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 | |
|---|---|---|---|---|---|---|
|
SYKE
1401
DELISTED
SYKES Enterprises Inc
SYKE
| $4.03M | 0.01% |
225,243
-299,327
| -57% | -$5.36M |
|
|
GTIV
1402
DELISTED
GENTIVA HEALTH SERVICES INC
GTIV
| $4.03M | 0.01% |
334,696
+6,691
| +2% | +$80.6K |
|
|
DF
1403
DELISTED
Dean Foods Company
DF
| $4.03M | 0.01% |
208,626
+8,621
| +4% | +$166K |
|
|
WIRE
1404
DELISTED
Encore Wire Corp
WIRE
| $4.02M | 0.01% |
101,799
+3,605
| +4% | +$142K |
|
|
STL
1405
DELISTED
STERLING BANCORP
STL
| $4M | 0.01% |
291,513
+11,559
| +4% | +$159K |
|
1406
Franco-Nevada
FNV
$38.8B
| $3.99M | 0.01% |
88,055
+1,348
| +2% | +$61K |
|
|
VRTU
1407
DELISTED
Virtusa Corporation
VRTU
| $3.99M | 0.01% |
137,140
+19,105
| +16% | +$555K |
|
|
AXLL
1408
DELISTED
AXIALL CORP COM STK (DE)
AXLL
| $3.96M | 0.01% |
104,910
-25,637
| -20% | -$969K |
|
1409
New York Times
NYT
$9.57B
| $3.96M | 0.01% |
314,690
+11,834
| +4% | +$149K |
|
|
CKP
1410
DELISTED
CHECKPOINT SYSTEMS INC
CKP
| $3.95M | 0.01% |
236,639
+8,121
| +4% | +$136K |
|
|
RSTI
1411
DELISTED
Rofin-Sinar Technologies Inc
RSTI
| $3.95M | 0.01% |
163,215
+5,508
| +3% | +$133K |
|
1412
Standard Motor Products
SMP
$891M
| $3.94M | 0.01% |
122,607
+8,331
| +7% | +$268K |
|
1413
S&T Bancorp
STBA
$1.5B
| $3.94M | 0.01% |
162,709
+5,813
| +4% | +$141K |
|
|
JBTM
1414
JBT Marel Corporation
JBTM
$7.16B
| $3.94M | 0.01% |
158,315
-5,090
| -3% | -$127K |
|
1415
Tesla
TSLA
$1.27T
| $3.94M | 0.01% |
305,355
+46,395
| +18% | +$598K |
|
|
FCS
1416
DELISTED
FAIRCHILD SEMICONDUCTOR INTL INC COMMON
FCS
| $3.94M | 0.01% |
283,288
-31,150
| -10% | -$433K |
|
1417
Materion
MTRN
$2.31B
| $3.93M | 0.01% |
122,444
+3,574
| +3% | +$115K |
|
1418
InterDigital
IDCC
$8.35B
| $3.92M | 0.01% |
104,933
+1,897
| +2% | +$70.8K |
|
|
BGC
1419
DELISTED
General Cable Corporation
BGC
| $3.92M | 0.01% |
123,388
+1,106
| +0.9% | +$35.1K |
|
1420
American Vanguard Corp
AVD
$159M
| $3.92M | 0.01% |
145,484
+7,036
| +5% | +$189K |
|
1421
Adtran
ADTN
$808M
| $3.91M | 0.01% |
146,805
+3,100
| +2% | +$82.6K |
|
|
ALEX
1422
Alexander & Baldwin
ALEX
$1.34B
| $3.91M | 0.01% |
108,521
+5,069
| +5% | +$183K |
|
1423
BJ's Restaurants
BJRI
$686M
| $3.9M | 0.01% |
135,754
-2,320
| -2% | -$66.6K |
|
|
MNTA
1424
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $3.9M | 0.01% |
270,762
+29,537
| +12% | +$425K |
|
|
TE
1425
DELISTED
TECO ENERGY INC
TE
| $3.9M | 0.01% |
235,575
-30,954
| -12% | -$512K |
|