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 | |
|---|---|---|---|---|---|---|
|
RLYP
1451
DELISTED
RELYPSA INC COM
RLYP
| $4.14M | 0.01% |
+165,429
| New | +$4.14M |
|
|
PLCM
1452
DELISTED
POLYCOM INC
PLCM
| $4.13M | 0.01% |
367,715
-52,735
| -13% | -$592K |
|
|
SSI
1453
DELISTED
Stage Stores Inc
SSI
| $4.12M | 0.01% |
185,421
+11,582
| +7% | +$257K |
|
|
BRKL
1454
DELISTED
Brookline Bancorp
BRKL
| $4.11M | 0.01% |
429,279
+27,671
| +7% | +$265K |
|
1455
Mine Safety
MSA
$6.63B
| $4.1M | 0.01% |
80,139
+982
| +1% | +$50.3K |
|
1456
Illumina
ILMN
$14.6B
| $4.1M | 0.01% |
38,118
-17,011
| -31% | -$1.83M |
|
1457
Itron
ITRI
$5.47B
| $4.1M | 0.01% |
98,844
+1,046
| +1% | +$43.3K |
|
|
GLBR
1458
DELISTED
Global Brokerage, Inc. Class A Common Stock
GLBR
| $4.09M | 0.01% |
22,897
+21,762
| +1,917% | +$3.88M |
|
1459
Post Holdings
POST
$5.7B
| $4.08M | 0.01% |
126,500
+1,222
| +1% | +$39.4K |
|
1460
Ryder
R
$7.65B
| $4.07M | 0.01% |
55,129
-13,868
| -20% | -$1.02M |
|
1461
Emergent Biosolutions
EBS
$434M
| $4.06M | 0.01% |
176,462
+8,348
| +5% | +$192K |
|
1462
Mercury Insurance
MCY
$4.4B
| $4.06M | 0.01% |
81,607
+1,079
| +1% | +$53.6K |
|
1463
ATI
ATI
$10.5B
| $4.03M | 0.01% |
113,188
+878
| +0.8% | +$31.3K |
|
1464
Community Trust Bancorp
CTBI
$1.03B
| $4.03M | 0.01% |
98,085
+19,817
| +25% | +$814K |
|
|
CVC
1465
DELISTED
CABLEVISION SYS CP NY GRP CL-A
CVC
| $4.03M | 0.01% |
224,502
+1,855
| +0.8% | +$33.3K |
|
1466
Materion
MTRN
$2.31B
| $4.01M | 0.01% |
130,070
+7,626
| +6% | +$235K |
|
1467
Adtran
ADTN
$809M
| $4M | 0.01% |
147,894
+1,089
| +0.7% | +$29.4K |
|
|
CKP
1468
DELISTED
CHECKPOINT SYSTEMS INC
CKP
| $3.99M | 0.01% |
252,846
+16,207
| +7% | +$256K |
|
|
BRLI
1469
DELISTED
BIO-REFERENCE LABS INC-NEW-
BRLI
| $3.99M | 0.01% |
156,109
+13,272
| +9% | +$339K |
|
|
NTUS
1470
DELISTED
Natus Medical Inc
NTUS
| $3.98M | 0.01% |
176,998
+11,748
| +7% | +$264K |
|
|
HAYN
1471
DELISTED
Haynes International, Inc.
HAYN
| $3.98M | 0.01% |
71,974
+4,495
| +7% | +$248K |
|
1472
Kelly Services Class A
KELYA
$481M
| $3.97M | 0.01% |
159,141
+9,961
| +7% | +$248K |
|
1473
Matrix Service
MTRX
$353M
| $3.95M | 0.01% |
161,516
+7,184
| +5% | +$176K |
|
1474
Stewart Information Services
STC
$2.09B
| $3.94M | 0.01% |
122,106
+7,917
| +7% | +$255K |
|
|
ANR
1475
DELISTED
ALPHA NATURAL RESOURCES INC.
ANR
| $3.93M | 0.01% |
550,260
+4,390
| +0.8% | +$31.3K |
|