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 | |
|---|---|---|---|---|---|---|
|
GDI
826
DELISTED
GARDNER DENVER,INC
GDI
| $8.95M | 0.02% |
+119,086
| New | +$8.95M |
|
827
Ball Corp
BALL
$13.6B
| $8.93M | 0.02% |
+430,044
| New | +$8.93M |
|
828
Interpublic Group of Companies
IPG
$9.51B
| $8.91M | 0.02% |
+612,290
| New | +$8.91M |
|
|
CKH
829
DELISTED
Seacor Holdings Inc.
CKH
| $8.9M | 0.02% |
+110,855
| New | +$8.9M |
|
|
PACW
830
DELISTED
PacWest Bancorp
PACW
| $8.89M | 0.02% |
+290,073
| New | +$8.89M |
|
|
URS
831
DELISTED
URS CORP
URS
| $8.86M | 0.02% |
+187,585
| New | +$8.86M |
|
832
International Flavors & Fragrances
IFF
$16.5B
| $8.86M | 0.02% |
+117,838
| New | +$8.86M |
|
833
Glacier Bancorp
GBCI
$5.76B
| $8.85M | 0.02% |
+399,025
| New | +$8.85M |
|
|
ENDP
834
DELISTED
Endo International plc
ENDP
| $8.85M | 0.02% |
+240,446
| New | +$8.85M |
|
|
WIN
835
DELISTED
Windstream Holdings Inc
WIN
| $8.82M | 0.02% |
+146,074
| New | +$8.82M |
|
836
Mativ Holdings
MATV
$666M
| $8.81M | 0.02% |
+176,624
| New | +$8.81M |
|
|
FNFG
837
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
| $8.81M | 0.02% |
+874,858
| New | +$8.81M |
|
|
KS
838
DELISTED
KapStone Paper and Pack Corp.
KS
| $8.8M | 0.02% |
+438,138
| New | +$8.8M |
|
839
Valmont Industries
VMI
$7.45B
| $8.8M | 0.02% |
+61,497
| New | +$8.8M |
|
840
Trex
TREX
$6.43B
| $8.8M | 0.02% |
+1,481,736
| New | +$8.8M |
|
841
Helmerich & Payne
HP
$2.07B
| $8.77M | 0.02% |
+140,454
| New | +$8.77M |
|
|
HMA
842
DELISTED
HEALTH MGMT ASSOC INC CL-A
HMA
| $8.73M | 0.02% |
+555,544
| New | +$8.73M |
|
|
SYNT
843
DELISTED
Syntel Inc
SYNT
| $8.73M | 0.02% |
+277,580
| New | +$8.73M |
|
844
3D Systems Corporation
DDD
$272M
| $8.72M | 0.02% |
+198,564
| New | +$8.72M |
|
845
D.R. Horton
DHI
$52.5B
| $8.71M | 0.02% |
+409,237
| New | +$8.71M |
|
846
Patterson-UTI
PTEN
$2.11B
| $8.7M | 0.02% |
+449,235
| New | +$8.7M |
|
847
Sonoco
SON
$4.54B
| $8.65M | 0.02% |
+250,113
| New | +$8.65M |
|
848
Chemed
CHE
$6.57B
| $8.65M | 0.02% |
+119,368
| New | +$8.65M |
|
|
PDCE
849
DELISTED
PDC Energy, Inc.
PDCE
| $8.64M | 0.02% |
+167,847
| New | +$8.64M |
|
850
MSCI
MSCI
$43.6B
| $8.6M | 0.02% |
+258,612
| New | +$8.6M |
|