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 | |
|---|---|---|---|---|---|---|
|
CNL
1101
DELISTED
CLECO CRP (HOLDING CO)
CNL
| $7.2M | 0.01% |
154,465
+5,384
| +4% | +$251K |
|
1102
ScottsMiracle-Gro
SMG
$3.49B
| $7.2M | 0.01% |
115,704
+1,062
| +0.9% | +$66.1K |
|
1103
Sleep Number
SNBR
$213M
| $7.18M | 0.01% |
340,418
+20,249
| +6% | +$427K |
|
1104
CONMED
CNMD
$1.64B
| $7.17M | 0.01% |
168,695
+10,605
| +7% | +$451K |
|
1105
Tidewater
TDW
$2.93B
| $7.17M | 0.01% |
3,748
-49
| -1% | -$93.7K |
|
|
PAY
1106
DELISTED
Verifone Systems Inc
PAY
| $7.16M | 0.01% |
266,797
+24,285
| +10% | +$651K |
|
|
IL
1107
DELISTED
IntraLinks Holdings Inc.
IL
| $7.14M | 0.01% |
589,431
-41,958
| -7% | -$508K |
|
1108
Associated Banc-Corp
ASB
$4.36B
| $7.14M | 0.01% |
410,182
-976
| -0.2% | -$17K |
|
1109
Interactive Brokers
IBKR
$28.4B
| $7.1M | 0.01% |
1,166,528
+72,992
| +7% | +$444K |
|
1110
Oxford Industries
OXM
$705M
| $7.1M | 0.01% |
87,988
+5,261
| +6% | +$424K |
|
1111
Woodward
WWD
$14.3B
| $7.1M | 0.01% |
155,603
-1,406
| -0.9% | -$64.1K |
|
1112
FerroAtlántica
GSM
$771M
| $7.09M | 0.01% |
393,864
+23,316
| +6% | +$420K |
|
1113
AB InBev
BUD
$114B
| $7.09M | 0.01% |
66,612
| – | – |
|
1114
City Holding Co
CHCO
$1.83B
| $7.09M | 0.01% |
153,011
+21,888
| +17% | +$1.01M |
|
|
APOL
1115
DELISTED
Apollo Education Group Inc Class A
APOL
| $7.07M | 0.01% |
258,854
+9,578
| +4% | +$262K |
|
|
PKY
1116
DELISTED
Parkway, Inc.
PKY
| $7.07M | 0.01% |
366,245
+120,613
| +49% | +$2.33M |
|
|
QEP
1117
DELISTED
QEP RESOURCES, INC.
QEP
| $7.06M | 0.01% |
230,330
+12,651
| +6% | +$388K |
|
|
TSS
1118
DELISTED
Total System Services, Inc.
TSS
| $7.05M | 0.01% |
211,906
-31,262
| -13% | -$1.04M |
|
1119
Infosys
INFY
$70.4B
| $7.04M | 0.01% |
994,696
+77,808
| +8% | +$550K |
|
|
NATI
1120
DELISTED
National Instruments Corp
NATI
| $7.03M | 0.01% |
219,663
+3,520
| +2% | +$113K |
|
1121
Northwest Natural Holdings
NWN
$1.73B
| $7.02M | 0.01% |
164,016
+9,877
| +6% | +$423K |
|
1122
Zions Bancorporation
ZION
$8.63B
| $7M | 0.01% |
233,483
+18,811
| +9% | +$564K |
|
|
CAB
1123
DELISTED
Cabela's Inc
CAB
| $6.99M | 0.01% |
104,826
+1,425
| +1% | +$95K |
|
|
GTAT
1124
DELISTED
GT ADVANCED TECHNOLOGIES INC COM STK (DE)
GTAT
| $6.99M | 0.01% |
800,967
+96,654
| +14% | +$843K |
|
1125
Landstar System
LSTR
$4.47B
| $6.97M | 0.01% |
121,391
+1,395
| +1% | +$80.1K |
|