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 | |
|---|---|---|---|---|---|---|
1176
WesBanco
WSBC
$3.07B
| $5.7M | 0.01% |
191,676
+10,751
| +6% | +$320K |
|
1177
Insulet
PODD
$23.8B
| $5.69M | 0.01% |
157,049
+729
| +0.5% | +$26.4K |
|
1178
Pinnacle Financial Partners
PNFP
$7.59B
| $5.69M | 0.01% |
190,772
+6,105
| +3% | +$182K |
|
|
VIVO
1179
DELISTED
Meridian Bioscience Inc
VIVO
| $5.69M | 0.01% |
240,391
-23,209
| -9% | -$549K |
|
1180
World Acceptance Corp
WRLD
$904M
| $5.68M | 0.01% |
63,185
-5,036
| -7% | -$453K |
|
|
TBI
1181
Trueblue
TBI
$171M
| $5.68M | 0.01% |
236,500
+7,940
| +3% | +$191K |
|
1182
City Holding Co
CHCO
$1.83B
| $5.67M | 0.01% |
131,123
+16,514
| +14% | +$714K |
|
1183
TETRA Technologies
TTI
$640M
| $5.67M | 0.01% |
452,412
+16,146
| +4% | +$202K |
|
1184
Compass Minerals
CMP
$752M
| $5.67M | 0.01% |
74,274
+2,925
| +4% | +$223K |
|
1185
Diageo
DEO
$57.6B
| $5.65M | 0.01% |
44,435
+41,095
| +1,230% | +$5.22M |
|
1186
Abercrombie & Fitch
ANF
$4.44B
| $5.64M | 0.01% |
159,331
-82,088
| -34% | -$2.9M |
|
|
QLGC
1187
DELISTED
QLOGIC CORP
QLGC
| $5.63M | 0.01% |
514,795
+8,136
| +2% | +$89K |
|
1188
Black Hills Corp
BKH
$4.28B
| $5.63M | 0.01% |
112,893
+2,726
| +2% | +$136K |
|
1189
Oxford Industries
OXM
$604M
| $5.62M | 0.01% |
82,727
+3,285
| +4% | +$223K |
|
|
AVTA
1190
DELISTED
Avantax, Inc. Common Stock
AVTA
| $5.62M | 0.01% |
244,364
+7,512
| +3% | +$173K |
|
|
MENT
1191
DELISTED
Mentor Graphics Corp
MENT
| $5.61M | 0.01% |
240,216
+8,981
| +4% | +$210K |
|
1192
Fulton Financial
FULT
$3.51B
| $5.61M | 0.01% |
480,185
-1,395
| -0.3% | -$16.3K |
|
1193
Cheesecake Factory
CAKE
$2.9B
| $5.6M | 0.01% |
127,478
+2,102
| +2% | +$92.4K |
|
|
WGL
1194
DELISTED
Wgl Holdings
WGL
| $5.6M | 0.01% |
131,169
+7,008
| +6% | +$299K |
|
1195
Comscore
SCOR
$31.6M
| $5.59M | 0.01% |
9,654
+460
| +5% | +$267K |
|
1196
Quaker Houghton
KWR
$2.42B
| $5.59M | 0.01% |
76,567
+2,479
| +3% | +$181K |
|
|
RTI
1197
DELISTED
RTI INTL METALS INC(HLDG CO)
RTI
| $5.59M | 0.01% |
174,452
+5,395
| +3% | +$173K |
|
|
HNT
1198
DELISTED
HEALTH NET INC
HNT
| $5.59M | 0.01% |
176,268
+6,292
| +4% | +$199K |
|
1199
Scansource
SCSC
$948M
| $5.58M | 0.01% |
161,248
+5,898
| +4% | +$204K |
|
1200
Nabors Industries
NBR
$619M
| $5.57M | 0.01% |
6,938
-41,890
| -86% | -$33.6M |
|