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 | |
|---|---|---|---|---|---|---|
|
KND
1176
DELISTED
Kindred Healthcare
KND
| $6.52M | 0.01% |
330,342
+19,656
| +6% | +$388K |
|
1177
Integer Holdings
ITGR
$3.55B
| $6.51M | 0.01% |
161,433
+9,955
| +7% | +$401K |
|
|
TBI
1178
Trueblue
TBI
$179M
| $6.51M | 0.01% |
252,542
+16,042
| +7% | +$414K |
|
1179
Idacorp
IDA
$6.77B
| $6.49M | 0.01% |
125,198
+1,549
| +1% | +$80.3K |
|
1180
Charles River Laboratories
CRL
$7.52B
| $6.47M | 0.01% |
121,932
-2,924
| -2% | -$155K |
|
|
WLL
1181
DELISTED
Whiting Petroleum Corporation
WLL
| $6.46M | 0.01% |
348
-2,894
| -89% | -$53.8M |
|
1182
John Wiley & Sons Class A
WLY
$2.19B
| $6.43M | 0.01% |
116,401
+1,646
| +1% | +$90.9K |
|
|
STL
1183
DELISTED
Sterling Bancorp
STL
| $6.42M | 0.01% |
480,299
+469,388
| +4,302% | +$6.28M |
|
|
FSP
1184
Franklin Street Properties
FSP
$174M
| $6.41M | 0.01% |
536,547
+31,258
| +6% | +$374K |
|
|
CJES
1185
DELISTED
C&J ENERGY SVCS LTD
CJES
| $6.41M | 0.01% |
277,276
+17,307
| +7% | +$400K |
|
1186
Diageo
DEO
$56.5B
| $6.39M | 0.01% |
48,235
+3,800
| +9% | +$503K |
|
|
RTI
1187
DELISTED
RTI INTL METALS INC(HLDG CO)
RTI
| $6.36M | 0.01% |
185,927
+11,475
| +7% | +$393K |
|
1188
Huntsman Corp
HUN
$1.89B
| $6.36M | 0.01% |
258,402
-4,261
| -2% | -$105K |
|
1189
ACI Worldwide
ACIW
$5.18B
| $6.36M | 0.01% |
293,295
-3,207
| -1% | -$69.5K |
|
1190
Telephone and Data Systems
TDS
$4.51B
| $6.34M | 0.01% |
246,077
+2,537
| +1% | +$65.4K |
|
1191
Ares Capital
ARCC
$15.7B
| $6.34M | 0.01% |
356,659
+66,736
| +23% | +$1.19M |
|
1192
DexCom
DXCM
$29.9B
| $6.33M | 0.01% |
715,348
+11,200
| +2% | +$99.1K |
|
1193
Ciena
CIEN
$18.6B
| $6.32M | 0.01% |
263,882
+2,931
| +1% | +$70.1K |
|
|
BGG
1194
DELISTED
Briggs & Stratton Corp.
BGG
| $6.31M | 0.01% |
290,085
+14,801
| +5% | +$322K |
|
1195
UFP Industries
UFPI
$5.78B
| $6.31M | 0.01% |
362,868
+20,007
| +6% | +$348K |
|
|
SHLM
1196
DELISTED
Schulman (A.) Inc
SHLM
| $6.31M | 0.01% |
178,855
+8,833
| +5% | +$311K |
|
|
AAWW
1197
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $6.31M | 0.01% |
153,241
+7,885
| +5% | +$324K |
|
|
NMBL
1198
DELISTED
Nimble Storage, Inc.
NMBL
| $6.3M | 0.01% |
+139,000
| New | +$6.3M |
|
1199
Quaker Houghton
KWR
$2.46B
| $6.29M | 0.01% |
81,561
+4,994
| +7% | +$385K |
|
|
QLGC
1200
DELISTED
QLOGIC CORP
QLGC
| $6.28M | 0.01% |
530,685
+15,890
| +3% | +$188K |
|