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 | |
|---|---|---|---|---|---|---|
|
BLC
1851
DELISTED
BELO CORP SER A
BLC
| $498K | ﹤0.01% |
36,365
-2,354
| -6% | -$32.2K |
|
|
IMGN
1852
DELISTED
Immunogen Inc
IMGN
| $497K | ﹤0.01% |
29,227
+9,898
| +51% | +$168K |
|
|
PMCS
1853
DELISTED
P M C SIERRA INC
PMCS
| $496K | ﹤0.01% |
74,882
-5,163
| -6% | -$34.2K |
|
1854
VanEck High Yield Muni ETF
HYD
$3.37B
| $495K | ﹤0.01% |
8,466
-1,500
| -15% | -$87.7K |
|
1855
Owens Corning
OC
$12.8B
| $490K | ﹤0.01% |
12,907
| – | – |
|
1856
TriMas Corp
TRS
$1.56B
| $481K | ﹤0.01% |
16,196
+2,440
| +18% | +$72.5K |
|
|
TIVO
1857
DELISTED
TIVO INC
TIVO
| $480K | ﹤0.01% |
38,591
-1,593
| -4% | -$19.8K |
|
1858
Cogent Communications
CCOI
$1.74B
| $475K | ﹤0.01% |
14,725
-966
| -6% | -$31.2K |
|
|
DYN
1859
DELISTED
Dynegy, Inc.
DYN
| $474K | ﹤0.01% |
24,521
-1,569
| -6% | -$30.3K |
|
1860
Sarepta Therapeutics
SRPT
$1.8B
| $470K | ﹤0.01% |
9,948
-653
| -6% | -$30.9K |
|
1861
Anywhere Real Estate
HOUS
$699M
| $467K | ﹤0.01% |
10,858
-23,790
| -69% | -$1.02M |
|
|
ACAS
1862
DELISTED
American Capital Ltd
ACAS
| $457K | ﹤0.01% |
33,207
-4,609,571
| -99% | -$63.4M |
|
|
NBIS
1863
Nebius Group N.V. Class A Ordinary Shares
NBIS
$22.3B
| $455K | ﹤0.01% |
+12,482
| New | +$455K |
|
1864
National Health Investors
NHI
$3.71B
| $450K | ﹤0.01% |
7,907
-870
| -10% | -$49.5K |
|
1865
Vital Energy
VTLE
$647M
| $448K | ﹤0.01% |
+755
| New | +$448K |
|
|
ALR
1866
DELISTED
Alere Inc
ALR
| $444K | ﹤0.01% |
+14,538
| New | +$444K |
|
1867
Ryman Hospitality Properties
RHP
$6.34B
| $441K | ﹤0.01% |
12,793
-788
| -6% | -$27.2K |
|
|
AYR
1868
DELISTED
Aircastle Limited
AYR
| $439K | ﹤0.01% |
25,200
+14,625
| +138% | +$255K |
|
1869
Civitas Resources
CIVI
$3.13B
| $438K | ﹤0.01% |
81
-6
| -7% | -$32.4K |
|
|
IBKC
1870
DELISTED
IBERIABANK Corp
IBKC
| $436K | ﹤0.01% |
8,412
+665
| +9% | +$34.5K |
|
1871
Steelcase
SCS
$1.92B
| $435K | ﹤0.01% |
26,176
-1,683
| -6% | -$28K |
|
1872
American Axle
AXL
$704M
| $431K | ﹤0.01% |
21,868
-1,295
| -6% | -$25.5K |
|
1873
Universal Display
OLED
$6.52B
| $423K | ﹤0.01% |
13,195
+1,023
| +8% | +$32.8K |
|
1874
Protolabs
PRLB
$1.17B
| $423K | ﹤0.01% |
5,539
-255
| -4% | -$19.5K |
|
1875
Sun Communities
SUI
$16.1B
| $423K | ﹤0.01% |
9,936
-1,134
| -10% | -$48.3K |
|