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 | |
|---|---|---|---|---|---|---|
576
FirstEnergy
FE
$25B
| $17.5M | 0.03% |
514,485
+11,831
| +2% | +$403K |
|
577
Alcoa
AA
$8.01B
| $17.5M | 0.03% |
565,252
-875
| -0.2% | -$27.1K |
|
578
Texas Capital Bancshares
TCBI
$3.99B
| $17.5M | 0.03% |
268,883
+19,822
| +8% | +$1.29M |
|
579
Range Resources
RRC
$8.3B
| $17.4M | 0.03% |
209,910
+1,446
| +0.7% | +$120K |
|
|
ESV
580
DELISTED
Ensco Rowan plc
ESV
| $17.4M | 0.03% |
82,445
-8,850
| -10% | -$1.87M |
|
|
BRS
581
DELISTED
Bristow Group, Inc.
BRS
| $17.4M | 0.03% |
230,083
+5,943
| +3% | +$449K |
|
|
PNY
582
DELISTED
PIEDMONT NATURAL GAS CO INC(NC
PNY
| $17.4M | 0.03% |
490,650
+28,975
| +6% | +$1.03M |
|
|
GK
583
DELISTED
G&K Services Inc
GK
| $17.4M | 0.03% |
283,685
+5,414
| +2% | +$331K |
|
584
Alaska Air
ALK
$7.22B
| $17.3M | 0.03% |
371,802
+11,338
| +3% | +$529K |
|
|
BMR
585
DELISTED
BIOMED REALTY TRUST INC
BMR
| $17.3M | 0.03% |
846,526
+72,738
| +9% | +$1.49M |
|
|
HDS
586
DELISTED
HD Supply Holdings, Inc.
HDS
| $17.3M | 0.03% |
+660,595
| New | +$17.3M |
|
|
TOWR
587
DELISTED
Tower International, Inc.
TOWR
| $17.3M | 0.03% |
633,915
-11,392
| -2% | -$310K |
|
|
AXE
588
DELISTED
Anixter International Inc
AXE
| $17.2M | 0.03% |
169,840
+6,004
| +4% | +$610K |
|
589
East-West Bancorp
EWBC
$14.9B
| $17.2M | 0.03% |
470,626
+19,041
| +4% | +$695K |
|
590
ResMed
RMD
$39.6B
| $17.2M | 0.03% |
383,795
+14,776
| +4% | +$660K |
|
591
Atmos Energy
ATO
$26.3B
| $17.1M | 0.03% |
362,683
-821,059
| -69% | -$38.7M |
|
592
Blackbaud
BLKB
$3.33B
| $17.1M | 0.03% |
545,874
+14,843
| +3% | +$465K |
|
593
Applied Industrial Technologies
AIT
$9.95B
| $17M | 0.03% |
353,418
+32,158
| +10% | +$1.55M |
|
594
Wolfspeed
WOLF
$230M
| $16.9M | 0.03% |
299,306
-6,903
| -2% | -$390K |
|
|
PPS
595
DELISTED
Post Properties
PPS
| $16.9M | 0.03% |
344,435
+13,366
| +4% | +$656K |
|
596
Hasbro
HAS
$10.9B
| $16.9M | 0.03% |
303,902
-477,094
| -61% | -$26.5M |
|
597
Newell Brands
NWL
$2.54B
| $16.9M | 0.03% |
564,492
+37,713
| +7% | +$1.13M |
|
598
Pediatrix Medical
MD
$1.44B
| $16.9M | 0.03% |
272,005
+13,469
| +5% | +$835K |
|
599
Jack in the Box
JACK
$345M
| $16.8M | 0.03% |
285,523
+3,850
| +1% | +$227K |
|
|
CHK
600
DELISTED
Chesapeake Energy Corporation
CHK
| $16.8M | 0.03% |
3,467
+72
| +2% | +$349K |
|