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 | |
|---|---|---|---|---|---|---|
2151
Evertec
EVTC
$2.2B
| $202K | ﹤0.01% |
+8,199
| New | +$202K |
|
|
SASR
2152
DELISTED
Sandy Spring Bancorp Inc
SASR
| $201K | ﹤0.01% |
+7,143
| New | +$201K |
|
|
NEWS
2153
DELISTED
NewStar Financial, Inc.
NEWS
| $201K | ﹤0.01% |
+11,335
| New | +$201K |
|
2154
Kadant
KAI
$3.84B
| $200K | ﹤0.01% |
+4,925
| New | +$200K |
|
2155
Petrobras Class A
PBR.A
$73.4B
| $199K | ﹤0.01% |
13,577
-3,074
| -18% | -$45.1K |
|
|
FPO
2156
DELISTED
First Potomac Realty Trust
FPO
| $198K | ﹤0.01% |
17,040
-1,485
| -8% | -$17.3K |
|
2157
Golub Capital BDC
GBDC
$3.95B
| $194K | ﹤0.01% |
+10,379
| New | +$194K |
|
2158
Gray Television
GTN
$597M
| $194K | ﹤0.01% |
13,064
-7,277
| -36% | -$108K |
|
2159
Lexicon Pharmaceuticals
LXRX
$411M
| $193K | ﹤0.01% |
+15,290
| New | +$193K |
|
2160
AtriCure
ATRC
$1.79B
| $191K | ﹤0.01% |
10,214
| – | – |
|
2161
Terreno Realty
TRNO
$6.07B
| $191K | ﹤0.01% |
+10,804
| New | +$191K |
|
|
GST
2162
DELISTED
Gastar Exploration Inc.
GST
| $190K | ﹤0.01% |
+27,516
| New | +$190K |
|
2163
Amkor Technology
AMKR
$6.15B
| $188K | ﹤0.01% |
30,688
-567
| -2% | -$3.47K |
|
|
BKCC
2164
DELISTED
BlackRock Capital Investment Corporation
BKCC
| $188K | ﹤0.01% |
20,162
-373
| -2% | -$3.48K |
|
2165
Calix
CALX
$3.99B
| $187K | ﹤0.01% |
+19,407
| New | +$187K |
|
|
LBAI
2166
DELISTED
Lakeland Bancorp Inc
LBAI
| $187K | ﹤0.01% |
15,837
-293
| -2% | -$3.46K |
|
|
FRM
2167
DELISTED
FURMANITE CORPORATION COM
FRM
| $187K | ﹤0.01% |
+17,638
| New | +$187K |
|
2168
Option Care Health
OPCH
$4.8B
| $186K | ﹤0.01% |
6,294
+1,727
| +38% | +$51K |
|
2169
Vaalco Energy
EGY
$402M
| $184K | ﹤0.01% |
26,658
-8
| -0% | -$55 |
|
|
TPLM
2170
DELISTED
Triangle Petroleum Corporation
TPLM
| $184K | ﹤0.01% |
+22,164
| New | +$184K |
|
|
VG
2171
DELISTED
Vonage Holdings Corporation
VG
| $183K | ﹤0.01% |
54,935
+11,687
| +27% | +$38.9K |
|
|
CODE
2172
DELISTED
SPANSION INC, CLASS A COMMON STOCK
CODE
| $183K | ﹤0.01% |
13,160
-243
| -2% | -$3.38K |
|
|
COBZ
2173
DELISTED
CoBiz Financial,Inc
COBZ
| $183K | ﹤0.01% |
15,311
+207
| +1% | +$2.47K |
|
|
EVRI
2174
DELISTED
Everi Holdings
EVRI
| $182K | ﹤0.01% |
18,266
-338
| -2% | -$3.37K |
|
2175
TFS Financial
TFSL
$3.79B
| $181K | ﹤0.01% |
14,914
-6,030
| -29% | -$73.2K |
|