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 | |
|---|---|---|---|---|---|---|
|
LDL
1676
DELISTED
Lydall, Inc.
LDL
| $1.31M | ﹤0.01% |
+89,940
| New | +$1.31M |
|
|
CBR
1677
DELISTED
CIBER Inc.
CBR
| $1.31M | ﹤0.01% |
+392,726
| New | +$1.31M |
|
|
SUPX
1678
DELISTED
SUPERTEX INC
SUPX
| $1.31M | ﹤0.01% |
+54,710
| New | +$1.31M |
|
|
GNC
1679
DELISTED
GNC Holdings, Inc.
GNC
| $1.3M | ﹤0.01% |
+29,353
| New | +$1.3M |
|
|
TAYC
1680
DELISTED
TAYLOR CAPITAL GROUP INC
TAYC
| $1.3M | ﹤0.01% |
+76,780
| New | +$1.3M |
|
|
CBK
1681
DELISTED
Christopher & Banks Corporation
CBK
| $1.29M | ﹤0.01% |
+191,737
| New | +$1.29M |
|
|
BKS
1682
DELISTED
Barnes & Noble
BKS
| $1.29M | ﹤0.01% |
+123,337
| New | +$1.29M |
|
|
BKMU
1683
DELISTED
Bank Mutual Corp
BKMU
| $1.29M | ﹤0.01% |
+227,903
| New | +$1.29M |
|
1684
ServiceNow
NOW
$190B
| $1.28M | ﹤0.01% |
+31,607
| New | +$1.28M |
|
1685
Surmodics
SRDX
$463M
| $1.27M | ﹤0.01% |
+63,539
| New | +$1.27M |
|
1686
Light & Wonder
LNW
$7.48B
| $1.27M | ﹤0.01% |
+112,902
| New | +$1.27M |
|
|
ZLC
1687
DELISTED
ZALE CORPORATION
ZLC
| $1.27M | ﹤0.01% |
+139,037
| New | +$1.27M |
|
|
OB
1688
DELISTED
Onebeacon Insurance Group Ltd
OB
| $1.26M | ﹤0.01% |
+87,064
| New | +$1.26M |
|
|
PERY
1689
DELISTED
Perry Ellis International Inc
PERY
| $1.26M | ﹤0.01% |
+62,035
| New | +$1.26M |
|
1690
Marcus Corp
MCS
$483M
| $1.26M | ﹤0.01% |
+98,733
| New | +$1.26M |
|
1691
Seneca Foods Class A
SENEA
$765M
| $1.25M | ﹤0.01% |
+40,868
| New | +$1.25M |
|
|
VOXX
1692
DELISTED
VOXX International Corporation Class A
VOXX
| $1.25M | ﹤0.01% |
+101,972
| New | +$1.25M |
|
1693
Jakks Pacific
JAKK
$196M
| $1.25M | ﹤0.01% |
+11,069
| New | +$1.25M |
|
1694
BWX Technologies
BWXT
$15B
| $1.23M | ﹤0.01% |
+57,216
| New | +$1.23M |
|
|
USG
1695
DELISTED
Usg
USG
| $1.21M | ﹤0.01% |
+52,695
| New | +$1.21M |
|
1696
Kopin
KOPN
$345M
| $1.21M | ﹤0.01% |
+325,585
| New | +$1.21M |
|
|
LPDX
1697
DELISTED
LIPOSCIENCE INC COM
LPDX
| $1.2M | ﹤0.01% |
+172,000
| New | +$1.2M |
|
1698
Olympic Steel
ZEUS
$379M
| $1.19M | ﹤0.01% |
+48,464
| New | +$1.19M |
|
|
PQUE
1699
DELISTED
PETROQUEST ENERGY INC (DE)
PQUE
| $1.19M | ﹤0.01% |
+299,430
| New | +$1.19M |
|
1700
QuinStreet
QNST
$920M
| $1.17M | ﹤0.01% |
+135,806
| New | +$1.17M |
|