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 | |
|---|---|---|---|---|---|---|
576
Carnival Corp
CCL
$42.5B
| $15.5M | 0.03% |
476,388
-8,570
| -2% | -$280K |
|
|
CSC
577
DELISTED
Computer Sciences
CSC
| $15.5M | 0.03% |
709,211
-82,177
| -10% | -$1.79M |
|
578
Advance Auto Parts
AAP
$3.55B
| $15.5M | 0.03% |
186,984
+312
| +0.2% | +$25.8K |
|
579
JB Hunt Transport Services
JBHT
$13.3B
| $15.5M | 0.03% |
211,983
+6,408
| +3% | +$467K |
|
580
Under Armour
UAA
$2.14B
| $15.4M | 0.03% |
782,116
-10,104
| -1% | -$199K |
|
581
CNO Financial Group
CNO
$3.8B
| $15.3M | 0.03% |
1,065,662
+999,603
| +1,513% | +$14.4M |
|
582
Moog
MOG.A
$6.24B
| $15.3M | 0.03% |
261,537
+7,845
| +3% | +$460K |
|
583
Mid-America Apartment Communities
MAA
$16.6B
| $15.3M | 0.03% |
244,882
+5,267
| +2% | +$329K |
|
|
BMR
584
DELISTED
BIOMED REALTY TRUST INC
BMR
| $15.3M | 0.03% |
822,930
+211,419
| +35% | +$3.93M |
|
585
Viasat
VSAT
$3.91B
| $15.3M | 0.03% |
239,712
+12,075
| +5% | +$770K |
|
586
NCR Voyix
VYX
$1.73B
| $15.3M | 0.03% |
627,853
+16,225
| +3% | +$394K |
|
|
BRS
587
DELISTED
Bristow Group, Inc.
BRS
| $15.2M | 0.03% |
208,979
+7,423
| +4% | +$540K |
|
588
Pool Corp
POOL
$11.9B
| $15.2M | 0.03% |
270,772
+8,498
| +3% | +$477K |
|
589
UGI
UGI
$7.38B
| $15.2M | 0.03% |
581,349
-89,154
| -13% | -$2.33M |
|
590
Applied Industrial Technologies
AIT
$9.95B
| $15.1M | 0.03% |
294,048
+22,174
| +8% | +$1.14M |
|
591
Perrigo
PRGO
$3.04B
| $15.1M | 0.03% |
122,422
+1,653
| +1% | +$204K |
|
592
Oneok
OKE
$46.2B
| $15M | 0.03% |
320,472
-24,359
| -7% | -$1.14M |
|
593
Cognex
CGNX
$7.45B
| $14.9M | 0.03% |
952,528
+37,456
| +4% | +$587K |
|
594
Mueller Industries
MLI
$10.8B
| $14.8M | 0.03% |
1,066,908
+19,560
| +2% | +$272K |
|
595
Northern Trust
NTRS
$24.2B
| $14.8M | 0.03% |
272,808
+7,978
| +3% | +$434K |
|
|
VPHM
596
DELISTED
VIROPHARMA INC
VPHM
| $14.8M | 0.03% |
376,660
+12,702
| +3% | +$499K |
|
597
Ametek
AME
$43.3B
| $14.6M | 0.03% |
317,977
-277,351
| -47% | -$12.8M |
|
598
Clorox
CLX
$15.1B
| $14.6M | 0.03% |
178,757
+21,640
| +14% | +$1.77M |
|
599
Tyson Foods
TSN
$19.7B
| $14.6M | 0.03% |
516,311
-1,901,877
| -79% | -$53.8M |
|
|
BCS.PRC
600
DELISTED
BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK)
BCS.PRC
| $14.6M | 0.03% |
577,539
-65,065
| -10% | -$1.64M |
|