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 | |
|---|---|---|---|---|---|---|
1701
Universal Technical Institute
UTI
$1.52B
| $1.4M | ﹤0.01% |
115,066
+2,936
| +3% | +$35.6K |
|
1702
Cohu
COHU
$991M
| $1.38M | ﹤0.01% |
126,742
+5,411
| +4% | +$59K |
|
1703
Olympic Steel
ZEUS
$371M
| $1.38M | ﹤0.01% |
49,731
+1,267
| +3% | +$35.2K |
|
1704
STAG Industrial
STAG
$6.75B
| $1.37M | ﹤0.01% |
68,257
-657
| -1% | -$13.2K |
|
1705
Kopin
KOPN
$366M
| $1.37M | ﹤0.01% |
339,447
+13,862
| +4% | +$55.9K |
|
|
LUMO
1706
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
| $1.37M | ﹤0.01% |
8,089
| – | – |
|
|
BLUE
1707
DELISTED
bluebird bio
BLUE
| $1.35M | ﹤0.01% |
+3,860
| New | +$1.35M |
|
1708
BWX Technologies
BWXT
$15.6B
| $1.35M | ﹤0.01% |
55,879
-1,337
| -2% | -$32.3K |
|
|
FRC
1709
DELISTED
First Republic Bank
FRC
| $1.34M | ﹤0.01% |
28,724
-1,079
| -4% | -$50.3K |
|
|
ULTI
1710
DELISTED
Ultimate Software Group Inc
ULTI
| $1.33M | ﹤0.01% |
9,012
-591
| -6% | -$87.1K |
|
1711
Ionis Pharmaceuticals
IONS
$10.1B
| $1.33M | ﹤0.01% |
35,330
-1,972
| -5% | -$74K |
|
1712
iShares Dow Jones US ETF
IYY
$2.63B
| $1.29M | ﹤0.01% |
30,200
-2,800
| -8% | -$119K |
|
|
PERY
1713
DELISTED
Perry Ellis International Inc
PERY
| $1.28M | ﹤0.01% |
68,060
+6,025
| +10% | +$113K |
|
1714
ON Semiconductor
ON
$19.9B
| $1.28M | ﹤0.01% |
174,670
-24,671
| -12% | -$180K |
|
1715
Vanda Pharmaceuticals
VNDA
$268M
| $1.27M | ﹤0.01% |
115,985
+101,246
| +687% | +$1.11M |
|
1716
OneSpan
OSPN
$591M
| $1.26M | ﹤0.01% |
159,824
-8,322
| -5% | -$65.7K |
|
1717
Sanmina
SANM
$6.39B
| $1.26M | ﹤0.01% |
71,964
+2,294
| +3% | +$40.1K |
|
|
BDN
1718
Brandywine Realty Trust
BDN
$775M
| $1.26M | ﹤0.01% |
95,287
-6,311
| -6% | -$83.2K |
|
|
ATHN
1719
DELISTED
Athenahealth, Inc.
ATHN
| $1.26M | ﹤0.01% |
11,556
-1,002
| -8% | -$109K |
|
|
PQUE
1720
DELISTED
PETROQUEST ENERGY INC (DE)
PQUE
| $1.25M | ﹤0.01% |
310,701
+11,271
| +4% | +$45.2K |
|
|
MWW
1721
DELISTED
Monster Worldwide Inc
MWW
| $1.24M | ﹤0.01% |
280,525
-594
| -0.2% | -$2.63K |
|
1722
Canadian Pacific Kansas City
CP
$69.2B
| $1.21M | ﹤0.01% |
49,140
-44,490
| -48% | -$1.1M |
|
|
CDI
1723
DELISTED
CDI Corp.
CDI
| $1.21M | ﹤0.01% |
78,798
+5,006
| +7% | +$76.6K |
|
|
CBR
1724
DELISTED
CIBER Inc.
CBR
| $1.2M | ﹤0.01% |
364,734
-27,992
| -7% | -$92.4K |
|
|
SYMM
1725
DELISTED
SYMMETRICOM INC
SYMM
| $1.18M | ﹤0.01% |
243,949
+8,579
| +4% | +$41.4K |
|