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 | |
|---|---|---|---|---|---|---|
2076
BGC Group
BGC
$4.73B
| $223K | ﹤0.01% |
61,328
+14,089
| +30% | +$51.2K |
|
2077
Itaú Unibanco
ITUB
$76B
| $223K | ﹤0.01% |
42,039
-4,798
| -10% | -$25.5K |
|
2078
Kennedy-Wilson Holdings
KW
$1.22B
| $223K | ﹤0.01% |
11,994
-768
| -6% | -$14.3K |
|
|
EDE
2079
DELISTED
Empire District Electric
EDE
| $223K | ﹤0.01% |
10,301
-659
| -6% | -$14.3K |
|
2080
Allison Transmission
ALSN
$7.52B
| $221K | ﹤0.01% |
8,835
-3,273
| -27% | -$81.9K |
|
|
ATRS
2081
DELISTED
Antares Pharma, Inc.
ATRS
| $221K | ﹤0.01% |
+54,318
| New | +$221K |
|
2082
Hecla Mining
HL
$6.82B
| $220K | ﹤0.01% |
70,207
-15,745
| -18% | -$49.3K |
|
|
GBL
2083
DELISTED
GAMCO Investors, Inc.
GBL
| $220K | ﹤0.01% |
+5,387
| New | +$220K |
|
2084
Incyte
INCY
$16.9B
| $219K | ﹤0.01% |
+5,729
| New | +$219K |
|
|
RTK
2085
DELISTED
Rentech, Inc.
RTK
| $219K | ﹤0.01% |
11,070
-725
| -6% | -$14.3K |
|
|
HEES
2086
DELISTED
H&E Equipment Services
HEES
| $217K | ﹤0.01% |
+8,181
| New | +$217K |
|
2087
Helios Technologies
HLIO
$1.83B
| $216K | ﹤0.01% |
5,952
-1,727
| -22% | -$62.7K |
|
|
SPNC
2088
DELISTED
Spectranetics Corp
SPNC
| $216K | ﹤0.01% |
12,866
+1,087
| +9% | +$18.2K |
|
|
MFA
2089
MFA Financial
MFA
$1.06B
| $215K | ﹤0.01% |
7,213
-6,373
| -47% | -$190K |
|
|
MTOR
2090
DELISTED
MERITOR, Inc.
MTOR
| $215K | ﹤0.01% |
27,355
-1,751
| -6% | -$13.8K |
|
|
TCF
2091
DELISTED
TCF Financial Corporation Common Stock
TCF
| $214K | ﹤0.01% |
7,671
-491
| -6% | -$13.7K |
|
2092
Acco Brands
ACCO
$364M
| $212K | ﹤0.01% |
31,872
-2,040
| -6% | -$13.6K |
|
2093
Seaboard Corp
SEB
$3.81B
| $212K | ﹤0.01% |
77
-12
| -13% | -$33K |
|
2094
Quad
QUAD
$338M
| $211K | ﹤0.01% |
+6,960
| New | +$211K |
|
|
TPC
2095
Tutor Perini Corporation
TPC
$3.26B
| $211K | ﹤0.01% |
9,910
-634
| -6% | -$13.5K |
|
2096
Columbia Sportswear
COLM
$3.1B
| $210K | ﹤0.01% |
6,968
-448
| -6% | -$13.5K |
|
2097
Extreme Networks
EXTR
$2.86B
| $210K | ﹤0.01% |
40,225
-2,574
| -6% | -$13.4K |
|
2098
Vera Bradley
VRA
$65.9M
| $210K | ﹤0.01% |
10,225
-670
| -6% | -$13.8K |
|
|
CSII
2099
DELISTED
Cardiovascular Systems, Inc.
CSII
| $209K | ﹤0.01% |
+10,419
| New | +$209K |
|
|
FOE
2100
DELISTED
Ferro Corporation
FOE
| $209K | ﹤0.01% |
22,891
-37,311
| -62% | -$341K |
|