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 | |
|---|---|---|---|---|---|---|
526
Stifel
SF
$11.6B
| $19.2M | 0.03% |
577,566
+34,768
| +6% | +$1.15M |
|
527
CDW
CDW
$22.4B
| $19.2M | 0.03% |
698,200
-9,100
| -1% | -$250K |
|
528
RPM International
RPM
$16B
| $19.1M | 0.03% |
457,347
-14,611
| -3% | -$611K |
|
529
Skyworks Solutions
SWKS
$10.9B
| $19.1M | 0.03% |
509,654
+15,602
| +3% | +$585K |
|
|
TUP
530
DELISTED
Tupperware Brands Corporation
TUP
| $19.1M | 0.03% |
227,851
+36,452
| +19% | +$3.05M |
|
531
OGE Energy
OGE
$8.85B
| $19M | 0.03% |
517,988
+34,717
| +7% | +$1.28M |
|
532
Bread Financial
BFH
$2.99B
| $19M | 0.03% |
87,493
+6,280
| +8% | +$1.37M |
|
533
Xcel Energy
XEL
$42.8B
| $18.9M | 0.03% |
623,722
-3,411
| -0.5% | -$104K |
|
|
FL
534
DELISTED
Foot Locker
FL
| $18.9M | 0.03% |
402,448
+16,542
| +4% | +$777K |
|
535
Moog
MOG.A
$6.24B
| $18.9M | 0.03% |
288,516
+10,384
| +4% | +$680K |
|
536
Mettler-Toledo International
MTD
$25.8B
| $18.8M | 0.03% |
79,835
+2,588
| +3% | +$610K |
|
537
Evercore
EVR
$12.8B
| $18.8M | 0.03% |
339,729
+28,112
| +9% | +$1.55M |
|
538
Fortune Brands Innovations
FBIN
$7.05B
| $18.7M | 0.03% |
519,976
+23,836
| +5% | +$857K |
|
539
Xerox
XRX
$456M
| $18.6M | 0.03% |
624,265
-12,042
| -2% | -$359K |
|
540
Coterra Energy
CTRA
$18.6B
| $18.6M | 0.03% |
547,677
+3,348
| +0.6% | +$113K |
|
541
Northern Trust
NTRS
$24.2B
| $18.5M | 0.03% |
282,768
-1,509
| -0.5% | -$98.9K |
|
542
Viasat
VSAT
$3.91B
| $18.5M | 0.03% |
267,933
+12,210
| +5% | +$843K |
|
543
AGCO
AGCO
$8.02B
| $18.5M | 0.03% |
334,766
+111,923
| +50% | +$6.17M |
|
544
Brown-Forman Class B
BF.B
$12.9B
| $18.5M | 0.03% |
643,203
+64,444
| +11% | +$1.85M |
|
545
PRA Group
PRAA
$653M
| $18.5M | 0.03% |
318,925
+12,362
| +4% | +$715K |
|
546
Entegris
ENTG
$12B
| $18.4M | 0.03% |
1,522,369
-31,343
| -2% | -$380K |
|
547
Paychex
PAYX
$47.9B
| $18.4M | 0.03% |
432,779
+13,206
| +3% | +$563K |
|
548
Carnival Corp
CCL
$42.5B
| $18.4M | 0.03% |
486,626
+8,667
| +2% | +$328K |
|
549
Tapestry
TPR
$21.9B
| $18.4M | 0.03% |
370,722
-2,999
| -0.8% | -$149K |
|
|
GMCR
550
DELISTED
KEURIG GREEN MTN INC
GMCR
| $18.3M | 0.03% |
173,746
-173,067
| -50% | -$18.3M |
|