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 | |
|---|---|---|---|---|---|---|
|
SAVE
1801
DELISTED
Spirit Airlines, Inc.
SAVE
| $670K | ﹤0.01% |
19,556
-916
| -4% | -$31.4K |
|
|
EXXI
1802
DELISTED
ENERGY XXI LTD COM SHS
EXXI
| $670K | ﹤0.01% |
22,188
-1,420
| -6% | -$42.9K |
|
1803
Thomson Reuters
TRI
$77.8B
| $656K | ﹤0.01% |
16,401
-13,146
| -44% | -$526K |
|
|
BRY
1804
DELISTED
BERRY PETROLEUM CO CL A
BRY
| $656K | ﹤0.01% |
15,207
-982
| -6% | -$42.4K |
|
|
EXPR
1805
DELISTED
Express, Inc.
EXPR
| $654K | ﹤0.01% |
1,387
-9,062
| -87% | -$4.27M |
|
1806
Euronet Worldwide
EEFT
$3.58B
| $650K | ﹤0.01% |
16,331
-1,070
| -6% | -$42.6K |
|
1807
Verint Systems
VRNT
$1.23B
| $649K | ﹤0.01% |
34,368
-1,549
| -4% | -$29.3K |
|
|
N
1808
DELISTED
Netsuite Inc
N
| $644K | ﹤0.01% |
5,963
-9,378
| -61% | -$1.01M |
|
|
BTH
1809
DELISTED
BLYTH,INC
BTH
| $642K | ﹤0.01% |
46,435
-9,330
| -17% | -$129K |
|
1810
Jazz Pharmaceuticals
JAZZ
$7.76B
| $640K | ﹤0.01% |
6,959
-776
| -10% | -$71.4K |
|
|
CIE
1811
DELISTED
Cobalt International Energy, Inc
CIE
| $636K | ﹤0.01% |
1,705
-434
| -20% | -$162K |
|
|
CHMT
1812
DELISTED
Chemtura Corporation
CHMT
| $628K | ﹤0.01% |
27,322
-4,807
| -15% | -$110K |
|
1813
Baidu
BIDU
$38.5B
| $625K | ﹤0.01% |
+4,027
| New | +$625K |
|
|
ARUN
1814
DELISTED
ARUBA NETWORKS, INC.
ARUN
| $619K | ﹤0.01% |
37,199
-2,437
| -6% | -$40.6K |
|
1815
MGIC Investment
MTG
$6.63B
| $618K | ﹤0.01% |
84,910
-5,508
| -6% | -$40.1K |
|
1816
Radian Group
RDN
$4.8B
| $612K | ﹤0.01% |
43,909
-13,422
| -23% | -$187K |
|
1817
Cimpress
CMPR
$1.47B
| $607K | ﹤0.01% |
10,747
+191
| +2% | +$10.8K |
|
|
PIR
1818
DELISTED
Pier 1 Imports, Inc.
PIR
| $602K | ﹤0.01% |
1,541
-70
| -4% | -$27.3K |
|
|
CTB
1819
DELISTED
Cooper Tire & Rubber Co.
CTB
| $592K | ﹤0.01% |
19,218
-1,236
| -6% | -$38.1K |
|
|
SFLY
1820
DELISTED
Shutterfly, Inc.
SFLY
| $588K | ﹤0.01% |
10,526
-620
| -6% | -$34.6K |
|
|
ABCO
1821
DELISTED
Advisory Board Co/The
ABCO
| $584K | ﹤0.01% |
9,812
-643
| -6% | -$38.3K |
|
1822
Grand Canyon Education
LOPE
$5.82B
| $583K | ﹤0.01% |
14,483
-949
| -6% | -$38.2K |
|
1823
Penske Automotive Group
PAG
$12.3B
| $580K | ﹤0.01% |
13,563
-1,995
| -13% | -$85.3K |
|
|
BLOX
1824
DELISTED
Infoblox Inc
BLOX
| $580K | ﹤0.01% |
13,879
-820
| -6% | -$34.3K |
|
|
CAVM
1825
DELISTED
Cavium, Inc.
CAVM
| $580K | ﹤0.01% |
14,071
-924
| -6% | -$38.1K |
|