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 | |
|---|---|---|---|---|---|---|
1351
Standard Motor Products
SMP
$874M
| $3.92M | 0.01% |
+114,276
| New | +$3.92M |
|
1352
Skywest
SKYW
$4.37B
| $3.92M | 0.01% |
+289,687
| New | +$3.92M |
|
1353
Greif
GEF
$3.54B
| $3.91M | 0.01% |
+74,288
| New | +$3.91M |
|
|
DWA
1354
DELISTED
DREAMWORKS ANIMATION SKG INC CL-A
DWA
| $3.91M | 0.01% |
+152,365
| New | +$3.91M |
|
|
UNTD
1355
DELISTED
UNITED ONLINE INC COM NEW
UNTD
| $3.9M | 0.01% |
+73,542
| New | +$3.9M |
|
|
PKY
1356
DELISTED
Parkway, Inc.
PKY
| $3.9M | 0.01% |
+232,807
| New | +$3.9M |
|
1357
Apogee Enterprises
APOG
$896M
| $3.9M | 0.01% |
+162,357
| New | +$3.9M |
|
|
LM
1358
DELISTED
Legg Mason, Inc.
LM
| $3.88M | 0.01% |
+125,094
| New | +$3.88M |
|
|
LDR
1359
DELISTED
Landauer Inc
LDR
| $3.87M | 0.01% |
+80,161
| New | +$3.87M |
|
|
ISIL
1360
DELISTED
Intersil Corp
ISIL
| $3.87M | 0.01% |
+494,862
| New | +$3.87M |
|
1361
FerroAtlántica
GSM
$780M
| $3.86M | 0.01% |
+355,116
| New | +$3.86M |
|
|
CEC
1362
DELISTED
CEC ENTERTAINMENT INC
CEC
| $3.84M | 0.01% |
+93,582
| New | +$3.84M |
|
|
JNS
1363
DELISTED
Janus Capital Group Inc
JNS
| $3.84M | 0.01% |
+451,095
| New | +$3.84M |
|
1364
Standex International
SXI
$2.44B
| $3.77M | 0.01% |
+71,439
| New | +$3.77M |
|
1365
Insperity
NSP
$1.93B
| $3.77M | 0.01% |
+248,648
| New | +$3.77M |
|
|
BGC
1366
DELISTED
General Cable Corporation
BGC
| $3.76M | 0.01% |
+122,282
| New | +$3.76M |
|
1367
Heartland Express
HTLD
$656M
| $3.7M | 0.01% |
+266,687
| New | +$3.7M |
|
1368
American Public Education
APEI
$596M
| $3.69M | 0.01% |
+99,314
| New | +$3.69M |
|
1369
Cal-Maine
CALM
$5.31B
| $3.69M | 0.01% |
+158,574
| New | +$3.69M |
|
|
RPXC
1370
DELISTED
RPX Corporation
RPXC
| $3.69M | 0.01% |
+219,556
| New | +$3.69M |
|
1371
Cadence Bank
CADE
$6.94B
| $3.68M | 0.01% |
+207,907
| New | +$3.68M |
|
1372
Forestar Group
FOR
$1.4B
| $3.68M | 0.01% |
+183,182
| New | +$3.68M |
|
1373
Cathay General Bancorp
CATY
$3.4B
| $3.67M | 0.01% |
+180,461
| New | +$3.67M |
|
1374
AMN Healthcare
AMN
$751M
| $3.67M | 0.01% |
+256,200
| New | +$3.67M |
|
|
CVC
1375
DELISTED
CABLEVISION SYS CP NY GRP CL-A
CVC
| $3.67M | 0.01% |
+217,976
| New | +$3.67M |
|