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 | |
|---|---|---|---|---|---|---|
|
NAFC
1651
DELISTED
NASH FINCH CO
NAFC
| $1.78M | ﹤0.01% |
67,386
+2,585
| +4% | +$68.3K |
|
1652
Bunge Global
BG
$16.4B
| $1.77M | ﹤0.01% |
23,353
-5,889
| -20% | -$447K |
|
1653
Mercury Systems
MRCY
$4.38B
| $1.77M | ﹤0.01% |
177,207
+6,554
| +4% | +$65.5K |
|
1654
Standard BioTools
LAB
$508M
| $1.76M | ﹤0.01% |
80,293
-164,607
| -67% | -$3.61M |
|
|
CDR
1655
DELISTED
Cedar Realty Trust, Inc
CDR
| $1.76M | ﹤0.01% |
51,537
+2,541
| +5% | +$86.9K |
|
|
GNCMA
1656
DELISTED
GCI Liberty, Inc. Class A-1 Common Stock
GNCMA
| $1.76M | ﹤0.01% |
184,503
-5,930
| -3% | -$56.5K |
|
1657
Baytex Energy
BTE
$1.83B
| $1.75M | ﹤0.01% |
42,319
+19,174
| +83% | +$792K |
|
|
PKT
1658
DELISTED
PROCERA NETWORKS INC NEW COM STK (DE)
PKT
| $1.75M | ﹤0.01% |
112,634
+4,158
| +4% | +$64.4K |
|
1659
Annaly Capital Management
NLY
$14.2B
| $1.74M | ﹤0.01% |
37,608
-13,440
| -26% | -$623K |
|
1660
Light & Wonder
LNW
$7.42B
| $1.74M | ﹤0.01% |
107,670
-5,232
| -5% | -$84.6K |
|
1661
Heidrick & Struggles
HSII
$1.05B
| $1.68M | ﹤0.01% |
88,168
+1,417
| +2% | +$27K |
|
1662
Tootsie Roll Industries
TR
$2.91B
| $1.68M | ﹤0.01% |
77,313
+3,296
| +4% | +$71.5K |
|
1663
Spok Holdings
SPOK
$363M
| $1.68M | ﹤0.01% |
118,433
-5,943
| -5% | -$84.2K |
|
|
AMTD
1664
DELISTED
TD Ameritrade Holding Corp
AMTD
| $1.67M | ﹤0.01% |
63,915
-12,154
| -16% | -$318K |
|
|
MIG
1665
DELISTED
MEADOWBROOK INSURANCE GRP INC
MIG
| $1.65M | ﹤0.01% |
253,845
+6,287
| +3% | +$40.9K |
|
1666
Gulf Island Fabrication
GIFI
$123M
| $1.65M | ﹤0.01% |
67,239
-9,082
| -12% | -$223K |
|
|
EPZM
1667
DELISTED
Epizyme, Inc
EPZM
| $1.65M | ﹤0.01% |
41,000
| – | – |
|
|
DGIT
1668
DELISTED
DIGITAL GENERATION INC COM STK (DE)
DGIT
| $1.64M | ﹤0.01% |
126,557
-8,316
| -6% | -$108K |
|
1669
American Water Works
AWK
$27.2B
| $1.63M | ﹤0.01% |
39,507
-481,328
| -92% | -$19.9M |
|
|
ESIO
1670
DELISTED
Electro Scientific Industries
ESIO
| $1.63M | ﹤0.01% |
139,129
-3,891
| -3% | -$45.6K |
|
1671
Regis Corp
RGS
$69.1M
| $1.63M | ﹤0.01% |
5,537
-1,273
| -19% | -$374K |
|
1672
MarineMax
HZO
$573M
| $1.62M | ﹤0.01% |
132,720
+5,287
| +4% | +$64.5K |
|
1673
QuinStreet
QNST
$939M
| $1.6M | ﹤0.01% |
169,705
+33,899
| +25% | +$320K |
|
1674
CoStar Group
CSGP
$36.9B
| $1.59M | ﹤0.01% |
94,840
+11,120
| +13% | +$187K |
|
|
TWGP
1675
DELISTED
TOWER GROUP INTL LTD COM STK (BERMUDA)
TWGP
| $1.59M | ﹤0.01% |
226,705
+6,674
| +3% | +$46.7K |
|