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 | |
|---|---|---|---|---|---|---|
726
J.M. Smucker
SJM
$11.8B
| $13.4M | 0.02% |
137,549
+918
| +0.7% | +$89.3K |
|
|
TIF
727
DELISTED
Tiffany & Co.
TIF
| $13.3M | 0.02% |
154,899
+28,151
| +22% | +$2.43M |
|
|
SGY
728
DELISTED
Stone Energy
SGY
| $13.3M | 0.02% |
5,561
+173
| +3% | +$413K |
|
|
UIL
729
DELISTED
UIL HOLDINGS
UIL
| $13.3M | 0.02% |
359,985
+13,618
| +4% | +$501K |
|
730
New Jersey Resources
NJR
$4.73B
| $13.2M | 0.02% |
531,142
+20,142
| +4% | +$501K |
|
|
LXK
731
DELISTED
Lexmark Intl Inc
LXK
| $13.2M | 0.02% |
285,342
+36,836
| +15% | +$1.71M |
|
732
CenterPoint Energy
CNP
$24.8B
| $13.2M | 0.02% |
556,691
+20,186
| +4% | +$478K |
|
|
KSU
733
DELISTED
Kansas City Southern
KSU
| $13.2M | 0.02% |
129,142
-18,998
| -13% | -$1.94M |
|
734
PTC
PTC
$24.7B
| $13.2M | 0.02% |
371,952
+64,088
| +21% | +$2.27M |
|
735
SM Energy
SM
$3.12B
| $13.2M | 0.02% |
184,838
+11,089
| +6% | +$791K |
|
|
ALTR
736
DELISTED
ALTERA CORP
ALTR
| $13.2M | 0.02% |
363,149
-50,928
| -12% | -$1.85M |
|
737
Assurant
AIZ
$10.7B
| $13.1M | 0.02% |
202,376
-549
| -0.3% | -$35.7K |
|
738
NVR
NVR
$23.6B
| $13.1M | 0.02% |
11,456
+2,043
| +22% | +$2.34M |
|
739
Jack Henry & Associates
JKHY
$11.7B
| $13.1M | 0.02% |
235,351
+13,349
| +6% | +$744K |
|
740
SEI Investments
SEIC
$10.8B
| $13.1M | 0.02% |
390,408
+13,143
| +3% | +$442K |
|
741
Clorox
CLX
$15.2B
| $13.1M | 0.02% |
148,609
-1,822
| -1% | -$160K |
|
742
Clearway Energy Class C
CWEN
$3.39B
| $13M | 0.02% |
659,854
+33,842
| +5% | +$669K |
|
|
PSB
743
DELISTED
PS Business Parks, Inc.
PSB
| $13M | 0.02% |
155,888
-1,224
| -0.8% | -$102K |
|
744
Waters Corp
WAT
$17.9B
| $13M | 0.02% |
119,846
-760
| -0.6% | -$82.4K |
|
745
Carlisle Companies
CSL
$16.7B
| $13M | 0.02% |
163,378
+7,742
| +5% | +$614K |
|
746
Take-Two Interactive
TTWO
$45.7B
| $12.9M | 0.02% |
589,766
+28,927
| +5% | +$634K |
|
747
Hillenbrand
HI
$1.81B
| $12.9M | 0.02% |
399,892
+18,134
| +5% | +$586K |
|
|
EFII
748
DELISTED
Electronics for Imaging
EFII
| $12.9M | 0.02% |
298,401
+9,965
| +3% | +$432K |
|
749
Healthcare Services Group
HCSG
$1.18B
| $12.9M | 0.02% |
443,827
+17,465
| +4% | +$508K |
|
|
AAT
750
American Assets Trust
AAT
$1.26B
| $12.9M | 0.02% |
381,535
+9,170
| +2% | +$309K |
|