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 | |
|---|---|---|---|---|---|---|
1926
Civitas Resources
CIVI
$3.03B
| $394K | ﹤0.01% |
81
| – | – |
|
1927
Churchill Downs
CHDN
$6.88B
| $392K | ﹤0.01% |
26,256
| – | – |
|
|
PMT
1928
PennyMac Mortgage Investment
PMT
$1.08B
| $392K | ﹤0.01% |
17,053
-315
| -2% | -$7.24K |
|
1929
Kennedy-Wilson Holdings
KW
$1.26B
| $391K | ﹤0.01% |
17,584
+5,590
| +47% | +$124K |
|
|
ITMN
1930
DELISTED
INTERMUNE INC
ITMN
| $388K | ﹤0.01% |
26,342
+5,328
| +25% | +$78.5K |
|
1931
Universal Display
OLED
$6.52B
| $387K | ﹤0.01% |
11,269
-1,926
| -15% | -$66.1K |
|
|
RWT
1932
Redwood Trust
RWT
$808M
| $386K | ﹤0.01% |
19,922
+702
| +4% | +$13.6K |
|
|
GRT
1933
DELISTED
GLIMCHER REALTY TRUST
GRT
| $385K | ﹤0.01% |
41,122
+5,204
| +14% | +$48.7K |
|
|
PHH
1934
DELISTED
PHH Corporation
PHH
| $384K | ﹤0.01% |
15,761
-291
| -2% | -$7.09K |
|
1935
RPC Inc
RES
$1.03B
| $383K | ﹤0.01% |
21,466
| – | – |
|
1936
Core Laboratories
CLB
$596M
| $381K | ﹤0.01% |
+1,996
| New | +$381K |
|
|
INVN
1937
DELISTED
Invensense Inc
INVN
| $381K | ﹤0.01% |
18,358
+2,588
| +16% | +$53.7K |
|
|
VOLC
1938
DELISTED
VOLCANO CORPORATION COM STK
VOLC
| $380K | ﹤0.01% |
17,392
+2,378
| +16% | +$52K |
|
|
ARTC
1939
DELISTED
ARTHROCARE CORP
ARTC
| $378K | ﹤0.01% |
9,390
-37
| -0.4% | -$1.49K |
|
1940
8x8 Inc
EGHT
$292M
| $371K | ﹤0.01% |
36,546
+16,547
| +83% | +$168K |
|
1941
Halozyme
HALO
$8.91B
| $369K | ﹤0.01% |
24,621
| – | – |
|
|
MRH
1942
DELISTED
MONTPELIER RE HOLDINGS LTD
MRH
| $369K | ﹤0.01% |
12,695
-235
| -2% | -$6.83K |
|
1943
Rush Enterprises Class A
RUSHA
$4.49B
| $367K | ﹤0.01% |
27,844
-54
| -0.2% | -$712 |
|
|
WEB
1944
DELISTED
Web.com Group, Inc.
WEB
| $367K | ﹤0.01% |
11,537
| – | – |
|
1945
MiMedx Group
MDXG
$1.03B
| $364K | ﹤0.01% |
41,681
-275
| -0.7% | -$2.4K |
|
|
CHSP
1946
DELISTED
Chesapeake Lodging Trust
CHSP
| $360K | ﹤0.01% |
14,221
-1,252
| -8% | -$31.7K |
|
|
WAC
1947
DELISTED
Walter Investment Mgt Corp
WAC
| $360K | ﹤0.01% |
10,182
-188
| -2% | -$6.65K |
|
|
ARR
1948
Armour Residential REIT
ARR
$1.73B
| $358K | ﹤0.01% |
2,233
-41
| -2% | -$6.57K |
|
1949
Primoris Services
PRIM
$6.57B
| $356K | ﹤0.01% |
11,450
| – | – |
|
|
ARNA
1950
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $353K | ﹤0.01% |
6,033
-1,113
| -16% | -$65.1K |
|