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 | |
|---|---|---|---|---|---|---|
|
APOL
1251
DELISTED
Apollo Education Group Inc Class A
APOL
| $4.49M | 0.01% |
+253,598
| New | +$4.49M |
|
|
NPSP
1252
DELISTED
NPS PHARMACEUTICALS INC
NPSP
| $4.49M | 0.01% |
+297,619
| New | +$4.49M |
|
|
PLCM
1253
DELISTED
POLYCOM INC
PLCM
| $4.49M | 0.01% |
+426,071
| New | +$4.49M |
|
1254
Comscore
SCOR
$31.6M
| $4.49M | 0.01% |
+9,194
| New | +$4.49M |
|
1255
Sinclair Inc
SBGI
$933M
| $4.48M | 0.01% |
+152,614
| New | +$4.48M |
|
|
CVG
1256
DELISTED
Convergys
CVG
| $4.48M | 0.01% |
+257,021
| New | +$4.48M |
|
1257
TETRA Technologies
TTI
$640M
| $4.48M | 0.01% |
+436,266
| New | +$4.48M |
|
1258
City Holding Co
CHCO
$1.83B
| $4.46M | 0.01% |
+114,609
| New | +$4.46M |
|
1259
Koppers
KOP
$543M
| $4.46M | 0.01% |
+116,834
| New | +$4.46M |
|
1260
EXL Service
EXLS
$6.9B
| $4.46M | 0.01% |
+754,365
| New | +$4.46M |
|
1261
John Wiley & Sons Class A
WLY
$2.21B
| $4.46M | 0.01% |
+111,215
| New | +$4.46M |
|
|
ZQK
1262
DELISTED
QUICKSILVER,INC.
ZQK
| $4.46M | 0.01% |
+691,919
| New | +$4.46M |
|
|
CNVR
1263
DELISTED
CONVERSANT INC COM STK (DE)
CNVR
| $4.45M | 0.01% |
+180,079
| New | +$4.45M |
|
|
THOR
1264
DELISTED
THORATEC CORPORATION
THOR
| $4.44M | 0.01% |
+141,862
| New | +$4.44M |
|
1265
Deckers Outdoor
DECK
$16.9B
| $4.44M | 0.01% |
+526,872
| New | +$4.44M |
|
1266
Northern Oil and Gas
NOG
$2.52B
| $4.43M | 0.01% |
+33,213
| New | +$4.43M |
|
1267
Exact Sciences
EXAS
$10.4B
| $4.43M | 0.01% |
+318,200
| New | +$4.43M |
|
|
SHLM
1268
DELISTED
Schulman (A.) Inc
SHLM
| $4.42M | 0.01% |
+164,886
| New | +$4.42M |
|
|
LMNX
1269
DELISTED
Luminex Corp
LMNX
| $4.42M | 0.01% |
+214,389
| New | +$4.42M |
|
1270
Exponent
EXPO
$3.5B
| $4.41M | 0.01% |
+298,248
| New | +$4.41M |
|
|
ININ
1271
DELISTED
Interactive Intelligence Group, inc.
ININ
| $4.41M | 0.01% |
+85,384
| New | +$4.41M |
|
|
BTU
1272
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
| $4.41M | 0.01% |
+20,061
| New | +$4.41M |
|
|
IL
1273
DELISTED
IntraLinks Holdings Inc.
IL
| $4.4M | 0.01% |
+606,676
| New | +$4.4M |
|
1274
Nasdaq
NDAQ
$54.3B
| $4.4M | 0.01% |
+402,540
| New | +$4.4M |
|
1275
Adtalem Global Education
ATGE
$4.79B
| $4.39M | 0.01% |
+141,660
| New | +$4.39M |
|