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 | |
|---|---|---|---|---|---|---|
876
Quest Diagnostics
DGX
$20.5B
| $10.8M | 0.02% |
186,205
-3,352
| -2% | -$194K |
|
|
MBFI
877
DELISTED
MB Financial Corp
MBFI
| $10.8M | 0.02% |
348,314
+12,138
| +4% | +$376K |
|
878
ITT
ITT
$13.9B
| $10.8M | 0.02% |
252,053
+10,683
| +4% | +$457K |
|
879
Haemonetics
HAE
$2.58B
| $10.8M | 0.02% |
330,479
+13,696
| +4% | +$446K |
|
|
TXNM
880
TXNM Energy, Inc.
TXNM
$6B
| $10.7M | 0.02% |
397,065
+34,499
| +10% | +$932K |
|
|
ORB
881
DELISTED
ORBITAL SCIENCES CORP
ORB
| $10.7M | 0.02% |
383,528
+13,963
| +4% | +$390K |
|
882
Franklin Electric
FELE
$4.31B
| $10.7M | 0.02% |
251,357
+10,975
| +5% | +$467K |
|
883
Brinker International
EAT
$7.07B
| $10.7M | 0.02% |
203,467
+23,507
| +13% | +$1.23M |
|
|
WAGE
884
DELISTED
WageWorks, Inc.
WAGE
| $10.6M | 0.02% |
189,523
+7,949
| +4% | +$446K |
|
885
Unifirst Corp
UNF
$3.27B
| $10.6M | 0.02% |
96,630
+3,525
| +4% | +$388K |
|
|
JWN
886
DELISTED
Nordstrom
JWN
| $10.6M | 0.02% |
170,093
-33,044
| -16% | -$2.06M |
|
887
Watts Water Technologies
WTS
$9.47B
| $10.6M | 0.02% |
180,790
+5,258
| +3% | +$309K |
|
888
Marriott Vacations Worldwide
VAC
$2.75B
| $10.6M | 0.02% |
189,281
+3,298
| +2% | +$184K |
|
|
SWY
889
DELISTED
SAFEWAY INC
SWY
| $10.6M | 0.02% |
319,904
-53,606
| -14% | -$1.77M |
|
|
RSPP
890
DELISTED
RSP Permian, Inc.
RSPP
| $10.5M | 0.02% |
+365,000
| New | +$10.5M |
|
|
PCL
891
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
| $10.5M | 0.02% |
250,600
+6,039
| +2% | +$254K |
|
892
Cullen/Frost Bankers
CFR
$8.23B
| $10.5M | 0.02% |
135,833
+3,487
| +3% | +$270K |
|
893
Allegiant Air
ALGT
$1.19B
| $10.5M | 0.02% |
93,818
+3,990
| +4% | +$447K |
|
894
Steel Dynamics
STLD
$19.7B
| $10.5M | 0.02% |
589,334
+44,609
| +8% | +$794K |
|
895
Neogen
NEOG
$1.25B
| $10.5M | 0.02% |
621,541
+24,117
| +4% | +$406K |
|
896
RenaissanceRe
RNR
$11.5B
| $10.5M | 0.02% |
107,327
+98,471
| +1,112% | +$9.61M |
|
|
CKH
897
DELISTED
Seacor Holdings Inc.
CKH
| $10.5M | 0.02% |
125,076
+4,638
| +4% | +$388K |
|
898
KBR
KBR
$6.38B
| $10.4M | 0.02% |
391,553
+28,983
| +8% | +$773K |
|
899
Veeco
VECO
$1.54B
| $10.4M | 0.02% |
248,871
+11,586
| +5% | +$486K |
|
|
SIRO
900
DELISTED
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
| $10.4M | 0.02% |
139,653
+117,774
| +538% | +$8.79M |
|