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 | |
|---|---|---|---|---|---|---|
|
NFX
751
DELISTED
Newfield Exploration
NFX
| $12.8M | 0.02% |
409,029
+266,344
| +187% | +$8.35M |
|
|
KOG
752
DELISTED
KODIAK OIL & GAS CORP
KOG
| $12.8M | 0.02% |
1,051,258
-510,605
| -33% | -$6.2M |
|
|
MWIV
753
DELISTED
MWI VETERINARY SUPPLY, INC.
MWIV
| $12.7M | 0.02% |
81,913
+2,815
| +4% | +$438K |
|
754
NVIDIA
NVDA
$4.32T
| $12.7M | 0.02% |
28,456,000
-947,880
| -3% | -$424K |
|
755
Western Union
WU
$2.74B
| $12.7M | 0.02% |
777,734
-4,070
| -0.5% | -$66.6K |
|
756
Ingredion
INGR
$8.14B
| $12.7M | 0.02% |
186,325
-108,689
| -37% | -$7.4M |
|
757
Regency Centers
REG
$13.1B
| $12.7M | 0.02% |
248,288
+11,658
| +5% | +$595K |
|
758
Power Integrations
POWI
$2.56B
| $12.7M | 0.02% |
385,392
+17,342
| +5% | +$570K |
|
759
Jacobs Solutions
J
$17.8B
| $12.7M | 0.02% |
240,893
+38,866
| +19% | +$2.04M |
|
|
HITT
760
DELISTED
HITTITE MICROWAVE CORP
HITT
| $12.6M | 0.02% |
200,462
+6,155
| +3% | +$388K |
|
|
UN
761
DELISTED
Unilever NV New York Registry Shares
UN
| $12.6M | 0.02% |
306,670
+11,256
| +4% | +$463K |
|
762
Allete
ALE
$3.69B
| $12.6M | 0.02% |
240,347
+12,097
| +5% | +$634K |
|
763
Graco
GGG
$14.3B
| $12.5M | 0.02% |
503,460
+16,935
| +3% | +$422K |
|
|
HSH
764
DELISTED
HILLSHIRE BRANDS CO
HSH
| $12.5M | 0.02% |
336,573
+10,819
| +3% | +$403K |
|
765
Comerica
CMA
$8.92B
| $12.5M | 0.02% |
241,560
+3,595
| +2% | +$186K |
|
766
Haverty Furniture Companies
HVT
$389M
| $12.5M | 0.02% |
421,248
+4,439
| +1% | +$132K |
|
|
VAR
767
DELISTED
Varian Medical Systems, Inc.
VAR
| $12.4M | 0.02% |
168,086
+27,087
| +19% | +$2M |
|
|
SYNT
768
DELISTED
Syntel Inc
SYNT
| $12.4M | 0.02% |
275,218
+2,504
| +0.9% | +$113K |
|
|
SUNE
769
DELISTED
SUNEDISON, INC COM
SUNE
| $12.4M | 0.02% |
656,425
+30,645
| +5% | +$577K |
|
|
CTXS
770
DELISTED
Citrix Systems Inc
CTXS
| $12.3M | 0.02% |
269,861
-60,010
| -18% | -$2.74M |
|
|
GLF
771
DELISTED
GulfMark Offshore, Inc. Common Stock
GLF
| $12.3M | 0.02% |
274,425
-321
| -0.1% | -$14.4K |
|
772
Terex
TEX
$3.49B
| $12.2M | 0.02% |
275,629
-196,319
| -42% | -$8.7M |
|
773
Tetra Tech
TTEK
$9.52B
| $12.2M | 0.02% |
2,062,905
+94,675
| +5% | +$560K |
|
|
TMH
774
DELISTED
Team Health Holdings Inc
TMH
| $12.2M | 0.02% |
271,917
+2,398
| +0.9% | +$107K |
|
775
United Bankshares
UBSI
$5.39B
| $12.2M | 0.02% |
397,317
+115,414
| +41% | +$3.53M |
|