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 | |
|---|---|---|---|---|---|---|
701
B&G Foods
BGS
$363M
| $14M | 0.02% |
463,744
+49,280
| +12% | +$1.48M |
|
702
Murphy Oil
MUR
$3.67B
| $14M | 0.02% |
222,083
-91,309
| -29% | -$5.74M |
|
703
Bank OZK
OZK
$5.89B
| $14M | 0.02% |
410,212
+16,428
| +4% | +$559K |
|
704
Tractor Supply
TSCO
$31.8B
| $13.9M | 0.02% |
985,125
-824,290
| -46% | -$11.6M |
|
705
WEC Energy
WEC
$35.1B
| $13.9M | 0.02% |
298,664
+14,812
| +5% | +$690K |
|
|
TRAK
706
DELISTED
DEALERTRACK TECHNOLOGIES, INC. COM STK
TRAK
| $13.9M | 0.02% |
281,999
+12,792
| +5% | +$629K |
|
|
CMLS
707
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
| $13.9M | 0.02% |
250,627
-5,680
| -2% | -$314K |
|
708
Autodesk
ADSK
$69.1B
| $13.8M | 0.02% |
280,557
+11,386
| +4% | +$560K |
|
709
Boston Beer
SAM
$2.39B
| $13.8M | 0.02% |
56,344
+3,123
| +6% | +$764K |
|
710
Albemarle
ALB
$8.91B
| $13.8M | 0.02% |
207,357
-1,526
| -0.7% | -$101K |
|
|
TQNT
711
DELISTED
TRIQUINT SEMICONDUCTOR INC
TQNT
| $13.8M | 0.02% |
1,028,186
+50,660
| +5% | +$678K |
|
|
SRCL
712
DELISTED
Stericycle Inc
SRCL
| $13.8M | 0.02% |
121,039
+1,110
| +0.9% | +$126K |
|
|
EVHC
713
DELISTED
Envision Healthcare Holdings Inc
EVHC
| $13.6M | 0.02% |
134,235
-1,369
| -1% | -$139K |
|
714
Oil States International
OIS
$347M
| $13.6M | 0.02% |
241,007
+5,072
| +2% | +$286K |
|
715
Synaptics
SYNA
$2.78B
| $13.6M | 0.02% |
226,208
+22,428
| +11% | +$1.35M |
|
716
Cboe Global Markets
CBOE
$24.7B
| $13.5M | 0.02% |
238,272
+7,357
| +3% | +$416K |
|
717
Littelfuse
LFUS
$6.69B
| $13.4M | 0.02% |
143,565
+5,341
| +4% | +$500K |
|
718
McCormick & Company Non-Voting
MKC
$18.8B
| $13.4M | 0.02% |
374,352
+70,698
| +23% | +$2.54M |
|
719
Infosys
INFY
$70.6B
| $13.4M | 0.02% |
1,980,648
+985,952
| +99% | +$6.68M |
|
|
PEI
720
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $13.4M | 0.02% |
49,544
-72,965
| -60% | -$19.8M |
|
|
LLTC
721
DELISTED
Linear Technology Corp
LLTC
| $13.4M | 0.02% |
275,467
+6,294
| +2% | +$306K |
|
722
UGI
UGI
$7.43B
| $13.4M | 0.02% |
441,030
+18,118
| +4% | +$551K |
|
723
Albany International
AIN
$1.8B
| $13.4M | 0.02% |
377,190
+4,275
| +1% | +$152K |
|
724
Cousins Properties
CUZ
$4.97B
| $13.4M | 0.02% |
414,014
+31,385
| +8% | +$1.02M |
|
725
Steven Madden
SHOO
$2.3B
| $13.4M | 0.02% |
557,918
+12,339
| +2% | +$296K |
|