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 | |
|---|---|---|---|---|---|---|
426
Agilent Technologies
A
$35.5B
| $24.3M | 0.04% |
607,432
-2,672
| -0.4% | -$107K |
|
427
The GEO Group
GEO
$3.01B
| $24.2M | 0.04% |
1,126,725
+194,800
| +21% | +$4.19M |
|
428
Gen Digital
GEN
$18.2B
| $24.2M | 0.04% |
1,209,485
-3,126,519
| -72% | -$62.4M |
|
429
IDEX
IEX
$12.1B
| $24.1M | 0.04% |
330,635
+4,424
| +1% | +$322K |
|
|
WR
430
DELISTED
Westar Energy Inc
WR
| $24.1M | 0.04% |
684,465
+310,119
| +83% | +$10.9M |
|
431
Boston Scientific
BSX
$157B
| $24M | 0.04% |
1,773,742
-168,567
| -9% | -$2.28M |
|
432
United Rentals
URI
$61.2B
| $23.8M | 0.04% |
250,974
+31,673
| +14% | +$3.01M |
|
433
Nucor
NUE
$32.7B
| $23.8M | 0.04% |
471,233
+88,211
| +23% | +$4.46M |
|
|
RFMD
434
DELISTED
RF MICRO DEVICES INC
RFMD
| $23.5M | 0.04% |
2,985,884
-637,657
| -18% | -$5.02M |
|
|
BCS.PR.CL
435
DELISTED
BARCLAYS BANK PLC ADR SER 2 REPSTG PREF SHS SER 2 (UK)
BCS.PR.CL
| $23.5M | 0.04% |
929,405
-37,935
| -4% | -$959K |
|
436
Worthington Enterprises
WOR
$3.19B
| $23.5M | 0.04% |
995,256
-5,619
| -0.6% | -$133K |
|
437
Glacier Bancorp
GBCI
$5.79B
| $23.4M | 0.04% |
804,630
+20,688
| +3% | +$601K |
|
|
SFUN
438
DELISTED
Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares)
SFUN
| $23.4M | 0.04% |
34,174
-38,466
| -53% | -$26.3M |
|
439
Church & Dwight Co
CHD
$22.6B
| $23.3M | 0.04% |
675,996
-46,510
| -6% | -$1.61M |
|
440
CF Industries
CF
$13.8B
| $23.3M | 0.04% |
447,765
-46,790
| -9% | -$2.44M |
|
441
ODP
ODP
$617M
| $23.3M | 0.04% |
563,616
+1,002
| +0.2% | +$41.4K |
|
442
Teledyne Technologies
TDY
$25.8B
| $23.3M | 0.04% |
239,031
+9,267
| +4% | +$902K |
|
443
Ameren
AEE
$26.8B
| $23.2M | 0.04% |
563,712
+230,114
| +69% | +$9.48M |
|
444
Sysco
SYY
$38.2B
| $23.2M | 0.04% |
641,767
-609
| -0.1% | -$22K |
|
|
BEAV
445
DELISTED
B/E Aerospace Inc
BEAV
| $23.1M | 0.04% |
368,003
+19,143
| +5% | +$1.2M |
|
446
Realty Income
O
$54.1B
| $23M | 0.04% |
581,474
-53,591
| -8% | -$2.12M |
|
447
Toro Company
TTC
$7.69B
| $23M | 0.04% |
728,058
+14,838
| +2% | +$469K |
|
|
QCOR
448
DELISTED
QUESTCOR PHARMA INC
QCOR
| $23M | 0.04% |
354,061
+11,469
| +3% | +$745K |
|
449
CNO Financial Group
CNO
$3.8B
| $22.8M | 0.04% |
1,260,789
+187,757
| +17% | +$3.4M |
|
450
Weyerhaeuser
WY
$18.2B
| $22.8M | 0.04% |
777,404
+13,120
| +2% | +$385K |
|