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 | |
|---|---|---|---|---|---|---|
|
UIL
701
DELISTED
UIL HOLDINGS
UIL
| $13.4M | 0.03% |
346,367
+25,792
| +8% | +$999K |
|
702
Albany International
AIN
$1.78B
| $13.4M | 0.03% |
372,915
+84,753
| +29% | +$3.05M |
|
703
Reinsurance Group of America
RGA
$12.9B
| $13.4M | 0.03% |
173,053
+594
| +0.3% | +$46K |
|
|
SNI
704
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
| $13.4M | 0.03% |
155,031
+1,443
| +0.9% | +$125K |
|
705
Haemonetics
HAE
$2.57B
| $13.3M | 0.02% |
316,783
+19,500
| +7% | +$822K |
|
706
LXP Industrial Trust
LXP
$2.73B
| $13.3M | 0.02% |
1,305,329
+198,984
| +18% | +$2.03M |
|
|
JNPR
707
DELISTED
Juniper Networks
JNPR
| $13.3M | 0.02% |
590,095
+2,063
| +0.4% | +$46.6K |
|
708
NCR Voyix
VYX
$1.79B
| $13.3M | 0.02% |
637,356
+9,503
| +2% | +$199K |
|
709
Steven Madden
SHOO
$2.31B
| $13.3M | 0.02% |
545,579
+22,456
| +4% | +$548K |
|
710
Albemarle
ALB
$8.84B
| $13.2M | 0.02% |
208,883
+2,220
| +1% | +$141K |
|
711
Alaska Air
ALK
$7.33B
| $13.2M | 0.02% |
360,464
-4,096
| -1% | -$150K |
|
712
AGCO
AGCO
$8.14B
| $13.2M | 0.02% |
222,843
-65,418
| -23% | -$3.87M |
|
713
Jack Henry & Associates
JKHY
$11.8B
| $13.1M | 0.02% |
222,002
-1,630
| -0.7% | -$96.5K |
|
714
Flotek Industries
FTK
$339M
| $13.1M | 0.02% |
109,036
-11,689
| -10% | -$1.41M |
|
715
DaVita
DVA
$9.54B
| $13.1M | 0.02% |
207,035
-28,592
| -12% | -$1.81M |
|
716
SEI Investments
SEIC
$10.9B
| $13.1M | 0.02% |
377,265
+1,401
| +0.4% | +$48.7K |
|
|
EGN
717
DELISTED
Energen
EGN
| $13.1M | 0.02% |
185,178
+9,802
| +6% | +$693K |
|
|
CVD
718
DELISTED
COVANCE INC.
CVD
| $13.1M | 0.02% |
148,679
+5,210
| +4% | +$459K |
|
719
Haverty Furniture Companies
HVT
$389M
| $13M | 0.02% |
416,809
-37,192
| -8% | -$1.16M |
|
720
Cabot Corp
CBT
$4.33B
| $13M | 0.02% |
253,087
+33,268
| +15% | +$1.71M |
|
|
CSC
721
DELISTED
Computer Sciences
CSC
| $13M | 0.02% |
550,555
-158,656
| -22% | -$3.74M |
|
|
GLF
722
DELISTED
GulfMark Offshore, Inc. Common Stock
GLF
| $12.9M | 0.02% |
274,746
-31,439
| -10% | -$1.48M |
|
|
TRAK
723
DELISTED
DEALERTRACK TECHNOLOGIES, INC. COM STK
TRAK
| $12.9M | 0.02% |
269,207
+18,662
| +7% | +$897K |
|
724
Boston Beer
SAM
$2.4B
| $12.9M | 0.02% |
53,221
+3,249
| +7% | +$786K |
|
|
LSI
725
DELISTED
Life Storage, Inc.
LSI
| $12.9M | 0.02% |
295,911
+22,381
| +8% | +$972K |
|