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 | |
|---|---|---|---|---|---|---|
976
Crocs
CROX
$4.42B
| $8.68M | 0.02% |
545,481
+32,488
| +6% | +$517K |
|
977
Leidos
LDOS
$23.1B
| $8.64M | 0.02% |
+185,912
| New | +$8.64M |
|
978
Teradata
TDC
$1.99B
| $8.64M | 0.02% |
190,016
+1,598
| +0.8% | +$72.7K |
|
979
Columbia Banking Systems
COLB
$7.84B
| $8.64M | 0.02% |
313,932
+19,279
| +7% | +$530K |
|
980
Hormel Foods
HRL
$14B
| $8.63M | 0.02% |
382,276
+836
| +0.2% | +$18.9K |
|
981
HUB Group
HUBG
$2.21B
| $8.63M | 0.02% |
432,612
+25,470
| +6% | +$508K |
|
|
LNKD
982
DELISTED
LinkedIn Corporation
LNKD
| $8.63M | 0.02% |
39,775
+5,460
| +16% | +$1.18M |
|
|
EE
983
DELISTED
El Paso Electric Company
EE
| $8.62M | 0.02% |
245,519
+12,446
| +5% | +$437K |
|
|
ORB
984
DELISTED
ORBITAL SCIENCES CORP
ORB
| $8.61M | 0.02% |
369,565
+24,082
| +7% | +$561K |
|
|
ACOR
985
DELISTED
Acorda Therapeutics, Inc.
ACOR
| $8.61M | 0.02% |
2,457
+495
| +25% | +$1.73M |
|
986
Mueller Water Products
MWA
$3.86B
| $8.59M | 0.02% |
916,652
+864,834
| +1,669% | +$8.1M |
|
|
AVP
987
DELISTED
Avon Products, Inc.
AVP
| $8.59M | 0.02% |
498,660
-36,689
| -7% | -$632K |
|
988
Sanmina
SANM
$6.53B
| $8.58M | 0.02% |
513,771
+441,807
| +614% | +$7.38M |
|
989
NewMarket
NEU
$7.86B
| $8.57M | 0.02% |
25,655
+239
| +0.9% | +$79.9K |
|
990
Generac Holdings
GNRC
$10.9B
| $8.57M | 0.02% |
151,329
+134,600
| +805% | +$7.62M |
|
|
FINL
991
DELISTED
Finish Line
FINL
| $8.57M | 0.02% |
304,022
+26,584
| +10% | +$749K |
|
992
Virtus Investment Partners
VRTS
$1.31B
| $8.56M | 0.02% |
42,781
+3,469
| +9% | +$694K |
|
993
Spire
SR
$4.5B
| $8.55M | 0.02% |
187,825
+10,990
| +6% | +$501K |
|
|
LNCE
994
DELISTED
Snyders-Lance, Inc.
LNCE
| $8.53M | 0.02% |
297,056
+21,356
| +8% | +$613K |
|
995
Northwest Bancshares
NWBI
$1.83B
| $8.52M | 0.02% |
576,085
+38,272
| +7% | +$566K |
|
|
HNGR
996
DELISTED
Hanger Inc.
HNGR
| $8.48M | 0.02% |
215,541
+12,631
| +6% | +$497K |
|
997
Visteon
VC
$3.42B
| $8.47M | 0.02% |
103,408
-486,187
| -82% | -$39.8M |
|
998
Flowers Foods
FLO
$3.02B
| $8.46M | 0.02% |
394,082
-62,574
| -14% | -$1.34M |
|
|
CLGX
999
DELISTED
Corelogic, Inc.
CLGX
| $8.46M | 0.02% |
238,106
-23,282
| -9% | -$827K |
|
1000
Acadia Realty Trust
AKR
$2.54B
| $8.45M | 0.02% |
340,180
+20,759
| +6% | +$515K |
|