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 | |
|---|---|---|---|---|---|---|
1526
Interparfums
IPAR
$3.47B
| $3M | 0.01% |
100,191
+5,716
| +6% | +$171K |
|
|
UBA
1527
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $3M | 0.01% |
150,846
+2,401
| +2% | +$47.7K |
|
|
MFB
1528
DELISTED
MAIDENFORM BRANDS, INC
MFB
| $2.99M | 0.01% |
127,401
+4,476
| +4% | +$105K |
|
|
EGL
1529
DELISTED
Engility Holdings, Inc.
EGL
| $2.99M | 0.01% |
94,241
+3,179
| +3% | +$101K |
|
1530
Insmed
INSM
$30.8B
| $2.97M | 0.01% |
190,000
+35,311
| +23% | +$551K |
|
|
OREX
1531
DELISTED
Orexigen Therapeutics, Inc.
OREX
| $2.95M | 0.01% |
48,000
-3,145
| -6% | -$193K |
|
|
CLVS
1532
DELISTED
Clovis Oncology, Inc.
CLVS
| $2.93M | 0.01% |
48,144
+6,842
| +17% | +$416K |
|
|
MDVN
1533
DELISTED
MEDIVATION, INC.
MDVN
| $2.93M | 0.01% |
97,600
| – | – |
|
1534
Myers Industries
MYE
$602M
| $2.92M | 0.01% |
145,392
-28,391
| -16% | -$571K |
|
1535
Tompkins Financial
TMP
$998M
| $2.92M | 0.01% |
63,272
+2,223
| +4% | +$103K |
|
|
AKS
1536
DELISTED
AK Steel Holding Corp.
AKS
| $2.92M | 0.01% |
779,397
+59,798
| +8% | +$224K |
|
|
UHT
1537
Universal Health Realty Income Trust
UHT
$569M
| $2.91M | 0.01% |
69,493
-3,687
| -5% | -$154K |
|
|
CLNY
1538
DELISTED
Colony Capital, Inc.
CLNY
| $2.91M | 0.01% |
145,614
+35,476
| +32% | +$709K |
|
1539
CTS Corp
CTS
$1.22B
| $2.91M | 0.01% |
184,342
+7,380
| +4% | +$116K |
|
1540
Kelly Services Class A
KELYA
$465M
| $2.91M | 0.01% |
149,180
+5,901
| +4% | +$115K |
|
|
WIBC
1541
DELISTED
WILSHIRE BANCORP INC
WIBC
| $2.9M | 0.01% |
353,885
+8,089
| +2% | +$66.2K |
|
1542
Herbalife
HLF
$958M
| $2.89M | 0.01% |
82,844
-14,812
| -15% | -$517K |
|
1543
Community Trust Bancorp
CTBI
$1.04B
| $2.89M | 0.01% |
78,268
+15,899
| +25% | +$587K |
|
1544
TTEC Holdings
TTEC
$179M
| $2.89M | 0.01% |
115,059
-10,578
| -8% | -$265K |
|
1545
Topgolf Callaway Brands
MODG
$1.7B
| $2.88M | 0.01% |
405,116
+12,918
| +3% | +$92K |
|
1546
United Airlines
UAL
$34.8B
| $2.87M | 0.01% |
93,379
+50,944
| +120% | +$1.56M |
|
|
MDC
1547
DELISTED
M.D.C. Holdings, Inc.
MDC
| $2.87M | 0.01% |
132,590
-428,389
| -76% | -$9.26M |
|
|
SFY
1548
DELISTED
SWIFT ENERGY CO (HOLDING COMPANY)
SFY
| $2.85M | 0.01% |
249,485
+7,697
| +3% | +$87.9K |
|
|
DRIV
1549
DELISTED
DIGITAL RIVER INC.
DRIV
| $2.85M | 0.01% |
159,290
-26,895
| -14% | -$481K |
|
1550
Matsons
MATX
$3.28B
| $2.85M | 0.01% |
108,442
+2,523
| +2% | +$66.2K |
|