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 | |
|---|---|---|---|---|---|---|
|
SWN
551
DELISTED
Southwestern Energy Company
SWN
| $18.1M | 0.03% |
459,483
+1,140
| +0.2% | +$44.8K |
|
552
Hope Bancorp
HOPE
$1.41B
| $18.1M | 0.03% |
1,088,314
+37,361
| +4% | +$620K |
|
553
Curtiss-Wright
CW
$18.7B
| $18M | 0.03% |
289,622
+18,643
| +7% | +$1.16M |
|
554
Entegris
ENTG
$12B
| $18M | 0.03% |
1,553,712
-67,096
| -4% | -$778K |
|
555
Tyler Technologies
TYL
$23.6B
| $18M | 0.03% |
175,971
+12,283
| +8% | +$1.25M |
|
|
LIFE
556
DELISTED
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
| $17.9M | 0.03% |
235,861
+456
| +0.2% | +$34.6K |
|
|
UMPQ
557
DELISTED
Umpqua Holdings Corp
UMPQ
| $17.7M | 0.03% |
925,021
-575,663
| -38% | -$11M |
|
558
EQT Corp
EQT
$31.9B
| $17.7M | 0.03% |
361,525
+11,681
| +3% | +$571K |
|
559
Northern Trust
NTRS
$24.2B
| $17.6M | 0.03% |
284,277
+11,469
| +4% | +$710K |
|
560
Range Resources
RRC
$8.3B
| $17.6M | 0.03% |
208,464
+1,312
| +0.6% | +$111K |
|
561
Omega Healthcare
OHI
$12.6B
| $17.6M | 0.03% |
589,342
+139,213
| +31% | +$4.15M |
|
562
Transocean
RIG
$3.06B
| $17.6M | 0.03% |
+355,295
| New | +$17.6M |
|
563
Xcel Energy
XEL
$42.8B
| $17.5M | 0.03% |
627,133
-4,454
| -0.7% | -$124K |
|
|
KOG
564
DELISTED
KODIAK OIL & GAS CORP
KOG
| $17.5M | 0.03% |
1,561,863
-29,092
| -2% | -$326K |
|
|
LL
565
DELISTED
LL Flooring Holdings, Inc.
LL
| $17.5M | 0.03% |
169,979
+10,535
| +7% | +$1.08M |
|
566
ProAssurance
PRA
$1.22B
| $17.4M | 0.03% |
359,925
+5,149
| +1% | +$250K |
|
|
CHK
567
DELISTED
Chesapeake Energy Corporation
CHK
| $17.4M | 0.03% |
3,395
-14
| -0.4% | -$71.9K |
|
|
FRX
568
DELISTED
FOREST LABORATORIES INC
FRX
| $17.4M | 0.03% |
290,078
+1,977
| +0.7% | +$119K |
|
569
ResMed
RMD
$39.6B
| $17.4M | 0.03% |
369,019
+4,279
| +1% | +$201K |
|
570
Stifel
SF
$11.6B
| $17.3M | 0.03% |
542,798
+30,909
| +6% | +$987K |
|
|
PVA
571
DELISTED
PENN VIRGINIA CORP
PVA
| $17.3M | 0.03% |
1,837,660
-27,746
| -1% | -$262K |
|
|
GK
572
DELISTED
G&K Services Inc
GK
| $17.3M | 0.03% |
278,271
+45,230
| +19% | +$2.81M |
|
|
LPT
573
DELISTED
Liberty Property Trust
LPT
| $17.3M | 0.03% |
510,858
+47,460
| +10% | +$1.61M |
|
|
DFT
574
DELISTED
DuPont Fabros Technology Inc.
DFT
| $17.2M | 0.03% |
697,194
-148,811
| -18% | -$3.68M |
|
575
Intuitive Surgical
ISRG
$161B
| $17.2M | 0.03% |
402,723
-20,547
| -5% | -$877K |
|