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 | |
|---|---|---|---|---|---|---|
576
Ametek
AME
$43.3B
| $17.1M | 0.03% |
325,370
+7,393
| +2% | +$389K |
|
577
Under Armour
UAA
$2.14B
| $17.1M | 0.03% |
789,984
+7,868
| +1% | +$171K |
|
578
Genuine Parts
GPC
$19.4B
| $17.1M | 0.03% |
205,714
+309
| +0.2% | +$25.7K |
|
579
United Rentals
URI
$60.8B
| $17.1M | 0.03% |
219,301
+2,656
| +1% | +$207K |
|
580
Newell Brands
NWL
$2.54B
| $17.1M | 0.03% |
526,779
+7,829
| +2% | +$254K |
|
581
Bread Financial
BFH
$2.99B
| $17M | 0.03% |
81,213
-78,233
| -49% | -$16.4M |
|
582
Gartner
IT
$17.6B
| $17M | 0.03% |
239,717
+559
| +0.2% | +$39.7K |
|
|
BWLD
583
DELISTED
Buffalo Wild Wings, Inc.
BWLD
| $17M | 0.03% |
115,598
+7,610
| +7% | +$1.12M |
|
584
Eastman Chemical
EMN
$7.47B
| $16.9M | 0.03% |
209,662
+575
| +0.3% | +$46.4K |
|
|
CFN
585
DELISTED
CAREFUSION CORPORATION
CFN
| $16.9M | 0.03% |
424,611
+106,062
| +33% | +$4.22M |
|
586
Eversource Energy
ES
$23.8B
| $16.8M | 0.03% |
397,025
-403
| -0.1% | -$17.1K |
|
|
BRS
587
DELISTED
Bristow Group, Inc.
BRS
| $16.8M | 0.03% |
224,140
+15,161
| +7% | +$1.14M |
|
588
Provident Financial Services
PFS
$2.59B
| $16.7M | 0.03% |
866,170
+74,161
| +9% | +$1.43M |
|
589
JB Hunt Transport Services
JBHT
$13.3B
| $16.7M | 0.03% |
216,078
+4,095
| +2% | +$317K |
|
590
Casey's General Stores
CASY
$20B
| $16.7M | 0.03% |
237,297
+14,420
| +6% | +$1.01M |
|
|
CTXS
591
DELISTED
Citrix Systems Inc
CTXS
| $16.6M | 0.03% |
329,871
+28,368
| +9% | +$1.43M |
|
592
TEGNA Inc
TGNA
$3.37B
| $16.6M | 0.03% |
1,072,052
-262,899
| -20% | -$4.07M |
|
593
FirstEnergy
FE
$25B
| $16.6M | 0.03% |
502,654
-4,093
| -0.8% | -$135K |
|
594
CDW
CDW
$22.4B
| $16.5M | 0.03% |
707,300
+1,900
| +0.3% | +$44.4K |
|
595
Pool Corp
POOL
$11.9B
| $16.5M | 0.03% |
283,248
+12,476
| +5% | +$725K |
|
596
Constellation Brands
STZ
$25.2B
| $16.5M | 0.03% |
233,804
+9,291
| +4% | +$654K |
|
597
Penske Automotive Group
PAG
$12.2B
| $16.4M | 0.03% |
347,520
+333,957
| +2,462% | +$15.7M |
|
598
OGE Energy
OGE
$8.85B
| $16.4M | 0.03% |
483,271
+4,735
| +1% | +$161K |
|
599
Enerpac Tool Group
EPAC
$2.28B
| $16.4M | 0.03% |
446,633
+27,769
| +7% | +$1.02M |
|
600
TSMC
TSM
$1.35T
| $16.3M | 0.03% |
936,960
-77,081
| -8% | -$1.34M |
|