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 | |
|---|---|---|---|---|---|---|
801
Hillenbrand
HI
$1.81B
| $11.2M | 0.02% |
381,758
+22,900
| +6% | +$674K |
|
802
Wintrust Financial
WTFC
$9.11B
| $11.2M | 0.02% |
243,475
+15,982
| +7% | +$737K |
|
|
PNRA
803
DELISTED
Panera Bread Co
PNRA
| $11.2M | 0.02% |
63,532
-8,415
| -12% | -$1.49M |
|
|
ESND
804
DELISTED
Essendant Inc.
ESND
| $11.2M | 0.02% |
244,160
+14,570
| +6% | +$669K |
|
|
EFII
805
DELISTED
Electronics for Imaging
EFII
| $11.2M | 0.02% |
288,436
+20,458
| +8% | +$792K |
|
806
Bank OZK
OZK
$5.91B
| $11.1M | 0.02% |
393,784
+40,472
| +11% | +$1.15M |
|
807
Mid-America Apartment Communities
MAA
$16.9B
| $11.1M | 0.02% |
183,187
-61,695
| -25% | -$3.75M |
|
808
Cousins Properties
CUZ
$4.97B
| $11.1M | 0.02% |
382,629
+22,402
| +6% | +$651K |
|
|
ORIT
809
DELISTED
Oritani Financial Corp. New
ORIT
| $11.1M | 0.02% |
688,931
+55,574
| +9% | +$892K |
|
810
MKS Inc. Common Stock
MKSI
$7.79B
| $11M | 0.02% |
368,820
+28,340
| +8% | +$848K |
|
|
SJI
811
DELISTED
South Jersey Industries, Inc.
SJI
| $11M | 0.02% |
394,182
+23,980
| +6% | +$671K |
|
812
Tetra Tech
TTEK
$9.51B
| $11M | 0.02% |
1,968,230
+119,695
| +6% | +$670K |
|
813
FirstCash
FCFS
$6.57B
| $11M | 0.02% |
177,926
+11,698
| +7% | +$723K |
|
814
Essential Utilities
WTRG
$10.7B
| $11M | 0.02% |
464,734
+9,646
| +2% | +$228K |
|
|
SLH
815
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
| $11M | 0.02% |
154,915
-25,294
| -14% | -$1.79M |
|
816
Mueller Industries
MLI
$10.9B
| $11M | 0.02% |
695,852
-371,056
| -35% | -$5.84M |
|
817
Regency Centers
REG
$13.1B
| $11M | 0.02% |
236,630
+2,359
| +1% | +$109K |
|
818
Old Republic International
ORI
$10.1B
| $10.9M | 0.02% |
633,875
+42,374
| +7% | +$732K |
|
|
CNQR
819
DELISTED
CONCUR TECHNOLOGIES INC
CNQR
| $10.9M | 0.02% |
105,929
+1,446
| +1% | +$149K |
|
820
Nordson
NDSN
$12.8B
| $10.9M | 0.02% |
146,920
+1,983
| +1% | +$147K |
|
821
Hain Celestial
HAIN
$191M
| $10.9M | 0.02% |
240,418
-302,910
| -56% | -$13.7M |
|
822
PTC
PTC
$24.8B
| $10.9M | 0.02% |
307,864
+9,290
| +3% | +$329K |
|
|
INFA
823
DELISTED
INFORMATICA CORP
INFA
| $10.9M | 0.02% |
262,520
+3,834
| +1% | +$159K |
|
|
HSH
824
DELISTED
HILLSHIRE BRANDS CO
HSH
| $10.9M | 0.02% |
325,754
+52,525
| +19% | +$1.76M |
|
|
SWY
825
DELISTED
SAFEWAY INC
SWY
| $10.9M | 0.02% |
373,510
+55,306
| +17% | +$1.61M |
|