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 | |
|---|---|---|---|---|---|---|
451
NiSource
NI
$19.2B
| $22.7M | 0.04% |
1,626,487
-4,078,265
| -71% | -$56.9M |
|
452
Webster Financial
WBS
$10.2B
| $22.7M | 0.04% |
730,167
+14,147
| +2% | +$439K |
|
453
Zimmer Biomet
ZBH
$20.3B
| $22.6M | 0.04% |
246,566
+24,335
| +11% | +$2.23M |
|
454
Hanover Insurance
THG
$6.37B
| $22.6M | 0.04% |
368,322
+256,543
| +230% | +$15.8M |
|
455
Equinix
EQIX
$76.4B
| $22.5M | 0.04% |
121,668
+4,681
| +4% | +$865K |
|
456
Humana
HUM
$32.9B
| $22.4M | 0.04% |
199,138
+2,792
| +1% | +$315K |
|
|
HUB.B
457
DELISTED
HUBBELL INC CL-B
HUB.B
| $22.4M | 0.04% |
186,815
+8,562
| +5% | +$1.03M |
|
458
ASGN Inc
ASGN
$2.23B
| $22.2M | 0.04% |
576,164
+14,104
| +3% | +$544K |
|
|
SLCA
459
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $22.2M | 0.04% |
582,223
+272,971
| +88% | +$10.4M |
|
460
Avient
AVNT
$3.34B
| $22.2M | 0.04% |
605,587
+12,532
| +2% | +$459K |
|
461
Signet Jewelers
SIG
$3.75B
| $22.1M | 0.04% |
208,769
+10,457
| +5% | +$1.11M |
|
462
PG&E
PCG
$33.5B
| $22M | 0.04% |
508,444
+5,329
| +1% | +$230K |
|
463
Horace Mann Educators
HMN
$1.89B
| $21.9M | 0.04% |
753,466
+112,115
| +17% | +$3.25M |
|
464
Estee Lauder
EL
$31.5B
| $21.8M | 0.04% |
326,004
+10,415
| +3% | +$697K |
|
|
SIVB
465
DELISTED
SVB Financial Group
SIVB
| $21.7M | 0.04% |
168,847
+61,149
| +57% | +$7.87M |
|
466
Sherwin-Williams
SHW
$89.1B
| $21.7M | 0.04% |
330,675
-15,756
| -5% | -$1.04M |
|
467
TSMC
TSM
$1.35T
| $21.6M | 0.04% |
1,078,956
+141,996
| +15% | +$2.84M |
|
|
SWN
468
DELISTED
Southwestern Energy Company
SWN
| $21.6M | 0.04% |
469,348
+9,865
| +2% | +$454K |
|
469
Entergy
ETR
$39.5B
| $21.6M | 0.04% |
645,036
+208,264
| +48% | +$6.96M |
|
470
Alliant Energy
LNT
$16.4B
| $21.6M | 0.04% |
759,056
+48,306
| +7% | +$1.37M |
|
471
Tanger
SKT
$3.86B
| $21.5M | 0.04% |
614,891
+25,347
| +4% | +$887K |
|
472
LKQ Corp
LKQ
$8.26B
| $21.4M | 0.04% |
812,128
+13,628
| +2% | +$359K |
|
|
CERN
473
DELISTED
Cerner Corp
CERN
| $21.4M | 0.04% |
380,054
-2,135
| -0.6% | -$120K |
|
474
CACI
CACI
$10.7B
| $21.4M | 0.04% |
289,489
+6,411
| +2% | +$473K |
|
475
Vertex Pharmaceuticals
VRTX
$99.6B
| $21.4M | 0.04% |
301,904
+3,822
| +1% | +$270K |
|