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 | |
|---|---|---|---|---|---|---|
|
CPWR
1176
DELISTED
COMPUWARE CORP
CPWR
| $5.09M | 0.01% |
+511,762
| New | +$5.09M |
|
|
HMSY
1177
DELISTED
HMS Holdings Corp.
HMSY
| $5.08M | 0.01% |
+218,160
| New | +$5.08M |
|
|
VRE
1178
Veris Residential
VRE
$1.5B
| $5.08M | 0.01% |
+207,385
| New | +$5.08M |
|
|
ALOG
1179
DELISTED
Analogic Corp
ALOG
| $5.06M | 0.01% |
+69,489
| New | +$5.06M |
|
1180
Geospace Technologies
GEOS
$218M
| $5.02M | 0.01% |
+72,660
| New | +$5.02M |
|
|
CCC
1181
DELISTED
Calgon Carbon Corp
CCC
| $5.02M | 0.01% |
+300,649
| New | +$5.02M |
|
1182
Tennant Co
TNC
$1.52B
| $5.01M | 0.01% |
+103,684
| New | +$5.01M |
|
|
CIR
1183
DELISTED
CIRCOR International, Inc
CIR
| $4.99M | 0.01% |
+98,119
| New | +$4.99M |
|
|
TCF
1184
DELISTED
TCF Financial Corporation
TCF
| $4.98M | 0.01% |
+350,919
| New | +$4.98M |
|
|
IRC
1185
DELISTED
INLAND REAL ESTATE CORP
IRC
| $4.97M | 0.01% |
+486,674
| New | +$4.97M |
|
|
HRC
1186
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $4.97M | 0.01% |
+147,644
| New | +$4.97M |
|
1187
Scansource
SCSC
$958M
| $4.97M | 0.01% |
+155,350
| New | +$4.97M |
|
|
OMX
1188
DELISTED
OFFICEMAX INCORPORATED
OMX
| $4.97M | 0.01% |
+485,516
| New | +$4.97M |
|
1189
Synovus
SNV
$7.17B
| $4.96M | 0.01% |
+242,791
| New | +$4.96M |
|
1190
Oxford Industries
OXM
$753M
| $4.96M | 0.01% |
+79,442
| New | +$4.96M |
|
1191
Sensient Technologies
SXT
$4.58B
| $4.95M | 0.01% |
+122,210
| New | +$4.95M |
|
|
KDN
1192
DELISTED
KAYDON CORP
KDN
| $4.94M | 0.01% |
+179,421
| New | +$4.94M |
|
|
AEGN
1193
DELISTED
Aegion Corp
AEGN
| $4.94M | 0.01% |
+219,463
| New | +$4.94M |
|
|
KAMN
1194
DELISTED
Kaman Corp
KAMN
| $4.93M | 0.01% |
+142,711
| New | +$4.93M |
|
|
HCBK
1195
DELISTED
HUDSON CITY BANCORP INC
HCBK
| $4.91M | 0.01% |
+536,127
| New | +$4.91M |
|
1196
Insulet
PODD
$24B
| $4.91M | 0.01% |
+156,320
| New | +$4.91M |
|
|
MDAS
1197
DELISTED
MEDASSETS INC COM STK (DE)
MDAS
| $4.91M | 0.01% |
+276,768
| New | +$4.91M |
|
1198
Jabil
JBL
$23.2B
| $4.9M | 0.01% |
+240,646
| New | +$4.9M |
|
1199
TruBridge
TBRG
$302M
| $4.9M | 0.01% |
+99,650
| New | +$4.9M |
|
|
LXK
1200
DELISTED
Lexmark Intl Inc
LXK
| $4.9M | 0.01% |
+160,108
| New | +$4.9M |
|