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 | |
|---|---|---|---|---|---|---|
|
PMC
1601
DELISTED
PharMerica Corporation
PMC
| $2.33M | ﹤0.01% |
175,754
+5,317
| +3% | +$70.6K |
|
|
FLY
1602
DELISTED
Fly Leasing Limited
FLY
| $2.33M | ﹤0.01% |
168,034
+68,962
| +70% | +$957K |
|
|
MCRL
1603
DELISTED
MICREL INC
MCRL
| $2.31M | ﹤0.01% |
253,141
-23,091
| -8% | -$210K |
|
1604
Harte-Hanks
HHS
$27.6M
| $2.28M | ﹤0.01% |
25,812
+958
| +4% | +$84.6K |
|
|
SUP
1605
DELISTED
Superior Industries International
SUP
| $2.28M | ﹤0.01% |
127,568
+4,967
| +4% | +$88.6K |
|
|
NTRI
1606
DELISTED
NutriSystem, Inc.
NTRI
| $2.26M | ﹤0.01% |
157,122
+5,991
| +4% | +$86.1K |
|
|
ISCA
1607
DELISTED
International Speedway Corp
ISCA
| $2.26M | ﹤0.01% |
69,817
+6,732
| +11% | +$217K |
|
1608
Gibraltar Industries
ROCK
$1.84B
| $2.25M | ﹤0.01% |
157,899
+5,619
| +4% | +$80.1K |
|
1609
Herc Holdings
HRI
$4.29B
| $2.22M | ﹤0.01% |
33,386
-20,576
| -38% | -$1.37M |
|
|
GRA
1610
DELISTED
W.R. Grace & Co.
GRA
| $2.2M | ﹤0.01% |
25,219
-120,512
| -83% | -$10.5M |
|
1611
Intrepid Potash
IPI
$388M
| $2.2M | ﹤0.01% |
14,011
+1,061
| +8% | +$166K |
|
1612
Lifecore Biomedical
LFCR
$291M
| $2.19M | ﹤0.01% |
179,741
+6,563
| +4% | +$80K |
|
1613
Comtech Telecommunications
CMTL
$68.2M
| $2.18M | ﹤0.01% |
89,758
+3,154
| +4% | +$76.7K |
|
|
RTEC
1614
DELISTED
Rudolph Technologies Inc
RTEC
| $2.18M | ﹤0.01% |
191,286
-729,940
| -79% | -$8.32M |
|
|
CTRX
1615
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
| $2.16M | ﹤0.01% |
46,927
-25,550
| -35% | -$1.17M |
|
|
WP
1616
DELISTED
Worldpay, Inc.
WP
| $2.16M | ﹤0.01% |
77,140
+58,563
| +315% | +$1.64M |
|
|
DCT
1617
DELISTED
DCT Industrial Trust Inc.
DCT
| $2.16M | ﹤0.01% |
74,922
-1,466
| -2% | -$42.2K |
|
|
ACI
1618
DELISTED
ARCH COAL, INC.
ACI
| $2.15M | ﹤0.01% |
52,345
+637
| +1% | +$26.2K |
|
1619
Calavo Growers
CVGW
$496M
| $2.14M | ﹤0.01% |
70,802
+4,040
| +6% | +$122K |
|
|
DTSI
1620
DELISTED
DTS, Inc.
DTSI
| $2.1M | ﹤0.01% |
99,859
+3,446
| +4% | +$72.4K |
|
1621
CEVA Inc
CEVA
$570M
| $2.08M | ﹤0.01% |
120,716
+3,857
| +3% | +$66.5K |
|
|
MBII
1622
DELISTED
Marrone Bio Innovations, Inc.
MBII
| $2.07M | ﹤0.01% |
+123,000
| New | +$2.07M |
|
1623
Middleby
MIDD
$7.03B
| $2.05M | ﹤0.01% |
29,421
-44,727
| -60% | -$3.11M |
|
1624
DHI Group
DHX
$141M
| $2.04M | ﹤0.01% |
239,410
-50,767
| -17% | -$432K |
|
|
ZEP
1625
DELISTED
ZEP INC COM STK (DE)
ZEP
| $2.02M | ﹤0.01% |
124,115
+4,567
| +4% | +$74.3K |
|