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 | |
|---|---|---|---|---|---|---|
1451
AMERISAFE
AMSF
$851M
| $3.14M | 0.01% |
+97,078
| New | +$3.14M |
|
|
BBBY
1452
Bed Bath & Beyond, Inc.
BBBY
$619M
| $3.14M | 0.01% |
+134,900
| New | +$3.14M |
|
1453
Comfort Systems
FIX
$26.6B
| $3.14M | 0.01% |
+210,640
| New | +$3.14M |
|
|
SVU
1454
DELISTED
SUPERVALU Inc.
SVU
| $3.13M | 0.01% |
+71,853
| New | +$3.13M |
|
1455
Verisk Analytics
VRSK
$36.8B
| $3.13M | 0.01% |
+52,361
| New | +$3.13M |
|
|
IN
1456
DELISTED
INTERMEC, INC.
IN
| $3.12M | 0.01% |
+317,551
| New | +$3.12M |
|
|
HAYN
1457
DELISTED
Haynes International, Inc.
HAYN
| $3.12M | 0.01% |
+65,108
| New | +$3.12M |
|
1458
Franco-Nevada
FNV
$37.9B
| $3.1M | 0.01% |
+86,707
| New | +$3.1M |
|
1459
Autoliv
ALV
$9.59B
| $3.1M | 0.01% |
+55,555
| New | +$3.1M |
|
1460
Brink's
BCO
$4.79B
| $3.08M | 0.01% |
+120,702
| New | +$3.08M |
|
1461
S&T Bancorp
STBA
$1.49B
| $3.08M | 0.01% |
+156,896
| New | +$3.08M |
|
|
HF
1462
DELISTED
HFF Inc.
HF
| $3.08M | 0.01% |
+184,347
| New | +$3.08M |
|
|
KERX
1463
DELISTED
Keryx Biopharmaceuticals Inc
KERX
| $3.07M | 0.01% |
+410,636
| New | +$3.07M |
|
|
AM
1464
DELISTED
AMERICAN GREETINGS CORP CL A
AM
| $3.07M | 0.01% |
+168,410
| New | +$3.07M |
|
|
NEWP
1465
DELISTED
NEWPORT CORP
NEWP
| $3.03M | 0.01% |
+217,625
| New | +$3.03M |
|
1466
LSB Industries
LXU
$575M
| $3.03M | 0.01% |
+129,340
| New | +$3.03M |
|
|
SGEN
1467
DELISTED
Seagen Inc. Common Stock
SGEN
| $3M | 0.01% |
+95,490
| New | +$3M |
|
|
UBA
1468
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $2.99M | 0.01% |
+148,445
| New | +$2.99M |
|
|
OREX
1469
DELISTED
Orexigen Therapeutics, Inc.
OREX
| $2.99M | 0.01% |
+51,145
| New | +$2.99M |
|
1470
International Bancshares
IBOC
$4.41B
| $2.99M | 0.01% |
+132,377
| New | +$2.99M |
|
|
GHL
1471
DELISTED
Greenhill & Co., Inc.
GHL
| $2.97M | 0.01% |
+65,012
| New | +$2.97M |
|
1472
Westamerica Bancorp
WABC
$1.24B
| $2.96M | 0.01% |
+64,838
| New | +$2.96M |
|
1473
TTEC Holdings
TTEC
$182M
| $2.94M | 0.01% |
+125,637
| New | +$2.94M |
|
1474
HealthStream
HSTM
$837M
| $2.94M | 0.01% |
+116,162
| New | +$2.94M |
|
|
RT
1475
DELISTED
Ruby Tuesday Georgia
RT
| $2.94M | 0.01% |
+318,563
| New | +$2.94M |
|