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 | |
|---|---|---|---|---|---|---|
|
ENLC
1126
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $6.95M | 0.01% |
192,167
-31,794
| -14% | -$1.15M |
|
1127
OneMain Financial
OMF
$7.22B
| $6.94M | 0.01% |
+274,569
| New | +$6.94M |
|
|
BRSL
1128
Brightstar Lottery PLC
BRSL
$3.12B
| $6.93M | 0.01% |
381,364
+4,382
| +1% | +$79.6K |
|
1129
Strategy Inc Common Stock Class A
MSTR
$93.4B
| $6.92M | 0.01% |
556,960
+37,190
| +7% | +$462K |
|
|
CCC
1130
DELISTED
Calgon Carbon Corp
CCC
| $6.9M | 0.01% |
335,406
+21,797
| +7% | +$448K |
|
1131
LCI Industries
LCII
$2.44B
| $6.9M | 0.01% |
134,720
+8,369
| +7% | +$429K |
|
1132
Agree Realty
ADC
$8.1B
| $6.89M | 0.01% |
237,467
+82,744
| +53% | +$2.4M |
|
|
BBBY
1133
Bed Bath & Beyond, Inc.
BBBY
$590M
| $6.88M | 0.01% |
270,420
+135,520
| +100% | +$3.45M |
|
1134
NBT Bancorp
NBTB
$2.27B
| $6.87M | 0.01% |
265,321
+14,674
| +6% | +$380K |
|
1135
Zebra Technologies
ZBRA
$15.9B
| $6.87M | 0.01% |
127,054
+708
| +0.6% | +$38.3K |
|
|
CST
1136
DELISTED
CST Brands, Inc.
CST
| $6.87M | 0.01% |
187,019
+36,669
| +24% | +$1.35M |
|
|
SPLK
1137
DELISTED
Splunk Inc
SPLK
| $6.86M | 0.01% |
99,829
+48,862
| +96% | +$3.36M |
|
1138
American States Water
AWR
$2.83B
| $6.85M | 0.01% |
238,450
+14,049
| +6% | +$404K |
|
1139
Clearwater Paper
CLW
$345M
| $6.85M | 0.01% |
130,422
+2,556
| +2% | +$134K |
|
|
AHL
1140
DELISTED
ASPEN Insurance Holding Limited
AHL
| $6.84M | 0.01% |
165,601
-1,868
| -1% | -$77.2K |
|
|
NPSP
1141
DELISTED
NPS PHARMACEUTICALS INC
NPSP
| $6.82M | 0.01% |
224,711
-40,710
| -15% | -$1.24M |
|
|
ALOG
1142
DELISTED
Analogic Corp
ALOG
| $6.82M | 0.01% |
76,989
+5,440
| +8% | +$482K |
|
|
AJRD
1143
DELISTED
Aerojet Rocketdyne Holdings, Inc.
AJRD
| $6.8M | 0.01% |
377,619
+33,031
| +10% | +$595K |
|
|
KAMN
1144
DELISTED
Kaman Corp
KAMN
| $6.8M | 0.01% |
171,177
+13,221
| +8% | +$525K |
|
|
WOOF
1145
DELISTED
VCA Inc.
WOOF
| $6.8M | 0.01% |
216,816
-3,118
| -1% | -$97.8K |
|
|
AKS
1146
DELISTED
AK Steel Holding Corp.
AKS
| $6.79M | 0.01% |
828,597
+49,200
| +6% | +$403K |
|
|
ASNA
1147
DELISTED
Ascena Retail Group, Inc.
ASNA
| $6.79M | 0.01% |
16,047
+462
| +3% | +$196K |
|
1148
Integra LifeSciences
IART
$1.17B
| $6.78M | 0.01% |
347,778
+51,718
| +17% | +$1.01M |
|
1149
Dr. Reddy's Laboratories
RDY
$12.2B
| $6.78M | 0.01% |
826,420
-76,190
| -8% | -$625K |
|
|
VIVO
1150
DELISTED
Meridian Bioscience Inc
VIVO
| $6.78M | 0.01% |
255,596
+15,205
| +6% | +$403K |
|