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 | |
|---|---|---|---|---|---|---|
1376
Trustco Bank Corp NY
TRST
$744M
| $3.66M | 0.01% |
+134,681
| New | +$3.66M |
|
|
ETFC
1377
DELISTED
E*Trade Financial Corporation
ETFC
| $3.66M | 0.01% |
+288,882
| New | +$3.66M |
|
1378
Rollins
ROL
$27.3B
| $3.65M | 0.01% |
+475,976
| New | +$3.65M |
|
|
KRA
1379
DELISTED
Kraton Corporation
KRA
| $3.64M | 0.01% |
+171,720
| New | +$3.64M |
|
|
HW
1380
DELISTED
Headwaters Inc
HW
| $3.64M | 0.01% |
+411,352
| New | +$3.64M |
|
|
MNTA
1381
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $3.63M | 0.01% |
+241,225
| New | +$3.63M |
|
1382
Mercury Insurance
MCY
$4.31B
| $3.63M | 0.01% |
+82,464
| New | +$3.63M |
|
1383
Huntsman Corp
HUN
$1.88B
| $3.62M | 0.01% |
+218,491
| New | +$3.62M |
|
1384
Badger Meter
BMI
$5.23B
| $3.61M | 0.01% |
+162,190
| New | +$3.61M |
|
|
RUE
1385
DELISTED
RUE21 INC COM STK (DE)
RUE
| $3.61M | 0.01% |
+86,791
| New | +$3.61M |
|
1386
Azenta
AZTA
$1.34B
| $3.61M | 0.01% |
+370,659
| New | +$3.61M |
|
1387
Advanced Energy
AEIS
$5.93B
| $3.6M | 0.01% |
+206,536
| New | +$3.6M |
|
|
COR
1388
DELISTED
Coresite Realty Corporation
COR
| $3.59M | 0.01% |
+112,878
| New | +$3.59M |
|
1389
Tredegar Corp
TG
$271M
| $3.59M | 0.01% |
+139,560
| New | +$3.59M |
|
|
CBB
1390
DELISTED
Cincinnati Bell Inc.
CBB
| $3.59M | 0.01% |
+234,334
| New | +$3.59M |
|
1391
Mine Safety
MSA
$6.63B
| $3.56M | 0.01% |
+76,447
| New | +$3.56M |
|
1392
Boyd Gaming
BYD
$6.84B
| $3.56M | 0.01% |
+314,753
| New | +$3.56M |
|
|
DEL
1393
DELISTED
Deltic Timber
DEL
| $3.56M | 0.01% |
+61,480
| New | +$3.56M |
|
1394
Cato Corp
CATO
$89.6M
| $3.55M | 0.01% |
+142,129
| New | +$3.55M |
|
|
IRF
1395
DELISTED
INTL RECTIFIER CORP
IRF
| $3.54M | 0.01% |
+169,113
| New | +$3.54M |
|
|
ROC
1396
DELISTED
ROCKWOOD HLDGS INC
ROC
| $3.54M | 0.01% |
+55,262
| New | +$3.54M |
|
1397
Adtran
ADTN
$828M
| $3.54M | 0.01% |
+143,705
| New | +$3.54M |
|
|
CTRX
1398
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
| $3.53M | 0.01% |
+72,477
| New | +$3.53M |
|
1399
Minerals Technologies
MTX
$1.98B
| $3.53M | 0.01% |
+85,375
| New | +$3.53M |
|
|
PRE
1400
DELISTED
PARTNERRE LTD
PRE
| $3.52M | 0.01% |
+38,874
| New | +$3.52M |
|