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 | |
|---|---|---|---|---|---|---|
|
TIBX
901
DELISTED
TIBCO SOFTWARE INC
TIBX
| $8.68M | 0.02% |
339,137
-29,668
| -8% | -$759K |
|
|
AIRM
902
DELISTED
Air Methods Corp
AIRM
| $8.68M | 0.02% |
203,741
-34,479
| -14% | -$1.47M |
|
903
Dorman Products
DORM
$4.97B
| $8.64M | 0.02% |
174,446
+22,854
| +15% | +$1.13M |
|
904
Synaptics
SYNA
$2.78B
| $8.58M | 0.02% |
193,677
+10,052
| +5% | +$445K |
|
905
Global Payments
GPN
$20.8B
| $8.57M | 0.02% |
335,578
+4,068
| +1% | +$104K |
|
|
LXK
906
DELISTED
Lexmark Intl Inc
LXK
| $8.56M | 0.02% |
259,525
+99,417
| +62% | +$3.28M |
|
|
ARRY
907
DELISTED
Array Biopharma Inc
ARRY
| $8.55M | 0.02% |
1,374,719
-28,285
| -2% | -$176K |
|
908
ITT
ITT
$13.9B
| $8.55M | 0.02% |
237,788
+3,422
| +1% | +$123K |
|
909
SPX Corp
SPXC
$9.47B
| $8.52M | 0.02% |
399,622
+1,561
| +0.4% | +$33.3K |
|
910
PTC
PTC
$24.7B
| $8.49M | 0.02% |
298,574
+5,531
| +2% | +$157K |
|
|
EFII
911
DELISTED
Electronics for Imaging
EFII
| $8.49M | 0.02% |
267,978
+7,980
| +3% | +$253K |
|
|
PSB
912
DELISTED
PS Business Parks, Inc.
PSB
| $8.49M | 0.02% |
113,715
+13,176
| +13% | +$983K |
|
|
HPY
913
DELISTED
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
| $8.48M | 0.02% |
213,566
+8,186
| +4% | +$325K |
|
914
Campbell Soup
CPB
$9.99B
| $8.48M | 0.02% |
208,261
+7,463
| +4% | +$304K |
|
915
Bank OZK
OZK
$5.89B
| $8.48M | 0.02% |
353,312
+23,180
| +7% | +$556K |
|
916
Meritage Homes
MTH
$5.72B
| $8.47M | 0.02% |
394,530
+36,416
| +10% | +$782K |
|
|
HIBB
917
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $8.46M | 0.02% |
150,618
+4,088
| +3% | +$230K |
|
|
PNK
918
DELISTED
Pinnacle Entertainment Inc.
PNK
| $8.45M | 0.02% |
337,494
+13,418
| +4% | +$336K |
|
919
Neogen
NEOG
$1.26B
| $8.45M | 0.02% |
556,796
+48,940
| +10% | +$743K |
|
|
LNKD
920
DELISTED
LinkedIn Corporation
LNKD
| $8.44M | 0.02% |
34,315
-6,237
| -15% | -$1.53M |
|
|
NPSP
921
DELISTED
NPS PHARMACEUTICALS INC
NPSP
| $8.44M | 0.02% |
265,421
-32,198
| -11% | -$1.02M |
|
922
Globe Life
GL
$11.5B
| $8.44M | 0.02% |
175,041
-7,973
| -4% | -$384K |
|
923
Veeco
VECO
$1.55B
| $8.43M | 0.02% |
226,496
+5,960
| +3% | +$222K |
|
|
WAGE
924
DELISTED
WageWorks, Inc.
WAGE
| $8.43M | 0.02% |
167,087
+47,807
| +40% | +$2.41M |
|
|
ROSE
925
DELISTED
ROSETTA RESOURCES INC
ROSE
| $8.43M | 0.02% |
154,717
-13,543
| -8% | -$738K |
|