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 | |
|---|---|---|---|---|---|---|
476
Lumen
LUMN
$6.3B
| $21.3M | 0.04% |
647,906
-14,265
| -2% | -$468K |
|
477
The Mosaic Company
MOS
$10.6B
| $21.2M | 0.04% |
424,067
+4,012
| +1% | +$201K |
|
478
Fluor
FLR
$6.69B
| $21.2M | 0.04% |
272,406
+29,492
| +12% | +$2.29M |
|
479
Hershey
HSY
$37.6B
| $21.1M | 0.04% |
202,399
+8,045
| +4% | +$840K |
|
480
G-III Apparel Group
GIII
$1.13B
| $21.1M | 0.04% |
589,538
+385,398
| +189% | +$13.8M |
|
481
Oceaneering
OII
$2.45B
| $21M | 0.04% |
292,823
+12,098
| +4% | +$869K |
|
482
Lincoln Electric
LECO
$13.4B
| $21M | 0.04% |
291,138
+17,086
| +6% | +$1.23M |
|
483
Ross Stores
ROST
$48.8B
| $20.9M | 0.04% |
583,968
-3,660
| -0.6% | -$131K |
|
484
Darling Ingredients
DAR
$4.95B
| $20.9M | 0.04% |
1,041,508
+77,795
| +8% | +$1.56M |
|
485
DXP Enterprises
DXPE
$1.79B
| $20.7M | 0.04% |
217,814
+154,201
| +242% | +$14.6M |
|
486
Ziff Davis
ZD
$1.5B
| $20.7M | 0.04% |
475,080
+104,596
| +28% | +$4.55M |
|
487
Cencora
COR
$57.4B
| $20.5M | 0.04% |
313,255
+10,448
| +3% | +$685K |
|
|
HAR
488
DELISTED
Harman International Industries
HAR
| $20.5M | 0.04% |
192,886
+74,555
| +63% | +$7.93M |
|
|
RKT
489
DELISTED
ROCK-TENN COMPANY CL-A
RKT
| $20.3M | 0.04% |
385,214
+15,508
| +4% | +$819K |
|
490
Waste Management
WM
$87.7B
| $20.2M | 0.04% |
480,864
-17,379
| -3% | -$731K |
|
491
Invesco
IVZ
$9.88B
| $20.2M | 0.04% |
545,771
-21,767
| -4% | -$805K |
|
492
Commault Systems
CVLT
$7.84B
| $20.2M | 0.04% |
310,724
+1,694
| +0.5% | +$110K |
|
493
Wabtec
WAB
$32.4B
| $20.1M | 0.04% |
259,717
-31,788
| -11% | -$2.46M |
|
494
Red Robin
RRGB
$111M
| $20.1M | 0.04% |
280,459
-1,418
| -0.5% | -$102K |
|
|
JAH
495
DELISTED
JARDEN CORPORATION
JAH
| $20.1M | 0.04% |
503,619
-561,000
| -53% | -$22.4M |
|
|
LPT
496
DELISTED
Liberty Property Trust
LPT
| $20.1M | 0.04% |
542,927
+32,069
| +6% | +$1.19M |
|
497
Constellation Brands
STZ
$25.2B
| $20.1M | 0.04% |
236,003
+2,199
| +0.9% | +$187K |
|
498
Trane Technologies
TT
$92.9B
| $20M | 0.04% |
349,348
-51,685
| -13% | -$2.96M |
|
499
Belden
BDC
$5.15B
| $20M | 0.04% |
286,816
+10,272
| +4% | +$715K |
|
500
Intuitive Surgical
ISRG
$161B
| $20M | 0.04% |
410,004
+7,281
| +2% | +$354K |
|