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 | |
|---|---|---|---|---|---|---|
851
Valmont Industries
VMI
$7.63B
| $10.6M | 0.02% |
70,929
+828
| +1% | +$123K |
|
852
Synaptics
SYNA
$2.76B
| $10.6M | 0.02% |
203,780
+10,103
| +5% | +$523K |
|
|
SLCA
853
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $10.5M | 0.02% |
309,252
-234,455
| -43% | -$8M |
|
854
Jacobs Solutions
J
$17.8B
| $10.5M | 0.02% |
202,027
+25
| +0% | +$1.3K |
|
855
Carter's
CRI
$1.1B
| $10.5M | 0.02% |
146,280
-8,840
| -6% | -$635K |
|
856
Lam Research
LRCX
$146B
| $10.5M | 0.02% |
1,925,660
-227,360
| -11% | -$1.24M |
|
857
ITT
ITT
$13.9B
| $10.5M | 0.02% |
241,370
+3,582
| +2% | +$156K |
|
858
McCormick & Company Non-Voting
MKC
$18.7B
| $10.5M | 0.02% |
303,654
-63,858
| -17% | -$2.2M |
|
859
Sonoco
SON
$4.66B
| $10.5M | 0.02% |
250,534
+5,520
| +2% | +$230K |
|
860
Macerich
MAC
$4.61B
| $10.5M | 0.02% |
177,457
-812
| -0.5% | -$47.8K |
|
861
Trinity Industries
TRN
$2.31B
| $10.4M | 0.02% |
531,956
-235,128
| -31% | -$4.61M |
|
862
Lennox International
LII
$19.9B
| $10.4M | 0.02% |
122,539
-595,582
| -83% | -$50.7M |
|
863
Molson Coors Class B
TAP
$9.71B
| $10.4M | 0.02% |
185,324
-17,436
| -9% | -$979K |
|
|
SPN
864
DELISTED
Superior Energy Services, Inc.
SPN
| $10.4M | 0.02% |
390,600
+3,148
| +0.8% | +$83.8K |
|
865
Republic Services
RSG
$72.5B
| $10.4M | 0.02% |
312,726
+619
| +0.2% | +$20.6K |
|
866
Monro
MNRO
$534M
| $10.4M | 0.02% |
184,050
+12,239
| +7% | +$690K |
|
867
Dorman Products
DORM
$5B
| $10.4M | 0.02% |
184,702
+10,256
| +6% | +$575K |
|
868
RLI Corp
RLI
$6.15B
| $10.3M | 0.02% |
424,024
+26,316
| +7% | +$641K |
|
869
Texas Roadhouse
TXRH
$11.1B
| $10.3M | 0.02% |
370,253
+23,051
| +7% | +$641K |
|
870
Domino's
DPZ
$15.5B
| $10.3M | 0.02% |
147,762
+1,804
| +1% | +$126K |
|
871
MSC Industrial Direct
MSM
$5.14B
| $10.3M | 0.02% |
127,251
+1,469
| +1% | +$119K |
|
872
Power Integrations
POWI
$2.56B
| $10.3M | 0.02% |
368,050
+28,026
| +8% | +$782K |
|
873
Kimco Realty
KIM
$15.2B
| $10.2M | 0.02% |
518,822
-4,765
| -0.9% | -$94.1K |
|
874
Neogen
NEOG
$1.25B
| $10.2M | 0.02% |
597,424
+40,628
| +7% | +$696K |
|
875
Edwards Lifesciences
EW
$45.8B
| $10.2M | 0.02% |
933,936
+164,442
| +21% | +$1.8M |
|