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 | |
|---|---|---|---|---|---|---|
1226
Cheesecake Factory
CAKE
$2.82B
| $6.06M | 0.01% |
125,606
-1,872
| -1% | -$90.3K |
|
1227
Molina Healthcare
MOH
$9.8B
| $6.06M | 0.01% |
174,424
+10,596
| +6% | +$368K |
|
1228
Commercial Metals
CMC
$6.47B
| $6.05M | 0.01% |
297,348
+8,872
| +3% | +$180K |
|
1229
Compass Minerals
CMP
$753M
| $6.03M | 0.01% |
75,315
+1,041
| +1% | +$83.3K |
|
|
TCF
1230
DELISTED
TCF Financial Corporation
TCF
| $6.03M | 0.01% |
370,908
+5,702
| +2% | +$92.7K |
|
|
LTXB
1231
DELISTED
LegacyTexas Financial Group Inc
LTXB
| $6.03M | 0.01% |
219,530
+11,274
| +5% | +$309K |
|
|
SWI
1232
DELISTED
SOLARWINDS INC COM STK (DE)
SWI
| $5.99M | 0.01% |
158,240
+1,438
| +0.9% | +$54.4K |
|
1233
Black Hills Corp
BKH
$4.33B
| $5.98M | 0.01% |
113,886
+993
| +0.9% | +$52.1K |
|
1234
WaFd
WAFD
$2.46B
| $5.98M | 0.01% |
256,703
-587
| -0.2% | -$13.7K |
|
1235
Primerica
PRI
$8.88B
| $5.98M | 0.01% |
139,269
+1,937
| +1% | +$83.1K |
|
1236
TETRA Technologies
TTI
$630M
| $5.97M | 0.01% |
482,687
+30,275
| +7% | +$374K |
|
|
PBCT
1237
DELISTED
People's United Financial Inc
PBCT
| $5.96M | 0.01% |
394,079
-5,304
| -1% | -$80.2K |
|
1238
Owens & Minor
OMI
$412M
| $5.92M | 0.01% |
162,004
+1,244
| +0.8% | +$45.5K |
|
|
HNT
1239
DELISTED
HEALTH NET INC
HNT
| $5.92M | 0.01% |
199,357
+23,089
| +13% | +$685K |
|
1240
Urban Outfitters
URBN
$6.07B
| $5.91M | 0.01% |
159,340
+641
| +0.4% | +$23.8K |
|
1241
Insulet
PODD
$24.1B
| $5.91M | 0.01% |
159,249
+2,200
| +1% | +$81.6K |
|
|
MENT
1242
DELISTED
Mentor Graphics Corp
MENT
| $5.9M | 0.01% |
245,136
+4,920
| +2% | +$118K |
|
1243
Kulicke & Soffa
KLIC
$2.01B
| $5.9M | 0.01% |
443,355
+31,479
| +8% | +$419K |
|
1244
American Eagle Outfitters
AEO
$3.18B
| $5.89M | 0.01% |
409,255
-34,926
| -8% | -$503K |
|
1245
Insight Enterprises
NSIT
$3.9B
| $5.89M | 0.01% |
259,199
+15,242
| +6% | +$346K |
|
|
CBM
1246
DELISTED
Cambrex Corporation
CBM
| $5.88M | 0.01% |
329,781
+10,951
| +3% | +$195K |
|
|
ATMI
1247
DELISTED
A T M I INC
ATMI
| $5.88M | 0.01% |
194,500
+11,599
| +6% | +$350K |
|
1248
Comscore
SCOR
$34.1M
| $5.88M | 0.01% |
10,267
+613
| +6% | +$351K |
|
1249
Adeia
ADEA
$1.71B
| $5.87M | 0.01% |
1,125,797
+74,794
| +7% | +$390K |
|
1250
Heartland Express
HTLD
$656M
| $5.87M | 0.01% |
299,206
+12,961
| +5% | +$254K |
|