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 | |
|---|---|---|---|---|---|---|
1201
Kite Realty
KRG
$4.95B
| $6.46M | 0.01% |
268,959
-19,030
| -7% | -$457K |
|
1202
Diageo
DEO
$56.5B
| $6.45M | 0.01% |
51,743
+3,508
| +7% | +$437K |
|
|
ACI
1203
DELISTED
ARCH COAL, INC.
ACI
| $6.45M | 0.01% |
133,716
+4,700
| +4% | +$227K |
|
1204
Comstock Resources
CRK
$4.67B
| $6.43M | 0.01% |
56,265
+2,160
| +4% | +$247K |
|
|
FDO
1205
DELISTED
FAMILY DOLLAR STORES
FDO
| $6.42M | 0.01% |
110,639
-462
| -0.4% | -$26.8K |
|
|
INN
1206
Summit Hotel Properties
INN
$623M
| $6.41M | 0.01% |
690,919
-469
| -0.1% | -$4.35K |
|
|
CBM
1207
DELISTED
Cambrex Corporation
CBM
| $6.4M | 0.01% |
339,268
+9,487
| +3% | +$179K |
|
1208
Fulton Financial
FULT
$3.54B
| $6.39M | 0.01% |
508,095
+37,336
| +8% | +$470K |
|
1209
Louisiana-Pacific
LPX
$6.68B
| $6.38M | 0.01% |
378,148
+17,142
| +5% | +$289K |
|
1210
Tidewater
TDW
$2.93B
| $6.37M | 0.01% |
4,061
+313
| +8% | +$491K |
|
1211
TETRA Technologies
TTI
$630M
| $6.36M | 0.01% |
497,153
+14,466
| +3% | +$185K |
|
1212
WaFd
WAFD
$2.46B
| $6.34M | 0.01% |
272,064
+15,361
| +6% | +$358K |
|
1213
Sleep Number
SNBR
$214M
| $6.33M | 0.01% |
349,817
+9,399
| +3% | +$170K |
|
|
NPKI
1214
NPK International Inc.
NPKI
$889M
| $6.32M | 0.01% |
551,652
+13,292
| +2% | +$152K |
|
|
STL
1215
DELISTED
Sterling Bancorp
STL
| $6.3M | 0.01% |
498,004
+17,705
| +4% | +$224K |
|
1216
Ciena
CIEN
$18.6B
| $6.3M | 0.01% |
276,860
+12,978
| +5% | +$295K |
|
1217
WesBanco
WSBC
$3.03B
| $6.29M | 0.01% |
197,728
+1,968
| +1% | +$62.6K |
|
1218
Boyd Gaming
BYD
$6.79B
| $6.29M | 0.01% |
476,587
+16,895
| +4% | +$223K |
|
1219
Hercules Capital
HTGC
$3.53B
| $6.28M | 0.01% |
446,540
+136,094
| +44% | +$1.91M |
|
1220
Apogee Enterprises
APOG
$903M
| $6.27M | 0.01% |
188,750
+15,016
| +9% | +$499K |
|
|
AKS
1221
DELISTED
AK Steel Holding Corp.
AKS
| $6.27M | 0.01% |
868,135
+39,538
| +5% | +$285K |
|
1222
Adtalem Global Education
ATGE
$4.94B
| $6.26M | 0.01% |
147,737
+2,838
| +2% | +$120K |
|
1223
Exponent
EXPO
$3.54B
| $6.26M | 0.01% |
333,724
+10,724
| +3% | +$201K |
|
|
JCP
1224
DELISTED
J.C. Penney Company, Inc.
JCP
| $6.23M | 0.01% |
722,770
+37,443
| +5% | +$323K |
|
|
AEC
1225
DELISTED
ASSOCIATED ESTATES REALTY CORP
AEC
| $6.2M | 0.01% |
365,706
+13,274
| +4% | +$225K |
|