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 | |
|---|---|---|---|---|---|---|
|
LDL
1676
DELISTED
Lydall, Inc.
LDL
| $1.57M | ﹤0.01% |
91,646
+1,706
| +2% | +$29.3K |
|
1677
Central Garden & Pet Class A
CENTA
$2.06B
| $1.57M | ﹤0.01% |
286,081
-12,405
| -4% | -$68K |
|
|
NTLS
1678
DELISTED
NTELOS HLDGS CORP COM
NTLS
| $1.57M | ﹤0.01% |
83,433
+3,044
| +4% | +$57.2K |
|
1679
Big 5 Sporting Goods
BGFV
$32.8M
| $1.56M | ﹤0.01% |
97,181
+7,036
| +8% | +$113K |
|
|
LHCG
1680
DELISTED
LHC Group LLC
LHCG
| $1.56M | ﹤0.01% |
66,422
-11,584
| -15% | -$272K |
|
1681
Orion Group Holdings
ORN
$302M
| $1.56M | ﹤0.01% |
149,440
-6,936
| -4% | -$72.2K |
|
1682
ServiceNow
NOW
$195B
| $1.55M | ﹤0.01% |
29,754
-1,853
| -6% | -$96.3K |
|
1683
IAMGOLD
IAG
$6.34B
| $1.53M | ﹤0.01% |
322,767
+97,310
| +43% | +$462K |
|
1684
Digi International
DGII
$1.34B
| $1.52M | ﹤0.01% |
151,746
+3,518
| +2% | +$35.2K |
|
|
MANT
1685
DELISTED
Mantech International Corp
MANT
| $1.52M | ﹤0.01% |
52,794
+1,907
| +4% | +$54.8K |
|
|
CAS
1686
DELISTED
A M Castle & Co
CAS
| $1.5M | ﹤0.01% |
93,263
+4,655
| +5% | +$75K |
|
1687
Yelp
YELP
$1.97B
| $1.5M | ﹤0.01% |
22,576
+13,840
| +158% | +$916K |
|
|
ONE
1688
DELISTED
HIGHER ONE HOLDINGS, INC COM STK
ONE
| $1.49M | ﹤0.01% |
193,816
+1,449
| +0.8% | +$11.1K |
|
|
BKMU
1689
DELISTED
Bank Mutual Corp
BKMU
| $1.48M | ﹤0.01% |
236,264
+8,361
| +4% | +$52.4K |
|
|
SIRO
1690
DELISTED
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
| $1.46M | ﹤0.01% |
21,879
-2,740
| -11% | -$183K |
|
|
VOXX
1691
DELISTED
VOXX International Corporation Class A
VOXX
| $1.46M | ﹤0.01% |
106,474
+4,502
| +4% | +$61.7K |
|
|
SUPX
1692
DELISTED
SUPERTEX INC
SUPX
| $1.44M | ﹤0.01% |
56,929
+2,219
| +4% | +$56.2K |
|
1693
Marcus Corp
MCS
$500M
| $1.44M | ﹤0.01% |
99,234
+501
| +0.5% | +$7.28K |
|
|
CBK
1694
DELISTED
Christopher & Banks Corporation
CBK
| $1.44M | ﹤0.01% |
199,196
+7,459
| +4% | +$53.8K |
|
1695
Alliance Resource Partners
ARLP
$2.89B
| $1.43M | ﹤0.01% |
38,604
+10,668
| +38% | +$395K |
|
|
HTS
1696
DELISTED
HATTERAS FINANCIAL CORP
HTS
| $1.41M | ﹤0.01% |
75,474
+3,760
| +5% | +$70.3K |
|
|
AOI
1697
DELISTED
Alliance One International, Inc.
AOI
| $1.41M | ﹤0.01% |
48,294
+868
| +2% | +$25.3K |
|
|
APL
1698
DELISTED
ATLAS PIPELINE PARTNERS LP UTS
APL
| $1.4M | ﹤0.01% |
36,173
+13,221
| +58% | +$513K |
|
1699
Madison Square Garden
MSGS
$5.01B
| $1.4M | ﹤0.01% |
33,812
+13,604
| +67% | +$563K |
|
1700
Barrett Business Services
BBSI
$1.21B
| $1.4M | ﹤0.01% |
+83,012
| New | +$1.4M |
|