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 | |
|---|---|---|---|---|---|---|
1051
Sabra Healthcare REIT
SBRA
$4.59B
| $6.87M | 0.01% |
298,730
+6,241
| +2% | +$144K |
|
1052
J&J Snack Foods
JJSF
$2.09B
| $6.87M | 0.01% |
85,059
+886
| +1% | +$71.5K |
|
|
CNSL
1053
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $6.86M | 0.01% |
397,937
-133,551
| -25% | -$2.3M |
|
1054
NETGEAR
NTGR
$842M
| $6.86M | 0.01% |
222,255
+7,511
| +3% | +$232K |
|
1055
SunCoke Energy
SXC
$658M
| $6.86M | 0.01% |
403,431
+12,267
| +3% | +$209K |
|
|
HNGR
1056
DELISTED
Hanger Inc.
HNGR
| $6.85M | 0.01% |
202,910
+6,330
| +3% | +$214K |
|
1057
AXIS Capital
AXS
$7.76B
| $6.84M | 0.01% |
157,883
-2,559
| -2% | -$111K |
|
1058
Dr. Reddy's Laboratories
RDY
$12.3B
| $6.82M | 0.01% |
902,610
+604,260
| +203% | +$4.57M |
|
1059
World Kinect Corp
WKC
$1.44B
| $6.81M | 0.01% |
182,455
+7,683
| +4% | +$287K |
|
|
CAA
1060
DELISTED
CalAtlantic Group, Inc.
CAA
| $6.8M | 0.01% |
171,910
+10,575
| +7% | +$418K |
|
1061
Sinclair Inc
SBGI
$971M
| $6.79M | 0.01% |
202,488
+49,874
| +33% | +$1.67M |
|
1062
TruBridge
TBRG
$310M
| $6.78M | 0.01% |
115,917
+16,267
| +16% | +$952K |
|
1063
Thor Industries
THO
$5.83B
| $6.76M | 0.01% |
116,540
+2,436
| +2% | +$141K |
|
|
MAGN
1064
Magnera Corporation
MAGN
$414M
| $6.75M | 0.01% |
19,191
+635
| +3% | +$223K |
|
|
NPBC
1065
DELISTED
NATL PENN BANCSHARES INC
NPBC
| $6.74M | 0.01% |
670,662
-15,402
| -2% | -$155K |
|
1066
Bio-Techne
TECH
$8.28B
| $6.72M | 0.01% |
335,784
+8,380
| +3% | +$168K |
|
1067
Landstar System
LSTR
$4.59B
| $6.72M | 0.01% |
119,996
-372
| -0.3% | -$20.8K |
|
|
KMI.WS
1068
DELISTED
Kinder Morgan Inc
KMI.WS
| $6.7M | 0.01% |
1,348,715
+68,800
| +5% | +$342K |
|
|
AAWW
1069
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $6.7M | 0.01% |
145,356
+2,157
| +2% | +$99.5K |
|
|
CNL
1070
DELISTED
CLECO CRP (HOLDING CO)
CNL
| $6.69M | 0.01% |
149,081
-433
| -0.3% | -$19.4K |
|
|
NATI
1071
DELISTED
National Instruments Corp
NATI
| $6.68M | 0.01% |
216,143
+12,308
| +6% | +$381K |
|
1072
PhenixFIN
PFX
| $6.68M | 0.01% |
24,232
+232
| +1% | +$64K |
|
|
IPHS
1073
DELISTED
Innophos Holdings, Inc.
IPHS
| $6.67M | 0.01% |
126,296
+2,883
| +2% | +$152K |
|
1074
Interface
TILE
$1.67B
| $6.65M | 0.01% |
334,965
+13,515
| +4% | +$268K |
|
1075
Tennant Co
TNC
$1.54B
| $6.62M | 0.01% |
106,693
+3,009
| +3% | +$187K |
|