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 | |
|---|---|---|---|---|---|---|
601
Hope Bancorp
HOPE
$1.42B
| $14.5M | 0.03% |
1,050,953
+142,420
| +16% | +$1.96M |
|
602
Darling Ingredients
DAR
$5.01B
| $14.4M | 0.03% |
682,423
+18,531
| +3% | +$392K |
|
603
Eagle Materials
EXP
$7.52B
| $14.4M | 0.03% |
198,754
+6,823
| +4% | +$495K |
|
|
MDSO
604
DELISTED
Medidata Solutions, Inc.
MDSO
| $14.4M | 0.03% |
291,168
+33,264
| +13% | +$1.65M |
|
605
East-West Bancorp
EWBC
$15B
| $14.4M | 0.03% |
450,346
+121,179
| +37% | +$3.87M |
|
|
SIAL
606
DELISTED
SIGMA - ALDRICH CORP
SIAL
| $14.4M | 0.03% |
168,330
-1,579
| -0.9% | -$135K |
|
607
Idexx Laboratories
IDXX
$51.3B
| $14.4M | 0.03% |
288,116
+39,974
| +16% | +$1.99M |
|
608
Gartner
IT
$17.6B
| $14.3M | 0.03% |
239,158
+24,754
| +12% | +$1.49M |
|
609
UDR
UDR
$12.8B
| $14.3M | 0.03% |
605,231
+3,140
| +0.5% | +$74.4K |
|
|
ATVI
610
DELISTED
Activision Blizzard Inc.
ATVI
| $14.3M | 0.03% |
859,088
+453,197
| +112% | +$7.56M |
|
611
Tyler Technologies
TYL
$23.7B
| $14.3M | 0.03% |
163,688
+10,108
| +7% | +$884K |
|
612
Arthur J. Gallagher & Co
AJG
$75.6B
| $14.3M | 0.03% |
327,898
-10,573
| -3% | -$462K |
|
613
Newell Brands
NWL
$2.55B
| $14.3M | 0.03% |
518,950
+22,097
| +4% | +$608K |
|
|
PNY
614
DELISTED
PIEDMONT NATURAL GAS CO INC(NC
PNY
| $14.3M | 0.03% |
433,961
+14,384
| +3% | +$473K |
|
615
Signet Jewelers
SIG
$3.77B
| $14.1M | 0.03% |
197,269
+131
| +0.1% | +$9.39K |
|
616
J.M. Smucker
SJM
$11.7B
| $14.1M | 0.03% |
134,479
-55,171
| -29% | -$5.8M |
|
|
PPS
617
DELISTED
Post Properties
PPS
| $14.1M | 0.03% |
313,247
+14,862
| +5% | +$669K |
|
618
Cracker Barrel
CBRL
$1.1B
| $14.1M | 0.03% |
136,534
+4,274
| +3% | +$441K |
|
619
Treehouse Foods
THS
$880M
| $14.1M | 0.03% |
210,657
+6,933
| +3% | +$463K |
|
|
GK
620
DELISTED
G&K Services Inc
GK
| $14.1M | 0.03% |
233,041
-18,108
| -7% | -$1.09M |
|
621
Stifel
SF
$11.6B
| $14.1M | 0.03% |
511,889
+15,357
| +3% | +$422K |
|
|
RAX
622
DELISTED
Rackspace Hosting Inc
RAX
| $14M | 0.03% |
265,888
-22,292
| -8% | -$1.18M |
|
623
Alexandria Real Estate Equities
ARE
$14.4B
| $14M | 0.03% |
219,007
+36,509
| +20% | +$2.33M |
|
624
Avnet
AVT
$4.49B
| $13.9M | 0.03% |
333,907
+1,867
| +0.6% | +$77.9K |
|
|
ALTR
625
DELISTED
ALTERA CORP
ALTR
| $13.9M | 0.03% |
374,073
-36,068
| -9% | -$1.34M |
|