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 | |
|---|---|---|---|---|---|---|
451
Chipotle Mexican Grill
CMG
$51.9B
| $22.2M | 0.04% |
2,081,000
+93,200
| +5% | +$993K |
|
452
Vertex Pharmaceuticals
VRTX
$99.6B
| $22.1M | 0.04% |
298,082
+2,820
| +1% | +$210K |
|
453
Oceaneering
OII
$2.45B
| $22.1M | 0.04% |
280,725
+2,980
| +1% | +$235K |
|
454
Ross Stores
ROST
$48.8B
| $22M | 0.04% |
587,628
+2,074
| +0.4% | +$77.7K |
|
|
BEAV
455
DELISTED
B/E Aerospace Inc
BEAV
| $22M | 0.04% |
348,860
+170
| +0% | +$10.7K |
|
456
Dover
DOV
$24.1B
| $22M | 0.04% |
339,452
+420
| +0.1% | +$27.2K |
|
457
Rockwell Automation
ROK
$38.2B
| $21.8M | 0.04% |
184,697
+699
| +0.4% | +$82.6K |
|
458
Trimble
TRMB
$19.1B
| $21.8M | 0.04% |
627,678
+27,895
| +5% | +$968K |
|
459
Wabtec
WAB
$32.4B
| $21.7M | 0.04% |
291,505
-202,065
| -41% | -$15M |
|
|
FNGN
460
DELISTED
Financial Engines, Inc.
FNGN
| $21.5M | 0.04% |
309,829
+22,364
| +8% | +$1.55M |
|
461
Capri Holdings
CPRI
$2.54B
| $21.5M | 0.04% |
264,727
+171,872
| +185% | +$14M |
|
|
OMG
462
DELISTED
OM GROUP INC.
OMG
| $21.5M | 0.04% |
589,716
-95,658
| -14% | -$3.48M |
|
|
CERN
463
DELISTED
Cerner Corp
CERN
| $21.3M | 0.04% |
382,189
-8,574
| -2% | -$478K |
|
464
Southwest Airlines
LUV
$16.3B
| $21.3M | 0.04% |
1,130,100
+211,948
| +23% | +$3.99M |
|
465
Cencora
COR
$57.4B
| $21.3M | 0.04% |
302,807
-38,021
| -11% | -$2.67M |
|
466
Mattel
MAT
$5.78B
| $21.2M | 0.04% |
446,485
-10,731
| -2% | -$511K |
|
467
Sherwin-Williams
SHW
$89.1B
| $21.2M | 0.04% |
346,431
-2,058
| -0.6% | -$126K |
|
468
Teledyne Technologies
TDY
$25.6B
| $21.1M | 0.04% |
229,764
+14,006
| +6% | +$1.29M |
|
469
Coterra Energy
CTRA
$18.6B
| $21.1M | 0.04% |
544,329
-37,956
| -7% | -$1.47M |
|
470
Zoetis
ZTS
$66.2B
| $21.1M | 0.04% |
645,387
-112,066
| -15% | -$3.66M |
|
471
Lumen
LUMN
$6.3B
| $21.1M | 0.04% |
662,171
-4,836
| -0.7% | -$154K |
|
472
West Pharmaceutical
WST
$18.4B
| $21.1M | 0.04% |
429,117
+25,723
| +6% | +$1.26M |
|
473
Wolverine World Wide
WWW
$2.51B
| $21M | 0.04% |
619,644
+37,568
| +6% | +$1.28M |
|
474
Tapestry
TPR
$21.9B
| $21M | 0.04% |
373,721
-22,767
| -6% | -$1.28M |
|
475
Avient
AVNT
$3.34B
| $21M | 0.04% |
593,055
+31,187
| +6% | +$1.1M |
|