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 | |
|---|---|---|---|---|---|---|
1651
Copa Holdings
CPA
$4.85B
| $1.52M | ﹤0.01% |
+11,578
| New | +$1.52M |
|
1652
Cohu
COHU
$950M
| $1.52M | ﹤0.01% |
+121,331
| New | +$1.52M |
|
|
GNCMA
1653
DELISTED
GCI Liberty, Inc. Class A-1 Common Stock
GNCMA
| $1.49M | ﹤0.01% |
+190,433
| New | +$1.49M |
|
|
PKT
1654
DELISTED
PROCERA NETWORKS INC NEW COM STK (DE)
PKT
| $1.49M | ﹤0.01% |
+108,476
| New | +$1.49M |
|
1655
PetMed Express
PETS
$63M
| $1.47M | ﹤0.01% |
+116,707
| New | +$1.47M |
|
1656
Gulf Island Fabrication
GIFI
$118M
| $1.46M | ﹤0.01% |
+76,321
| New | +$1.46M |
|
1657
Heidrick & Struggles
HSII
$1.04B
| $1.45M | ﹤0.01% |
+86,751
| New | +$1.45M |
|
1658
MarineMax
HZO
$568M
| $1.44M | ﹤0.01% |
+127,433
| New | +$1.44M |
|
|
LUMO
1659
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
| $1.44M | ﹤0.01% |
+8,089
| New | +$1.44M |
|
|
VMW
1660
DELISTED
VMware, Inc
VMW
| $1.44M | ﹤0.01% |
+21,440
| New | +$1.44M |
|
|
NAFC
1661
DELISTED
NASH FINCH CO
NAFC
| $1.43M | ﹤0.01% |
+64,801
| New | +$1.43M |
|
|
N
1662
DELISTED
Netsuite Inc
N
| $1.41M | ﹤0.01% |
+15,341
| New | +$1.41M |
|
1663
Strategic Education
STRA
$1.96B
| $1.41M | ﹤0.01% |
+28,781
| New | +$1.41M |
|
1664
OneSpan
OSPN
$583M
| $1.4M | ﹤0.01% |
+168,146
| New | +$1.4M |
|
|
CAS
1665
DELISTED
A M Castle & Co
CAS
| $1.4M | ﹤0.01% |
+88,608
| New | +$1.4M |
|
1666
Digi International
DGII
$1.29B
| $1.39M | ﹤0.01% |
+148,228
| New | +$1.39M |
|
1667
Avis
CAR
$5.5B
| $1.39M | ﹤0.01% |
+48,285
| New | +$1.39M |
|
|
MWW
1668
DELISTED
Monster Worldwide Inc
MWW
| $1.38M | ﹤0.01% |
+281,119
| New | +$1.38M |
|
1669
STAG Industrial
STAG
$6.9B
| $1.38M | ﹤0.01% |
+68,914
| New | +$1.38M |
|
|
BDN
1670
Brandywine Realty Trust
BDN
$759M
| $1.37M | ﹤0.01% |
+101,598
| New | +$1.37M |
|
|
CBEY
1671
DELISTED
CBEYOND INC COM STK
CBEY
| $1.35M | ﹤0.01% |
+171,968
| New | +$1.35M |
|
1672
iShares Dow Jones US ETF
IYY
$2.59B
| $1.33M | ﹤0.01% |
+33,000
| New | +$1.33M |
|
|
MANT
1673
DELISTED
Mantech International Corp
MANT
| $1.33M | ﹤0.01% |
+50,887
| New | +$1.33M |
|
1674
United Airlines
UAL
$34.5B
| $1.33M | ﹤0.01% |
+42,435
| New | +$1.33M |
|
|
NTLS
1675
DELISTED
NTELOS HLDGS CORP COM
NTLS
| $1.32M | ﹤0.01% |
+80,389
| New | +$1.32M |
|