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 | |
|---|---|---|---|---|---|---|
|
CBL
926
DELISTED
CBL& Associates Properties, Inc.
CBL
| $8.4M | 0.02% |
439,964
+225,588
| +105% | +$4.31M |
|
|
TTM
927
DELISTED
Tata Motors Limited
TTM
| $8.4M | 0.02% |
+315,625
| New | +$8.4M |
|
|
HSH
928
DELISTED
HILLSHIRE BRANDS CO
HSH
| $8.4M | 0.02% |
273,229
-44,426
| -14% | -$1.37M |
|
929
Cirrus Logic
CRUS
$5.91B
| $8.4M | 0.02% |
370,189
+11,119
| +3% | +$252K |
|
930
News Corp Class A
NWSA
$16.6B
| $8.39M | 0.02% |
+522,594
| New | +$8.39M |
|
|
PDLI
931
DELISTED
PDL BioPharma, Inc.
PDLI
| $8.39M | 0.02% |
1,052,215
+351,789
| +50% | +$2.8M |
|
|
BID
932
DELISTED
Sotheby's
BID
| $8.38M | 0.02% |
170,636
+4,319
| +3% | +$212K |
|
|
NSR
933
DELISTED
Neustar Inc
NSR
| $8.37M | 0.02% |
169,117
-2,114
| -1% | -$105K |
|
934
Commerce Bancshares
CBSH
$8B
| $8.36M | 0.02% |
342,675
+22,271
| +7% | +$543K |
|
935
Pultegroup
PHM
$27.4B
| $8.34M | 0.02% |
505,308
-1,203,556
| -70% | -$19.9M |
|
|
ATML
936
DELISTED
ATMEL CORP
ATML
| $8.33M | 0.02% |
1,119,976
+201,761
| +22% | +$1.5M |
|
|
SCG
937
DELISTED
Scana
SCG
| $8.32M | 0.02% |
180,658
-26,323
| -13% | -$1.21M |
|
938
Fossil Group
FOSL
$166M
| $8.28M | 0.02% |
71,245
-5,171
| -7% | -$601K |
|
939
United Natural Foods
UNFI
$1.79B
| $8.28M | 0.02% |
123,151
+2,539
| +2% | +$171K |
|
|
WRI
940
DELISTED
Weingarten Realty Investors
WRI
| $8.25M | 0.02% |
281,192
+6,953
| +3% | +$204K |
|
941
Old National Bancorp
ONB
$8.78B
| $8.24M | 0.02% |
580,243
+15,020
| +3% | +$213K |
|
942
Home BancShares
HOMB
$5.78B
| $8.22M | 0.02% |
541,276
+22,108
| +4% | +$336K |
|
|
HME
943
DELISTED
HOME PROPERTIES, INC
HME
| $8.16M | 0.02% |
141,351
+21,587
| +18% | +$1.25M |
|
944
Brady Corp
BRC
$3.76B
| $8.16M | 0.02% |
267,426
+8,111
| +3% | +$247K |
|
|
TXI
945
DELISTED
TEXAS INDUSTRIES INC
TXI
| $8.15M | 0.02% |
122,886
+4,514
| +4% | +$299K |
|
|
OUTR
946
DELISTED
OUTERWALL INC
OUTR
| $8.14M | 0.02% |
162,770
+4,790
| +3% | +$239K |
|
947
Progress Software
PRGS
$1.86B
| $8.09M | 0.02% |
312,758
+3,905
| +1% | +$101K |
|
|
MTSC
948
DELISTED
MTS Systems Corp
MTSC
| $8.08M | 0.02% |
125,507
+11,689
| +10% | +$752K |
|
|
ACOR
949
DELISTED
Acorda Therapeutics, Inc.
ACOR
| $8.07M | 0.02% |
1,962
+60
| +3% | +$247K |
|
950
Sealed Air
SEE
$4.99B
| $8.07M | 0.02% |
296,661
-29,921
| -9% | -$814K |
|