
403,394
+15,276
| +4% | +$629K |
|
554
Prospect Capital
PSEC
$1.33B
| $16.6M | 0.03% |
1,480,932
-1,089,429
| -42% | -$12.2M |
|
|
LPT
555
DELISTED
Liberty Property Trust
LPT
| $16.5M | 0.03% |
463,398
+60,791
| +15% | +$2.16M |
|
556
Alliant Energy
LNT
$16.5B
| $16.5M | 0.03% |
664,236
+63,606
| +11% | +$1.58M |
|
557
Entegris
ENTG
$12.3B
| $16.5M | 0.03% |
1,620,808
-3,171
| -0.2% | -$32.2K |
|
558
Eversource Energy
ES
$23.3B
| $16.4M | 0.03% |
397,428
+1,316
| +0.3% | +$54.3K |
|
559
Casey's General Stores
CASY
$19.4B
| $16.4M | 0.03% |
222,877
+6,681
| +3% | +$491K |
|
560
Eastman Chemical
EMN
$7.91B
| $16.3M | 0.03% |
209,087
-4,337
| -2% | -$338K |
|
561
Amphenol
APH
$143B
| $16.3M | 0.03% |
1,683,512
+28,840
| +2% | +$279K |
|
562
Enerpac Tool Group
EPAC
$2.29B
| $16.3M | 0.03% |
418,864
+10,645
| +3% | +$413K |
|
563
Axon Enterprise
AXON
$58.1B
| $16.3M | 0.03% |
1,089,984
-15,529
| -1% | -$232K |
|
|
FLG
564
Flagstar Financial, Inc.
FLG
$5.35B
| $16.2M | 0.03% |
356,837
+1,744
| +0.5% | +$79.1K |
|
|
BRCD
565
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
| $16.2M | 0.03% |
2,008,449
+1,047,689
| +109% | +$8.43M |
|
566
CDW
CDW
$22B
| $16.1M | 0.03% |
+705,400
| New | +$16.1M |
|
567
BorgWarner
BWA
$9.61B
| $16M | 0.03% |
358,562
-13,314
| -4% | -$594K |
|
|
XLNX
568
DELISTED
Xilinx Inc
XLNX
| $16M | 0.03% |
341,186
-2,368
| -0.7% | -$111K |
|
569
ProAssurance
PRA
$1.22B
| $16M | 0.03% |
354,776
+13,703
| +4% | +$617K |
|
|
TUP
570
DELISTED
Tupperware Brands Corporation
TUP
| $15.8M | 0.03% |
183,052
+12,348
| +7% | +$1.07M |
|
571
iShares MSCI EAFE ETF
EFA
$66.6B
| $15.8M | 0.03% |
247,469
+63,296
| +34% | +$4.04M |
|
572
Range Resources
RRC
$8.11B
| $15.7M | 0.03% |
207,152
-308
| -0.1% | -$23.4K |
|
|
LHO
573
DELISTED
LaSalle Hotel Properties
LHO
| $15.7M | 0.03% |
549,846
+20,818
| +4% | +$594K |
|
|
KSU
574
DELISTED
Kansas City Southern
KSU
| $15.7M | 0.03% |
143,200
+13,304
| +10% | +$1.45M |
|
|
GLF
575
DELISTED
GulfMark Offshore, Inc. Common Stock
GLF
| $15.6M | 0.03% |
306,185
+298,245
| +3,756% | +$15.2M |
|