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 | |
|---|---|---|---|---|---|---|
|
PKY
1351
DELISTED
Parkway, Inc.
PKY
| $4.37M | 0.01% |
245,632
+12,825
| +6% | +$228K |
|
|
PGH
1352
DELISTED
Pengrowth Energy Corporation
PGH
| $4.36M | 0.01% |
736,482
+227,636
| +45% | +$1.35M |
|
1353
Standex International
SXI
$2.47B
| $4.36M | 0.01% |
73,369
+1,930
| +3% | +$115K |
|
1354
Tenet Healthcare
THC
$17B
| $4.35M | 0.01% |
105,728
-537,419
| -84% | -$22.1M |
|
|
AEC
1355
DELISTED
ASSOCIATED ESTATES REALTY CORP
AEC
| $4.35M | 0.01% |
291,943
+9,506
| +3% | +$142K |
|
1356
Skywest
SKYW
$4.35B
| $4.35M | 0.01% |
299,526
+9,839
| +3% | +$143K |
|
1357
MillerKnoll
MLKN
$1.4B
| $4.35M | 0.01% |
148,960
+3,999
| +3% | +$117K |
|
1358
Adtalem Global Education
ATGE
$4.94B
| $4.34M | 0.01% |
142,013
+353
| +0.2% | +$10.8K |
|
1359
Illumina
ILMN
$14.6B
| $4.33M | 0.01% |
55,129
+25,013
| +83% | +$1.97M |
|
1360
Kemper
KMPR
$3.35B
| $4.33M | 0.01% |
128,882
+13,248
| +11% | +$445K |
|
1361
Cathay General Bancorp
CATY
$3.39B
| $4.32M | 0.01% |
184,814
+4,353
| +2% | +$102K |
|
1362
Minerals Technologies
MTX
$1.99B
| $4.32M | 0.01% |
87,470
+2,095
| +2% | +$103K |
|
|
LTXB
1363
DELISTED
LegacyTexas Financial Group Inc
LTXB
| $4.3M | 0.01% |
208,256
+8,447
| +4% | +$175K |
|
1364
Aaon
AAON
$6.7B
| $4.3M | 0.01% |
364,365
+32,724
| +10% | +$386K |
|
1365
Trustmark
TRMK
$2.43B
| $4.3M | 0.01% |
168,028
+4,058
| +2% | +$104K |
|
1366
Ethan Allen Interiors
ETD
$742M
| $4.3M | 0.01% |
154,238
+8,280
| +6% | +$231K |
|
|
VRE
1367
Veris Residential
VRE
$1.49B
| $4.29M | 0.01% |
195,387
-11,998
| -6% | -$263K |
|
|
BRLI
1368
DELISTED
BIO-REFERENCE LABS INC-NEW-
BRLI
| $4.27M | 0.01% |
142,837
+5,712
| +4% | +$171K |
|
1369
Cal-Maine
CALM
$5.37B
| $4.27M | 0.01% |
177,434
+18,860
| +12% | +$454K |
|
|
LMNX
1370
DELISTED
Luminex Corp
LMNX
| $4.27M | 0.01% |
213,350
-1,039
| -0.5% | -$20.8K |
|
1371
Cadence Bank
CADE
$7.02B
| $4.25M | 0.01% |
212,947
+5,040
| +2% | +$100K |
|
1372
Douglas Emmett
DEI
$2.79B
| $4.24M | 0.01% |
180,701
-1,922
| -1% | -$45.1K |
|
|
UNTD
1373
DELISTED
UNITED ONLINE INC COM NEW
UNTD
| $4.24M | 0.01% |
75,873
+2,331
| +3% | +$130K |
|
1374
Stoneridge
SRI
$228M
| $4.22M | 0.01% |
390,668
+376,122
| +2,586% | +$4.07M |
|
|
CBM
1375
DELISTED
Cambrex Corporation
CBM
| $4.21M | 0.01% |
318,830
+5,671
| +2% | +$74.8K |
|