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 | |
|---|---|---|---|---|---|---|
1076
Zions Bancorporation
ZION
$8.6B
| $5.94M | 0.01% |
+205,717
| New | +$5.94M |
|
1077
World Acceptance Corp
WRLD
$923M
| $5.93M | 0.01% |
+68,221
| New | +$5.93M |
|
|
MXIM
1078
DELISTED
Maxim Integrated Products
MXIM
| $5.91M | 0.01% |
+212,840
| New | +$5.91M |
|
|
CRZO
1079
DELISTED
Carrizo Oil & Gas Inc
CRZO
| $5.9M | 0.01% |
+208,375
| New | +$5.9M |
|
1080
iRobot
IRBT
$114M
| $5.9M | 0.01% |
+148,400
| New | +$5.9M |
|
|
FINL
1081
DELISTED
Finish Line
FINL
| $5.89M | 0.01% |
+269,514
| New | +$5.89M |
|
1082
Semtech
SMTC
$5.29B
| $5.88M | 0.01% |
+167,809
| New | +$5.88M |
|
|
WCG
1083
DELISTED
Wellcare Health Plans, Inc.
WCG
| $5.88M | 0.01% |
+105,768
| New | +$5.88M |
|
1084
Royal Gold
RGLD
$12.5B
| $5.86M | 0.01% |
+139,335
| New | +$5.86M |
|
|
NSM
1085
DELISTED
Nationstar Mortgage Holdings
NSM
| $5.84M | 0.01% |
+156,000
| New | +$5.84M |
|
1086
Leggett & Platt
LEG
$1.34B
| $5.83M | 0.01% |
+187,451
| New | +$5.83M |
|
1087
American States Water
AWR
$2.83B
| $5.83M | 0.01% |
+217,162
| New | +$5.83M |
|
|
IPHS
1088
DELISTED
Innophos Holdings, Inc.
IPHS
| $5.82M | 0.01% |
+123,413
| New | +$5.82M |
|
1089
First American
FAF
$6.93B
| $5.82M | 0.01% |
+263,914
| New | +$5.82M |
|
|
INN
1090
Summit Hotel Properties
INN
$626M
| $5.8M | 0.01% |
+613,914
| New | +$5.8M |
|
|
ORB
1091
DELISTED
ORBITAL SCIENCES CORP
ORB
| $5.8M | 0.01% |
+334,035
| New | +$5.8M |
|
|
TSS
1092
DELISTED
Total System Services, Inc.
TSS
| $5.79M | 0.01% |
+236,491
| New | +$5.79M |
|
|
ATVI
1093
DELISTED
Activision Blizzard Inc.
ATVI
| $5.79M | 0.01% |
+405,891
| New | +$5.79M |
|
1094
CVB Financial
CVBF
$2.8B
| $5.79M | 0.01% |
+491,965
| New | +$5.79M |
|
|
CFNL
1095
DELISTED
Cardinal Financial Corp
CFNL
| $5.76M | 0.01% |
+393,335
| New | +$5.76M |
|
1096
Clearwater Paper
CLW
$351M
| $5.76M | 0.01% |
+122,336
| New | +$5.76M |
|
1097
Idacorp
IDA
$6.79B
| $5.76M | 0.01% |
+120,519
| New | +$5.76M |
|
|
TIVO
1098
DELISTED
Tivo Inc
TIVO
| $5.75M | 0.01% |
+251,540
| New | +$5.75M |
|
|
FMBI
1099
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $5.74M | 0.01% |
+418,420
| New | +$5.74M |
|
1100
Kaiser Aluminum
KALU
$1.25B
| $5.74M | 0.01% |
+92,629
| New | +$5.74M |
|