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 |
Air Products & Chemicals
APD
|
+$203M |
| 2 |
Pfizer
PFE
|
+$117M |
| 3 |
Johnson & Johnson
JNJ
|
+$94.3M |
| 4 |
STJ
St Jude Medical
STJ
|
+$70.6M |
| 5 |
Patterson-UTI
PTEN
|
+$68.8M |
Top Sells
| 1 |
Allstate
ALL
|
+$125M |
| 2 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
+$120M |
| 3 |
ADT
ADT CORP
ADT
|
+$102M |
| 4 |
Service Corp International
SCI
|
+$63.6M |
| 5 |
Everest Group
EG
|
+$62.6M |
Sector Composition
| 1 | Financials | 16.67% |
| 2 | Real Estate | 11.52% |
| 3 | Technology | 11.36% |
| 4 | Healthcare | 10.45% |
| 5 | Consumer Discretionary | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Synopsys
SNPS
$73.2B
| $26.7M | 0.05% |
694,863
-33,393
| -5% | -$1.28M |
|
402
Acuity Brands
AYI
$10.2B
| $26.6M | 0.05% |
200,961
+90,231
| +81% | +$12M |
|
|
STI
403
DELISTED
SunTrust Banks, Inc.
STI
| $26.5M | 0.05% |
666,674
+21,289
| +3% | +$847K |
|
404
Perrigo
PRGO
$3.06B
| $26.5M | 0.05% |
+171,422
| New | +$26.5M |
|
405
ABM Industries
ABM
$2.8B
| $26.2M | 0.05% |
911,854
+52,496
| +6% | +$1.51M |
|
406
Alexandria Real Estate Equities
ARE
$14.3B
| $26.2M | 0.05% |
361,026
+43,671
| +14% | +$3.17M |
|
407
Seagate
STX
$41.1B
| $26.2M | 0.05% |
465,788
-42,377
| -8% | -$2.38M |
|
|
HOT
408
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
| $26.1M | 0.05% |
327,713
-1,695
| -0.5% | -$135K |
|
|
BRCM
409
DELISTED
BROADCOM CORP CL-A
BRCM
| $25.9M | 0.05% |
823,862
+166,647
| +25% | +$5.25M |
|
410
Southern Copper
SCCO
$82.3B
| $25.8M | 0.05% |
930,336
+892,993
| +2,391% | +$24.8M |
|
411
Under Armour
UAA
$2.14B
| $25.7M | 0.05% |
904,712
+114,728
| +15% | +$3.26M |
|
412
Encompass Health
EHC
$12.5B
| $25.7M | 0.05% |
900,483
-14,893
| -2% | -$426K |
|
413
Trimble
TRMB
$19.2B
| $25.6M | 0.05% |
659,465
+31,787
| +5% | +$1.24M |
|
|
CB
414
DELISTED
CHUBB CORPORATION
CB
| $25.5M | 0.05% |
285,717
-3,262
| -1% | -$291K |
|
415
Southwest Gas
SWX
$5.63B
| $25.4M | 0.05% |
475,246
+13,608
| +3% | +$727K |
|
416
International Flavors & Fragrances
IFF
$16.5B
| $25.3M | 0.05% |
264,292
+149,396
| +130% | +$14.3M |
|
417
Parker-Hannifin
PH
$97.4B
| $25.1M | 0.04% |
209,381
-7,923
| -4% | -$948K |
|
418
Omnicom Group
OMC
$14.6B
| $25M | 0.04% |
344,083
+1,003
| +0.3% | +$72.8K |
|
419
Advance Auto Parts
AAP
$3.56B
| $24.9M | 0.04% |
197,199
+8,063
| +4% | +$1.02M |
|
420
Polaris
PII
$3.25B
| $24.8M | 0.04% |
177,374
+6,310
| +4% | +$882K |
|
421
Prestige Consumer Healthcare
PBH
$3.2B
| $24.7M | 0.04% |
905,656
-1,848
| -0.2% | -$50.4K |
|
422
Capri Holdings
CPRI
$2.53B
| $24.6M | 0.04% |
264,020
-707
| -0.3% | -$65.9K |
|
|
WFM
423
DELISTED
Whole Foods Market Inc
WFM
| $24.5M | 0.04% |
483,239
+4,301
| +0.9% | +$218K |
|
|
DISCA
424
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $24.4M | 0.04% |
577,515
-30,043
| -5% | -$1.27M |
|
425
Chipotle Mexican Grill
CMG
$52.3B
| $24.4M | 0.04% |
2,146,850
+65,850
| +3% | +$748K |
|