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 | |
|---|---|---|---|---|---|---|
1251
eHealth
EHTH
$123M
| $5.99M | 0.01% |
117,963
+4,166
| +4% | +$212K |
|
1252
Silgan Holdings
SLGN
$4.71B
| $5.98M | 0.01% |
241,320
+9,316
| +4% | +$231K |
|
1253
Federal Signal
FSS
$7.67B
| $5.97M | 0.01% |
400,905
+14,647
| +4% | +$218K |
|
|
IGTE
1254
DELISTED
IGATE CORPORATION
IGTE
| $5.97M | 0.01% |
189,277
+7,772
| +4% | +$245K |
|
|
CAMP
1255
DELISTED
CalAmp Corp.
CAMP
| $5.97M | 0.01% |
9,309
+359
| +4% | +$230K |
|
1256
Saia
SAIA
$8.33B
| $5.96M | 0.01% |
156,060
+5,782
| +4% | +$221K |
|
1257
Sinclair Inc
SBGI
$980M
| $5.94M | 0.01% |
219,168
-7,817
| -3% | -$212K |
|
1258
Owens & Minor
OMI
$409M
| $5.93M | 0.01% |
169,378
+7,374
| +5% | +$258K |
|
1259
Independent Bank
INDB
$3.49B
| $5.93M | 0.01% |
150,508
+10,009
| +7% | +$394K |
|
|
ABMD
1260
DELISTED
Abiomed Inc
ABMD
| $5.91M | 0.01% |
227,068
+9,793
| +5% | +$255K |
|
1261
Minerals Technologies
MTX
$2.02B
| $5.91M | 0.01% |
91,546
+3,532
| +4% | +$228K |
|
1262
Advanced Energy
AEIS
$5.91B
| $5.89M | 0.01% |
240,574
+12,967
| +6% | +$318K |
|
1263
Commercial Metals
CMC
$6.54B
| $5.89M | 0.01% |
311,731
+14,383
| +5% | +$272K |
|
|
PBCT
1264
DELISTED
People's United Financial Inc
PBCT
| $5.88M | 0.01% |
395,311
+1,232
| +0.3% | +$18.3K |
|
|
ASNA
1265
DELISTED
Ascena Retail Group, Inc.
ASNA
| $5.88M | 0.01% |
17,007
+960
| +6% | +$332K |
|
1266
Advanced Micro Devices
AMD
$258B
| $5.87M | 0.01% |
1,464,508
+80,508
| +6% | +$323K |
|
1267
Olin
OLN
$3.05B
| $5.87M | 0.01% |
212,709
+9,266
| +5% | +$256K |
|
|
CVG
1268
DELISTED
Convergys
CVG
| $5.87M | 0.01% |
268,017
+9,689
| +4% | +$212K |
|
|
PVA
1269
DELISTED
PENN VIRGINIA CORP
PVA
| $5.85M | 0.01% |
334,273
-1,503,387
| -82% | -$26.3M |
|
|
AXLL
1270
DELISTED
AXIALL CORP COM STK (DE)
AXLL
| $5.85M | 0.01% |
130,128
-1,652
| -1% | -$74.2K |
|
1271
Kulicke & Soffa
KLIC
$2.04B
| $5.84M | 0.01% |
463,145
+19,790
| +4% | +$250K |
|
|
FARO
1272
DELISTED
Faro Technologies
FARO
| $5.82M | 0.01% |
109,816
+4,254
| +4% | +$225K |
|
|
NCI
1273
DELISTED
Navigant Consulting, Inc.
NCI
| $5.81M | 0.01% |
311,290
+8,503
| +3% | +$159K |
|
1274
Leggett & Platt
LEG
$1.32B
| $5.8M | 0.01% |
177,760
-1,351
| -0.8% | -$44.1K |
|
1275
CSG Systems International
CSGS
$1.86B
| $5.8M | 0.01% |
222,706
+9,693
| +5% | +$252K |
|