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 | |
|---|---|---|---|---|---|---|
1426
Forestar Group
FOR
$1.41B
| $4.31M | 0.01% |
202,788
+12,557
| +7% | +$267K |
|
|
CCG
1427
DELISTED
CAMPUS CREST COMMUNITIES INC COM STK (MD)
CCG
| $4.31M | 0.01% |
457,939
-1,995,650
| -81% | -$18.8M |
|
1428
Quanex
NX
$661M
| $4.31M | 0.01% |
216,308
+13,511
| +7% | +$269K |
|
1429
McGrath RentCorp
MGRC
$3.01B
| $4.31M | 0.01% |
108,196
+21,806
| +25% | +$868K |
|
|
WPX
1430
DELISTED
WPX Energy, Inc.
WPX
| $4.29M | 0.01% |
210,520
-19,930
| -9% | -$406K |
|
1431
AMN Healthcare
AMN
$699M
| $4.28M | 0.01% |
291,426
+25,266
| +9% | +$371K |
|
|
ARRY
1432
DELISTED
Array Biopharma Inc
ARRY
| $4.28M | 0.01% |
853,611
-521,108
| -38% | -$2.61M |
|
|
NP
1433
DELISTED
Neenah, Inc. Common Stock
NP
| $4.27M | 0.01% |
99,760
+11,917
| +14% | +$510K |
|
1434
Azenta
AZTA
$1.36B
| $4.27M | 0.01% |
406,664
+24,547
| +6% | +$258K |
|
|
AREX
1435
DELISTED
Approach Resources Inc.
AREX
| $4.27M | 0.01% |
221,080
+19,484
| +10% | +$376K |
|
1436
LivePerson
LPSN
$86M
| $4.26M | 0.01% |
287,488
+18,449
| +7% | +$273K |
|
|
FCS
1437
DELISTED
FAIRCHILD SEMICONDUCTOR INTL INC COMMON
FCS
| $4.26M | 0.01% |
318,758
+35,470
| +13% | +$474K |
|
|
VRE
1438
Veris Residential
VRE
$1.49B
| $4.25M | 0.01% |
198,030
+2,643
| +1% | +$56.8K |
|
|
GTIV
1439
DELISTED
GENTIVA HEALTH SERVICES INC
GTIV
| $4.25M | 0.01% |
342,780
+8,084
| +2% | +$100K |
|
1440
HealthStream
HSTM
$855M
| $4.24M | 0.01% |
129,494
+13,017
| +11% | +$427K |
|
1441
Tredegar Corp
TG
$279M
| $4.23M | 0.01% |
146,952
+9,268
| +7% | +$267K |
|
|
UCB
1442
United Community Banks, Inc.
UCB
$3.94B
| $4.22M | 0.01% |
237,702
+13,916
| +6% | +$247K |
|
1443
Brink's
BCO
$4.83B
| $4.21M | 0.01% |
123,387
-550
| -0.4% | -$18.8K |
|
|
MCF
1444
DELISTED
Contango Oil & Gas Co.
MCF
| $4.21M | 0.01% |
89,000
+15,838
| +22% | +$748K |
|
1445
Safety Insurance
SAFT
$1.1B
| $4.2M | 0.01% |
74,541
+4,655
| +7% | +$262K |
|
1446
FTI Consulting
FCN
$5.32B
| $4.19M | 0.01% |
101,870
-208
| -0.2% | -$8.56K |
|
1447
Douglas Emmett
DEI
$2.79B
| $4.17M | 0.01% |
179,176
-1,525
| -0.8% | -$35.5K |
|
|
ARO
1448
DELISTED
AEROPOSTALE INC
ARO
| $4.16M | 0.01% |
458,043
+262,028
| +134% | +$2.38M |
|
1449
Jabil
JBL
$23B
| $4.15M | 0.01% |
238,116
-186
| -0.1% | -$3.24K |
|
1450
Trustco Bank Corp NY
TRST
$746M
| $4.14M | 0.01% |
115,390
+6,922
| +6% | +$249K |
|