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 | |
|---|---|---|---|---|---|---|
|
HCBK
1326
DELISTED
HUDSON CITY BANCORP INC
HCBK
| $5.24M | 0.01% |
555,876
+3,951
| +0.7% | +$37.3K |
|
|
SYKE
1327
DELISTED
SYKES Enterprises Inc
SYKE
| $5.21M | 0.01% |
238,983
+13,740
| +6% | +$300K |
|
1328
Kemper
KMPR
$3.35B
| $5.21M | 0.01% |
127,469
-1,413
| -1% | -$57.8K |
|
1329
Advanced Energy
AEIS
$5.94B
| $5.2M | 0.01% |
227,607
+14,306
| +7% | +$327K |
|
|
IPCC
1330
DELISTED
Infinity Property & Casualty C
IPCC
| $5.19M | 0.01% |
72,376
+4,196
| +6% | +$301K |
|
1331
Boyd Gaming
BYD
$6.79B
| $5.18M | 0.01% |
459,692
+27,703
| +6% | +$312K |
|
1332
W.P. Carey
WPC
$15B
| $5.17M | 0.01% |
86,032
+16,751
| +24% | +$1.01M |
|
|
WGL
1333
DELISTED
Wgl Holdings
WGL
| $5.17M | 0.01% |
129,054
-2,115
| -2% | -$84.7K |
|
|
ABAX
1334
DELISTED
Abaxis Inc
ABAX
| $5.17M | 0.01% |
129,094
+7,385
| +6% | +$296K |
|
|
AEGN
1335
DELISTED
Aegion Corp
AEGN
| $5.16M | 0.01% |
235,762
+12,587
| +6% | +$276K |
|
1336
Tenet Healthcare
THC
$17B
| $5.15M | 0.01% |
122,351
+16,623
| +16% | +$700K |
|
1337
Adtalem Global Education
ATGE
$4.94B
| $5.14M | 0.01% |
144,899
+2,886
| +2% | +$102K |
|
1338
ICU Medical
ICUI
$3.22B
| $5.14M | 0.01% |
80,745
+5,181
| +7% | +$330K |
|
1339
First Commonwealth Financial
FCF
$1.84B
| $5.14M | 0.01% |
582,835
+29,455
| +5% | +$260K |
|
|
HMSY
1340
DELISTED
HMS Holdings Corp.
HMSY
| $5.14M | 0.01% |
226,186
+3,657
| +2% | +$83.1K |
|
1341
Stoneridge
SRI
$228M
| $5.12M | 0.01% |
401,218
+10,550
| +3% | +$135K |
|
1342
Hercules Capital
HTGC
$3.53B
| $5.09M | 0.01% |
310,446
-15,865
| -5% | -$260K |
|
1343
Enviri
NVRI
$983M
| $5.09M | 0.01% |
181,481
+2,396
| +1% | +$67.2K |
|
1344
New York Times
NYT
$9.59B
| $5.07M | 0.01% |
319,338
+4,648
| +1% | +$73.8K |
|
1345
Insperity
NSP
$1.99B
| $5.06M | 0.01% |
280,210
+16,182
| +6% | +$292K |
|
1346
Cathay General Bancorp
CATY
$3.39B
| $5.03M | 0.01% |
187,973
+3,159
| +2% | +$84.4K |
|
|
PDCO
1347
DELISTED
Patterson Companies, Inc.
PDCO
| $5M | 0.01% |
121,292
+135
| +0.1% | +$5.56K |
|
1348
Cato Corp
CATO
$91.1M
| $5M | 0.01% |
157,102
+9,838
| +7% | +$313K |
|
1349
ArcBest
ARCB
$1.6B
| $4.99M | 0.01% |
148,085
+15,753
| +12% | +$531K |
|
|
UTEK
1350
DELISTED
Ultratech Inc.
UTEK
| $4.97M | 0.01% |
171,264
+10,446
| +6% | +$303K |
|