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 | |
|---|---|---|---|---|---|---|
|
DRC
876
DELISTED
DRESSER-RAND GROUP INC
DRC
| $10.2M | 0.02% |
171,634
-5,390
| -3% | -$321K |
|
877
Pultegroup
PHM
$27.4B
| $10.2M | 0.02% |
502,393
-2,915
| -0.6% | -$59.4K |
|
878
Thor Industries
THO
$5.83B
| $10.2M | 0.02% |
185,287
+68,747
| +59% | +$3.8M |
|
879
NorthWestern Energy
NWE
$3.51B
| $10.2M | 0.02% |
236,001
+13,836
| +6% | +$599K |
|
|
XLS
880
DELISTED
EXELIS INC COM STK
XLS
| $10.2M | 0.02% |
574,460
+72,842
| +15% | +$1.3M |
|
881
American Financial Group
AFG
$11.7B
| $10.2M | 0.02% |
176,269
-603,856
| -77% | -$34.9M |
|
882
First Solar
FSLR
$21.8B
| $10.2M | 0.02% |
186,208
+96,112
| +107% | +$5.25M |
|
883
Quest Diagnostics
DGX
$20.5B
| $10.1M | 0.02% |
189,557
-8,167
| -4% | -$437K |
|
|
MINI
884
DELISTED
Mobile Mini Inc
MINI
| $10.1M | 0.02% |
246,114
+13,894
| +6% | +$572K |
|
885
Meritage Homes
MTH
$5.77B
| $10.1M | 0.02% |
421,942
+27,412
| +7% | +$658K |
|
886
Interpublic Group of Companies
IPG
$9.78B
| $10.1M | 0.02% |
570,747
+28,532
| +5% | +$505K |
|
887
CNX Resources
CNX
$4.23B
| $10.1M | 0.02% |
318,067
+2,277
| +0.7% | +$72.2K |
|
888
Mativ Holdings
MATV
$680M
| $10.1M | 0.02% |
195,687
+12,724
| +7% | +$655K |
|
889
Kennametal
KMT
$1.6B
| $10M | 0.02% |
192,652
-1,261
| -0.7% | -$65.7K |
|
890
La-Z-Boy
LZB
$1.44B
| $10M | 0.02% |
323,424
+19,619
| +6% | +$608K |
|
891
F5
FFIV
$19.2B
| $10M | 0.02% |
110,324
+19,667
| +22% | +$1.79M |
|
|
CYBX
892
DELISTED
CYBERONICS INC
CYBX
| $9.99M | 0.02% |
152,469
+8,969
| +6% | +$588K |
|
893
Unifirst Corp
UNF
$3.27B
| $9.96M | 0.02% |
93,105
+5,546
| +6% | +$593K |
|
|
IPXL
894
DELISTED
Impax Laboratories, Inc.
IPXL
| $9.95M | 0.02% |
395,921
+26,770
| +7% | +$673K |
|
895
Cincinnati Financial
CINF
$24.5B
| $9.94M | 0.02% |
189,823
-945
| -0.5% | -$49.5K |
|
|
MGLN
896
DELISTED
Magellan Health Services, Inc.
MGLN
| $9.9M | 0.02% |
165,243
-132,069
| -44% | -$7.91M |
|
897
International Flavors & Fragrances
IFF
$17B
| $9.88M | 0.02% |
114,896
+254
| +0.2% | +$21.8K |
|
|
MTSC
898
DELISTED
MTS Systems Corp
MTSC
| $9.86M | 0.02% |
138,461
+12,954
| +10% | +$922K |
|
899
Cullen/Frost Bankers
CFR
$8.23B
| $9.85M | 0.02% |
132,346
+6,698
| +5% | +$499K |
|
|
HOS
900
DELISTED
Hornbeck Offshore Services, Inc.
HOS
| $9.85M | 0.02% |
200,055
-206,983
| -51% | -$10.2M |
|