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 | |
|---|---|---|---|---|---|---|
|
WCG
1051
DELISTED
Wellcare Health Plans, Inc.
WCG
| $7.76M | 0.01% |
110,170
+1,586
| +1% | +$112K |
|
|
UFS
1052
DELISTED
DOMTAR CORPORATION (New)
UFS
| $7.74M | 0.01% |
164,042
+2,256
| +1% | +$106K |
|
1053
Viavi Solutions
VIAV
$2.7B
| $7.73M | 0.01% |
1,046,864
+612,325
| +141% | +$4.52M |
|
|
RPT
1054
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $7.7M | 0.01% |
489,477
-3,691
| -0.7% | -$58.1K |
|
1055
Sprouts Farmers Market
SFM
$13.4B
| $7.69M | 0.01% |
200,147
+147
| +0.1% | +$5.65K |
|
|
HME
1056
DELISTED
HOME PROPERTIES, INC
HME
| $7.68M | 0.01% |
143,277
+1,926
| +1% | +$103K |
|
1057
AZZ Inc
AZZ
$3.52B
| $7.68M | 0.01% |
157,218
+9,543
| +6% | +$466K |
|
|
POM
1058
DELISTED
PEPCO HOLDINGS, INC.
POM
| $7.68M | 0.01% |
401,299
+24,279
| +6% | +$464K |
|
|
FGL
1059
DELISTED
Fidelity & Guaranty Life
FGL
| $7.67M | 0.01% |
+405,000
| New | +$7.67M |
|
1060
Hancock Whitney
HWC
$5.34B
| $7.67M | 0.01% |
209,011
+2,907
| +1% | +$107K |
|
1061
Tennant Co
TNC
$1.51B
| $7.66M | 0.01% |
112,959
+6,266
| +6% | +$425K |
|
|
TYPE
1062
DELISTED
Monotype Imaging Holdings Inc.
TYPE
| $7.66M | 0.01% |
240,307
+15,509
| +7% | +$494K |
|
1063
Alerian MLP ETF
AMLP
$10.5B
| $7.65M | 0.01% |
86,028
+27,359
| +47% | +$2.43M |
|
1064
Lennar Class A
LEN
$35.8B
| $7.65M | 0.01% |
203,149
-12,053
| -6% | -$454K |
|
1065
Stepan Co
SCL
$1.11B
| $7.65M | 0.01% |
116,561
+6,971
| +6% | +$458K |
|
|
RBS.PRN
1066
DELISTED
ROYAL BK SCOTLAND GROUP PLC ADR RPTNG PFD SHRS SER N (UK)
RBS.PRN
| $7.64M | 0.01% |
373,210
-62,866
| -14% | -$1.29M |
|
1067
Benchmark Electronics
BHE
$1.41B
| $7.62M | 0.01% |
329,969
+16,306
| +5% | +$376K |
|
|
MWV
1068
DELISTED
MEADWESTVACO CORP
MWV
| $7.61M | 0.01% |
206,069
+2,152
| +1% | +$79.5K |
|
|
ACC
1069
DELISTED
American Campus Communities, Inc.
ACC
| $7.59M | 0.01% |
235,736
-24,599
| -9% | -$792K |
|
|
LTC
1070
LTC Properties
LTC
$1.67B
| $7.58M | 0.01% |
214,158
+12,631
| +6% | +$447K |
|
1071
Kite Realty
KRG
$4.95B
| $7.57M | 0.01% |
287,989
+58,749
| +26% | +$1.54M |
|
|
ROSE
1072
DELISTED
ROSETTA RESOURCES INC
ROSE
| $7.56M | 0.01% |
157,431
+2,714
| +2% | +$130K |
|
1073
First American
FAF
$6.86B
| $7.56M | 0.01% |
268,016
+370
| +0.1% | +$10.4K |
|
1074
Geospace Technologies
GEOS
$210M
| $7.55M | 0.01% |
79,597
+4,928
| +7% | +$467K |
|
1075
Aon
AON
$80.2B
| $7.53M | 0.01% |
89,809
+3,289
| +4% | +$276K |
|