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 | |
|---|---|---|---|---|---|---|
951
United Natural Foods
UNFI
$1.72B
| $9.43M | 0.02% |
133,017
+8,050
| +6% | +$571K |
|
|
OUTR
952
DELISTED
OUTERWALL INC
OUTR
| $9.43M | 0.02% |
130,034
-40,933
| -24% | -$2.97M |
|
953
TruBridge
TBRG
$299M
| $9.42M | 0.02% |
145,892
+3,180
| +2% | +$205K |
|
954
Acadia Realty Trust
AKR
$2.59B
| $9.42M | 0.02% |
357,066
+16,886
| +5% | +$445K |
|
|
MXIM
955
DELISTED
Maxim Integrated Products
MXIM
| $9.41M | 0.02% |
284,128
+22,742
| +9% | +$753K |
|
956
Hormel Foods
HRL
$14B
| $9.38M | 0.02% |
380,780
-1,496
| -0.4% | -$36.9K |
|
957
Teradyne
TER
$18.4B
| $9.37M | 0.02% |
471,146
-25,223
| -5% | -$502K |
|
|
WPX
958
DELISTED
WPX Energy, Inc.
WPX
| $9.35M | 0.02% |
518,763
+308,243
| +146% | +$5.56M |
|
959
Columbia Banking Systems
COLB
$7.84B
| $9.28M | 0.02% |
325,317
+11,385
| +4% | +$325K |
|
|
VSI
960
DELISTED
Vitamin Shoppe Inc.
VSI
| $9.25M | 0.02% |
194,746
+7,480
| +4% | +$355K |
|
961
FirstCash
FCFS
$6.46B
| $9.25M | 0.02% |
183,283
+5,357
| +3% | +$270K |
|
962
Edwards Lifesciences
EW
$46B
| $9.24M | 0.02% |
747,636
-186,300
| -20% | -$2.3M |
|
|
SCG
963
DELISTED
Scana
SCG
| $9.24M | 0.02% |
180,024
+4,241
| +2% | +$218K |
|
|
RBS.PRM
964
DELISTED
ROYAL BK SCOTLAND PLC SPONS ADR SER M REPSTG (UK)
RBS.PRM
| $9.24M | 0.02% |
405,917
-24,230
| -6% | -$551K |
|
965
Goodyear
GT
$2.45B
| $9.24M | 0.02% |
353,527
+1,331
| +0.4% | +$34.8K |
|
966
News Corp Class A
NWSA
$16.2B
| $9.23M | 0.02% |
535,725
+9,373
| +2% | +$161K |
|
967
Simpson Manufacturing
SSD
$7.97B
| $9.22M | 0.02% |
260,909
+11,667
| +5% | +$412K |
|
968
Kennametal
KMT
$1.6B
| $9.22M | 0.02% |
208,005
+15,353
| +8% | +$680K |
|
969
Sabra Healthcare REIT
SBRA
$4.54B
| $9.21M | 0.02% |
330,145
-28,667
| -8% | -$800K |
|
|
EE
970
DELISTED
El Paso Electric Company
EE
| $9.21M | 0.02% |
257,651
+12,132
| +5% | +$433K |
|
|
AOL
971
DELISTED
AOL INC COMMON STOCK
AOL
| $9.19M | 0.02% |
209,963
+12,669
| +6% | +$555K |
|
972
Teradata
TDC
$1.99B
| $9.17M | 0.02% |
186,311
-3,705
| -2% | -$182K |
|
973
Sanmina
SANM
$6.53B
| $9.14M | 0.02% |
523,651
+9,880
| +2% | +$172K |
|
974
Sealed Air
SEE
$4.83B
| $9.1M | 0.02% |
276,754
+364
| +0.1% | +$12K |
|
975
Globe Life
GL
$11.3B
| $9.1M | 0.02% |
173,432
+1,191
| +0.7% | +$62.5K |
|