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 | |
|---|---|---|---|---|---|---|
1826
Graphic Packaging
GPK
$6.14B
| $578K | ﹤0.01% |
67,517
-1,136
| -2% | -$9.73K |
|
|
DGI
1827
DELISTED
DigitalGlobe Inc.
DGI
| $578K | ﹤0.01% |
18,264
-1,169
| -6% | -$37K |
|
|
CSOD
1828
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $577K | ﹤0.01% |
11,217
-599
| -5% | -$30.8K |
|
1829
MasTec
MTZ
$15B
| $576K | ﹤0.01% |
18,999
-1,245
| -6% | -$37.7K |
|
|
FNSR
1830
DELISTED
Finisar Corp
FNSR
| $574K | ﹤0.01% |
25,382
-1,624
| -6% | -$36.7K |
|
|
BECN
1831
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $572K | ﹤0.01% |
15,513
-1,017
| -6% | -$37.5K |
|
1832
Acadia Pharmaceuticals
ACAD
$4.02B
| $567K | ﹤0.01% |
20,650
-1,353
| -6% | -$37.2K |
|
|
SAPE
1833
DELISTED
SAPIENT CORP
SAPE
| $560K | ﹤0.01% |
35,972
-2,356
| -6% | -$36.7K |
|
|
SWFT
1834
DELISTED
Swift Transportation Company
SWFT
| $553K | ﹤0.01% |
27,399
-1,795
| -6% | -$36.2K |
|
|
NRF
1835
DELISTED
NorthStar Realty Finance Corp.
NRF
| $548K | ﹤0.01% |
30,091
+4,583
| +18% | +$83.5K |
|
1836
Zillow
ZG
$20B
| $545K | ﹤0.01% |
19,368
-2,445
| -11% | -$68.8K |
|
1837
Guidewire Software
GWRE
$21.3B
| $544K | ﹤0.01% |
11,553
-757
| -6% | -$35.6K |
|
1838
Genpact
G
$7.49B
| $540K | ﹤0.01% |
28,599
-7,103
| -20% | -$134K |
|
1839
Lincoln Educational Services
LINC
$601M
| $539K | ﹤0.01% |
116,947
-2,160
| -2% | -$9.96K |
|
1840
Asbury Automotive
ABG
$4.86B
| $537K | ﹤0.01% |
10,087
+365
| +4% | +$19.4K |
|
|
CSG
1841
DELISTED
CHAMBERS STR PPTYS COM
CSG
| $536K | ﹤0.01% |
61,047
-3,906
| -6% | -$34.3K |
|
|
PTP
1842
DELISTED
PLATINUM UNDERWRITERS HLDGS LTD
PTP
| $533K | ﹤0.01% |
8,927
-572
| -6% | -$34.2K |
|
|
NUAN
1843
DELISTED
Nuance Communications, Inc.
NUAN
| $531K | ﹤0.01% |
32,780
| – | – |
|
|
ELME
1844
Elme Communities
ELME
$1.51B
| $527K | ﹤0.01% |
20,851
+1,821
| +10% | +$46K |
|
|
PPO
1845
DELISTED
POLYPORE INTERNATIONAL, INC
PPO
| $527K | ﹤0.01% |
12,851
-842
| -6% | -$34.5K |
|
1846
Capitol Federal Financial
CFFN
$840M
| $525K | ﹤0.01% |
42,212
-2,347
| -5% | -$29.2K |
|
1847
Opko Health
OPK
$1.12B
| $523K | ﹤0.01% |
59,408
+27,122
| +84% | +$239K |
|
|
LVLT
1848
DELISTED
Level 3 Communications Inc
LVLT
| $514K | ﹤0.01% |
+19,243
| New | +$514K |
|
1849
Pricesmart
PSMT
$3.41B
| $502K | ﹤0.01% |
5,268
-346
| -6% | -$33K |
|
1850
Invesco Mortgage Capital
IVR
$515M
| $499K | ﹤0.01% |
3,243
-207
| -6% | -$31.9K |
|