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 | |
|---|---|---|---|---|---|---|
|
CPWR
1301
DELISTED
COMPUWARE CORP
CPWR
| $5.46M | 0.01% |
507,376
+11,173
| +2% | +$120K |
|
|
LDR
1302
DELISTED
Landauer Inc
LDR
| $5.46M | 0.01% |
103,806
+11,752
| +13% | +$618K |
|
|
MDAS
1303
DELISTED
MEDASSETS INC COM STK (DE)
MDAS
| $5.46M | 0.01% |
275,372
+86
| +0% | +$1.71K |
|
1304
SpartanNash
SPTN
$897M
| $5.45M | 0.01% |
224,449
+104,636
| +87% | +$2.54M |
|
|
CVG
1305
DELISTED
Convergys
CVG
| $5.44M | 0.01% |
258,328
-2,024
| -0.8% | -$42.6K |
|
|
IRC
1306
DELISTED
INLAND REAL ESTATE CORP
IRC
| $5.44M | 0.01% |
516,717
+30,657
| +6% | +$323K |
|
1307
GATX Corp
GATX
$6.05B
| $5.42M | 0.01% |
103,939
+1,372
| +1% | +$71.6K |
|
1308
Iron Mountain
IRM
$28.6B
| $5.42M | 0.01% |
193,124
+1,548
| +0.8% | +$43.4K |
|
1309
Diodes
DIOD
$2.44B
| $5.41M | 0.01% |
229,583
+18,260
| +9% | +$430K |
|
|
LM
1310
DELISTED
Legg Mason, Inc.
LM
| $5.4M | 0.01% |
124,085
-1,676
| -1% | -$72.9K |
|
1311
Cadence Bank
CADE
$7.02B
| $5.38M | 0.01% |
211,784
-1,163
| -0.5% | -$29.6K |
|
1312
Revvity
RVTY
$9.62B
| $5.38M | 0.01% |
130,605
+1,270
| +1% | +$52.4K |
|
1313
Scholastic
SCHL
$691M
| $5.37M | 0.01% |
157,990
+93,328
| +144% | +$3.17M |
|
1314
Nabors Industries
NBR
$617M
| $5.37M | 0.01% |
6,317
-621
| -9% | -$528K |
|
1315
Advanced Micro Devices
AMD
$257B
| $5.36M | 0.01% |
1,384,000
+25,196
| +2% | +$97.5K |
|
|
THOR
1316
DELISTED
THORATEC CORPORATION
THOR
| $5.35M | 0.01% |
146,048
+455
| +0.3% | +$16.7K |
|
|
HSNI
1317
DELISTED
HSN, Inc.
HSNI
| $5.34M | 0.01% |
85,741
+513
| +0.6% | +$32K |
|
1318
The Ensign Group
ENSG
$9.69B
| $5.34M | 0.01% |
472,293
+29,283
| +7% | +$331K |
|
|
ISIL
1319
DELISTED
Intersil Corp
ISIL
| $5.3M | 0.01% |
462,253
+144,432
| +45% | +$1.66M |
|
|
ACO
1320
DELISTED
AMCOL INTL CORP
ACO
| $5.3M | 0.01% |
156,015
+9,147
| +6% | +$311K |
|
1321
eHealth
EHTH
$122M
| $5.29M | 0.01% |
113,797
+13,035
| +13% | +$606K |
|
1322
Minerals Technologies
MTX
$1.99B
| $5.29M | 0.01% |
88,014
+544
| +0.6% | +$32.7K |
|
1323
EXL Service
EXLS
$7.04B
| $5.28M | 0.01% |
956,540
+61,495
| +7% | +$340K |
|
1324
Cleveland-Cliffs
CLF
$5.78B
| $5.28M | 0.01% |
201,578
+98
| +0% | +$2.57K |
|
1325
Northern Oil and Gas
NOG
$2.48B
| $5.28M | 0.01% |
35,020
+1,118
| +3% | +$168K |
|