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 | |
|---|---|---|---|---|---|---|
|
RBCN
1726
DELISTED
Rubicon Technology, Inc.
RBCN
| $1.17M | ﹤0.01% |
9,660
+600
| +7% | +$72.7K |
|
1727
Seneca Foods Class A
SENEA
$763M
| $1.17M | ﹤0.01% |
38,830
-2,038
| -5% | -$61.3K |
|
|
CXO
1728
DELISTED
CONCHO RESOURCES INC.
CXO
| $1.16M | ﹤0.01% |
10,612
-2,697
| -20% | -$294K |
|
|
SHYF
1729
DELISTED
The Shyft Group
SHYF
| $1.13M | ﹤0.01% |
186,755
+21,085
| +13% | +$128K |
|
1730
Agios Pharmaceuticals
AGIO
$2.12B
| $1.12M | ﹤0.01% |
+40,000
| New | +$1.12M |
|
|
AVID
1731
DELISTED
Avid Technology Inc
AVID
| $1.1M | ﹤0.01% |
183,194
+9,277
| +5% | +$55.7K |
|
|
USG
1732
DELISTED
Usg
USG
| $1.08M | ﹤0.01% |
37,812
-14,883
| -28% | -$425K |
|
1733
Groupon
GRPN
$932M
| $1.06M | ﹤0.01% |
+4,735
| New | +$1.06M |
|
|
CLMS
1734
DELISTED
Calamos Asset Management, Inc.
CLMS
| $1.04M | ﹤0.01% |
104,470
-3,610
| -3% | -$36.1K |
|
1735
Manitowoc
MTW
$366M
| $1.04M | ﹤0.01% |
58,704
+4,237
| +8% | +$75.1K |
|
1736
Artivion
AORT
$1.96B
| $1.04M | ﹤0.01% |
147,816
+3,275
| +2% | +$22.9K |
|
|
ONIT
1737
Onity Group Inc.
ONIT
$361M
| $1.04M | ﹤0.01% |
1,237
-12,034
| -91% | -$10.1M |
|
1738
Chart Industries
GTLS
$8.96B
| $1.03M | ﹤0.01% |
8,404
-759
| -8% | -$93.4K |
|
|
COCO
1739
DELISTED
CORINTHIAN COLLEGES INC
COCO
| $1.03M | ﹤0.01% |
468,968
+19,208
| +4% | +$42.1K |
|
1740
Equity Lifestyle Properties
ELS
$11.8B
| $1.03M | ﹤0.01% |
+60,050
| New | +$1.03M |
|
1741
BioMarin Pharmaceuticals
BMRN
$10.5B
| $1.02M | ﹤0.01% |
14,084
-3,636
| -21% | -$263K |
|
1742
Sally Beauty Holdings
SBH
$1.48B
| $1.02M | ﹤0.01% |
38,781
+17,765
| +85% | +$465K |
|
|
ACHN
1743
DELISTED
Achillion Pharmaceuticals, Inc.
ACHN
| $1.01M | ﹤0.01% |
335,235
-196,058
| -37% | -$592K |
|
|
CBEY
1744
DELISTED
CBEYOND INC COM STK
CBEY
| $1.01M | ﹤0.01% |
157,343
-14,625
| -9% | -$93.8K |
|
1745
Dana Inc
DAN
$2.79B
| $1.01M | ﹤0.01% |
44,048
-3,425
| -7% | -$78.2K |
|
1746
Monarch Casino & Resort
MCRI
$1.89B
| $1M | ﹤0.01% |
52,848
+2,527
| +5% | +$48K |
|
|
TEN
1747
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $1M | ﹤0.01% |
19,795
-296,459
| -94% | -$15M |
|
1748
HEICO
HEI
$44.7B
| $999K | ﹤0.01% |
45,013
-4,575
| -9% | -$102K |
|
1749
Verisk Analytics
VRSK
$36.8B
| $996K | ﹤0.01% |
15,335
-37,026
| -71% | -$2.4M |
|
|
GNOW
1750
DELISTED
AMERICAN CARESOURCE HLDGS INC COM STK NEW (DE)
GNOW
| $986K | ﹤0.01% |
563,688
| – | – |
|