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 | |
|---|---|---|---|---|---|---|
801
Littelfuse
LFUS
$6.54B
| $10.2M | 0.02% |
129,943
+5,247
| +4% | +$410K |
|
802
Molson Coors Class B
TAP
$9.7B
| $10.2M | 0.02% |
202,760
-879,633
| -81% | -$44.1M |
|
803
FNB Corp
FNB
$5.88B
| $10.1M | 0.02% |
834,951
+25,995
| +3% | +$315K |
|
804
Allete
ALE
$3.7B
| $10.1M | 0.02% |
209,658
+7,042
| +3% | +$340K |
|
|
RHT
805
DELISTED
Red Hat Inc
RHT
| $10.1M | 0.02% |
218,687
-6,539
| -3% | -$302K |
|
|
LSI
806
DELISTED
LSI CORPORATION
LSI
| $10.1M | 0.02% |
1,289,628
+90,173
| +8% | +$705K |
|
|
INFA
807
DELISTED
INFORMATICA CORP
INFA
| $10.1M | 0.02% |
258,686
+27,158
| +12% | +$1.06M |
|
808
Macerich
MAC
$4.53B
| $10.1M | 0.02% |
178,269
+4,767
| +3% | +$269K |
|
|
WIN
809
DELISTED
Windstream Holdings Inc
WIN
| $10M | 0.02% |
160,440
+14,366
| +10% | +$900K |
|
810
Cadence Design Systems
CDNS
$92.2B
| $10M | 0.02% |
743,141
+10,074
| +1% | +$136K |
|
811
Leggett & Platt
LEG
$1.35B
| $10M | 0.02% |
332,067
+144,616
| +77% | +$4.36M |
|
|
ESND
812
DELISTED
Essendant Inc.
ESND
| $9.99M | 0.02% |
229,590
+3,365
| +1% | +$146K |
|
813
NorthWestern Energy
NWE
$3.47B
| $9.98M | 0.02% |
222,165
+9,666
| +5% | +$434K |
|
|
KS
814
DELISTED
KapStone Paper and Pack Corp.
KS
| $9.94M | 0.02% |
464,472
+26,334
| +6% | +$564K |
|
815
Domino's
DPZ
$15.3B
| $9.92M | 0.02% |
145,958
+248
| +0.2% | +$16.9K |
|
816
Ameren
AEE
$26.8B
| $9.91M | 0.02% |
284,506
-928,651
| -77% | -$32.4M |
|
|
CKH
817
DELISTED
Seacor Holdings Inc.
CKH
| $9.85M | 0.02% |
112,618
+1,763
| +2% | +$154K |
|
|
STR
818
DELISTED
QUESTAR CORP
STR
| $9.85M | 0.02% |
437,759
+27,044
| +7% | +$608K |
|
819
Acuity Brands
AYI
$10.1B
| $9.84M | 0.02% |
106,961
+649
| +0.6% | +$59.7K |
|
|
PLL
820
DELISTED
PALL CORP
PLL
| $9.83M | 0.02% |
127,623
-31,686
| -20% | -$2.44M |
|
821
Hillenbrand
HI
$1.75B
| $9.82M | 0.02% |
358,858
+11,213
| +3% | +$307K |
|
822
Community Health Systems
CYH
$409M
| $9.81M | 0.02% |
286,103
-13,857
| -5% | -$475K |
|
|
URS
823
DELISTED
URS CORP
URS
| $9.8M | 0.02% |
182,328
-5,257
| -3% | -$283K |
|
824
Flowers Foods
FLO
$3.02B
| $9.79M | 0.02% |
456,656
+87,969
| +24% | +$1.89M |
|
|
SFG
825
DELISTED
STANCORP FINL GRP
SFG
| $9.77M | 0.02% |
177,639
+68,624
| +63% | +$3.78M |
|