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 | |
|---|---|---|---|---|---|---|
|
ANAC
2126
DELISTED
ANACOR PHARMACEUTICALS INC COM
ANAC
| $215K | ﹤0.01% |
+12,838
| New | +$215K |
|
2127
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
| $214K | ﹤0.01% |
+5,062
| New | +$214K |
|
|
OMN
2128
DELISTED
OMNOVA Solutions Inc.
OMN
| $214K | ﹤0.01% |
23,436
| – | – |
|
|
LABL
2129
DELISTED
Multi-Color Corp
LABL
| $214K | ﹤0.01% |
+5,674
| New | +$214K |
|
|
BSFT
2130
DELISTED
BroadSoft, Inc.
BSFT
| $213K | ﹤0.01% |
7,794
| – | – |
|
2131
Hecla Mining
HL
$6.82B
| $212K | ﹤0.01% |
68,935
-1,272
| -2% | -$3.91K |
|
2132
US Physical Therapy
USPH
$1.29B
| $212K | ﹤0.01% |
+5,999
| New | +$212K |
|
|
SN
2133
DELISTED
Sanchez Energy Corporation
SN
| $212K | ﹤0.01% |
8,642
+1,088
| +14% | +$26.7K |
|
2134
Ambac
AMBC
$426M
| $211K | ﹤0.01% |
+8,591
| New | +$211K |
|
2135
Lattice Semiconductor
LSCC
$9.05B
| $211K | ﹤0.01% |
38,312
+17,179
| +81% | +$94.6K |
|
2136
Acco Brands
ACCO
$364M
| $210K | ﹤0.01% |
31,294
-578
| -2% | -$3.88K |
|
2137
Seaboard Corp
SEB
$3.74B
| $210K | ﹤0.01% |
75
-2
| -3% | -$5.6K |
|
2138
Coeur Mining
CDE
$9.21B
| $208K | ﹤0.01% |
19,192
-9,027
| -32% | -$97.8K |
|
2139
Itaú Unibanco
ITUB
$76B
| $208K | ﹤0.01% |
40,761
-1,278
| -3% | -$6.52K |
|
|
MHR
2140
DELISTED
MAGNUM HUNTER RESOURCES CORP (DEL)
MHR
| $208K | ﹤0.01% |
28,481
-526
| -2% | -$3.84K |
|
2141
Barings BDC
BBDC
$991M
| $207K | ﹤0.01% |
7,470
-138
| -2% | -$3.82K |
|
2142
Foster
FSTR
$288M
| $207K | ﹤0.01% |
+4,387
| New | +$207K |
|
|
SHOR
2143
DELISTED
ShoreTel, Inc.
SHOR
| $207K | ﹤0.01% |
+22,286
| New | +$207K |
|
|
ENOC
2144
DELISTED
EnerNOC, Inc.
ENOC
| $207K | ﹤0.01% |
+12,011
| New | +$207K |
|
2145
Repligen
RGEN
$6.79B
| $206K | ﹤0.01% |
15,134
| – | – |
|
|
PNNT
2146
Pennant Park Investment Corp
PNNT
$469M
| $205K | ﹤0.01% |
17,675
-327
| -2% | -$3.79K |
|
2147
Westwood Holdings Group
WHG
$162M
| $205K | ﹤0.01% |
+3,305
| New | +$205K |
|
|
MCP
2148
DELISTED
MOLYCORP INC COM STK
MCP
| $205K | ﹤0.01% |
36,415
+6,007
| +20% | +$33.8K |
|
|
KBAL
2149
DELISTED
Kimball International
KBAL
| $204K | ﹤0.01% |
17,360
-322
| -2% | -$3.78K |
|
|
PMCS
2150
DELISTED
P M C SIERRA INC
PMCS
| $204K | ﹤0.01% |
31,791
-43,091
| -58% | -$277K |
|