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 | |
|---|---|---|---|---|---|---|
|
EV
751
DELISTED
Eaton Vance Corp.
EV
| $12.2M | 0.02% |
285,162
+3,627
| +1% | +$155K |
|
|
WIN
752
DELISTED
Windstream Holdings Inc
WIN
| $12.2M | 0.02% |
194,598
+34,158
| +21% | +$2.14M |
|
|
SUSS
753
DELISTED
SUSSER HOLDINGS CORPORATION COMMON STOCK
SUSS
| $12.1M | 0.02% |
185,395
-52,843
| -22% | -$3.46M |
|
754
MasTec
MTZ
$14.9B
| $12.1M | 0.02% |
370,199
+351,200
| +1,849% | +$11.5M |
|
755
Acuity Brands
AYI
$10.4B
| $12.1M | 0.02% |
110,730
+3,769
| +4% | +$412K |
|
756
Healthcare Services Group
HCSG
$1.2B
| $12.1M | 0.02% |
426,362
+25,062
| +6% | +$711K |
|
757
AES
AES
$9.15B
| $12.1M | 0.02% |
833,355
+39,263
| +5% | +$570K |
|
|
CMO
758
DELISTED
Capstead Mortgage Corp.
CMO
| $12.1M | 0.02% |
999,335
+117,415
| +13% | +$1.42M |
|
759
Ameren
AEE
$27.1B
| $12.1M | 0.02% |
333,598
+49,092
| +17% | +$1.78M |
|
760
Waters Corp
WAT
$18B
| $12.1M | 0.02% |
120,606
+2,256
| +2% | +$226K |
|
|
CATM
761
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $12.1M | 0.02% |
277,558
+16,937
| +6% | +$736K |
|
|
WR
762
DELISTED
Westar Energy Inc
WR
| $12M | 0.02% |
374,346
+62,734
| +20% | +$2.02M |
|
|
PSB
763
DELISTED
PS Business Parks, Inc.
PSB
| $12M | 0.02% |
157,112
+43,397
| +38% | +$3.32M |
|
764
Cboe Global Markets
CBOE
$24.7B
| $12M | 0.02% |
230,915
+16,279
| +8% | +$846K |
|
|
HITT
765
DELISTED
HITTITE MICROWAVE CORP
HITT
| $12M | 0.02% |
194,307
+11,266
| +6% | +$695K |
|
766
Textron
TXT
$14.7B
| $11.9M | 0.02% |
325,060
+2,883
| +0.9% | +$106K |
|
|
GPOR
767
DELISTED
Gulfport Energy Corp.
GPOR
| $11.9M | 0.02% |
189,169
-235,127
| -55% | -$14.8M |
|
|
UN
768
DELISTED
Unilever NV New York Registry Shares
UN
| $11.9M | 0.02% |
295,414
+1,391
| +0.5% | +$56K |
|
769
Equifax
EFX
$32.1B
| $11.9M | 0.02% |
171,779
+1,141
| +0.7% | +$78.8K |
|
|
RAX
770
DELISTED
Rackspace Hosting Inc
RAX
| $11.9M | 0.02% |
303,040
+37,152
| +14% | +$1.45M |
|
|
CMD
771
DELISTED
Cantel Medical Corporation
CMD
| $11.8M | 0.02% |
349,155
+14,370
| +4% | +$487K |
|
772
Unum
UNM
$12.8B
| $11.8M | 0.02% |
337,271
-3,562
| -1% | -$125K |
|
773
New Jersey Resources
NJR
$4.76B
| $11.8M | 0.02% |
511,000
+37,830
| +8% | +$875K |
|
774
NRG Energy
NRG
$30.5B
| $11.8M | 0.02% |
411,197
-1,354,700
| -77% | -$38.9M |
|
775
NVIDIA
NVDA
$4.31T
| $11.8M | 0.02% |
29,403,880
-5,668,240
| -16% | -$2.27M |
|