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 | |
|---|---|---|---|---|---|---|
926
Andersons Inc
ANDE
$1.37B
| $9.97M | 0.02% |
168,284
+6,690
| +4% | +$396K |
|
927
Texas Roadhouse
TXRH
$11B
| $9.93M | 0.02% |
380,696
+10,443
| +3% | +$272K |
|
928
WEX
WEX
$5.81B
| $9.92M | 0.02% |
104,388
+6,156
| +6% | +$585K |
|
|
AKRX
929
DELISTED
Akorn, Inc.
AKRX
| $9.91M | 0.02% |
450,492
+15,962
| +4% | +$351K |
|
930
Carter's
CRI
$1.04B
| $9.88M | 0.02% |
127,292
-18,988
| -13% | -$1.47M |
|
931
Meritage Homes
MTH
$5.77B
| $9.82M | 0.02% |
468,884
+46,942
| +11% | +$983K |
|
|
AMSG
932
DELISTED
Amsurg Corp
AMSG
| $9.78M | 0.02% |
207,729
+8,987
| +5% | +$423K |
|
933
Alerian MLP ETF
AMLP
$10.5B
| $9.74M | 0.02% |
110,314
+24,286
| +28% | +$2.14M |
|
934
Enpro
NPO
$4.61B
| $9.74M | 0.02% |
133,980
+3,551
| +3% | +$258K |
|
935
Commerce Bancshares
CBSH
$8B
| $9.73M | 0.02% |
358,179
+8,433
| +2% | +$229K |
|
|
HPY
936
DELISTED
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
| $9.72M | 0.02% |
234,504
+7,229
| +3% | +$300K |
|
|
UFS
937
DELISTED
DOMTAR CORPORATION (New)
UFS
| $9.72M | 0.02% |
173,190
+9,148
| +6% | +$513K |
|
938
First Financial Bancorp
FFBC
$2.48B
| $9.69M | 0.02% |
539,107
+35,451
| +7% | +$637K |
|
939
Royal Gold
RGLD
$12.3B
| $9.68M | 0.02% |
154,499
+8,015
| +5% | +$502K |
|
940
RLI Corp
RLI
$6.08B
| $9.68M | 0.02% |
437,420
+13,396
| +3% | +$296K |
|
941
HNI Corp
HNI
$2.06B
| $9.66M | 0.02% |
264,244
+24,102
| +10% | +$881K |
|
|
SPLK
942
DELISTED
Splunk Inc
SPLK
| $9.66M | 0.02% |
135,142
+35,313
| +35% | +$2.52M |
|
|
RAX
943
DELISTED
Rackspace Hosting Inc
RAX
| $9.63M | 0.02% |
293,390
-9,650
| -3% | -$317K |
|
944
Pultegroup
PHM
$26.7B
| $9.6M | 0.02% |
500,169
-2,224
| -0.4% | -$42.7K |
|
945
ONE Gas
OGS
$4.5B
| $9.6M | 0.02% |
+267,091
| New | +$9.6M |
|
946
Lithia Motors
LAD
$8.64B
| $9.55M | 0.02% |
143,690
+5,177
| +4% | +$344K |
|
947
A.O. Smith
AOS
$10.2B
| $9.52M | 0.02% |
413,540
+18,874
| +5% | +$434K |
|
948
Interpublic Group of Companies
IPG
$9.51B
| $9.49M | 0.02% |
553,484
-17,263
| -3% | -$296K |
|
949
CVB Financial
CVBF
$2.8B
| $9.47M | 0.02% |
595,749
+22,628
| +4% | +$360K |
|
950
Old National Bancorp
ONB
$8.81B
| $9.45M | 0.02% |
633,743
+17,585
| +3% | +$262K |
|