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 | |
|---|---|---|---|---|---|---|
501
Consolidated Edison
ED
$35B
| $19.9M | 0.04% |
370,505
+5,828
| +2% | +$313K |
|
|
SAVE
502
DELISTED
Spirit Airlines, Inc.
SAVE
| $19.9M | 0.04% |
334,592
+61,196
| +22% | +$3.64M |
|
|
BBBY
503
DELISTED
Bed Bath & Beyond Inc
BBBY
| $19.9M | 0.04% |
288,730
-2,042
| -0.7% | -$140K |
|
504
Kellanova
K
$27.5B
| $19.8M | 0.04% |
336,855
+11,935
| +4% | +$703K |
|
505
Universal Health Services
UHS
$11.8B
| $19.8M | 0.04% |
241,614
+14,055
| +6% | +$1.15M |
|
|
POLY
506
DELISTED
Plantronics, Inc.
POLY
| $19.8M | 0.04% |
445,942
-3,487
| -0.8% | -$155K |
|
507
Dover
DOV
$24.1B
| $19.8M | 0.04% |
299,195
-40,257
| -12% | -$2.66M |
|
508
West Pharmaceutical
WST
$18.4B
| $19.7M | 0.04% |
447,994
+18,877
| +4% | +$832K |
|
509
NRG Energy
NRG
$31.2B
| $19.7M | 0.04% |
620,228
+209,031
| +51% | +$6.65M |
|
|
ICON
510
DELISTED
Iconix Brand Group, Inc.
ICON
| $19.7M | 0.04% |
50,097
-506
| -1% | -$199K |
|
|
OMG
511
DELISTED
OM GROUP INC.
OMG
| $19.6M | 0.04% |
591,344
+1,628
| +0.3% | +$54.1K |
|
512
Harley-Davidson
HOG
$3.65B
| $19.6M | 0.04% |
294,209
-1,204
| -0.4% | -$80.2K |
|
|
RAI
513
DELISTED
Reynolds American Inc
RAI
| $19.6M | 0.03% |
732,328
-29,812
| -4% | -$796K |
|
514
Analog Devices
ADI
$122B
| $19.5M | 0.03% |
367,385
-22,773
| -6% | -$1.21M |
|
515
Maximus
MMS
$4.94B
| $19.4M | 0.03% |
433,434
+11,163
| +3% | +$501K |
|
516
EQT Corp
EQT
$31.9B
| $19.4M | 0.03% |
368,225
+6,700
| +2% | +$354K |
|
517
BorgWarner
BWA
$9.34B
| $19.4M | 0.03% |
358,368
-139,420
| -28% | -$7.54M |
|
518
Fiserv
FI
$71.8B
| $19.3M | 0.03% |
682,586
+13,346
| +2% | +$378K |
|
519
Curtiss-Wright
CW
$18.7B
| $19.3M | 0.03% |
304,051
+14,429
| +5% | +$917K |
|
520
Amphenol
APH
$145B
| $19.3M | 0.03% |
1,683,048
+43,592
| +3% | +$499K |
|
|
FLG
521
Flagstar Financial, Inc.
FLG
$5.24B
| $19.2M | 0.03% |
399,119
+21,192
| +6% | +$1.02M |
|
|
ANSS
522
DELISTED
Ansys
ANSS
| $19.2M | 0.03% |
249,630
+9,775
| +4% | +$753K |
|
|
XLNX
523
DELISTED
Xilinx Inc
XLNX
| $19.2M | 0.03% |
353,592
+8,198
| +2% | +$445K |
|
524
Zoetis
ZTS
$66.2B
| $19.2M | 0.03% |
662,676
+17,289
| +3% | +$500K |
|
|
UMPQ
525
DELISTED
Umpqua Holdings Corp
UMPQ
| $19.2M | 0.03% |
1,028,247
+103,226
| +11% | +$1.92M |
|