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 | |
|---|---|---|---|---|---|---|
601
UDR
UDR
$12.8B
| $16.8M | 0.03% |
649,200
+34,469
| +6% | +$890K |
|
602
Treehouse Foods
THS
$888M
| $16.7M | 0.03% |
232,653
+8,570
| +4% | +$617K |
|
|
DFT
603
DELISTED
DuPont Fabros Technology Inc.
DFT
| $16.7M | 0.03% |
694,900
-2,294
| -0.3% | -$55.2K |
|
|
JNPR
604
DELISTED
Juniper Networks
JNPR
| $16.7M | 0.03% |
648,123
+58,028
| +10% | +$1.49M |
|
|
UCB
605
United Community Banks, Inc.
UCB
$3.96B
| $16.7M | 0.03% |
858,285
+620,583
| +261% | +$12M |
|
|
CBST
606
DELISTED
CUBIST PHARMACEUTICALS INC
CBST
| $16.7M | 0.03% |
227,714
+15,945
| +8% | +$1.17M |
|
607
Eagle Materials
EXP
$7.67B
| $16.6M | 0.03% |
187,569
-6,009
| -3% | -$533K |
|
608
Casey's General Stores
CASY
$20.7B
| $16.6M | 0.03% |
245,220
+7,923
| +3% | +$536K |
|
|
PEGI
609
DELISTED
Pattern Energy Group Inc. Class A
PEGI
| $16.5M | 0.03% |
608,961
+9,000
| +2% | +$244K |
|
610
Digital Realty Trust
DLR
$59.2B
| $16.5M | 0.03% |
310,819
+10,451
| +3% | +$555K |
|
|
PACW
611
DELISTED
PacWest Bancorp
PACW
| $16.5M | 0.03% |
383,214
+32,811
| +9% | +$1.41M |
|
|
LL
612
DELISTED
LL Flooring Holdings, Inc.
LL
| $16.5M | 0.03% |
175,430
+5,451
| +3% | +$511K |
|
613
Cabot Corp
CBT
$4.31B
| $16.4M | 0.03% |
277,711
+24,624
| +10% | +$1.45M |
|
|
CFN
614
DELISTED
CAREFUSION CORPORATION
CFN
| $16.4M | 0.03% |
407,591
-17,020
| -4% | -$684K |
|
|
FNGN
615
DELISTED
Financial Engines, Inc.
FNGN
| $16.4M | 0.03% |
322,709
+12,880
| +4% | +$654K |
|
|
CEB
616
DELISTED
CEB Inc.
CEB
| $16.4M | 0.03% |
220,738
-28,184
| -11% | -$2.09M |
|
617
Ametek
AME
$44B
| $16.4M | 0.03% |
318,191
-7,179
| -2% | -$370K |
|
|
ADVS
618
DELISTED
ADVENT SOFTWARE INC
ADVS
| $16.4M | 0.03% |
557,132
+5,414
| +1% | +$159K |
|
619
ProAssurance
PRA
$1.22B
| $16.3M | 0.03% |
366,683
+6,758
| +2% | +$301K |
|
620
Archrock
AROC
$4.36B
| $16.3M | 0.03% |
371,903
+13,149
| +4% | +$577K |
|
621
Global Payments
GPN
$20.8B
| $16.3M | 0.03% |
458,626
+130,662
| +40% | +$4.65M |
|
622
Garmin
GRMN
$46.5B
| $16.3M | 0.03% |
294,601
-1,795
| -0.6% | -$99.2K |
|
623
TechnipFMC
FTI
$16.8B
| $16.3M | 0.03% |
418,309
+12,344
| +3% | +$480K |
|
624
Provident Financial Services
PFS
$2.59B
| $16.3M | 0.03% |
885,597
+19,427
| +2% | +$357K |
|
|
HCC
625
DELISTED
HCC INSURANCES HOLDINGS INC
HCC
| $16.1M | 0.03% |
353,563
+26,016
| +8% | +$1.18M |
|