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 | |
|---|---|---|---|---|---|---|
|
SMRT
976
DELISTED
Stein Mart Inc
SMRT
| $7.04M | 0.02% |
+515,781
| New | +$7.04M |
|
|
SWC
977
DELISTED
Stillwater Mining Co
SWC
| $7.02M | 0.02% |
+653,267
| New | +$7.02M |
|
978
Northwest Bancshares
NWBI
$1.86B
| $7.02M | 0.02% |
+519,298
| New | +$7.02M |
|
|
CYBX
979
DELISTED
CYBERONICS INC
CYBX
| $7.01M | 0.02% |
+134,943
| New | +$7.01M |
|
980
World Kinect Corp
WKC
$1.44B
| $6.99M | 0.02% |
+174,772
| New | +$6.99M |
|
|
ARB
981
DELISTED
ARBITRON INC (NEW)
ARB
| $6.98M | 0.02% |
+150,266
| New | +$6.98M |
|
|
NPBC
982
DELISTED
NATL PENN BANCSHARES INC
NPBC
| $6.97M | 0.02% |
+686,064
| New | +$6.97M |
|
983
Tidewater
TDW
$2.94B
| $6.97M | 0.02% |
+3,790
| New | +$6.97M |
|
|
CATM
984
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $6.96M | 0.02% |
+252,271
| New | +$6.96M |
|
985
Steris
STE
$24.9B
| $6.94M | 0.02% |
+161,930
| New | +$6.94M |
|
|
CNL
986
DELISTED
CLECO CRP (HOLDING CO)
CNL
| $6.94M | 0.02% |
+149,514
| New | +$6.94M |
|
987
Dorman Products
DORM
$5B
| $6.92M | 0.02% |
+151,592
| New | +$6.92M |
|
|
PCYC
988
DELISTED
PHARMACYCLICS INC
PCYC
| $6.91M | 0.02% |
+86,942
| New | +$6.91M |
|
989
ITT
ITT
$13.9B
| $6.89M | 0.02% |
+234,366
| New | +$6.89M |
|
990
Alkermes
ALKS
$4.57B
| $6.89M | 0.02% |
+240,102
| New | +$6.89M |
|
|
AOL
991
DELISTED
AOL INC COMMON STOCK
AOL
| $6.88M | 0.02% |
+188,675
| New | +$6.88M |
|
|
DNY
992
DELISTED
DONNELLEY R R & SONS CO
DNY
| $6.88M | 0.02% |
+491,077
| New | +$6.88M |
|
|
POM
993
DELISTED
PEPCO HOLDINGS, INC.
POM
| $6.88M | 0.02% |
+341,223
| New | +$6.88M |
|
|
FRAN
994
DELISTED
Francesca's Holdings Corporation
FRAN
| $6.88M | 0.02% |
+20,614
| New | +$6.88M |
|
995
Community Bank
CBU
$3.15B
| $6.87M | 0.02% |
+222,823
| New | +$6.87M |
|
996
Helen of Troy
HELE
$567M
| $6.83M | 0.02% |
+178,012
| New | +$6.83M |
|
997
GameStop
GME
$11.1B
| $6.81M | 0.02% |
+647,736
| New | +$6.81M |
|
998
United Bankshares
UBSI
$5.4B
| $6.8M | 0.02% |
+257,206
| New | +$6.8M |
|
|
JOY
999
DELISTED
Joy Global Inc
JOY
| $6.8M | 0.02% |
+140,059
| New | +$6.8M |
|
1000
Xylem
XYL
$34.5B
| $6.78M | 0.02% |
+251,667
| New | +$6.78M |
|