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 | |
|---|---|---|---|---|---|---|
726
KBR
KBR
$6.42B
| $11.7M | 0.02% |
359,711
+2,324
| +0.7% | +$75.9K |
|
|
JNPR
727
DELISTED
Juniper Networks
JNPR
| $11.7M | 0.02% |
588,032
+33,377
| +6% | +$663K |
|
728
SEI Investments
SEIC
$10.7B
| $11.6M | 0.02% |
375,864
+57,426
| +18% | +$1.78M |
|
729
Reinsurance Group of America
RGA
$12.7B
| $11.6M | 0.02% |
172,459
-2,929
| -2% | -$196K |
|
|
CNQR
730
DELISTED
CONCUR TECHNOLOGIES INC
CNQR
| $11.5M | 0.02% |
104,483
+6,409
| +7% | +$708K |
|
731
Jack Henry & Associates
JKHY
$11.6B
| $11.5M | 0.02% |
223,632
-390
| -0.2% | -$20.1K |
|
|
DST
732
DELISTED
DST Systems Inc.
DST
| $11.5M | 0.02% |
306,128
-154,342
| -34% | -$5.82M |
|
733
Huron Consulting
HURN
$2.36B
| $11.5M | 0.02% |
219,121
+480
| +0.2% | +$25.3K |
|
734
FMC
FMC
$4.61B
| $11.5M | 0.02% |
184,935
-42,914
| -19% | -$2.67M |
|
735
EastGroup Properties
EGP
$8.72B
| $11.5M | 0.02% |
194,222
+10,634
| +6% | +$630K |
|
736
Travel + Leisure Co
TNL
$4B
| $11.5M | 0.02% |
417,738
-16,980
| -4% | -$467K |
|
737
UMB Financial
UMBF
$9.26B
| $11.5M | 0.02% |
211,172
+30,432
| +17% | +$1.65M |
|
|
JWN
738
DELISTED
Nordstrom
JWN
| $11.4M | 0.02% |
203,716
-7,262
| -3% | -$408K |
|
|
TWTC
739
DELISTED
TW TELECOM INC CL A COM
TWTC
| $11.4M | 0.02% |
383,260
+39,371
| +11% | +$1.18M |
|
740
Alaska Air
ALK
$7.22B
| $11.4M | 0.02% |
364,560
+3,498
| +1% | +$110K |
|
|
PNRA
741
DELISTED
Panera Bread Co
PNRA
| $11.4M | 0.02% |
71,947
+377
| +0.5% | +$59.8K |
|
742
Teleflex
TFX
$5.76B
| $11.4M | 0.02% |
138,572
+17,267
| +14% | +$1.42M |
|
743
W.R. Berkley
WRB
$27.4B
| $11.4M | 0.02% |
896,552
-1,893
| -0.2% | -$24K |
|
|
VAR
744
DELISTED
Varian Medical Systems, Inc.
VAR
| $11.4M | 0.02% |
173,329
-7,752
| -4% | -$508K |
|
745
Timken Company
TKR
$5.32B
| $11.4M | 0.02% |
262,535
-393,187
| -60% | -$17M |
|
746
Regency Centers
REG
$13.1B
| $11.3M | 0.02% |
234,271
+14,951
| +7% | +$723K |
|
747
Essential Utilities
WTRG
$10.6B
| $11.3M | 0.02% |
455,088
+5,864
| +1% | +$145K |
|
|
XL
748
DELISTED
XL Group Ltd.
XL
| $11.3M | 0.02% |
365,048
-18,402
| -5% | -$567K |
|
749
Pitney Bowes
PBI
$1.96B
| $11.2M | 0.02% |
614,749
+2,035
| +0.3% | +$37K |
|
750
Haverty Furniture Companies
HVT
$380M
| $11.1M | 0.02% |
454,001
+8,858
| +2% | +$217K |
|