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 | |
|---|---|---|---|---|---|---|
|
MOLX
951
DELISTED
MOLEX INC
MOLX
| $8.05M | 0.02% |
208,926
-31,545
| -13% | -$1.22M |
|
|
EGOV
952
DELISTED
NIC Inc
EGOV
| $8.04M | 0.02% |
347,961
+13,756
| +4% | +$318K |
|
953
Hormel Foods
HRL
$14B
| $8.03M | 0.02% |
381,440
-5,018
| -1% | -$106K |
|
954
OSI Systems
OSIS
$4.04B
| $8.03M | 0.02% |
107,842
+3,491
| +3% | +$260K |
|
|
AKRX
955
DELISTED
Akorn, Inc.
AKRX
| $8.03M | 0.02% |
407,927
+28,152
| +7% | +$554K |
|
|
PVTB
956
DELISTED
PrivateBancorp Inc
PVTB
| $8.02M | 0.02% |
374,846
+23,912
| +7% | +$512K |
|
957
Genworth Financial
GNW
$3.61B
| $8.02M | 0.02% |
626,809
+69,007
| +12% | +$883K |
|
958
Monro
MNRO
$537M
| $7.99M | 0.02% |
171,811
+6,020
| +4% | +$280K |
|
959
HUB Group
HUBG
$2.3B
| $7.99M | 0.02% |
407,142
+6,528
| +2% | +$128K |
|
960
Piper Sandler
PIPR
$6.14B
| $7.96M | 0.02% |
232,203
+4,380
| +2% | +$150K |
|
961
Spire
SR
$4.49B
| $7.96M | 0.02% |
176,835
+8,392
| +5% | +$378K |
|
|
LNCE
962
DELISTED
Snyders-Lance, Inc.
LNCE
| $7.95M | 0.02% |
275,700
+9,589
| +4% | +$277K |
|
|
ATW
963
DELISTED
Atwood Oceanics
ATW
| $7.94M | 0.02% |
144,265
-46,456
| -24% | -$2.56M |
|
|
FDO
964
DELISTED
FAMILY DOLLAR STORES
FDO
| $7.94M | 0.02% |
110,251
+1,927
| +2% | +$139K |
|
|
SMRT
965
DELISTED
Stein Mart Inc
SMRT
| $7.94M | 0.02% |
578,451
+62,670
| +12% | +$860K |
|
|
MINI
966
DELISTED
Mobile Mini Inc
MINI
| $7.91M | 0.02% |
232,220
+18,015
| +8% | +$614K |
|
967
Community Bank
CBU
$3.15B
| $7.9M | 0.02% |
231,501
+8,678
| +4% | +$296K |
|
968
Acadia Realty Trust
AKR
$2.59B
| $7.88M | 0.02% |
319,421
+11,669
| +4% | +$288K |
|
969
Goodyear
GT
$2.45B
| $7.85M | 0.02% |
349,782
-16,724
| -5% | -$375K |
|
970
Selective Insurance
SIGI
$4.84B
| $7.84M | 0.02% |
320,166
+10,783
| +3% | +$264K |
|
971
Steris
STE
$24.8B
| $7.83M | 0.02% |
182,285
+20,355
| +13% | +$874K |
|
|
MWV
972
DELISTED
MEADWESTVACO CORP
MWV
| $7.83M | 0.02% |
203,917
+6,491
| +3% | +$249K |
|
|
CYN
973
DELISTED
CITY NATIONAL CORPORATION
CYN
| $7.81M | 0.02% |
117,091
-368
| -0.3% | -$24.5K |
|
974
Patterson-UTI
PTEN
$2.15B
| $7.81M | 0.02% |
365,057
-84,178
| -19% | -$1.8M |
|
975
Sleep Number
SNBR
$234M
| $7.8M | 0.02% |
320,169
+7,066
| +2% | +$172K |
|