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 | |
|---|---|---|---|---|---|---|
1376
Douglas Emmett
DEI
$2.75B
| $4.88M | 0.01% |
179,785
+609
| +0.3% | +$16.5K |
|
|
FRAN
1377
DELISTED
Francesca's Holdings Corporation
FRAN
| $4.87M | 0.01% |
22,383
+781
| +4% | +$170K |
|
|
DMND
1378
DELISTED
DIAMOND FOODS, INC.
DMND
| $4.87M | 0.01% |
139,381
+18,712
| +16% | +$654K |
|
1379
Winnebago Industries
WGO
$953M
| $4.85M | 0.01% |
176,898
+5,260
| +3% | +$144K |
|
|
SSI
1380
DELISTED
Stage Stores Inc
SSI
| $4.83M | 0.01% |
197,610
+12,189
| +7% | +$298K |
|
|
AREX
1381
DELISTED
Approach Resources Inc.
AREX
| $4.83M | 0.01% |
230,854
+9,774
| +4% | +$204K |
|
1382
AeroVironment
AVAV
$12.3B
| $4.82M | 0.01% |
119,765
+4,470
| +4% | +$180K |
|
|
CNVR
1383
DELISTED
CONVERSANT INC COM STK (DE)
CNVR
| $4.82M | 0.01% |
171,068
+4,922
| +3% | +$139K |
|
1384
Standard Motor Products
SMP
$874M
| $4.81M | 0.01% |
134,477
+3,773
| +3% | +$135K |
|
1385
Murphy USA
MUSA
$7.26B
| $4.81M | 0.01% |
118,435
+6,323
| +6% | +$257K |
|
|
WIBC
1386
DELISTED
WILSHIRE BANCORP INC
WIBC
| $4.78M | 0.01% |
430,642
+17,729
| +4% | +$197K |
|
|
ALEX
1387
Alexander & Baldwin
ALEX
$1.36B
| $4.76M | 0.01% |
111,949
+5,385
| +5% | +$229K |
|
|
TLMR
1388
DELISTED
TALMER BANCORP INC (MI)
TLMR
| $4.76M | 0.01% |
+325,371
| New | +$4.76M |
|
1389
STAAR Surgical
STAA
$1.37B
| $4.74M | 0.01% |
252,160
+48,527
| +24% | +$912K |
|
|
VRE
1390
Veris Residential
VRE
$1.49B
| $4.74M | 0.01% |
227,804
+29,774
| +15% | +$619K |
|
|
NTUS
1391
DELISTED
Natus Medical Inc
NTUS
| $4.73M | 0.01% |
183,111
+6,113
| +3% | +$158K |
|
|
PETX
1392
DELISTED
Aratana Therapeutics, Inc.
PETX
| $4.72M | 0.01% |
254,500
| – | – |
|
1393
Mine Safety
MSA
$6.63B
| $4.72M | 0.01% |
82,828
+2,689
| +3% | +$153K |
|
|
NXGN
1394
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $4.72M | 0.01% |
279,335
+10,185
| +4% | +$172K |
|
|
MCF
1395
DELISTED
Contango Oil & Gas Co.
MCF
| $4.71M | 0.01% |
98,573
+9,573
| +11% | +$457K |
|
1396
Illumina
ILMN
$14.7B
| $4.68M | 0.01% |
32,347
-5,771
| -15% | -$834K |
|
1397
Semtech
SMTC
$5.29B
| $4.67M | 0.01% |
184,445
+8,231
| +5% | +$209K |
|
1398
Emergent Biosolutions
EBS
$425M
| $4.67M | 0.01% |
184,753
+8,291
| +5% | +$210K |
|
1399
AutoNation
AN
$8.42B
| $4.67M | 0.01% |
87,641
-1,521
| -2% | -$81K |
|
|
CBD
1400
DELISTED
Companhia Brasileira de Distribuicao
CBD
| $4.66M | 0.01% |
106,498
-452,177
| -81% | -$19.8M |
|