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 |
Microsoft
MSFT
|
+$146M |
| 2 |
American International
AIG
|
+$104M |
| 3 |
Ross Stores
ROST
|
+$103M |
| 4 |
Bank of America
BAC
|
+$103M |
| 5 |
Tyson Foods
TSN
|
+$90.6M |
Top Sells
| 1 |
Liberty Media Series A
FWONA
|
+$196M |
| 2 |
MCRS
MICROS SYSTEMS INC
MCRS
|
+$131M |
| 3 |
Fidelity National Financial
FNF
|
+$130M |
| 4 |
Walmart
WMT
|
+$71.1M |
| 5 |
Williams Companies
WMB
|
+$71.1M |
Sector Composition
| 1 | Financials | 15.74% |
| 2 | Real Estate | 12.9% |
| 3 | Technology | 11.93% |
| 4 | Healthcare | 10.85% |
| 5 | Industrials | 9.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Cabot Corp
CBT
$4.24B
| $17.3M | 0.03% |
341,064
+39,964
| +13% | +$2.03M |
|
577
Harley-Davidson
HOG
$3.66B
| $17.3M | 0.03% |
297,522
+2,793
| +0.9% | +$163K |
|
578
KLA
KLAC
$122B
| $17.3M | 0.03% |
219,731
+22,381
| +11% | +$1.76M |
|
579
United Therapeutics
UTHR
$18B
| $17.3M | 0.03% |
134,496
+10,971
| +9% | +$1.41M |
|
|
VAL
580
DELISTED
Valspar
VAL
| $17.3M | 0.03% |
218,564
+5,055
| +2% | +$399K |
|
581
Allete
ALE
$3.7B
| $17.2M | 0.03% |
387,670
+20,973
| +6% | +$931K |
|
582
Applied Industrial Technologies
AIT
$9.93B
| $17.1M | 0.03% |
375,272
+10,985
| +3% | +$501K |
|
583
Molson Coors Class B
TAP
$9.7B
| $17.1M | 0.03% |
230,004
+4,962
| +2% | +$369K |
|
584
Williams-Sonoma
WSM
$24.6B
| $17.1M | 0.03% |
512,916
+16,622
| +3% | +$553K |
|
585
East-West Bancorp
EWBC
$15B
| $17.1M | 0.03% |
501,746
+18,303
| +4% | +$622K |
|
586
Garmin
GRMN
$45.6B
| $17M | 0.03% |
326,890
+22,448
| +7% | +$1.17M |
|
587
Eastman Chemical
EMN
$7.62B
| $17M | 0.03% |
210,096
+4,020
| +2% | +$325K |
|
588
Lam Research
LRCX
$135B
| $17M | 0.03% |
2,269,310
+146,540
| +7% | +$1.09M |
|
589
Idexx Laboratories
IDXX
$50.7B
| $16.9M | 0.03% |
287,572
-2,236
| -0.8% | -$132K |
|
590
Casey's General Stores
CASY
$20B
| $16.9M | 0.03% |
235,950
-6,340
| -3% | -$455K |
|
|
CTXS
591
DELISTED
Citrix Systems Inc
CTXS
| $16.9M | 0.03% |
297,063
+4,030
| +1% | +$229K |
|
592
Clearway Energy Class C
CWEN
$3.36B
| $16.8M | 0.03% |
715,068
+45,720
| +7% | +$1.08M |
|
|
BRCD
593
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
| $16.8M | 0.03% |
1,544,222
+22,929
| +2% | +$249K |
|
594
Huron Consulting
HURN
$2.36B
| $16.8M | 0.03% |
275,001
-8,942
| -3% | -$545K |
|
595
Maximus
MMS
$4.95B
| $16.8M | 0.03% |
417,426
-9,053
| -2% | -$363K |
|
596
Synaptics
SYNA
$2.67B
| $16.8M | 0.03% |
228,832
+1,784
| +0.8% | +$131K |
|
597
Ametek
AME
$43.3B
| $16.7M | 0.03% |
333,555
+4,820
| +1% | +$242K |
|
598
Alaska Air
ALK
$7.25B
| $16.7M | 0.03% |
383,676
-65,492
| -15% | -$2.85M |
|
599
Pentair
PNR
$17.9B
| $16.7M | 0.03% |
379,579
+5,801
| +2% | +$255K |
|
600
Broadridge
BR
$29.2B
| $16.7M | 0.03% |
400,104
+10,512
| +3% | +$438K |
|