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 | |
|---|---|---|---|---|---|---|
651
Toll Brothers
TOL
$14.2B
| $14.5M | 0.03% |
390,840
+11,631
| +3% | +$430K |
|
652
SM Energy
SM
$3.12B
| $14.4M | 0.03% |
173,749
+17,294
| +11% | +$1.44M |
|
653
Snap-on
SNA
$17.1B
| $14.4M | 0.03% |
131,834
+10,796
| +9% | +$1.18M |
|
|
SVC
654
Service Properties Trust
SVC
$476M
| $14.4M | 0.03% |
537,775
+56,932
| +12% | +$1.53M |
|
|
EVHC
655
DELISTED
Envision Healthcare Holdings Inc
EVHC
| $14.4M | 0.03% |
135,604
-218,744
| -62% | -$23.3M |
|
|
MSCC
656
DELISTED
Microsemi Corp
MSCC
| $14.4M | 0.03% |
577,391
+38,477
| +7% | +$960K |
|
657
Reliance Steel & Aluminium
RS
$15.6B
| $14.4M | 0.03% |
189,788
+2,408
| +1% | +$183K |
|
658
Idexx Laboratories
IDXX
$51.8B
| $14.4M | 0.03% |
270,316
-17,800
| -6% | -$947K |
|
659
Huron Consulting
HURN
$2.4B
| $14.4M | 0.03% |
228,907
+9,786
| +4% | +$614K |
|
660
UDR
UDR
$12.8B
| $14.4M | 0.03% |
614,731
+9,500
| +2% | +$222K |
|
|
MW
661
DELISTED
THE MENS WAREHOUSE INC
MW
| $14.3M | 0.03% |
279,107
+16,670
| +6% | +$851K |
|
662
CMS Energy
CMS
$21.4B
| $14.2M | 0.03% |
531,995
+188,618
| +55% | +$5.05M |
|
663
Coca-Cola Europacific Partners
CCEP
$41B
| $14.2M | 0.03% |
322,579
-5,548
| -2% | -$245K |
|
664
FMC
FMC
$4.67B
| $14.2M | 0.03% |
217,405
+32,470
| +18% | +$2.13M |
|
665
Hologic
HOLX
$14.7B
| $14.2M | 0.03% |
635,148
+14,077
| +2% | +$315K |
|
666
MDU Resources
MDU
$3.36B
| $14.2M | 0.03% |
1,220,114
+20,860
| +2% | +$242K |
|
667
J.M. Smucker
SJM
$11.8B
| $14.2M | 0.03% |
136,631
+2,152
| +2% | +$223K |
|
668
Skyworks Solutions
SWKS
$10.9B
| $14.1M | 0.03% |
494,052
+5,282
| +1% | +$151K |
|
669
Jack in the Box
JACK
$341M
| $14.1M | 0.03% |
281,673
+11,887
| +4% | +$595K |
|
670
Banner Corp
BANR
$2.31B
| $14.1M | 0.03% |
313,970
+2,299
| +0.7% | +$103K |
|
671
B&G Foods
BGS
$365M
| $14.1M | 0.03% |
414,464
+40,285
| +11% | +$1.37M |
|
|
BMR
672
DELISTED
BIOMED REALTY TRUST INC
BMR
| $14M | 0.03% |
773,788
-49,142
| -6% | -$890K |
|
673
Brown-Forman Class B
BF.B
$12.9B
| $14M | 0.03% |
578,759
+2,490
| +0.4% | +$60.2K |
|
674
Clorox
CLX
$15.1B
| $14M | 0.03% |
150,431
-28,326
| -16% | -$2.63M |
|
675
Waste Connections
WCN
$45.7B
| $13.9M | 0.03% |
479,298
+50,367
| +12% | +$1.46M |
|