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 | |
|---|---|---|---|---|---|---|
1051
Cirrus Logic
CRUS
$6B
| $7.95M | 0.01% |
400,270
+6,889
| +2% | +$137K |
|
1052
Fossil Group
FOSL
$168M
| $7.95M | 0.01% |
68,140
-6,917
| -9% | -$807K |
|
1053
O-I Glass
OI
$1.99B
| $7.92M | 0.01% |
234,222
+1,341
| +0.6% | +$45.4K |
|
|
MWV
1054
DELISTED
MEADWESTVACO CORP
MWV
| $7.91M | 0.01% |
210,149
+4,080
| +2% | +$154K |
|
1055
Pinnacle Financial Partners
PNFP
$7.55B
| $7.87M | 0.01% |
209,793
+7,116
| +4% | +$267K |
|
1056
D.R. Horton
DHI
$53B
| $7.86M | 0.01% |
363,181
+34,473
| +10% | +$746K |
|
|
CAA
1057
DELISTED
CalAtlantic Group, Inc.
CAA
| $7.85M | 0.01% |
188,995
+6,215
| +3% | +$258K |
|
1058
Nabors Industries
NBR
$617M
| $7.84M | 0.01% |
6,360
+43
| +0.7% | +$53K |
|
1059
Stepan Co
SCL
$1.09B
| $7.8M | 0.01% |
120,871
+4,310
| +4% | +$278K |
|
1060
NETGEAR
NTGR
$831M
| $7.8M | 0.01% |
231,309
-5,384
| -2% | -$182K |
|
|
CLC
1061
DELISTED
Clarcor
CLC
| $7.79M | 0.01% |
135,861
+6,795
| +5% | +$390K |
|
1062
Installed Building Products
IBP
$7.27B
| $7.76M | 0.01% |
+556,443
| New | +$7.76M |
|
1063
PhenixFIN
PFX
| $7.76M | 0.01% |
28,502
-94
| -0.3% | -$25.6K |
|
1064
Tennant Co
TNC
$1.5B
| $7.74M | 0.01% |
117,966
+5,007
| +4% | +$329K |
|
1065
Associated Banc-Corp
ASB
$4.35B
| $7.73M | 0.01% |
428,058
+17,876
| +4% | +$323K |
|
1066
Virtus Investment Partners
VRTS
$1.34B
| $7.73M | 0.01% |
44,623
+1,842
| +4% | +$319K |
|
1067
AB InBev
BUD
$114B
| $7.71M | 0.01% |
73,212
+6,600
| +10% | +$695K |
|
|
SONC
1068
DELISTED
Sonic Corp
SONC
| $7.7M | 0.01% |
338,024
+13,098
| +4% | +$298K |
|
1069
Benchmark Electronics
BHE
$1.41B
| $7.7M | 0.01% |
340,024
+10,055
| +3% | +$228K |
|
|
ROSE
1070
DELISTED
ROSETTA RESOURCES INC
ROSE
| $7.68M | 0.01% |
164,958
+7,527
| +5% | +$351K |
|
|
UNT
1071
DELISTED
UNIT Corporation
UNT
| $7.67M | 0.01% |
117,382
+6,610
| +6% | +$432K |
|
|
TBI
1072
Trueblue
TBI
$179M
| $7.67M | 0.01% |
262,012
+9,470
| +4% | +$277K |
|
1073
GATX Corp
GATX
$6.05B
| $7.66M | 0.01% |
112,762
+8,823
| +8% | +$599K |
|
1074
LCI Industries
LCII
$2.43B
| $7.65M | 0.01% |
141,132
+6,412
| +5% | +$348K |
|
1075
Interface
TILE
$1.66B
| $7.64M | 0.01% |
371,528
+14,487
| +4% | +$298K |
|