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 | |
|---|---|---|---|---|---|---|
1076
AB InBev
BUD
$115B
| $6.61M | 0.01% |
66,612
+62,188
| +1,406% | +$6.17M |
|
|
AOL
1077
DELISTED
AOL INC COMMON STOCK
AOL
| $6.6M | 0.01% |
190,732
+2,057
| +1% | +$71.1K |
|
1078
Federated Hermes
FHI
$4.2B
| $6.59M | 0.01% |
242,697
+5,642
| +2% | +$153K |
|
1079
Dine Brands
DIN
$372M
| $6.59M | 0.01% |
95,446
+4,354
| +5% | +$300K |
|
|
KDN
1080
DELISTED
KAYDON CORP
KDN
| $6.58M | 0.01% |
185,102
+5,681
| +3% | +$202K |
|
1081
Synchronoss Technologies
SNCR
$66.8M
| $6.57M | 0.01% |
19,192
+1,823
| +10% | +$624K |
|
|
FMBI
1082
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $6.53M | 0.01% |
431,972
+13,552
| +3% | +$205K |
|
1083
Ciena
CIEN
$18.7B
| $6.52M | 0.01% |
260,951
+14,532
| +6% | +$363K |
|
1084
First American
FAF
$6.93B
| $6.52M | 0.01% |
267,646
+3,732
| +1% | +$90.9K |
|
|
CAB
1085
DELISTED
Cabela's Inc
CAB
| $6.52M | 0.01% |
103,401
-17,478
| -14% | -$1.1M |
|
|
ONXX
1086
DELISTED
ONYX PHARMACEUTICALS INC
ONXX
| $6.52M | 0.01% |
52,270
-2,073
| -4% | -$258K |
|
1087
Papa John's
PZZA
$1.64B
| $6.51M | 0.01% |
186,208
+2,758
| +2% | +$96.4K |
|
1088
Northwest Natural Holdings
NWN
$1.73B
| $6.47M | 0.01% |
154,139
+4,905
| +3% | +$206K |
|
1089
Hancock Whitney
HWC
$5.38B
| $6.47M | 0.01% |
206,104
-1,130
| -0.5% | -$35.5K |
|
|
TYPE
1090
DELISTED
Monotype Imaging Holdings Inc.
TYPE
| $6.44M | 0.01% |
224,798
+10,579
| +5% | +$303K |
|
1091
Aon
AON
$80.3B
| $6.44M | 0.01% |
86,520
+2,619
| +3% | +$195K |
|
|
CUB
1092
DELISTED
Cubic Corporation
CUB
| $6.44M | 0.01% |
119,955
+7,867
| +7% | +$422K |
|
|
FSP
1093
Franklin Street Properties
FSP
$175M
| $6.44M | 0.01% |
505,289
+14,941
| +3% | +$190K |
|
|
UFS
1094
DELISTED
DOMTAR CORPORATION (New)
UFS
| $6.42M | 0.01% |
161,786
-3,902
| -2% | -$155K |
|
1095
Watsco
WSO
$16.1B
| $6.42M | 0.01% |
68,114
-3,018
| -4% | -$285K |
|
|
OMX
1096
DELISTED
OFFICEMAX INCORPORATED
OMX
| $6.41M | 0.01% |
501,406
+15,890
| +3% | +$203K |
|
1097
Woodward
WWD
$14.4B
| $6.41M | 0.01% |
157,009
+4,037
| +3% | +$165K |
|
1098
First Interstate BancSystem
FIBK
$3.41B
| $6.4M | 0.01% |
264,921
+96,737
| +58% | +$2.34M |
|
1099
Virtus Investment Partners
VRTS
$1.36B
| $6.39M | 0.01% |
39,312
+6,839
| +21% | +$1.11M |
|
|
NPKI
1100
NPK International Inc.
NPKI
$901M
| $6.39M | 0.01% |
504,501
+474,036
| +1,556% | +$6M |
|