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 | |
|---|---|---|---|---|---|---|
|
INFA
901
DELISTED
INFORMATICA CORP
INFA
| $10.4M | 0.02% |
275,315
+12,795
| +5% | +$483K |
|
902
Home BancShares
HOMB
$5.82B
| $10.4M | 0.02% |
604,050
+22,056
| +4% | +$380K |
|
|
COHR
903
DELISTED
Coherent Inc
COHR
| $10.4M | 0.02% |
158,721
+5,659
| +4% | +$370K |
|
|
SLH
904
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
| $10.4M | 0.02% |
163,650
+8,735
| +6% | +$553K |
|
905
Masco
MAS
$15.3B
| $10.4M | 0.02% |
530,553
-687,242
| -56% | -$13.4M |
|
906
Papa John's
PZZA
$1.63B
| $10.3M | 0.02% |
198,036
+1,736
| +0.9% | +$90.5K |
|
|
ESND
907
DELISTED
Essendant Inc.
ESND
| $10.3M | 0.02% |
251,138
+6,978
| +3% | +$287K |
|
|
MGLN
908
DELISTED
Magellan Health Services, Inc.
MGLN
| $10.3M | 0.02% |
173,712
+8,469
| +5% | +$503K |
|
|
SAFM
909
DELISTED
Sanderson Farms Inc
SAFM
| $10.3M | 0.02% |
130,689
+4,851
| +4% | +$381K |
|
|
CYNO
910
DELISTED
Cynosure, Inc. Class A
CYNO
| $10.2M | 0.02% |
349,137
+15,346
| +5% | +$450K |
|
|
MTSC
911
DELISTED
MTS Systems Corp
MTSC
| $10.2M | 0.02% |
148,233
+9,772
| +7% | +$669K |
|
912
Chemed
CHE
$6.67B
| $10.1M | 0.02% |
113,352
+4,504
| +4% | +$403K |
|
|
CYBX
913
DELISTED
CYBERONICS INC
CYBX
| $10.1M | 0.02% |
155,195
+2,726
| +2% | +$178K |
|
914
Nordson
NDSN
$12.6B
| $10.1M | 0.02% |
143,523
-3,397
| -2% | -$239K |
|
|
PETM
915
DELISTED
PETSMART INC
PETM
| $10.1M | 0.02% |
146,570
-89
| -0.1% | -$6.13K |
|
|
STR
916
DELISTED
QUESTAR CORP
STR
| $10.1M | 0.02% |
424,252
+9,947
| +2% | +$237K |
|
917
Prosperity Bancshares
PB
$6.4B
| $10.1M | 0.02% |
151,996
+7,168
| +5% | +$474K |
|
918
SunCoke Energy
SXC
$656M
| $10M | 0.02% |
439,607
+13,150
| +3% | +$300K |
|
919
First Solar
FSLR
$21.8B
| $10M | 0.02% |
143,802
-42,406
| -23% | -$2.96M |
|
920
Community Bank
CBU
$3.13B
| $10M | 0.02% |
256,863
+9,907
| +4% | +$387K |
|
|
921
Service Corp International
SCI
$11.3B
| $10M | 0.02% |
503,915
-3,199,414
| -86% | -$63.6M |
|
|
BCPC
922
Balchem Corporation
BCPC
$5.05B
| $10M | 0.02% |
191,988
+6,710
| +4% | +$350K |
|
923
Old Dominion Freight Line
ODFL
$30.7B
| $10M | 0.02% |
528,693
+57,636
| +12% | +$1.09M |
|
924
Align Technology
ALGN
$9.64B
| $9.99M | 0.02% |
192,924
-242,575
| -56% | -$12.6M |
|
|
ACOR
925
DELISTED
Acorda Therapeutics, Inc.
ACOR
| $9.97M | 0.02% |
2,192
-265
| -11% | -$1.21M |
|