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 | |
|---|---|---|---|---|---|---|
|
BCPC
826
Balchem Corporation
BCPC
$5.17B
| $10.9M | 0.02% |
185,278
+12,415
| +7% | +$729K |
|
|
PLL
827
DELISTED
PALL CORP
PLL
| $10.9M | 0.02% |
127,409
-214
| -0.2% | -$18.3K |
|
828
Home BancShares
HOMB
$5.79B
| $10.9M | 0.02% |
581,994
+40,718
| +8% | +$760K |
|
829
Watts Water Technologies
WTS
$9.47B
| $10.9M | 0.02% |
175,532
+10,516
| +6% | +$651K |
|
|
INVX
830
Innovex International, Inc.
INVX
$1.16B
| $10.9M | 0.02% |
98,737
+8,629
| +10% | +$949K |
|
|
B
831
DELISTED
Barnes Group Inc.
B
| $10.8M | 0.02% |
282,859
+17,984
| +7% | +$689K |
|
832
Brunswick
BC
$4.36B
| $10.8M | 0.02% |
234,527
-290,811
| -55% | -$13.4M |
|
|
WAGE
833
DELISTED
WageWorks, Inc.
WAGE
| $10.8M | 0.02% |
181,574
+14,487
| +9% | +$861K |
|
|
MBFI
834
DELISTED
MB Financial Corp
MBFI
| $10.8M | 0.02% |
336,176
+21,012
| +7% | +$674K |
|
835
Genesco
GCO
$365M
| $10.8M | 0.02% |
147,293
+8,706
| +6% | +$636K |
|
|
HIBB
836
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $10.8M | 0.02% |
160,089
+9,471
| +6% | +$637K |
|
837
Franklin Electric
FELE
$4.31B
| $10.7M | 0.02% |
240,382
+14,681
| +7% | +$655K |
|
838
Timken Company
TKR
$5.51B
| $10.7M | 0.02% |
272,143
+9,608
| +4% | +$379K |
|
839
AMC Networks
AMCX
$346M
| $10.7M | 0.02% |
157,265
-19,221
| -11% | -$1.31M |
|
|
AKRX
840
DELISTED
Akorn, Inc.
AKRX
| $10.7M | 0.02% |
434,530
+26,603
| +7% | +$655K |
|
841
SPX Corp
SPXC
$9.4B
| $10.7M | 0.02% |
425,691
+26,069
| +7% | +$654K |
|
|
PETM
842
DELISTED
PETSMART INC
PETM
| $10.7M | 0.02% |
146,659
-13,329
| -8% | -$970K |
|
843
Global Payments
GPN
$21B
| $10.7M | 0.02% |
327,964
-7,614
| -2% | -$247K |
|
|
TWTC
844
DELISTED
TW TELECOM INC CL A COM
TWTC
| $10.7M | 0.02% |
349,700
-33,560
| -9% | -$1.02M |
|
845
A.O. Smith
AOS
$10.4B
| $10.6M | 0.02% |
394,666
-505,038
| -56% | -$13.6M |
|
846
Steel Dynamics
STLD
$19.7B
| $10.6M | 0.02% |
544,725
-3,176
| -0.6% | -$62.1K |
|
847
Deckers Outdoor
DECK
$17.5B
| $10.6M | 0.02% |
754,896
+265,080
| +54% | +$3.73M |
|
|
CKH
848
DELISTED
Seacor Holdings Inc.
CKH
| $10.6M | 0.02% |
120,438
+7,820
| +7% | +$690K |
|
849
Ball Corp
BALL
$13.9B
| $10.6M | 0.02% |
410,692
+268
| +0.1% | +$6.92K |
|
|
SGY
850
DELISTED
Stone Energy
SGY
| $10.6M | 0.02% |
5,388
+327
| +6% | +$643K |
|