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 | |
|---|---|---|---|---|---|---|
901
Fossil Group
FOSL
$161M
| $7.9M | 0.02% |
+76,416
| New | +$7.9M |
|
|
TIBX
902
DELISTED
TIBCO SOFTWARE INC
TIBX
| $7.89M | 0.02% |
+368,805
| New | +$7.89M |
|
903
Garmin
GRMN
$46.4B
| $7.89M | 0.02% |
+218,171
| New | +$7.89M |
|
|
B
904
DELISTED
Barnes Group Inc.
B
| $7.88M | 0.02% |
+262,801
| New | +$7.88M |
|
905
Sleep Number
SNBR
$229M
| $7.85M | 0.02% |
+313,103
| New | +$7.85M |
|
|
HME
906
DELISTED
HOME PROPERTIES, INC
HME
| $7.83M | 0.02% |
+119,764
| New | +$7.83M |
|
|
CAB
907
DELISTED
Cabela's Inc
CAB
| $7.83M | 0.02% |
+120,879
| New | +$7.83M |
|
908
Sealed Air
SEE
$4.93B
| $7.82M | 0.02% |
+326,582
| New | +$7.82M |
|
909
Old National Bancorp
ONB
$8.73B
| $7.82M | 0.02% |
+565,223
| New | +$7.82M |
|
910
Lennox International
LII
$20B
| $7.81M | 0.02% |
+121,064
| New | +$7.81M |
|
911
Veeco
VECO
$1.56B
| $7.81M | 0.02% |
+220,536
| New | +$7.81M |
|
912
Group 1 Automotive
GPI
$6.26B
| $7.81M | 0.02% |
+121,375
| New | +$7.81M |
|
913
F5
FFIV
$19.3B
| $7.78M | 0.02% |
+113,051
| New | +$7.78M |
|
914
Commerce Bancshares
CBSH
$7.99B
| $7.77M | 0.02% |
+320,404
| New | +$7.77M |
|
915
Meritage Homes
MTH
$5.73B
| $7.76M | 0.02% |
+358,114
| New | +$7.76M |
|
916
Kite Realty
KRG
$4.99B
| $7.76M | 0.02% |
+321,790
| New | +$7.76M |
|
917
Old Republic International
ORI
$9.99B
| $7.76M | 0.02% |
+602,674
| New | +$7.76M |
|
918
MRC Global
MRC
$1.25B
| $7.74M | 0.02% |
+280,108
| New | +$7.74M |
|
|
TXI
919
DELISTED
TEXAS INDUSTRIES INC
TXI
| $7.71M | 0.02% |
+118,372
| New | +$7.71M |
|
920
Spire
SR
$4.52B
| $7.69M | 0.02% |
+168,443
| New | +$7.69M |
|
921
Global Payments
GPN
$20.8B
| $7.68M | 0.02% |
+331,510
| New | +$7.68M |
|
922
Unifirst Corp
UNF
$3.23B
| $7.66M | 0.02% |
+83,934
| New | +$7.66M |
|
|
HPY
923
DELISTED
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
| $7.65M | 0.02% |
+205,380
| New | +$7.65M |
|
|
CYT
924
DELISTED
CYTEC INDS INC
CYT
| $7.65M | 0.02% |
+208,846
| New | +$7.65M |
|
|
GOV
925
DELISTED
Government Properties Income Trust
GOV
| $7.64M | 0.02% |
+302,930
| New | +$7.64M |
|