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 | |
|---|---|---|---|---|---|---|
1076
Compass Minerals
CMP
$755M
| $7.6M | 0.01% |
92,070
+16,755
| +22% | +$1.38M |
|
|
DNR
1077
DELISTED
Denbury Resources, Inc.
DNR
| $7.6M | 0.01% |
463,308
-752,038
| -62% | -$12.3M |
|
|
ATW
1078
DELISTED
Atwood Oceanics
ATW
| $7.59M | 0.01% |
150,640
+4,188
| +3% | +$211K |
|
1079
iRobot
IRBT
$109M
| $7.59M | 0.01% |
184,815
+7,391
| +4% | +$303K |
|
|
JOY
1080
DELISTED
Joy Global Inc
JOY
| $7.56M | 0.01% |
130,307
-4,117
| -3% | -$239K |
|
1081
Aon
AON
$80.3B
| $7.55M | 0.01% |
89,590
-219
| -0.2% | -$18.5K |
|
1082
GameStop
GME
$11.2B
| $7.53M | 0.01% |
732,744
-3,869,964
| -84% | -$39.8M |
|
|
HNGR
1083
DELISTED
Hanger Inc.
HNGR
| $7.52M | 0.01% |
223,232
+7,691
| +4% | +$259K |
|
|
TBHC
1084
The Brand House Collective, Inc. Common Stock
TBHC
$53.5M
| $7.51M | 0.01% |
406,264
+25,291
| +7% | +$468K |
|
1085
Northwest Natural Holdings
NWN
$1.73B
| $7.51M | 0.01% |
170,585
+6,569
| +4% | +$289K |
|
|
TYPE
1086
DELISTED
Monotype Imaging Holdings Inc.
TYPE
| $7.51M | 0.01% |
249,015
+8,708
| +4% | +$262K |
|
|
LSI
1087
DELISTED
LSI CORPORATION
LSI
| $7.51M | 0.01% |
677,953
-584,674
| -46% | -$6.47M |
|
1088
Thor Industries
THO
$5.54B
| $7.5M | 0.01% |
122,824
-62,463
| -34% | -$3.81M |
|
|
MAGN
1089
Magnera Corporation
MAGN
$393M
| $7.49M | 0.01% |
21,164
+682
| +3% | +$241K |
|
1090
CONMED
CNMD
$1.64B
| $7.49M | 0.01% |
172,318
+3,623
| +2% | +$157K |
|
1091
First American
FAF
$6.89B
| $7.47M | 0.01% |
281,450
+13,434
| +5% | +$357K |
|
|
CCC
1092
DELISTED
Calgon Carbon Corp
CCC
| $7.47M | 0.01% |
342,299
+6,893
| +2% | +$150K |
|
1093
DexCom
DXCM
$29.8B
| $7.45M | 0.01% |
720,920
+5,572
| +0.8% | +$57.6K |
|
1094
Landstar System
LSTR
$4.46B
| $7.45M | 0.01% |
125,733
+4,342
| +4% | +$257K |
|
1095
Insulet
PODD
$23.9B
| $7.43M | 0.01% |
156,690
-2,559
| -2% | -$121K |
|
|
TCS
1096
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
| $7.41M | 0.01% |
14,553
-6,380
| -30% | -$3.25M |
|
|
EGOV
1097
DELISTED
NIC Inc
EGOV
| $7.41M | 0.01% |
383,750
+13,570
| +4% | +$262K |
|
1098
Sensient Technologies
SXT
$4.5B
| $7.4M | 0.01% |
131,145
+3,129
| +2% | +$177K |
|
|
TSS
1099
DELISTED
Total System Services, Inc.
TSS
| $7.4M | 0.01% |
243,236
+31,330
| +15% | +$953K |
|
1100
ScottsMiracle-Gro
SMG
$3.49B
| $7.4M | 0.01% |
120,702
+4,998
| +4% | +$306K |
|