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 | |
|---|---|---|---|---|---|---|
1001
Columbia Banking Systems
COLB
$7.87B
| $6.77M | 0.02% |
+284,476
| New | +$6.77M |
|
|
ATML
1002
DELISTED
ATMEL CORP
ATML
| $6.75M | 0.01% |
+918,215
| New | +$6.75M |
|
|
FDO
1003
DELISTED
FAMILY DOLLAR STORES
FDO
| $6.75M | 0.01% |
+108,324
| New | +$6.75M |
|
1004
Capri Holdings
CPRI
$2.6B
| $6.74M | 0.01% |
+108,742
| New | +$6.74M |
|
1005
Home BancShares
HOMB
$5.79B
| $6.74M | 0.01% |
+519,168
| New | +$6.74M |
|
|
MWV
1006
DELISTED
MEADWESTVACO CORP
MWV
| $6.73M | 0.01% |
+197,426
| New | +$6.73M |
|
1007
OSI Systems
OSIS
$4.03B
| $6.72M | 0.01% |
+104,351
| New | +$6.72M |
|
|
CAA
1008
DELISTED
CalAtlantic Group, Inc.
CAA
| $6.72M | 0.01% |
+161,335
| New | +$6.72M |
|
1009
O-I Glass
OI
$2.04B
| $6.69M | 0.01% |
+240,725
| New | +$6.69M |
|
1010
Expedia Group
EXPE
$27.4B
| $6.67M | 0.01% |
+110,867
| New | +$6.67M |
|
1011
First Horizon
FHN
$11.5B
| $6.67M | 0.01% |
+595,003
| New | +$6.67M |
|
1012
ASGN Inc
ASGN
$2.33B
| $6.65M | 0.01% |
+249,042
| New | +$6.65M |
|
1013
HNI Corp
HNI
$2.11B
| $6.63M | 0.01% |
+183,761
| New | +$6.63M |
|
1014
Power Integrations
POWI
$2.56B
| $6.62M | 0.01% |
+326,558
| New | +$6.62M |
|
1015
NETGEAR
NTGR
$842M
| $6.56M | 0.01% |
+214,744
| New | +$6.56M |
|
|
KMI.WS
1016
DELISTED
Kinder Morgan Inc
KMI.WS
| $6.55M | 0.01% |
+1,279,915
| New | +$6.55M |
|
1017
J&J Snack Foods
JJSF
$2.09B
| $6.55M | 0.01% |
+84,173
| New | +$6.55M |
|
1018
Simpson Manufacturing
SSD
$8.07B
| $6.53M | 0.01% |
+222,016
| New | +$6.53M |
|
|
RVBD
1019
DELISTED
RIVERBED TECHNOLOGY, INC COM
RVBD
| $6.52M | 0.01% |
+419,300
| New | +$6.52M |
|
1020
PhenixFIN
PFX
| $6.52M | 0.01% |
+24,000
| New | +$6.52M |
|
|
STMP
1021
DELISTED
Stamps.com, Inc.
STMP
| $6.51M | 0.01% |
+165,359
| New | +$6.51M |
|
1022
United Natural Foods
UNFI
$1.8B
| $6.51M | 0.01% |
+120,612
| New | +$6.51M |
|
1023
Forward Air
FWRD
$920M
| $6.51M | 0.01% |
+170,102
| New | +$6.51M |
|
1024
Federated Hermes
FHI
$4.2B
| $6.5M | 0.01% |
+237,055
| New | +$6.5M |
|
|
JOSB
1025
DELISTED
JOS A BANK CLOTHIERS INC
JOSB
| $6.48M | 0.01% |
+156,891
| New | +$6.48M |
|