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 | |
|---|---|---|---|---|---|---|
1126
Boyd Gaming
BYD
$6.84B
| $6.11M | 0.01% |
431,989
+117,236
| +37% | +$1.66M |
|
1127
Clearwater Paper
CLW
$342M
| $6.11M | 0.01% |
127,866
+5,530
| +5% | +$264K |
|
|
LCC
1128
DELISTED
US AIRWAYS GROUP INC.
LCC
| $6.1M | 0.01% |
321,882
-272,277
| -46% | -$5.16M |
|
1129
Xylem
XYL
$33.5B
| $6.09M | 0.01% |
218,136
-33,531
| -13% | -$937K |
|
|
CEB
1130
DELISTED
CEB Inc.
CEB
| $6.09M | 0.01% |
83,894
+477
| +0.6% | +$34.6K |
|
1131
Lindsay Corp
LNN
$1.5B
| $6.09M | 0.01% |
74,546
+1,986
| +3% | +$162K |
|
|
AHL
1132
DELISTED
ASPEN Insurance Holding Limited
AHL
| $6.08M | 0.01% |
167,469
-1,085
| -0.6% | -$39.4K |
|
1133
Digital Realty Trust
DLR
$59.3B
| $6.07M | 0.01% |
114,278
+48,887
| +75% | +$2.6M |
|
1134
PotlatchDeltic
PCH
$3.21B
| $6.05M | 0.01% |
152,353
+52,116
| +52% | +$2.07M |
|
1135
Bank of Hawaii
BOH
$2.7B
| $6.04M | 0.01% |
110,953
+599
| +0.5% | +$32.6K |
|
|
WOOF
1136
DELISTED
VCA Inc.
WOOF
| $6.04M | 0.01% |
219,934
+1,103
| +0.5% | +$30.3K |
|
|
QEP
1137
DELISTED
QEP RESOURCES, INC.
QEP
| $6.03M | 0.01% |
217,679
+13,517
| +7% | +$374K |
|
|
GTAT
1138
DELISTED
GT ADVANCED TECHNOLOGIES INC COM STK (DE)
GTAT
| $5.99M | 0.01% |
704,313
+74,549
| +12% | +$634K |
|
1139
Rogers Corp
ROG
$1.44B
| $5.99M | 0.01% |
100,660
+4,131
| +4% | +$246K |
|
1140
Idacorp
IDA
$6.76B
| $5.98M | 0.01% |
123,649
+3,130
| +3% | +$151K |
|
1141
Monolithic Power Systems
MPWR
$41B
| $5.98M | 0.01% |
197,585
+15,601
| +9% | +$472K |
|
|
KAMN
1142
DELISTED
Kaman Corp
KAMN
| $5.98M | 0.01% |
157,956
+15,245
| +11% | +$577K |
|
|
PCYC
1143
DELISTED
PHARMACYCLICS INC
PCYC
| $5.98M | 0.01% |
43,196
-43,746
| -50% | -$6.05M |
|
|
CCC
1144
DELISTED
Calgon Carbon Corp
CCC
| $5.96M | 0.01% |
313,609
+12,960
| +4% | +$246K |
|
|
HTSI
1145
DELISTED
HARRIS TEETER SUPERMARKETS INC COM STK (NC)
HTSI
| $5.93M | 0.01% |
120,623
+3,226
| +3% | +$159K |
|
|
ALOG
1146
DELISTED
Analogic Corp
ALOG
| $5.91M | 0.01% |
71,549
+2,060
| +3% | +$170K |
|
1147
Sensient Technologies
SXT
$4.51B
| $5.91M | 0.01% |
123,417
+1,207
| +1% | +$57.8K |
|
|
SGI
1148
Somnigroup International Inc.
SGI
$17.9B
| $5.9M | 0.01% |
536,800
+19,676
| +4% | +$216K |
|
|
ICEL
1149
DELISTED
CELLULAR DYNAMICS INTL INC COM STK (WI)
ICEL
| $5.89M | 0.01% |
+320,000
| New | +$5.89M |
|
1150
Zions Bancorporation
ZION
$8.56B
| $5.89M | 0.01% |
214,672
+8,955
| +4% | +$246K |
|