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 | |
|---|---|---|---|---|---|---|
|
HME
1026
DELISTED
HOME PROPERTIES, INC
HME
| $8.39M | 0.02% |
139,581
-3,696
| -3% | -$222K |
|
|
LTC
1027
LTC Properties
LTC
$1.68B
| $8.36M | 0.01% |
222,209
+8,051
| +4% | +$303K |
|
1028
Agree Realty
ADC
$8.14B
| $8.31M | 0.01% |
273,299
+35,832
| +15% | +$1.09M |
|
|
EPAY
1029
DELISTED
Bottomline Technologies Inc
EPAY
| $8.31M | 0.01% |
236,282
+11,081
| +5% | +$389K |
|
1030
Mativ Holdings
MATV
$672M
| $8.3M | 0.01% |
194,921
-766
| -0.4% | -$32.6K |
|
|
RPXC
1031
DELISTED
RPX Corporation
RPXC
| $8.3M | 0.01% |
509,625
+18,336
| +4% | +$298K |
|
1032
Selective Insurance
SIGI
$4.84B
| $8.3M | 0.01% |
355,661
+14,650
| +4% | +$342K |
|
|
PKY
1033
DELISTED
Parkway, Inc.
PKY
| $8.26M | 0.01% |
452,451
+86,206
| +24% | +$1.57M |
|
|
CIR
1034
DELISTED
CIRCOR International, Inc
CIR
| $8.21M | 0.01% |
111,905
+4,002
| +4% | +$293K |
|
1035
Buckle
BKE
$3.1B
| $8.19M | 0.01% |
178,787
+2,118
| +1% | +$97K |
|
1036
Kaiser Aluminum
KALU
$1.25B
| $8.18M | 0.01% |
114,570
+432
| +0.4% | +$30.9K |
|
1037
Lennar Class A
LEN
$35.9B
| $8.18M | 0.01% |
216,910
+13,761
| +7% | +$519K |
|
|
CLD
1038
DELISTED
Cloud Peak Energy Inc
CLD
| $8.15M | 0.01% |
385,698
+13,429
| +4% | +$284K |
|
|
FMBI
1039
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $8.14M | 0.01% |
476,775
+17,774
| +4% | +$304K |
|
1040
Viavi Solutions
VIAV
$2.71B
| $8.13M | 0.01% |
1,020,973
-25,891
| -2% | -$206K |
|
|
MZTI
1041
The Marzetti Company Common Stock
MZTI
$5.08B
| $8.11M | 0.01% |
81,539
-3,347
| -4% | -$333K |
|
|
BID
1042
DELISTED
Sotheby's
BID
| $8.08M | 0.01% |
185,552
+9,294
| +5% | +$405K |
|
|
IPHS
1043
DELISTED
Innophos Holdings, Inc.
IPHS
| $8.07M | 0.01% |
142,316
+7,924
| +6% | +$449K |
|
1044
Brady Corp
BRC
$3.74B
| $8.06M | 0.01% |
297,002
+10,364
| +4% | +$281K |
|
1045
Dine Brands
DIN
$369M
| $8.04M | 0.01% |
102,997
+4,048
| +4% | +$316K |
|
1046
Hancock Whitney
HWC
$5.33B
| $8.01M | 0.01% |
218,653
+9,642
| +5% | +$353K |
|
1047
American States Water
AWR
$2.83B
| $8.01M | 0.01% |
248,011
+9,561
| +4% | +$309K |
|
|
KND
1048
DELISTED
Kindred Healthcare
KND
| $8.01M | 0.01% |
341,876
+11,534
| +3% | +$270K |
|
|
CNL
1049
DELISTED
CLECO CRP (HOLDING CO)
CNL
| $7.99M | 0.01% |
158,031
+3,566
| +2% | +$180K |
|
|
RVBD
1050
DELISTED
RIVERBED TECHNOLOGY, INC COM
RVBD
| $7.96M | 0.01% |
404,006
+39,731
| +11% | +$783K |
|