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 | |
|---|---|---|---|---|---|---|
|
GTY
1551
Getty Realty Corp
GTY
$1.6B
| $2.84M | 0.01% |
148,046
+5,201
| +4% | +$99.8K |
|
|
TESO
1552
DELISTED
Tesco Corp
TESO
| $2.83M | 0.01% |
170,913
-9,121
| -5% | -$151K |
|
1553
Forrester Research
FORR
$188M
| $2.83M | 0.01% |
76,992
-1,100
| -1% | -$40.4K |
|
1554
Merit Medical Systems
MMSI
$5.34B
| $2.82M | 0.01% |
232,181
+9,564
| +4% | +$116K |
|
|
HITK
1555
DELISTED
HI-TECH PHARMACAL INC
HITK
| $2.81M | 0.01% |
65,212
+5,749
| +10% | +$248K |
|
|
ASEI
1556
DELISTED
AMER SCIENCE & ENGR INC.
ASEI
| $2.79M | 0.01% |
46,322
+5,186
| +13% | +$313K |
|
|
JCP
1557
DELISTED
J.C. Penney Company, Inc.
JCP
| $2.79M | 0.01% |
316,578
+172,365
| +120% | +$1.52M |
|
1558
Bristow Group
VTOL
$1.08B
| $2.79M | 0.01% |
51,345
+880
| +2% | +$47.8K |
|
1559
Celanese
CE
$4.84B
| $2.78M | 0.01% |
52,605
-9,952
| -16% | -$525K |
|
1560
Simmons First National
SFNC
$2.97B
| $2.76M | 0.01% |
177,732
+3,416
| +2% | +$53.1K |
|
1561
STAAR Surgical
STAA
$1.39B
| $2.75M | 0.01% |
202,985
+183,114
| +922% | +$2.48M |
|
1562
M/I Homes
MHO
$4B
| $2.75M | 0.01% |
133,272
-5,111
| -4% | -$105K |
|
1563
Vale
VALE
$45.4B
| $2.75M | 0.01% |
175,970
+55,471
| +46% | +$866K |
|
1564
Granite Construction
GVA
$4.8B
| $2.74M | 0.01% |
89,518
+1,820
| +2% | +$55.7K |
|
1565
Werner Enterprises
WERN
$1.66B
| $2.74M | 0.01% |
117,344
+13,041
| +13% | +$304K |
|
|
CFNL
1566
DELISTED
Cardinal Financial Corp
CFNL
| $2.74M | 0.01% |
165,592
-227,743
| -58% | -$3.76M |
|
|
IVC
1567
DELISTED
Invacare Corporation
IVC
| $2.72M | 0.01% |
157,591
+3,834
| +2% | +$66.2K |
|
1568
Matthews International
MATW
$761M
| $2.7M | 0.01% |
71,025
+112
| +0.2% | +$4.26K |
|
|
ZLC
1569
DELISTED
ZALE CORPORATION
ZLC
| $2.7M | 0.01% |
177,903
+38,866
| +28% | +$591K |
|
|
PES
1570
DELISTED
Pioneer Energy Services Corp.
PES
| $2.7M | 0.01% |
359,224
+9,782
| +3% | +$73.5K |
|
|
BBOX
1571
DELISTED
Black Box Corp
BBOX
| $2.69M | 0.01% |
87,865
+2,696
| +3% | +$82.6K |
|
1572
Strategic Education
STRA
$1.94B
| $2.69M | 0.01% |
64,755
+35,974
| +125% | +$1.49M |
|
|
MCF
1573
DELISTED
Contango Oil & Gas Co.
MCF
| $2.69M | 0.01% |
73,162
+5,771
| +9% | +$212K |
|
|
DCOM
1574
DELISTED
Dime Community Bancshares
DCOM
| $2.66M | 0.01% |
159,602
+5,519
| +4% | +$91.9K |
|
1575
SpartanNash
SPTN
$900M
| $2.64M | 0.01% |
119,813
+4,227
| +4% | +$93.2K |
|