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 | |
|---|---|---|---|---|---|---|
|
ESL
1026
DELISTED
Esterline Technologies
ESL
| $8.08M | 0.02% |
79,207
-179,392
| -69% | -$18.3M |
|
|
ATML
1027
DELISTED
ATMEL CORP
ATML
| $8.07M | 0.02% |
1,030,993
-88,983
| -8% | -$697K |
|
1028
Xylem
XYL
$33.5B
| $8.07M | 0.02% |
233,176
+15,040
| +7% | +$520K |
|
|
FMBI
1029
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $8.05M | 0.02% |
459,001
+27,029
| +6% | +$474K |
|
1030
Cirrus Logic
CRUS
$5.91B
| $8.04M | 0.02% |
393,381
+23,192
| +6% | +$474K |
|
|
CY
1031
DELISTED
Cypress Semiconductor
CY
| $8.03M | 0.02% |
764,515
+178,136
| +30% | +$1.87M |
|
1032
Kaiser Aluminum
KALU
$1.22B
| $8.02M | 0.02% |
114,138
+6,171
| +6% | +$433K |
|
1033
Cintas
CTAS
$81.2B
| $7.99M | 0.01% |
536,604
-31,992
| -6% | -$477K |
|
1034
J&J Snack Foods
JJSF
$2.08B
| $7.97M | 0.01% |
89,986
+4,927
| +6% | +$436K |
|
|
ETFC
1035
DELISTED
E*Trade Financial Corporation
ETFC
| $7.94M | 0.01% |
404,280
+49,590
| +14% | +$974K |
|
1036
World Kinect Corp
WKC
$1.44B
| $7.93M | 0.01% |
183,820
+1,365
| +0.7% | +$58.9K |
|
|
HSP
1037
DELISTED
HOSPIRA INC
HSP
| $7.92M | 0.01% |
191,946
+1,541
| +0.8% | +$63.6K |
|
1038
PhenixFIN
PFX
$96.1M
| $7.92M | 0.01% |
28,596
+4,364
| +18% | +$1.21M |
|
1039
Children's Place
PLCE
$162M
| $7.86M | 0.01% |
138,025
+7,838
| +6% | +$447K |
|
|
JOY
1040
DELISTED
Joy Global Inc
JOY
| $7.86M | 0.01% |
134,424
-743
| -0.5% | -$43.5K |
|
|
RPAI
1041
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $7.84M | 0.01% |
616,563
-284,529
| -32% | -$3.62M |
|
1042
Interface
TILE
$1.6B
| $7.84M | 0.01% |
357,041
+22,076
| +7% | +$485K |
|
|
ATW
1043
DELISTED
Atwood Oceanics
ATW
| $7.82M | 0.01% |
146,452
+2,187
| +2% | +$117K |
|
1044
Veeco
VECO
$1.52B
| $7.81M | 0.01% |
237,285
+10,789
| +5% | +$355K |
|
1045
First Interstate BancSystem
FIBK
$3.37B
| $7.81M | 0.01% |
275,245
+10,324
| +4% | +$293K |
|
1046
NETGEAR
NTGR
$823M
| $7.8M | 0.01% |
236,693
+14,438
| +6% | +$476K |
|
|
HMA
1047
DELISTED
HEALTH MGMT ASSOC INC CL-A
HMA
| $7.8M | 0.01% |
595,049
-86,063
| -13% | -$1.13M |
|
1048
Cinemark Holdings
CNK
$3.12B
| $7.78M | 0.01% |
233,522
+3,051
| +1% | +$102K |
|
|
LPS
1049
DELISTED
LENDER PROCESSING SERVICES INC
LPS
| $7.78M | 0.01% |
208,105
-14,093
| -6% | -$527K |
|
1050
iShares Preferred and Income Securities ETF
PFF
$14.7B
| $7.76M | 0.01% |
+210,755
| New | +$7.76M |
|