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 | |
|---|---|---|---|---|---|---|
1251
Olin
OLN
$3.02B
| $5.87M | 0.01% |
203,443
+819
| +0.4% | +$23.6K |
|
|
CRR
1252
DELISTED
Carbo Ceramics Inc.
CRR
| $5.87M | 0.01% |
50,370
+525
| +1% | +$61.2K |
|
1253
Western Alliance Bancorporation
WAL
$9.77B
| $5.86M | 0.01% |
245,675
-248
| -0.1% | -$5.92K |
|
|
FTR
1254
DELISTED
Frontier Communications Corp.
FTR
| $5.86M | 0.01% |
83,960
+1,263
| +2% | +$88.1K |
|
1255
Hawaiian Electric Industries
HE
$2.09B
| $5.84M | 0.01% |
224,089
+4,019
| +2% | +$105K |
|
1256
Coherent
COHR
$16B
| $5.84M | 0.01% |
331,666
+20,491
| +7% | +$361K |
|
1257
Helix Energy Solutions
HLX
$914M
| $5.84M | 0.01% |
251,870
+3,784
| +2% | +$87.7K |
|
1258
Axos Financial
AX
$5.17B
| $5.83M | 0.01% |
297,252
+22,324
| +8% | +$438K |
|
|
BMS
1259
DELISTED
Bemis
BMS
| $5.83M | 0.01% |
142,251
-131
| -0.1% | -$5.37K |
|
|
AWH
1260
DELISTED
Allied World Assurance Co Hld Lt
AWH
| $5.83M | 0.01% |
154,944
-108,420
| -41% | -$4.08M |
|
1261
Titan International
TWI
$552M
| $5.82M | 0.01% |
323,890
+12,429
| +4% | +$223K |
|
|
NCI
1262
DELISTED
Navigant Consulting, Inc.
NCI
| $5.81M | 0.01% |
302,787
+15,115
| +5% | +$290K |
|
|
ABMD
1263
DELISTED
Abiomed Inc
ABMD
| $5.81M | 0.01% |
217,275
+13,637
| +7% | +$365K |
|
1264
Nasdaq
NDAQ
$53.9B
| $5.81M | 0.01% |
437,811
+77,445
| +21% | +$1.03M |
|
|
PGH
1265
DELISTED
Pengrowth Energy Corporation
PGH
| $5.78M | 0.01% |
931,660
+195,178
| +27% | +$1.21M |
|
1266
World Acceptance Corp
WRLD
$900M
| $5.77M | 0.01% |
65,891
+2,706
| +4% | +$237K |
|
1267
Synchronoss Technologies
SNCR
$66.9M
| $5.76M | 0.01% |
20,608
+1,416
| +7% | +$396K |
|
|
RGC
1268
DELISTED
Regal Entertainment Group
RGC
| $5.76M | 0.01% |
296,248
+4,837
| +2% | +$94.1K |
|
|
CAMP
1269
DELISTED
CalAmp Corp.
CAMP
| $5.76M | 0.01% |
8,950
+386
| +5% | +$248K |
|
|
ACI
1270
DELISTED
ARCH COAL, INC.
ACI
| $5.74M | 0.01% |
129,016
+76,671
| +146% | +$3.41M |
|
1271
Koppers
KOP
$567M
| $5.73M | 0.01% |
125,205
+5,222
| +4% | +$239K |
|
|
UNT
1272
DELISTED
UNIT Corporation
UNT
| $5.72M | 0.01% |
110,772
+4,838
| +5% | +$250K |
|
1273
Omnicell
OMCL
$1.46B
| $5.71M | 0.01% |
223,606
+17,102
| +8% | +$437K |
|
|
MGAM
1274
DELISTED
MULTIMEDIA GAMES HOLDING COMPANY INC COM STK (TX)
MGAM
| $5.7M | 0.01% |
181,761
+14,288
| +9% | +$448K |
|
|
DWA
1275
DELISTED
DREAMWORKS ANIMATION SKG INC CL-A
DWA
| $5.69M | 0.01% |
160,236
+2,148
| +1% | +$76.2K |
|