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 | |
|---|---|---|---|---|---|---|
901
iShares Core US Aggregate Bond ETF
AGG
$132B
| $9.83M | 0.02% |
92,352
+89,887
| +3,647% | +$9.57M |
|
902
Marriott Vacations Worldwide
VAC
$2.75B
| $9.81M | 0.02% |
185,983
+11,401
| +7% | +$602K |
|
903
Akamai
AKAM
$11.4B
| $9.81M | 0.02% |
207,879
+4,524
| +2% | +$213K |
|
904
Community Bank
CBU
$3.15B
| $9.8M | 0.02% |
246,956
+15,455
| +7% | +$613K |
|
905
CVB Financial
CVBF
$2.8B
| $9.78M | 0.02% |
573,121
+39,215
| +7% | +$669K |
|
|
URS
906
DELISTED
URS CORP
URS
| $9.76M | 0.02% |
184,118
+1,790
| +1% | +$94.8K |
|
907
Cadence Design Systems
CDNS
$96.7B
| $9.75M | 0.02% |
695,535
-47,606
| -6% | -$667K |
|
908
Vulcan Materials
VMC
$39.9B
| $9.75M | 0.02% |
164,104
-7,930
| -5% | -$471K |
|
909
Take-Two Interactive
TTWO
$45.5B
| $9.74M | 0.02% |
560,839
+55,576
| +11% | +$965K |
|
|
VSI
910
DELISTED
Vitamin Shoppe Inc.
VSI
| $9.74M | 0.02% |
187,266
+11,146
| +6% | +$580K |
|
911
WEX
WEX
$6.04B
| $9.73M | 0.02% |
98,232
-917
| -0.9% | -$90.8K |
|
912
SunCoke Energy
SXC
$658M
| $9.73M | 0.02% |
426,457
+23,026
| +6% | +$525K |
|
913
Genworth Financial
GNW
$3.62B
| $9.72M | 0.02% |
625,957
-852
| -0.1% | -$13.2K |
|
|
HAR
914
DELISTED
Harman International Industries
HAR
| $9.69M | 0.02% |
118,331
+32,017
| +37% | +$2.62M |
|
915
NVR
NVR
$23.6B
| $9.66M | 0.02% |
9,413
-1,678
| -15% | -$1.72M |
|
916
Lithia Motors
LAD
$8.82B
| $9.62M | 0.02% |
138,513
+8,415
| +6% | +$584K |
|
917
Andersons Inc
ANDE
$1.4B
| $9.61M | 0.02% |
161,594
+9,902
| +7% | +$589K |
|
|
VAR
918
DELISTED
Varian Medical Systems, Inc.
VAR
| $9.61M | 0.02% |
140,999
-32,330
| -19% | -$2.2M |
|
|
CYS
919
DELISTED
CYS Investments Inc.
CYS
| $9.58M | 0.02% |
1,293,372
+223,109
| +21% | +$1.65M |
|
920
Highwoods Properties
HIW
$3.49B
| $9.56M | 0.02% |
264,431
+15,070
| +6% | +$545K |
|
|
STR
921
DELISTED
QUESTAR CORP
STR
| $9.53M | 0.02% |
414,305
-23,454
| -5% | -$539K |
|
922
News Corp Class A
NWSA
$16.6B
| $9.49M | 0.02% |
526,352
+3,758
| +0.7% | +$67.7K |
|
923
Allegiant Air
ALGT
$1.19B
| $9.47M | 0.02% |
89,828
+3,333
| +4% | +$351K |
|
924
Old National Bancorp
ONB
$8.78B
| $9.47M | 0.02% |
616,158
+35,915
| +6% | +$552K |
|
|
TGI
925
DELISTED
Triumph Group
TGI
| $9.46M | 0.02% |
124,321
-6,104
| -5% | -$464K |
|