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 | |
|---|---|---|---|---|---|---|
|
JNY
1926
DELISTED
JONES GROUP INC COM STK (PA)
JNY
| $334K | ﹤0.01% |
22,274
+1,030
| +5% | +$15.4K |
|
|
VHS
1927
DELISTED
VANGUARD HEALTH SYS INC COM STK (DE)
VHS
| $333K | ﹤0.01% |
15,872
+4,234
| +36% | +$88.8K |
|
1928
RPC Inc
RES
$1.02B
| $332K | ﹤0.01% |
21,466
-6,489
| -23% | -$100K |
|
|
RAVN
1929
DELISTED
Raven Industries Inc
RAVN
| $330K | ﹤0.01% |
10,081
-1,103
| -10% | -$36.1K |
|
|
WBMD
1930
DELISTED
WebMD Health Corp.
WBMD
| $330K | ﹤0.01% |
11,554
+1,253
| +12% | +$35.8K |
|
1931
Rush Enterprises Class A
RUSHA
$4.42B
| $329K | ﹤0.01% |
27,898
-1,807
| -6% | -$21.3K |
|
|
RDEN
1932
DELISTED
ELIZABETH ARDEN INC
RDEN
| $328K | ﹤0.01% |
8,895
+2,297
| +35% | +$84.7K |
|
|
HERO
1933
DELISTED
HERCULES OFFSHORE INC COM STK
HERO
| $328K | ﹤0.01% |
44,547
-2,850
| -6% | -$21K |
|
1934
Puma Biotechnology
PBYI
$229M
| $327K | ﹤0.01% |
6,100
-400
| -6% | -$21.4K |
|
1935
SouthState Bank Corporation
SSB
$10.3B
| $327K | ﹤0.01% |
+5,926
| New | +$327K |
|
|
INFN
1936
DELISTED
Infinera Corporation Common Stock
INFN
| $326K | ﹤0.01% |
28,785
-3,262
| -10% | -$36.9K |
|
1937
Novo Nordisk
NVO
$242B
| $324K | ﹤0.01% |
19,130
| – | – |
|
1938
Nektar Therapeutics
NKTR
$916M
| $323K | ﹤0.01% |
2,062
-331
| -14% | -$51.8K |
|
1939
WisdomTree
WT
$2.02B
| $323K | ﹤0.01% |
27,844
-5,453
| -16% | -$63.3K |
|
|
ELGX
1940
DELISTED
Endologix Inc
ELGX
| $323K | ﹤0.01% |
2,002
+55
| +3% | +$8.87K |
|
|
ITMN
1941
DELISTED
INTERMUNE INC
ITMN
| $323K | ﹤0.01% |
21,014
-1,244
| -6% | -$19.1K |
|
1942
Hilltop Holdings
HTH
$2.19B
| $321K | ﹤0.01% |
17,339
-1,110
| -6% | -$20.6K |
|
1943
Unisys
UIS
$276M
| $320K | ﹤0.01% |
12,706
-815
| -6% | -$20.5K |
|
1944
Innospec
IOSP
$2.06B
| $318K | ﹤0.01% |
6,821
-1,032
| -13% | -$48.1K |
|
1945
Stagwell
STGW
$1.39B
| $318K | ﹤0.01% |
+17,060
| New | +$318K |
|
1946
G-III Apparel Group
GIII
$1.13B
| $317K | ﹤0.01% |
11,624
-756
| -6% | -$20.6K |
|
1947
Fresh Del Monte Produce
FDP
$1.7B
| $314K | ﹤0.01% |
10,583
-396,457
| -97% | -$11.8M |
|
|
STEI
1948
DELISTED
STEWART ENTERPRISES INC CL-A
STEI
| $313K | ﹤0.01% |
23,847
-1,559
| -6% | -$20.5K |
|
1949
IPG Photonics
IPGP
$3.44B
| $311K | ﹤0.01% |
5,516
-10,001
| -64% | -$564K |
|
|
REXX
1950
DELISTED
Rex Energy Corporation
REXX
| $311K | ﹤0.01% |
1,393
-92
| -6% | -$20.5K |
|