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 | |
|---|---|---|---|---|---|---|
|
EXPR
1876
DELISTED
Express, Inc.
EXPR
| $518K | ﹤0.01% |
1,387
| – | – |
|
|
DYN
1877
DELISTED
Dynegy, Inc.
DYN
| $518K | ﹤0.01% |
24,076
-445
| -2% | -$9.57K |
|
1878
Acadia Pharmaceuticals
ACAD
$4.06B
| $516K | ﹤0.01% |
20,650
| – | – |
|
1879
Capitol Federal Financial
CFFN
$846M
| $516K | ﹤0.01% |
42,616
+404
| +1% | +$4.89K |
|
|
AWAY
1880
DELISTED
HOMEAWAY INC COM
AWAY
| $513K | ﹤0.01% |
+12,553
| New | +$513K |
|
|
PPO
1881
DELISTED
POLYPORE INTERNATIONAL, INC
PPO
| $508K | ﹤0.01% |
13,068
+217
| +2% | +$8.44K |
|
1882
Pacira BioSciences
PCRX
$1.21B
| $505K | ﹤0.01% |
8,789
+1,131
| +15% | +$65K |
|
1883
Opko Health
OPK
$1.14B
| $504K | ﹤0.01% |
59,676
+268
| +0.5% | +$2.26K |
|
1884
Spectrum Brands
SPB
$1.32B
| $502K | ﹤0.01% |
7,110
+1,150
| +19% | +$81.2K |
|
|
TIVO
1885
DELISTED
TIVO INC
TIVO
| $502K | ﹤0.01% |
38,246
-345
| -0.9% | -$4.53K |
|
|
PTP
1886
DELISTED
PLATINUM UNDERWRITERS HLDGS LTD
PTP
| $501K | ﹤0.01% |
8,173
-754
| -8% | -$46.2K |
|
|
MKTG
1887
DELISTED
RESPONSYS INC COM STK (CA)
MKTG
| $497K | ﹤0.01% |
18,127
+1,196
| +7% | +$32.8K |
|
1888
WisdomTree
WT
$2.06B
| $493K | ﹤0.01% |
27,844
| – | – |
|
|
HTWR
1889
DELISTED
HEARTWARE INTERNATIONAL INC COM STK (DE)
HTWR
| $485K | ﹤0.01% |
5,167
+14
| +0.3% | +$1.31K |
|
1890
American Axle
AXL
$727M
| $483K | ﹤0.01% |
23,638
+1,770
| +8% | +$36.2K |
|
|
MFA
1891
MFA Financial
MFA
$1.05B
| $483K | ﹤0.01% |
17,096
+9,883
| +137% | +$279K |
|
1892
Invesco Mortgage Capital
IVR
$511M
| $482K | ﹤0.01% |
3,281
+38
| +1% | +$5.58K |
|
|
ENH
1893
DELISTED
Endurance Specialty Holdings Ltd
ENH
| $475K | ﹤0.01% |
+8,098
| New | +$475K |
|
1894
Acadia Healthcare
ACHC
$2.04B
| $466K | ﹤0.01% |
9,840
| – | – |
|
|
CTB
1895
DELISTED
Cooper Tire & Rubber Co.
CTB
| $465K | ﹤0.01% |
19,353
+135
| +0.7% | +$3.24K |
|
|
IBKC
1896
DELISTED
IBERIABANK Corp
IBKC
| $453K | ﹤0.01% |
7,205
-1,207
| -14% | -$75.9K |
|
1897
Five Below
FIVE
$7.99B
| $452K | ﹤0.01% |
10,470
+1,360
| +15% | +$58.7K |
|
1898
BOK Financial
BOKF
$7.04B
| $450K | ﹤0.01% |
6,791
+128
| +2% | +$8.48K |
|
1899
SouthState Bank Corporation
SSB
$10.3B
| $450K | ﹤0.01% |
6,761
+835
| +14% | +$55.6K |
|
1900
Fortinet
FTNT
$61.7B
| $449K | ﹤0.01% |
+117,265
| New | +$449K |
|