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 | |
|---|---|---|---|---|---|---|
851
Cullen/Frost Bankers
CFR
$8.11B
| $8.58M | 0.02% |
+128,553
| New | +$8.58M |
|
|
LSI
852
DELISTED
LSI CORPORATION
LSI
| $8.56M | 0.02% |
+1,199,455
| New | +$8.56M |
|
853
AptarGroup
ATR
$8.98B
| $8.56M | 0.02% |
+154,966
| New | +$8.56M |
|
|
TRAK
854
DELISTED
DEALERTRACK TECHNOLOGIES, INC. COM STK
TRAK
| $8.56M | 0.02% |
+241,474
| New | +$8.56M |
|
855
Tetra Tech
TTEK
$9.37B
| $8.54M | 0.02% |
+1,816,385
| New | +$8.54M |
|
856
Lennar Class A
LEN
$35.4B
| $8.53M | 0.02% |
+248,764
| New | +$8.53M |
|
857
MKS Inc. Common Stock
MKSI
$7.43B
| $8.5M | 0.02% |
+320,041
| New | +$8.5M |
|
858
NorthWestern Energy
NWE
$3.47B
| $8.48M | 0.02% |
+212,499
| New | +$8.48M |
|
859
Domino's
DPZ
$15.3B
| $8.47M | 0.02% |
+145,710
| New | +$8.47M |
|
|
SNI
860
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
| $8.47M | 0.02% |
+126,903
| New | +$8.47M |
|
|
WRI
861
DELISTED
Weingarten Realty Investors
WRI
| $8.44M | 0.02% |
+274,239
| New | +$8.44M |
|
862
Wipro
WIT
$29.4B
| $8.42M | 0.02% |
+6,169,099
| New | +$8.42M |
|
|
CYNO
863
DELISTED
Cynosure, Inc. Class A
CYNO
| $8.4M | 0.02% |
+323,207
| New | +$8.4M |
|
|
MWIV
864
DELISTED
MWI VETERINARY SUPPLY, INC.
MWIV
| $8.37M | 0.02% |
+67,901
| New | +$8.37M |
|
|
BKI
865
DELISTED
BUCKEYE TECHNOLOGY INC
BKI
| $8.35M | 0.02% |
+225,532
| New | +$8.35M |
|
866
Broadridge
BR
$29.3B
| $8.35M | 0.02% |
+314,019
| New | +$8.35M |
|
|
NSR
867
DELISTED
Neustar Inc
NSR
| $8.34M | 0.02% |
+171,231
| New | +$8.34M |
|
868
Electronic Arts
EA
$42.6B
| $8.31M | 0.02% |
+361,654
| New | +$8.31M |
|
869
Blackbaud
BLKB
$3.33B
| $8.3M | 0.02% |
+254,821
| New | +$8.3M |
|
|
SYKE
870
DELISTED
SYKES Enterprises Inc
SYKE
| $8.27M | 0.02% |
+524,570
| New | +$8.27M |
|
871
Hillenbrand
HI
$1.75B
| $8.24M | 0.02% |
+347,645
| New | +$8.24M |
|
872
Movado Group
MOV
$426M
| $8.23M | 0.02% |
+243,221
| New | +$8.23M |
|
|
ONIT
873
Onity Group Inc.
ONIT
$352M
| $8.21M | 0.02% |
+13,271
| New | +$8.21M |
|
874
Texas Roadhouse
TXRH
$11B
| $8.2M | 0.02% |
+327,851
| New | +$8.2M |
|
|
OPEN
875
DELISTED
OPENTABLE,INC COMMON STOCK
OPEN
| $8.2M | 0.02% |
+128,184
| New | +$8.2M |
|