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 | |
|---|---|---|---|---|---|---|
676
Cracker Barrel
CBRL
$1.12B
| $14.7M | 0.03% |
150,731
+5,381
| +4% | +$523K |
|
677
DiamondRock Hospitality
DRH
$1.72B
| $14.6M | 0.03% |
1,242,975
+44,980
| +4% | +$529K |
|
678
Reinsurance Group of America
RGA
$12.7B
| $14.6M | 0.03% |
183,210
+10,157
| +6% | +$809K |
|
679
Huron Consulting
HURN
$2.4B
| $14.5M | 0.03% |
229,380
+473
| +0.2% | +$30K |
|
|
GTAT
680
DELISTED
GT ADVANCED TECHNOLOGIES INC COM STK (DE)
GTAT
| $14.5M | 0.03% |
851,635
+50,668
| +6% | +$864K |
|
|
AEL
681
DELISTED
American Equity Investment Life Holding Company
AEL
| $14.5M | 0.03% |
614,189
-384,781
| -39% | -$9.09M |
|
682
Textron
TXT
$14.6B
| $14.5M | 0.03% |
368,971
+43,911
| +14% | +$1.73M |
|
|
CMO
683
DELISTED
Capstead Mortgage Corp.
CMO
| $14.5M | 0.03% |
1,142,744
+143,409
| +14% | +$1.82M |
|
684
Trinity Industries
TRN
$2.32B
| $14.4M | 0.03% |
556,989
+25,033
| +5% | +$649K |
|
|
GPOR
685
DELISTED
Gulfport Energy Corp.
GPOR
| $14.4M | 0.03% |
202,195
+13,026
| +7% | +$927K |
|
686
MarketAxess Holdings
MKTX
$7.02B
| $14.3M | 0.03% |
241,978
+10,396
| +4% | +$616K |
|
687
Newmont
NEM
$86B
| $14.3M | 0.03% |
611,306
+12,105
| +2% | +$284K |
|
688
Rayonier
RYN
$4.11B
| $14.3M | 0.03% |
438,174
-20,075
| -4% | -$655K |
|
689
Wintrust Financial
WTFC
$9.14B
| $14.2M | 0.03% |
292,037
+48,562
| +20% | +$2.36M |
|
690
Ares Capital
ARCC
$15.8B
| $14.2M | 0.03% |
804,186
+447,527
| +125% | +$7.89M |
|
691
Broadridge
BR
$29.6B
| $14.2M | 0.03% |
381,131
+14,061
| +4% | +$522K |
|
692
Reliance Steel & Aluminium
RS
$15.6B
| $14.1M | 0.03% |
199,918
+10,130
| +5% | +$716K |
|
693
EastGroup Properties
EGP
$8.84B
| $14.1M | 0.03% |
223,950
+12,223
| +6% | +$769K |
|
694
FNB Corp
FNB
$5.89B
| $14M | 0.03% |
1,047,392
+77,983
| +8% | +$1.04M |
|
|
MW
695
DELISTED
THE MENS WAREHOUSE INC
MW
| $14M | 0.03% |
286,559
+7,452
| +3% | +$365K |
|
696
Huntington Ingalls Industries
HII
$10.8B
| $14M | 0.03% |
137,192
+1,222
| +0.9% | +$125K |
|
|
RHT
697
DELISTED
Red Hat Inc
RHT
| $14M | 0.03% |
264,589
+44,209
| +20% | +$2.34M |
|
698
3D Systems Corporation
DDD
$286M
| $14M | 0.03% |
236,813
+11,574
| +5% | +$685K |
|
699
Hologic
HOLX
$14.7B
| $14M | 0.03% |
651,034
+15,886
| +3% | +$342K |
|
|
PDCE
700
DELISTED
PDC Energy, Inc.
PDCE
| $14M | 0.03% |
224,682
+7,997
| +4% | +$498K |
|