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 | |
|---|---|---|---|---|---|---|
826
Lennox International
LII
$19.9B
| $11.5M | 0.02% |
126,070
+3,531
| +3% | +$321K |
|
|
CUDA
827
DELISTED
Barracuda Networks, Inc.
CUDA
| $11.4M | 0.02% |
337,300
-4,300
| -1% | -$146K |
|
|
SUSS
828
DELISTED
SUSSER HOLDINGS CORPORATION COMMON STOCK
SUSS
| $11.4M | 0.02% |
183,131
-2,264
| -1% | -$141K |
|
829
Community Health Systems
CYH
$420M
| $11.4M | 0.02% |
353,152
+74,006
| +27% | +$2.4M |
|
|
OPEN
830
DELISTED
OPENTABLE,INC COMMON STOCK
OPEN
| $11.4M | 0.02% |
148,482
+5,242
| +4% | +$403K |
|
831
Campbell Soup
CPB
$10.1B
| $11.4M | 0.02% |
254,135
+41,142
| +19% | +$1.85M |
|
832
Genworth Financial
GNW
$3.62B
| $11.4M | 0.02% |
640,767
+14,810
| +2% | +$263K |
|
|
ORIT
833
DELISTED
Oritani Financial Corp. New
ORIT
| $11.3M | 0.02% |
717,201
+28,270
| +4% | +$447K |
|
834
Pitney Bowes
PBI
$1.97B
| $11.3M | 0.02% |
435,716
+113,298
| +35% | +$2.94M |
|
835
Cadence Design Systems
CDNS
$96.7B
| $11.3M | 0.02% |
728,297
+32,762
| +5% | +$509K |
|
836
Genesco
GCO
$365M
| $11.3M | 0.02% |
151,745
+4,452
| +3% | +$332K |
|
837
Dorman Products
DORM
$5B
| $11.3M | 0.02% |
191,587
+6,885
| +4% | +$407K |
|
|
XLS
838
DELISTED
EXELIS INC COM STK
XLS
| $11.3M | 0.02% |
637,288
+62,828
| +11% | +$1.12M |
|
839
Ralph Lauren
RL
$19.2B
| $11.3M | 0.02% |
70,222
-12,245
| -15% | -$1.97M |
|
840
Old Republic International
ORI
$10.1B
| $11.3M | 0.02% |
689,018
+55,143
| +9% | +$904K |
|
841
Brunswick
BC
$4.36B
| $11.3M | 0.02% |
249,242
+14,715
| +6% | +$666K |
|
|
XL
842
DELISTED
XL Group Ltd.
XL
| $11.3M | 0.02% |
360,775
+415
| +0.1% | +$13K |
|
843
Macerich
MAC
$4.61B
| $11.3M | 0.02% |
180,718
+3,261
| +2% | +$203K |
|
|
DRC
844
DELISTED
DRESSER-RAND GROUP INC
DRC
| $11.3M | 0.02% |
192,766
+21,132
| +12% | +$1.23M |
|
|
FTR
845
DELISTED
Frontier Communications Corp.
FTR
| $11.3M | 0.02% |
131,657
+47,697
| +57% | +$4.08M |
|
846
MSC Industrial Direct
MSM
$5.14B
| $11.3M | 0.02% |
130,098
+2,847
| +2% | +$246K |
|
847
Huntington Bancshares
HBAN
$25.9B
| $11.2M | 0.02% |
1,127,979
-4,060,295
| -78% | -$40.5M |
|
848
W.R. Berkley
WRB
$28B
| $11.2M | 0.02% |
911,010
+8,208
| +0.9% | +$101K |
|
|
SWC
849
DELISTED
Stillwater Mining Co
SWC
| $11.2M | 0.02% |
758,600
+33,600
| +5% | +$498K |
|
850
AES
AES
$9.15B
| $11.2M | 0.02% |
786,356
-46,999
| -6% | -$671K |
|