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 | |
|---|---|---|---|---|---|---|
|
WIRE
1276
DELISTED
Encore Wire Corp
WIRE
| $5.79M | 0.01% |
119,279
+4,914
| +4% | +$238K |
|
|
DNB
1277
DELISTED
Dun & Bradstreet
DNB
| $5.78M | 0.01% |
58,152
-647
| -1% | -$64.3K |
|
|
VIVO
1278
DELISTED
Meridian Bioscience Inc
VIVO
| $5.78M | 0.01% |
265,065
+9,469
| +4% | +$206K |
|
|
BIG
1279
DELISTED
Big Lots, Inc.
BIG
| $5.76M | 0.01% |
152,090
+4,088
| +3% | +$155K |
|
|
AAN.A
1280
DELISTED
AARON'S INC CL-A
AAN.A
| $5.75M | 0.01% |
190,124
+2,169
| +1% | +$65.6K |
|
1281
New York Times
NYT
$9.56B
| $5.72M | 0.01% |
334,074
+14,736
| +5% | +$252K |
|
|
HRC
1282
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $5.72M | 0.01% |
148,424
+554
| +0.4% | +$21.4K |
|
1283
ArcBest
ARCB
$1.62B
| $5.7M | 0.01% |
154,204
+6,119
| +4% | +$226K |
|
1284
Matrix Service
MTRX
$350M
| $5.68M | 0.01% |
168,193
+6,677
| +4% | +$226K |
|
1285
Washington Trust Bancorp
WASH
$573M
| $5.68M | 0.01% |
151,593
+20,293
| +15% | +$760K |
|
1286
ESCO Technologies
ESE
$5.35B
| $5.65M | 0.01% |
160,611
-2,710
| -2% | -$95.4K |
|
|
IRC
1287
DELISTED
INLAND REAL ESTATE CORP
IRC
| $5.65M | 0.01% |
535,748
+19,031
| +4% | +$201K |
|
|
MENT
1288
DELISTED
Mentor Graphics Corp
MENT
| $5.65M | 0.01% |
256,590
+11,454
| +5% | +$252K |
|
1289
8x8 Inc
EGHT
$289M
| $5.65M | 0.01% |
522,143
+485,597
| +1,329% | +$5.25M |
|
1290
Cadence Bank
CADE
$7.05B
| $5.64M | 0.01% |
225,839
+14,055
| +7% | +$351K |
|
1291
Scholastic
SCHL
$687M
| $5.63M | 0.01% |
163,292
+5,302
| +3% | +$183K |
|
|
BMS
1292
DELISTED
Bemis
BMS
| $5.6M | 0.01% |
142,754
+503
| +0.4% | +$19.7K |
|
|
HCBK
1293
DELISTED
HUDSON CITY BANCORP INC
HCBK
| $5.58M | 0.01% |
567,304
+11,428
| +2% | +$112K |
|
|
AAWW
1294
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $5.57M | 0.01% |
158,011
+4,770
| +3% | +$168K |
|
1295
Autoliv
ALV
$9.71B
| $5.57M | 0.01% |
77,035
-8,173
| -10% | -$591K |
|
|
CNSL
1296
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $5.56M | 0.01% |
277,936
-104,531
| -27% | -$2.09M |
|
|
CNW
1297
DELISTED
CON-WAY INC.
CNW
| $5.55M | 0.01% |
135,062
-8,058
| -6% | -$331K |
|
1298
SpartanNash
SPTN
$897M
| $5.55M | 0.01% |
238,998
+14,549
| +6% | +$338K |
|
|
NSR
1299
DELISTED
Neustar Inc
NSR
| $5.54M | 0.01% |
170,344
+3,240
| +2% | +$105K |
|
1300
Geospace Technologies
GEOS
$210M
| $5.53M | 0.01% |
83,611
+4,014
| +5% | +$266K |
|