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 | |
|---|---|---|---|---|---|---|
1151
Abercrombie & Fitch
ANF
$4.12B
| $6.98M | 0.01% |
181,277
+9,411
| +5% | +$362K |
|
1152
Methode Electronics
MEI
$287M
| $6.94M | 0.01% |
226,453
+8,891
| +4% | +$273K |
|
1153
First Horizon
FHN
$11.4B
| $6.92M | 0.01% |
560,806
+29,138
| +5% | +$360K |
|
1154
Leidos
LDOS
$23.6B
| $6.92M | 0.01% |
195,527
+9,615
| +5% | +$340K |
|
|
PRE
1155
DELISTED
PARTNERRE LTD
PRE
| $6.9M | 0.01% |
66,664
+14,764
| +28% | +$1.53M |
|
1156
Black Hills Corp
BKH
$4.33B
| $6.9M | 0.01% |
119,666
+5,780
| +5% | +$333K |
|
|
CSH
1157
DELISTED
CASH AMERICA INTERNATIONAL INC
CSH
| $6.9M | 0.01% |
392,616
+13,907
| +4% | +$244K |
|
|
QEP
1158
DELISTED
QEP RESOURCES, INC.
QEP
| $6.89M | 0.01% |
234,013
+3,683
| +2% | +$108K |
|
1159
Encore Capital Group
ECPG
$1.02B
| $6.89M | 0.01% |
150,710
+5,621
| +4% | +$257K |
|
1160
Primerica
PRI
$8.88B
| $6.88M | 0.01% |
146,014
+6,745
| +5% | +$318K |
|
|
AHL
1161
DELISTED
ASPEN Insurance Holding Limited
AHL
| $6.86M | 0.01% |
172,893
+7,292
| +4% | +$289K |
|
1162
Zions Bancorporation
ZION
$8.62B
| $6.86M | 0.01% |
221,555
-11,928
| -5% | -$369K |
|
|
BPFH
1163
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $6.86M | 0.01% |
507,193
+18,544
| +4% | +$251K |
|
|
KAMN
1164
DELISTED
Kaman Corp
KAMN
| $6.85M | 0.01% |
168,415
-2,762
| -2% | -$112K |
|
|
CCMP
1165
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $6.85M | 0.01% |
155,724
+10,432
| +7% | +$459K |
|
1166
Dycom Industries
DY
$7.47B
| $6.85M | 0.01% |
216,678
+19,686
| +10% | +$622K |
|
1167
Federated Hermes
FHI
$4.16B
| $6.83M | 0.01% |
223,788
+11,878
| +6% | +$363K |
|
1168
Molina Healthcare
MOH
$9.8B
| $6.82M | 0.01% |
181,576
+7,152
| +4% | +$269K |
|
1169
Progress Software
PRGS
$1.81B
| $6.82M | 0.01% |
312,708
-6,829
| -2% | -$149K |
|
|
MDRX
1170
DELISTED
Veradigm Inc. Common Stock
MDRX
| $6.82M | 0.01% |
378,102
+20,783
| +6% | +$375K |
|
1171
Woodward
WWD
$14.3B
| $6.81M | 0.01% |
164,060
+8,457
| +5% | +$351K |
|
1172
NBT Bancorp
NBTB
$2.27B
| $6.81M | 0.01% |
278,217
+12,896
| +5% | +$315K |
|
|
MDAS
1173
DELISTED
MEDASSETS INC COM STK (DE)
MDAS
| $6.79M | 0.01% |
274,944
-428
| -0.2% | -$10.6K |
|
1174
Comscore
SCOR
$34.1M
| $6.77M | 0.01% |
10,317
+50
| +0.5% | +$32.8K |
|
1175
Matsons
MATX
$3.29B
| $6.76M | 0.01% |
273,748
+163,774
| +149% | +$4.04M |
|