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 | |
|---|---|---|---|---|---|---|
|
PXD
326
DELISTED
Pioneer Natural Resource Co.
PXD
| $36.7M | 0.07% |
199,320
+4,211
| +2% | +$775K |
|
327
Salesforce
CRM
$240B
| $36.6M | 0.07% |
662,391
+10,481
| +2% | +$578K |
|
328
HF Sinclair
DINO
$9.56B
| $36.5M | 0.07% |
734,226
+179,300
| +32% | +$8.91M |
|
|
SUSQ
329
DELISTED
SUSQUEHANNA BANCSHARES INC
SUSQ
| $36.4M | 0.07% |
2,838,019
+131,802
| +5% | +$1.69M |
|
330
Cognizant
CTSH
$34.8B
| $36.2M | 0.07% |
717,468
+6,414
| +0.9% | +$324K |
|
331
Archer Daniels Midland
ADM
$29.9B
| $35.8M | 0.07% |
825,475
+75,407
| +10% | +$3.27M |
|
332
State Street
STT
$31.7B
| $35.7M | 0.07% |
486,219
-6,499
| -1% | -$477K |
|
|
COV
333
DELISTED
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
| $35.4M | 0.07% |
520,182
+2,139
| +0.4% | +$146K |
|
334
America Movil
AMX
$59.4B
| $35.4M | 0.07% |
1,513,415
-235,353
| -13% | -$5.5M |
|
335
Aflac
AFL
$56.9B
| $35M | 0.07% |
1,047,216
+4,864
| +0.5% | +$162K |
|
|
PEI
336
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $34.9M | 0.07% |
122,509
-69,596
| -36% | -$19.8M |
|
337
ICICI Bank
IBN
$114B
| $34.6M | 0.06% |
5,124,576
+698,814
| +16% | +$4.72M |
|
338
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $34.5M | 0.06% |
1,288,375
+24,500
| +2% | +$656K |
|
339
CSX Corp
CSX
$60.5B
| $34M | 0.06% |
3,548,865
+393
| +0% | +$3.77K |
|
|
ALXN
340
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $34M | 0.06% |
255,194
+1,487
| +0.6% | +$198K |
|
|
RBS.PRL.CL
341
DELISTED
Royal Bank Of Scotland Group Plc
RBS.PRL.CL
| $33.8M | 0.06% |
1,731,800
-318,558
| -16% | -$6.22M |
|
342
Avista
AVA
$2.93B
| $33.8M | 0.06% |
1,197,729
+67,968
| +6% | +$1.92M |
|
343
LiveRamp
RAMP
$1.81B
| $33.5M | 0.06% |
906,987
-4,373
| -0.5% | -$162K |
|
344
Hanesbrands
HBI
$2.28B
| $33.5M | 0.06% |
1,908,056
-146,920
| -7% | -$2.58M |
|
345
Intercontinental Exchange
ICE
$99.5B
| $33.2M | 0.06% |
737,230
+275,395
| +60% | +$12.4M |
|
|
TTM
346
DELISTED
Tata Motors Limited
TTM
| $33.1M | 0.06% |
1,074,354
+758,729
| +240% | +$23.4M |
|
|
PRXL
347
DELISTED
Parexel International Corp
PRXL
| $32.9M | 0.06% |
727,763
-138,524
| -16% | -$6.26M |
|
|
NBL
348
DELISTED
Noble Energy, Inc.
NBL
| $32.8M | 0.06% |
482,236
-204,640
| -30% | -$13.9M |
|
|
GXP
349
DELISTED
Great Plains Energy Incorporated
GXP
| $32.5M | 0.06% |
1,340,751
+933,210
| +229% | +$22.6M |
|
350
Prestige Consumer Healthcare
PBH
$3.24B
| $32.5M | 0.06% |
907,504
+41,096
| +5% | +$1.47M |
|