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 | |
|---|---|---|---|---|---|---|
726
Littelfuse
LFUS
$6.71B
| $12.8M | 0.02% |
138,224
+8,281
| +6% | +$770K |
|
727
Synovus
SNV
$7.2B
| $12.8M | 0.02% |
506,812
-11,922
| -2% | -$300K |
|
728
Wipro
WIT
$29B
| $12.7M | 0.02% |
5,389,280
+1,430,699
| +36% | +$3.38M |
|
729
C.H. Robinson
CHRW
$15.4B
| $12.7M | 0.02% |
217,837
-7,335
| -3% | -$428K |
|
|
AIRM
730
DELISTED
Air Methods Corp
AIRM
| $12.7M | 0.02% |
217,337
+13,596
| +7% | +$793K |
|
731
Graco
GGG
$14.2B
| $12.7M | 0.02% |
486,525
+4,584
| +1% | +$119K |
|
732
PVH
PVH
$3.94B
| $12.6M | 0.02% |
92,782
+643
| +0.7% | +$87.5K |
|
|
JWN
733
DELISTED
Nordstrom
JWN
| $12.6M | 0.02% |
203,137
-579
| -0.3% | -$35.8K |
|
|
HR
734
DELISTED
Healthcare Realty Trust Incorporated
HR
| $12.5M | 0.02% |
588,596
+34,703
| +6% | +$740K |
|
735
First Financial Bankshares
FFIN
$5.06B
| $12.5M | 0.02% |
755,664
+49,184
| +7% | +$815K |
|
|
BCS.PRC
736
DELISTED
BARCLAYS BK PLC SPONSORED ADS SER 4 PREF SHS (UK)
BCS.PRC
| $12.5M | 0.02% |
494,478
-83,061
| -14% | -$2.1M |
|
737
Clearway Energy Class C
CWEN
$3.38B
| $12.5M | 0.02% |
626,012
+20,318
| +3% | +$406K |
|
738
CenterPoint Energy
CNP
$24.8B
| $12.4M | 0.02% |
536,505
-256
| -0% | -$5.93K |
|
|
SAVE
739
DELISTED
Spirit Airlines, Inc.
SAVE
| $12.4M | 0.02% |
273,396
+253,840
| +1,298% | +$11.5M |
|
|
SBNY
740
DELISTED
Signature Bank
SBNY
| $12.4M | 0.02% |
115,505
-194
| -0.2% | -$20.8K |
|
|
SYNT
741
DELISTED
Syntel Inc
SYNT
| $12.4M | 0.02% |
272,714
-4,200
| -2% | -$191K |
|
742
Carlisle Companies
CSL
$16.8B
| $12.4M | 0.02% |
155,636
+148
| +0.1% | +$11.8K |
|
|
RHT
743
DELISTED
Red Hat Inc
RHT
| $12.4M | 0.02% |
220,380
+1,693
| +0.8% | +$94.9K |
|
|
TMH
744
DELISTED
Team Health Holdings Inc
TMH
| $12.3M | 0.02% |
269,519
-3,900
| -1% | -$178K |
|
745
Archrock
AROC
$4.35B
| $12.3M | 0.02% |
358,754
+22,369
| +7% | +$765K |
|
|
RYL
746
DELISTED
RYLAND GROUP INC
RYL
| $12.3M | 0.02% |
282,580
+15,269
| +6% | +$663K |
|
747
EastGroup Properties
EGP
$8.85B
| $12.3M | 0.02% |
211,727
+17,505
| +9% | +$1.01M |
|
|
LLTC
748
DELISTED
Linear Technology Corp
LLTC
| $12.3M | 0.02% |
269,173
-645
| -0.2% | -$29.4K |
|
749
Huntington Ingalls Industries
HII
$10.8B
| $12.2M | 0.02% |
135,970
+560
| +0.4% | +$50.4K |
|
750
FNB Corp
FNB
$5.9B
| $12.2M | 0.02% |
969,409
+134,458
| +16% | +$1.7M |
|