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 | |
|---|---|---|---|---|---|---|
626
Edgewell Personal Care
EPC
$1B
| $13.9M | 0.03% |
205,240
+2,162
| +1% | +$146K |
|
627
Oil States International
OIS
$339M
| $13.9M | 0.03% |
234,299
+1,932
| +0.8% | +$114K |
|
628
The GEO Group
GEO
$2.99B
| $13.8M | 0.03% |
624,611
+21,792
| +4% | +$483K |
|
629
Enovis
ENOV
$1.77B
| $13.8M | 0.03% |
142,392
+88,326
| +163% | +$8.59M |
|
|
LSI
630
DELISTED
Life Storage, Inc.
LSI
| $13.8M | 0.03% |
273,530
+8,342
| +3% | +$421K |
|
|
SRCL
631
DELISTED
Stericycle Inc
SRCL
| $13.8M | 0.03% |
119,443
+21,484
| +22% | +$2.48M |
|
|
CBST
632
DELISTED
CUBIST PHARMACEUTICALS INC
CBST
| $13.8M | 0.03% |
216,529
-222,773
| -51% | -$14.2M |
|
633
Reliance Steel & Aluminium
RS
$15.3B
| $13.7M | 0.03% |
187,380
+1,019
| +0.5% | +$74.7K |
|
|
WNR
634
DELISTED
Western Refining Inc
WNR
| $13.7M | 0.03% |
454,378
-89,679
| -16% | -$2.69M |
|
635
NVIDIA
NVDA
$4.29T
| $13.6M | 0.03% |
35,072,120
-766,280
| -2% | -$298K |
|
636
Western Union
WU
$2.75B
| $13.6M | 0.03% |
730,598
-62,155
| -8% | -$1.16M |
|
|
FIRE
637
DELISTED
SOURCEFIRE INC COM STK
FIRE
| $13.6M | 0.03% |
179,084
+5,508
| +3% | +$418K |
|
|
HCC
638
DELISTED
HCC INSURANCES HOLDINGS INC
HCC
| $13.5M | 0.03% |
309,126
+20,062
| +7% | +$879K |
|
|
SLCA
639
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $13.5M | 0.03% |
543,707
+181,556
| +50% | +$4.52M |
|
|
SVC
640
Service Properties Trust
SVC
$466M
| $13.5M | 0.03% |
480,843
+17,709
| +4% | +$498K |
|
|
AXE
641
DELISTED
Anixter International Inc
AXE
| $13.5M | 0.03% |
154,161
+3,020
| +2% | +$265K |
|
642
KB Home
KBH
$4.48B
| $13.5M | 0.03% |
749,195
+3,174
| +0.4% | +$57.2K |
|
643
Marriott International Class A Common Stock
MAR
$71.1B
| $13.5M | 0.03% |
320,407
-16,457
| -5% | -$692K |
|
644
Omega Healthcare
OHI
$12.6B
| $13.4M | 0.03% |
450,129
+58,308
| +15% | +$1.74M |
|
|
NVE
645
DELISTED
NV ENERGY, INC
NVE
| $13.4M | 0.03% |
568,596
+3,233
| +0.6% | +$76.3K |
|
646
C.H. Robinson
CHRW
$15B
| $13.4M | 0.03% |
225,172
-2,047
| -0.9% | -$122K |
|
647
DaVita
DVA
$9.48B
| $13.4M | 0.03% |
235,627
+15,517
| +7% | +$883K |
|
|
EGN
648
DELISTED
Energen
EGN
| $13.4M | 0.03% |
175,376
+898
| +0.5% | +$68.6K |
|
649
Southwest Airlines
LUV
$16.3B
| $13.4M | 0.03% |
918,152
-104,350
| -10% | -$1.52M |
|
650
Kohl's
KSS
$1.78B
| $13.3M | 0.03% |
257,588
+3,055
| +1% | +$158K |
|