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 | |
|---|---|---|---|---|---|---|
426
Encompass Health
EHC
$12.6B
| $24.3M | 0.05% |
915,376
-10,559
| -1% | -$280K |
|
|
ANN
427
DELISTED
ANN INC
ANN
| $24.3M | 0.05% |
663,364
-9,443
| -1% | -$345K |
|
428
Weyerhaeuser
WY
$18.1B
| $24.1M | 0.05% |
764,284
-11,543
| -1% | -$364K |
|
429
RLJ Lodging Trust
RLJ
$1.14B
| $24.1M | 0.05% |
991,545
+87,635
| +10% | +$2.13M |
|
430
IDEX
IEX
$12.1B
| $24.1M | 0.05% |
326,211
+9,015
| +3% | +$666K |
|
431
Church & Dwight Co
CHD
$22.7B
| $23.9M | 0.04% |
722,506
+8,748
| +1% | +$290K |
|
|
KATE
432
DELISTED
Kate Spade & Company
KATE
| $23.9M | 0.04% |
745,667
+45,115
| +6% | +$1.45M |
|
433
PPL Corp
PPL
$26.5B
| $23.9M | 0.04% |
853,220
-5,001
| -0.6% | -$140K |
|
434
Estee Lauder
EL
$31.5B
| $23.8M | 0.04% |
315,589
+1,236
| +0.4% | +$93.1K |
|
435
NETSCOUT
NTCT
$1.8B
| $23.8M | 0.04% |
803,031
-25,243
| -3% | -$747K |
|
|
STI
436
DELISTED
SunTrust Banks, Inc.
STI
| $23.8M | 0.04% |
645,385
-24,811
| -4% | -$913K |
|
437
Tyson Foods
TSN
$19.7B
| $23.4M | 0.04% |
698,187
+181,876
| +35% | +$6.09M |
|
438
Glacier Bancorp
GBCI
$5.76B
| $23.4M | 0.04% |
783,942
+52,139
| +7% | +$1.55M |
|
|
BCS.PR.CL
439
DELISTED
BARCLAYS BANK PLC ADR SER 2 REPSTG PREF SHS SER 2 (UK)
BCS.PR.CL
| $23.4M | 0.04% |
967,340
-173,946
| -15% | -$4.2M |
|
|
BBBY
440
DELISTED
Bed Bath & Beyond Inc
BBBY
| $23.3M | 0.04% |
290,772
-1,887
| -0.6% | -$152K |
|
441
Boston Scientific
BSX
$156B
| $23.3M | 0.04% |
1,942,309
+20,475
| +1% | +$246K |
|
442
Sysco
SYY
$38.3B
| $23.2M | 0.04% |
642,376
+3,181
| +0.5% | +$115K |
|
443
Commault Systems
CVLT
$7.84B
| $23.1M | 0.04% |
309,030
-103,162
| -25% | -$7.72M |
|
|
VR
444
DELISTED
Validus Hold Ltd
VR
| $23.1M | 0.04% |
573,745
-843,512
| -60% | -$34M |
|
445
CF Industries
CF
$14.1B
| $23.1M | 0.04% |
494,555
-213,985
| -30% | -$9.97M |
|
446
Realty Income
O
$54.4B
| $23M | 0.04% |
635,065
+142,161
| +29% | +$5.14M |
|
|
MDCO
447
DELISTED
Medicines Co
MDCO
| $22.9M | 0.04% |
592,834
+32,165
| +6% | +$1.24M |
|
448
Toro Company
TTC
$7.68B
| $22.7M | 0.04% |
713,220
+41,668
| +6% | +$1.33M |
|
449
Waste Management
WM
$87.7B
| $22.4M | 0.04% |
498,243
+1,410
| +0.3% | +$63.3K |
|
450
Webster Financial
WBS
$10.2B
| $22.3M | 0.04% |
716,020
-135,997
| -16% | -$4.24M |
|