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 |
Cardinal Health
CAH
|
+$109M |
| 2 |
Meta Platforms (Facebook)
META
|
+$98.6M |
| 3 |
RTN
Raytheon Company
RTN
|
+$98.1M |
| 4 |
Ambev
ABEV
|
+$96.2M |
| 5 |
Marathon Petroleum
MPC
|
+$84.6M |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$134M |
| 2 |
Citigroup
C
|
+$111M |
| 3 |
GE Aerospace
GE
|
+$97M |
| 4 |
APC
Anadarko Petroleum
APC
|
+$89.6M |
| 5 |
Whirlpool
WHR
|
+$80.5M |
Sector Composition
| 1 | Financials | 16.92% |
| 2 | Technology | 11.34% |
| 3 | Consumer Discretionary | 10.7% |
| 4 | Real Estate | 10.55% |
| 5 | Industrials | 9.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
PPG Industries
PPG
$24.7B
| $40.6M | 0.08% |
427,774
-12,288
| -3% | -$1.17M |
|
302
HDFC Bank
HDB
$179B
| $40.3M | 0.08% |
2,337,702
+111,404
| +5% | +$1.92M |
|
|
AGN
303
DELISTED
ALLERGAN INC
AGN
| $40M | 0.07% |
360,455
+5,151
| +1% | +$572K |
|
304
Southern Company
SO
$100B
| $40M | 0.07% |
973,962
+8,301
| +0.9% | +$341K |
|
|
ARRS
305
DELISTED
ARRIS International plc Ordinary Shares
ARRS
| $40M | 0.07% |
1,641,254
+32,621
| +2% | +$795K |
|
|
MRO
306
DELISTED
Marathon Oil Corporation
MRO
| $39.9M | 0.07% |
1,131,149
+121,116
| +12% | +$4.28M |
|
|
STRZA
307
DELISTED
Starz - Series A
STRZA
| $39.9M | 0.07% |
1,365,004
-732,623
| -35% | -$21.4M |
|
308
Companhia Siderúrgica Nacional
SID
$1.99B
| $39.9M | 0.07% |
6,435,232
+237,267
| +4% | +$1.47M |
|
309
United Therapeutics
UTHR
$18.3B
| $39.9M | 0.07% |
352,816
+232,323
| +193% | +$26.3M |
|
|
LHO
310
DELISTED
LaSalle Hotel Properties
LHO
| $39.8M | 0.07% |
1,290,186
+740,340
| +135% | +$22.8M |
|
311
iShares Core S&P Small-Cap ETF
IJR
$85.3B
| $39.7M | 0.07% |
726,484
+14,790
| +2% | +$808K |
|
|
AZPN
312
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $39.5M | 0.07% |
946,092
+4,776
| +0.5% | +$200K |
|
313
Chubb
CB
$110B
| $39.5M | 0.07% |
381,462
+973
| +0.3% | +$101K |
|
314
Illinois Tool Works
ITW
$76.4B
| $39.2M | 0.07% |
466,799
-28,115
| -6% | -$2.36M |
|
315
Manhattan Associates
MANH
$13B
| $39.2M | 0.07% |
1,333,220
-234,752
| -15% | -$6.89M |
|
|
FMER
316
DELISTED
FIRSTMERIT CORP
FMER
| $38.4M | 0.07% |
1,726,321
+389,892
| +29% | +$8.67M |
|
317
APA Corp
APA
$7.75B
| $38.3M | 0.07% |
445,309
-7,564
| -2% | -$650K |
|
318
Medical Properties Trust
MPW
$2.77B
| $38.2M | 0.07% |
3,125,900
-354,862
| -10% | -$4.34M |
|
|
NBIS
319
Nebius Group N.V. Class A Ordinary Shares
NBIS
$22.8B
| $38.1M | 0.07% |
883,508
+871,026
| +6,978% | +$37.6M |
|
320
NOV
NOV
$4.85B
| $38M | 0.07% |
529,984
-3,310
| -0.6% | -$237K |
|
|
WX
321
DELISTED
WUXI PHARMATECH, CAYMAN INC REPSTG 8 ORD SHS
WX
| $37.8M | 0.07% |
985,899
+270,209
| +38% | +$10.4M |
|
322
Emcor
EME
$27.9B
| $37.5M | 0.07% |
884,758
+15,488
| +2% | +$657K |
|
323
American Tower
AMT
$91.1B
| $37.4M | 0.07% |
468,643
-7,116
| -1% | -$568K |
|
|
STJ
324
DELISTED
St Jude Medical
STJ
| $37.1M | 0.07% |
598,597
+19,348
| +3% | +$1.2M |
|
325
Northrop Grumman
NOC
$81.8B
| $36.7M | 0.07% |
320,619
-8,244
| -3% | -$945K |
|