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 | |
|---|---|---|---|---|---|---|
1051
Landstar System
LSTR
$4.59B
| $6.2M | 0.01% |
+120,368
| New | +$6.2M |
|
1052
Guess, Inc.
GES
$872M
| $6.2M | 0.01% |
+199,715
| New | +$6.2M |
|
|
IM
1053
DELISTED
Ingram Micro
IM
| $6.2M | 0.01% |
+326,337
| New | +$6.2M |
|
|
NUVA
1054
DELISTED
NuVasive, Inc.
NUVA
| $6.16M | 0.01% |
+248,518
| New | +$6.16M |
|
1055
Prosperity Bancshares
PB
$6.44B
| $6.15M | 0.01% |
+118,745
| New | +$6.15M |
|
|
SMA
1056
DELISTED
SYMMETRY MEDICAL INC
SMA
| $6.14M | 0.01% |
+729,737
| New | +$6.14M |
|
1057
Benchmark Electronics
BHE
$1.44B
| $6.14M | 0.01% |
+305,393
| New | +$6.14M |
|
|
SGY
1058
DELISTED
Stone Energy
SGY
| $6.14M | 0.01% |
+4,903
| New | +$6.14M |
|
1059
Woodward
WWD
$14.4B
| $6.12M | 0.01% |
+152,972
| New | +$6.12M |
|
1060
Cintas
CTAS
$82.4B
| $6.12M | 0.01% |
+537,396
| New | +$6.12M |
|
1061
Cinemark Holdings
CNK
$3.24B
| $6.09M | 0.01% |
+217,949
| New | +$6.09M |
|
1062
Adeia
ADEA
$1.71B
| $6.08M | 0.01% |
+1,103,873
| New | +$6.07M |
|
1063
Molina Healthcare
MOH
$10.2B
| $6.06M | 0.01% |
+162,876
| New | +$6.06M |
|
|
MAGN
1064
Magnera Corporation
MAGN
$414M
| $6.06M | 0.01% |
+18,556
| New | +$6.06M |
|
1065
Telephone and Data Systems
TDS
$4.53B
| $6.05M | 0.01% |
+245,500
| New | +$6.05M |
|
|
TXNM
1066
TXNM Energy, Inc.
TXNM
$6B
| $6.05M | 0.01% |
+272,570
| New | +$6.05M |
|
1067
Compass Minerals
CMP
$771M
| $6.03M | 0.01% |
+71,349
| New | +$6.03M |
|
|
TEG
1068
DELISTED
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
| $6.02M | 0.01% |
+102,779
| New | +$6.02M |
|
1069
Enpro
NPO
$4.77B
| $6.01M | 0.01% |
+118,492
| New | +$6.01M |
|
1070
NewMarket
NEU
$7.98B
| $6M | 0.01% |
+22,840
| New | +$6M |
|
1071
Papa John's
PZZA
$1.64B
| $6M | 0.01% |
+183,450
| New | +$6M |
|
1072
La-Z-Boy
LZB
$1.44B
| $5.99M | 0.01% |
+295,479
| New | +$5.99M |
|
|
DNB
1073
DELISTED
Dun & Bradstreet
DNB
| $5.99M | 0.01% |
+61,441
| New | +$5.99M |
|
1074
Watsco
WSO
$16.1B
| $5.97M | 0.01% |
+71,132
| New | +$5.97M |
|
1075
Cousins Properties
CUZ
$4.97B
| $5.96M | 0.01% |
+209,089
| New | +$5.96M |
|