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 | |
|---|---|---|---|---|---|---|
476
Advance Auto Parts
AAP
$3.55B
| $20.9M | 0.04% |
189,136
+2,152
| +1% | +$238K |
|
477
3D Systems Corporation
DDD
$272M
| $20.9M | 0.04% |
225,239
+5,252
| +2% | +$488K |
|
|
ANSS
478
DELISTED
Ansys
ANSS
| $20.9M | 0.04% |
239,855
+2,668
| +1% | +$233K |
|
|
ESV
479
DELISTED
Ensco Rowan plc
ESV
| $20.9M | 0.04% |
91,295
+3,589
| +4% | +$821K |
|
|
POLY
480
DELISTED
Plantronics, Inc.
POLY
| $20.9M | 0.04% |
449,429
-5,779
| -1% | -$268K |
|
481
Equinix
EQIX
$76.4B
| $20.8M | 0.04% |
116,987
+2,418
| +2% | +$429K |
|
482
Red Robin
RRGB
$111M
| $20.7M | 0.04% |
281,877
+3,814
| +1% | +$280K |
|
483
CACI
CACI
$10.7B
| $20.7M | 0.04% |
283,078
+6,710
| +2% | +$491K |
|
484
Invesco
IVZ
$9.88B
| $20.7M | 0.04% |
567,538
-10,089
| -2% | -$367K |
|
485
Westlake Corp
WLK
$10.9B
| $20.6M | 0.04% |
337,028
-6,364
| -2% | -$388K |
|
486
Keurig Dr Pepper
KDP
$37.3B
| $20.5M | 0.04% |
420,049
+187,491
| +81% | +$9.13M |
|
487
Harley-Davidson
HOG
$3.65B
| $20.5M | 0.04% |
295,413
-742
| -0.3% | -$51.4K |
|
488
Nucor
NUE
$32.6B
| $20.4M | 0.04% |
383,022
+891
| +0.2% | +$47.6K |
|
489
Xerox
XRX
$456M
| $20.4M | 0.04% |
636,307
-92,935
| -13% | -$2.98M |
|
490
Murphy Oil
MUR
$3.72B
| $20.3M | 0.04% |
313,392
-1,419
| -0.5% | -$92.1K |
|
491
Humana
HUM
$32.9B
| $20.3M | 0.04% |
196,346
+6,041
| +3% | +$624K |
|
492
PG&E
PCG
$33.5B
| $20.3M | 0.04% |
503,115
+6,175
| +1% | +$249K |
|
493
Horace Mann Educators
HMN
$1.89B
| $20.2M | 0.04% |
641,351
+12,167
| +2% | +$384K |
|
494
Ingredion
INGR
$8.08B
| $20.2M | 0.04% |
295,014
-2,505
| -0.8% | -$171K |
|
495
Alexandria Real Estate Equities
ARE
$14.3B
| $20.2M | 0.04% |
317,355
+98,348
| +45% | +$6.26M |
|
496
Consolidated Edison
ED
$35B
| $20.2M | 0.04% |
364,677
+3,253
| +0.9% | +$180K |
|
497
Darling Ingredients
DAR
$4.95B
| $20.1M | 0.04% |
963,713
+281,290
| +41% | +$5.87M |
|
498
Zimmer Biomet
ZBH
$20.3B
| $20.1M | 0.04% |
222,231
-29,475
| -12% | -$2.67M |
|
|
ICON
499
DELISTED
Iconix Brand Group, Inc.
ICON
| $20.1M | 0.04% |
50,603
+19,238
| +61% | +$7.64M |
|
500
The GEO Group
GEO
$3.01B
| $20M | 0.04% |
931,925
+307,314
| +49% | +$6.6M |
|