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 | |
|---|---|---|---|---|---|---|
1626
Crown Holdings
CCK
$11.4B
| $2.01M | ﹤0.01% |
47,480
-6,216
| -12% | -$263K |
|
|
BAS
1627
DELISTED
Basis Energy Services, Inc.
BAS
| $2M | ﹤0.01% |
278
| – | – |
|
1628
Alkermes
ALKS
$4.57B
| $1.97M | ﹤0.01% |
58,450
-181,652
| -76% | -$6.11M |
|
1629
Onto Innovation
ONTO
$5.3B
| $1.95M | ﹤0.01% |
120,880
-1,727
| -1% | -$27.8K |
|
1630
Hawkins
HWKN
$3.69B
| $1.95M | ﹤0.01% |
103,234
+6,250
| +6% | +$118K |
|
|
WCRX
1631
DELISTED
WARNER CHILCOTT PLC ORD SHS CL A (IRL)
WCRX
| $1.92M | ﹤0.01% |
84,196
+1,844
| +2% | +$42.1K |
|
|
VIRX
1632
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
| $1.92M | ﹤0.01% |
1,842
+1,482
| +412% | +$1.54M |
|
|
XOXO
1633
DELISTED
Xo Group Inc
XOXO
| $1.92M | ﹤0.01% |
148,182
+51
| +0% | +$659 |
|
1634
National Presto Industries
NPK
$810M
| $1.89M | ﹤0.01% |
26,796
+949
| +4% | +$66.8K |
|
1635
Medifast
MED
$153M
| $1.88M | ﹤0.01% |
69,782
+5,630
| +9% | +$151K |
|
1636
SiriusXM
SIRI
$8.02B
| $1.87M | ﹤0.01% |
48,293
-47,453
| -50% | -$1.84M |
|
|
EBIX
1637
DELISTED
Ebix Inc
EBIX
| $1.87M | ﹤0.01% |
188,040
+4,313
| +2% | +$42.9K |
|
1638
Surmodics
SRDX
$461M
| $1.86M | ﹤0.01% |
78,093
+14,554
| +23% | +$346K |
|
1639
Scholastic
SCHL
$687M
| $1.85M | ﹤0.01% |
64,662
+100
| +0.2% | +$2.86K |
|
|
TAYC
1640
DELISTED
TAYLOR CAPITAL GROUP INC
TAYC
| $1.85M | ﹤0.01% |
83,390
+6,610
| +9% | +$146K |
|
|
ARO
1641
DELISTED
AEROPOSTALE INC
ARO
| $1.84M | ﹤0.01% |
196,015
+2,841
| +1% | +$26.7K |
|
|
AHT
1642
Ashford Hospitality Trust
AHT
$37.9M
| $1.84M | ﹤0.01% |
238
+18
| +8% | +$139K |
|
1643
Copa Holdings
CPA
$4.82B
| $1.84M | ﹤0.01% |
13,248
+1,670
| +14% | +$232K |
|
1644
Chord Energy
CHRD
$6B
| $1.83M | ﹤0.01% |
37,291
-4,645
| -11% | -$228K |
|
|
KBIO
1645
DELISTED
KALOBIOS PHARMACEUTICALS INC COM STK NEW (DE)
KBIO
| $1.83M | ﹤0.01% |
50,625
+13,125
| +35% | +$475K |
|
|
OB
1646
DELISTED
Onebeacon Insurance Group Ltd
OB
| $1.83M | ﹤0.01% |
123,692
+36,628
| +42% | +$541K |
|
|
CLR
1647
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $1.83M | ﹤0.01% |
+34,032
| New | +$1.83M |
|
|
OPLK
1648
DELISTED
OPLINK COMMUNICATIONS INC
OPLK
| $1.82M | ﹤0.01% |
96,883
-3,632
| -4% | -$68.3K |
|
1649
PetMed Express
PETS
$58.5M
| $1.79M | ﹤0.01% |
110,024
-6,683
| -6% | -$109K |
|
|
ITC
1650
DELISTED
ITC HOLDINGS CORP
ITC
| $1.79M | ﹤0.01% |
57,276
-6,222
| -10% | -$195K |
|