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 | |
|---|---|---|---|---|---|---|
|
CSR
1976
Centerspace
CSR
$972M
| $285K | ﹤0.01% |
3,453
+62
| +2% | +$5.12K |
|
1977
Gorman-Rupp
GRC
$1.12B
| $285K | ﹤0.01% |
+8,885
| New | +$285K |
|
|
RUE
1978
DELISTED
RUE21 INC COM STK (DE)
RUE
| $285K | ﹤0.01% |
7,060
-79,731
| -92% | -$3.22M |
|
1979
Sangamo Therapeutics
SGMO
$160M
| $283K | ﹤0.01% |
27,003
-1,769
| -6% | -$18.5K |
|
|
MTGE
1980
DELISTED
MTGE Investment Corp. Common Stock
MTGE
| $283K | ﹤0.01% |
14,338
-918
| -6% | -$18.1K |
|
|
RFP
1981
DELISTED
Resolute Forest Products Inc.
RFP
| $282K | ﹤0.01% |
21,308
+317
| +2% | +$4.2K |
|
|
WAIR
1982
DELISTED
WESCO Aircraft Holdings Inc.
WAIR
| $282K | ﹤0.01% |
13,497
+1,462
| +12% | +$30.5K |
|
|
BSFT
1983
DELISTED
BroadSoft, Inc.
BSFT
| $281K | ﹤0.01% |
7,794
-1,877
| -19% | -$67.7K |
|
1984
Shenandoah Telecom
SHEN
$728M
| $280K | ﹤0.01% |
23,228
-1,522
| -6% | -$18.3K |
|
1985
Morningstar
MORN
$10.6B
| $279K | ﹤0.01% |
+3,519
| New | +$279K |
|
1986
Petrobras Class A
PBR.A
$75.5B
| $279K | ﹤0.01% |
16,651
| – | – |
|
1987
SPS Commerce
SPSC
$4.18B
| $279K | ﹤0.01% |
8,344
+694
| +9% | +$23.2K |
|
|
HT
1988
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $279K | ﹤0.01% |
12,488
-4,505
| -27% | -$101K |
|
|
MKTG
1989
DELISTED
RESPONSYS INC COM STK (CA)
MKTG
| $279K | ﹤0.01% |
+16,931
| New | +$279K |
|
|
WMGI
1990
DELISTED
Wright Medical Group Inc
WMGI
| $278K | ﹤0.01% |
10,676
-684
| -6% | -$17.8K |
|
|
INVN
1991
DELISTED
Invensense Inc
INVN
| $278K | ﹤0.01% |
15,770
-3,916
| -20% | -$69K |
|
|
GTI
1992
DELISTED
GRAFTECH INTERNATIONAL LTD
GTI
| $277K | ﹤0.01% |
32,804
-2,099
| -6% | -$17.7K |
|
1993
SLR Investment Corp
SLRC
$907M
| $273K | ﹤0.01% |
12,329
-789
| -6% | -$17.5K |
|
1994
Halozyme
HALO
$8.87B
| $272K | ﹤0.01% |
24,621
-3,098
| -11% | -$34.2K |
|
1995
Stride
LRN
$6.89B
| $270K | ﹤0.01% |
8,754
-573
| -6% | -$17.7K |
|
|
ECOL
1996
DELISTED
US Ecology, Inc.
ECOL
| $270K | ﹤0.01% |
8,953
-659
| -7% | -$19.9K |
|
|
RJET
1997
DELISTED
REPUBLIC AWYS HLDGS INC
RJET
| $268K | ﹤0.01% |
22,557
-1,463
| -6% | -$17.4K |
|
1998
CNA Financial
CNA
$12.8B
| $267K | ﹤0.01% |
+7,005
| New | +$267K |
|
1999
MannKind Corp
MNKD
$1.71B
| $267K | ﹤0.01% |
9,363
+1,056
| +13% | +$30.1K |
|
|
SGI
2000
DELISTED
Silicon Graphics Intl.
SGI
| $267K | ﹤0.01% |
16,448
-1,211
| -7% | -$19.7K |
|