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 |
Exxon Mobil
XOM
|
+$592M |
| 2 |
Simon Property Group
SPG
|
+$512M |
| 3 |
Apple
AAPL
|
+$484M |
| 4 |
JPMorgan Chase
JPM
|
+$466M |
| 5 |
Wells Fargo
WFC
|
+$398M |
Top Sells
Sector Composition
| 1 | Financials | 16.25% |
| 2 | Real Estate | 11.42% |
| 3 | Technology | 11.13% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Healthcare | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
H.B. Fuller
FUL
$3.39B
| $10.7M | 0.02% |
+282,133
| New | +$10.7M |
|
727
Cadence Design Systems
CDNS
$98.6B
| $10.6M | 0.02% |
+733,067
| New | +$10.6M |
|
728
Flotek Industries
FTK
$330M
| $10.6M | 0.02% |
+98,405
| New | +$10.6M |
|
729
Monster Beverage
MNST
$61.9B
| $10.6M | 0.02% |
+1,045,614
| New | +$10.6M |
|
|
PLL
730
DELISTED
PALL CORP
PLL
| $10.6M | 0.02% |
+159,309
| New | +$10.6M |
|
731
Macerich
MAC
$4.68B
| $10.6M | 0.02% |
+173,502
| New | +$10.6M |
|
732
iShares MSCI EAFE ETF
EFA
$66.6B
| $10.6M | 0.02% |
+184,173
| New | +$10.6M |
|
733
Jack Henry & Associates
JKHY
$11.9B
| $10.6M | 0.02% |
+224,022
| New | +$10.6M |
|
734
Tyler Technologies
TYL
$24.5B
| $10.5M | 0.02% |
+153,580
| New | +$10.5M |
|
735
Jack in the Box
JACK
$377M
| $10.5M | 0.02% |
+267,684
| New | +$10.5M |
|
|
HSH
736
DELISTED
HILLSHIRE BRANDS CO
HSH
| $10.5M | 0.02% |
+317,655
| New | +$10.5M |
|
737
Unum
UNM
$12.6B
| $10.5M | 0.02% |
+357,483
| New | +$10.5M |
|
738
Cboe Global Markets
CBOE
$24.5B
| $10.5M | 0.02% |
+224,245
| New | +$10.5M |
|
|
VPHM
739
DELISTED
VIROPHARMA INC
VPHM
| $10.4M | 0.02% |
+363,958
| New | +$10.4M |
|
|
RYL
740
DELISTED
RYLAND GROUP INC
RYL
| $10.4M | 0.02% |
+259,132
| New | +$10.4M |
|
741
L3Harris
LHX
$51.2B
| $10.4M | 0.02% |
+210,898
| New | +$10.4M |
|
742
Ziff Davis
ZD
$1.58B
| $10.4M | 0.02% |
+280,454
| New | +$10.4M |
|
|
ORIT
743
DELISTED
Oritani Financial Corp. New
ORIT
| $10.4M | 0.02% |
+660,030
| New | +$10.4M |
|
744
Cognex
CGNX
$7.49B
| $10.3M | 0.02% |
+915,072
| New | +$10.3M |
|
745
EastGroup Properties
EGP
$8.91B
| $10.3M | 0.02% |
+183,588
| New | +$10.3M |
|
|
SJI
746
DELISTED
South Jersey Industries, Inc.
SJI
| $10.3M | 0.02% |
+359,658
| New | +$10.3M |
|
|
RTEC
747
DELISTED
Rudolph Technologies Inc
RTEC
| $10.3M | 0.02% |
+921,226
| New | +$10.3M |
|
|
BWLD
748
DELISTED
Buffalo Wild Wings, Inc.
BWLD
| $10.3M | 0.02% |
+104,620
| New | +$10.3M |
|
749
Haverty Furniture Companies
HVT
$383M
| $10.2M | 0.02% |
+445,143
| New | +$10.2M |
|
750
Archrock
AROC
$4.22B
| $10.2M | 0.02% |
+363,890
| New | +$10.2M |
|