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 | |
|---|---|---|---|---|---|---|
851
Huntington Bancshares
HBAN
$25.8B
| $9.28M | 0.02% |
1,123,225
-1,504,146
| -57% | -$12.4M |
|
852
Archrock
AROC
$4.35B
| $9.27M | 0.02% |
336,385
-27,505
| -8% | -$758K |
|
|
B
853
DELISTED
Barnes Group Inc.
B
| $9.25M | 0.02% |
264,875
+2,074
| +0.8% | +$72.4K |
|
854
Ball Corp
BALL
$13.6B
| $9.21M | 0.02% |
410,424
-19,620
| -5% | -$440K |
|
855
Power Integrations
POWI
$2.5B
| $9.21M | 0.02% |
340,024
+13,466
| +4% | +$365K |
|
856
Take-Two Interactive
TTWO
$45B
| $9.18M | 0.02% |
505,263
-3,701
| -0.7% | -$67.2K |
|
857
Clearway Energy Class C
CWEN
$3.35B
| $9.17M | 0.02% |
+605,694
| New | +$9.17M |
|
|
TGI
858
DELISTED
Triumph Group
TGI
| $9.16M | 0.02% |
130,425
-195,152
| -60% | -$13.7M |
|
859
Steel Dynamics
STLD
$19.5B
| $9.16M | 0.02% |
547,901
+10,414
| +2% | +$174K |
|
860
Unifirst Corp
UNF
$3.17B
| $9.14M | 0.02% |
87,559
+3,625
| +4% | +$379K |
|
861
Trex
TREX
$6.43B
| $9.14M | 0.02% |
1,476,496
-5,240
| -0.4% | -$32.4K |
|
862
Huntington Ingalls Industries
HII
$10.7B
| $9.13M | 0.02% |
135,410
+601
| +0.4% | +$40.5K |
|
863
Texas Roadhouse
TXRH
$11B
| $9.13M | 0.02% |
347,202
+19,351
| +6% | +$509K |
|
|
FNFG
864
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
| $9.12M | 0.02% |
879,244
+4,386
| +0.5% | +$45.5K |
|
|
SWY
865
DELISTED
SAFEWAY INC
SWY
| $9.11M | 0.02% |
318,204
-42,254
| -12% | -$1.21M |
|
866
Allegiant Air
ALGT
$1.16B
| $9.11M | 0.02% |
86,495
+1,376
| +2% | +$145K |
|
867
Old Republic International
ORI
$9.92B
| $9.11M | 0.02% |
591,501
-11,173
| -2% | -$172K |
|
|
RBS.PRN
868
DELISTED
ROYAL BK SCOTLAND GROUP PLC ADR RPTNG PFD SHRS SER N (UK)
RBS.PRN
| $9.1M | 0.02% |
436,076
-5,714
| -1% | -$119K |
|
869
Genesco
GCO
$355M
| $9.09M | 0.02% |
138,587
+3,959
| +3% | +$260K |
|
870
MKS Inc. Common Stock
MKSI
$7.43B
| $9.05M | 0.02% |
340,480
+20,439
| +6% | +$543K |
|
871
Broadridge
BR
$29.3B
| $9.05M | 0.02% |
284,968
-29,051
| -9% | -$922K |
|
|
GXP
872
DELISTED
Great Plains Energy Incorporated
GXP
| $9.05M | 0.02% |
407,541
-2,417
| -0.6% | -$53.7K |
|
873
CMS Energy
CMS
$21.3B
| $9.04M | 0.02% |
343,377
-17,880
| -5% | -$471K |
|
874
Cincinnati Financial
CINF
$23.8B
| $9M | 0.02% |
190,768
-4,724
| -2% | -$223K |
|
875
Monster Beverage
MNST
$61.3B
| $8.97M | 0.02% |
1,030,098
-15,516
| -1% | -$135K |
|