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 | |
|---|---|---|---|---|---|---|
1201
Coherent
COHR
$16.1B
| $4.89M | 0.01% |
+300,986
| New | +$4.89M |
|
|
LTM
1202
DELISTED
LIFE TIME FITNESS INC
LTM
| $4.89M | 0.01% |
+97,526
| New | +$4.89M |
|
1203
AAR Corp
AIR
$2.66B
| $4.87M | 0.01% |
+221,604
| New | +$4.87M |
|
|
CJES
1204
DELISTED
C&J ENERGY SVCS LTD
CJES
| $4.85M | 0.01% |
+250,514
| New | +$4.85M |
|
1205
WaFd
WAFD
$2.47B
| $4.85M | 0.01% |
+256,997
| New | +$4.85M |
|
1206
Enovis
ENOV
$1.74B
| $4.85M | 0.01% |
+54,066
| New | +$4.85M |
|
|
QLGC
1207
DELISTED
QLOGIC CORP
QLGC
| $4.84M | 0.01% |
+506,659
| New | +$4.84M |
|
|
IPCM
1208
DELISTED
IPC HEALTHCARE INC COM DTD
IPCM
| $4.84M | 0.01% |
+94,218
| New | +$4.84M |
|
1209
CONMED
CNMD
$1.63B
| $4.83M | 0.01% |
+154,575
| New | +$4.83M |
|
1210
Synchronoss Technologies
SNCR
$62.8M
| $4.83M | 0.01% |
+17,369
| New | +$4.83M |
|
|
AAN.A
1211
DELISTED
AARON'S INC CL-A
AAN.A
| $4.82M | 0.01% |
+172,233
| New | +$4.82M |
|
|
PRSU
1212
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.02B
| $4.81M | 0.01% |
+229,316
| New | +$4.81M |
|
|
TBI
1213
Trueblue
TBI
$171M
| $4.81M | 0.01% |
+228,560
| New | +$4.81M |
|
1214
Liquidity Services
LQDT
$845M
| $4.8M | 0.01% |
+138,492
| New | +$4.8M |
|
|
AREX
1215
DELISTED
Approach Resources Inc.
AREX
| $4.79M | 0.01% |
+195,103
| New | +$4.79M |
|
1216
Ciena
CIEN
$18.4B
| $4.79M | 0.01% |
+246,419
| New | +$4.79M |
|
1217
WesBanco
WSBC
$3.07B
| $4.78M | 0.01% |
+180,925
| New | +$4.78M |
|
1218
Olin
OLN
$2.92B
| $4.76M | 0.01% |
+198,829
| New | +$4.76M |
|
1219
GATX Corp
GATX
$6B
| $4.76M | 0.01% |
+100,257
| New | +$4.76M |
|
1220
Pinnacle Financial Partners
PNFP
$7.58B
| $4.75M | 0.01% |
+184,667
| New | +$4.75M |
|
|
HSNI
1221
DELISTED
HSN, Inc.
HSNI
| $4.73M | 0.01% |
+88,108
| New | +$4.73M |
|
|
PDCO
1222
DELISTED
Patterson Companies, Inc.
PDCO
| $4.72M | 0.01% |
+125,597
| New | +$4.72M |
|
|
ONXX
1223
DELISTED
ONYX PHARMACEUTICALS INC
ONXX
| $4.72M | 0.01% |
+54,343
| New | +$4.72M |
|
|
HAR
1224
DELISTED
Harman International Industries
HAR
| $4.71M | 0.01% |
+86,987
| New | +$4.71M |
|
1225
Teradyne
TER
$18.7B
| $4.71M | 0.01% |
+268,180
| New | +$4.71M |
|