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 | |
|---|---|---|---|---|---|---|
351
Electronic Arts
EA
$41.5B
| $32.3M | 0.06% |
1,410,051
-651,327
| -32% | -$14.9M |
|
|
TW
352
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
| $32.2M | 0.06% |
252,029
-51,498
| -17% | -$6.57M |
|
353
Delta Air Lines
DAL
$39.6B
| $31.9M | 0.06% |
1,159,477
-1,532,710
| -57% | -$42.1M |
|
354
Gerdau
GGB
$6.19B
| $31.5M | 0.06% |
5,056,498
-249,740
| -5% | -$1.55M |
|
355
NetApp
NTAP
$24.6B
| $31.3M | 0.06% |
761,017
-143,078
| -16% | -$5.89M |
|
356
Marsh & McLennan
MMC
$99.2B
| $31.1M | 0.06% |
643,830
-38,766
| -6% | -$1.87M |
|
357
iShares Core S&P 500 ETF
IVV
$668B
| $31.1M | 0.06% |
167,416
+4,699
| +3% | +$872K |
|
358
Ryanair
RYAAY
$31.7B
| $30.6M | 0.06% |
1,587,049
-1,380
| -0.1% | -$26.6K |
|
359
Centene
CNC
$15.3B
| $30.5M | 0.06% |
2,066,868
+88,308
| +4% | +$1.3M |
|
360
Adobe
ADBE
$150B
| $30.4M | 0.06% |
508,031
-46,368
| -8% | -$2.78M |
|
|
CONN
361
DELISTED
Conn's Inc.
CONN
| $30.2M | 0.06% |
382,710
-6,494
| -2% | -$512K |
|
362
Affiliated Managers Group
AMG
$6.59B
| $29.8M | 0.06% |
137,559
+1,856
| +1% | +$403K |
|
363
ODP
ODP
$621M
| $29.8M | 0.06% |
562,614
+51,561
| +10% | +$2.73M |
|
364
Caleres
CAL
$515M
| $29.7M | 0.06% |
1,056,537
+47,118
| +5% | +$1.33M |
|
|
365
Whirlpool
WHR
$5.24B
| $29.7M | 0.06% |
189,272
-513,159
| -73% | -$80.5M |
|
366
TD Synnex
SNX
$12.3B
| $29.7M | 0.06% |
880,898
+31,116
| +4% | +$1.05M |
|
367
Cummins
CMI
$54.4B
| $29.6M | 0.06% |
209,798
+860
| +0.4% | +$121K |
|
368
Synopsys
SNPS
$112B
| $29.5M | 0.06% |
728,256
-466,480
| -39% | -$18.9M |
|
369
VF Corp
VFC
$5.95B
| $29.4M | 0.05% |
501,315
+344
| +0.1% | +$20.2K |
|
370
Ameriprise Financial
AMP
$46.5B
| $29.4M | 0.05% |
255,303
-2,707
| -1% | -$311K |
|
371
Lear
LEA
$5.91B
| $29.2M | 0.05% |
361,118
+187,075
| +107% | +$15.1M |
|
372
Truist Financial
TFC
$58.4B
| $29.2M | 0.05% |
782,505
+483
| +0.1% | +$18K |
|
373
iShares MSCI EAFE ETF
EFA
$66.6B
| $29M | 0.05% |
432,139
+184,670
| +75% | +$12.4M |
|
374
Corning
GLW
$62B
| $28.7M | 0.05% |
1,610,083
-12,690
| -0.8% | -$226K |
|
375
Seagate
STX
$40.7B
| $28.5M | 0.05% |
508,165
+78,701
| +18% | +$4.42M |
|