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 | |
|---|---|---|---|---|---|---|
|
NEWP
1351
DELISTED
NEWPORT CORP
NEWP
| $5.12M | 0.01% |
247,537
+8,647
| +4% | +$179K |
|
1352
Banner Corp
BANR
$2.3B
| $5.1M | 0.01% |
123,722
-190,248
| -61% | -$7.84M |
|
1353
Badger Meter
BMI
$5.23B
| $5.08M | 0.01% |
184,476
+6,776
| +4% | +$187K |
|
|
IPCC
1354
DELISTED
Infinity Property & Casualty C
IPCC
| $5.07M | 0.01% |
75,000
+2,624
| +4% | +$177K |
|
|
PDCO
1355
DELISTED
Patterson Companies, Inc.
PDCO
| $5.04M | 0.01% |
120,656
-636
| -0.5% | -$26.6K |
|
|
HTS
1356
DELISTED
HATTERAS FINANCIAL CORP
HTS
| $5.03M | 0.01% |
266,941
+124,713
| +88% | +$2.35M |
|
1357
MillerKnoll
MLKN
$1.44B
| $5.03M | 0.01% |
156,412
+5,037
| +3% | +$162K |
|
1358
Green Plains
GPRE
$635M
| $5.02M | 0.01% |
167,566
+18,397
| +12% | +$551K |
|
1359
Hyatt Hotels
H
$13.6B
| $5.02M | 0.01% |
93,300
+3,673
| +4% | +$198K |
|
1360
Iron Mountain
IRM
$28.8B
| $5.02M | 0.01% |
196,830
+3,706
| +2% | +$94.4K |
|
|
PLCM
1361
DELISTED
POLYCOM INC
PLCM
| $5.01M | 0.01% |
365,035
-2,680
| -0.7% | -$36.8K |
|
1362
World Acceptance Corp
WRLD
$904M
| $5.01M | 0.01% |
66,676
+785
| +1% | +$58.9K |
|
1363
Allegion
ALLE
$14.6B
| $5M | 0.01% |
95,757
-44,075
| -32% | -$2.3M |
|
|
LTM
1364
DELISTED
LIFE TIME FITNESS INC
LTM
| $4.99M | 0.01% |
103,672
+3,509
| +4% | +$169K |
|
|
CLNY
1365
DELISTED
Colony Capital, Inc.
CLNY
| $4.98M | 0.01% |
226,714
+49,050
| +28% | +$1.08M |
|
1366
Aaon
AAON
$6.93B
| $4.97M | 0.01% |
401,490
+14,024
| +4% | +$174K |
|
1367
Topgolf Callaway Brands
MODG
$1.7B
| $4.97M | 0.01% |
485,792
+33,607
| +7% | +$343K |
|
1368
United Airlines
UAL
$34.8B
| $4.96M | 0.01% |
111,178
+29,894
| +37% | +$1.33M |
|
|
EGL
1369
DELISTED
Engility Holdings, Inc.
EGL
| $4.94M | 0.01% |
109,538
+8,533
| +8% | +$384K |
|
1370
American Eagle Outfitters
AEO
$3.4B
| $4.93M | 0.01% |
402,541
-6,714
| -2% | -$82.2K |
|
|
BKS
1371
DELISTED
Barnes & Noble
BKS
| $4.92M | 0.01% |
359,468
+28,869
| +9% | +$395K |
|
1372
Quanex
NX
$697M
| $4.91M | 0.01% |
237,439
+21,131
| +10% | +$437K |
|
|
SYKE
1373
DELISTED
SYKES Enterprises Inc
SYKE
| $4.91M | 0.01% |
247,072
+8,089
| +3% | +$161K |
|
1374
Cathay General Bancorp
CATY
$3.4B
| $4.9M | 0.01% |
194,611
+6,638
| +4% | +$167K |
|
|
TAL
1375
DELISTED
TAL INTERNATIONAL GROUP, INC.
TAL
| $4.89M | 0.01% |
114,118
+17,987
| +19% | +$771K |
|