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 | |
|---|---|---|---|---|---|---|
1076
G-III Apparel Group
GIII
$1.12B
| $7.53M | 0.01% |
204,140
+192,516
| +1,656% | +$7.1M |
|
|
ILG
1077
DELISTED
ILG, Inc Common Stock
ILG
| $7.52M | 0.01% |
243,485
+14,446
| +6% | +$446K |
|
1078
Enpro
NPO
$4.68B
| $7.52M | 0.01% |
130,429
+8,189
| +7% | +$472K |
|
1079
Pitney Bowes
PBI
$1.95B
| $7.51M | 0.01% |
322,418
-292,331
| -48% | -$6.81M |
|
|
CNSL
1080
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $7.51M | 0.01% |
382,467
-15,470
| -4% | -$304K |
|
|
MZTI
1081
The Marzetti Company Common Stock
MZTI
$5.06B
| $7.48M | 0.01% |
84,886
+6,767
| +9% | +$597K |
|
|
STMP
1082
DELISTED
Stamps.com, Inc.
STMP
| $7.47M | 0.01% |
177,461
+8,869
| +5% | +$373K |
|
|
AVTA
1083
DELISTED
Avantax, Inc. Common Stock
AVTA
| $7.45M | 0.01% |
255,336
+10,972
| +4% | +$320K |
|
1084
Methode Electronics
MEI
$289M
| $7.44M | 0.01% |
217,562
+9,257
| +4% | +$317K |
|
1085
Carpenter Technology
CRS
$12B
| $7.41M | 0.01% |
119,172
-6,475
| -5% | -$403K |
|
1086
Monolithic Power Systems
MPWR
$40B
| $7.39M | 0.01% |
213,097
+15,512
| +8% | +$538K |
|
|
MAGN
1087
Magnera Corporation
MAGN
$399M
| $7.36M | 0.01% |
20,482
+1,291
| +7% | +$464K |
|
1088
Aecom
ACM
$16.8B
| $7.36M | 0.01% |
250,025
-311,272
| -55% | -$9.16M |
|
1089
Bio-Techne
TECH
$7.98B
| $7.34M | 0.01% |
310,248
-25,536
| -8% | -$604K |
|
|
SGI
1090
Somnigroup International Inc.
SGI
$17.8B
| $7.34M | 0.01% |
544,308
+7,508
| +1% | +$101K |
|
1091
D.R. Horton
DHI
$53.2B
| $7.34M | 0.01% |
328,708
-32,047
| -9% | -$715K |
|
1092
DXP Enterprises
DXPE
$1.87B
| $7.33M | 0.01% |
63,613
+3,837
| +6% | +$442K |
|
|
PGTI
1093
DELISTED
PGT, Inc.
PGTI
| $7.31M | 0.01% |
722,389
+237,501
| +49% | +$2.4M |
|
|
MXIM
1094
DELISTED
Maxim Integrated Products
MXIM
| $7.29M | 0.01% |
261,386
+16,775
| +7% | +$468K |
|
1095
Encore Capital Group
ECPG
$1.01B
| $7.29M | 0.01% |
145,089
+9,787
| +7% | +$492K |
|
|
IGTE
1096
DELISTED
IGATE CORPORATION
IGTE
| $7.29M | 0.01% |
181,505
+11,684
| +7% | +$469K |
|
1097
Scansource
SCSC
$986M
| $7.29M | 0.01% |
171,732
+10,484
| +7% | +$445K |
|
|
FDO
1098
DELISTED
FAMILY DOLLAR STORES
FDO
| $7.22M | 0.01% |
111,101
+850
| +0.8% | +$55.2K |
|
|
DNB
1099
DELISTED
Dun & Bradstreet
DNB
| $7.22M | 0.01% |
58,799
-469
| -0.8% | -$57.6K |
|
1100
Nelnet
NNI
$4.45B
| $7.21M | 0.01% |
171,013
+41,837
| +32% | +$1.76M |
|