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 | |
|---|---|---|---|---|---|---|
|
BRLI
1426
DELISTED
BIO-REFERENCE LABS INC-NEW-
BRLI
| $4.48M | 0.01% |
161,802
+5,693
| +4% | +$158K |
|
|
HMSY
1427
DELISTED
HMS Holdings Corp.
HMSY
| $4.48M | 0.01% |
234,906
+8,720
| +4% | +$166K |
|
1428
Harmonic Inc
HLIT
$1.15B
| $4.46M | 0.01% |
624,378
+8,551
| +1% | +$61.1K |
|
1429
Liquidity Services
LQDT
$851M
| $4.46M | 0.01% |
171,088
+8,441
| +5% | +$220K |
|
1430
Stewart Information Services
STC
$2.1B
| $4.46M | 0.01% |
126,863
+4,757
| +4% | +$167K |
|
|
ICPT
1431
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $4.45M | 0.01% |
+13,478
| New | +$4.45M |
|
|
RPT
1432
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $4.44M | 0.01% |
272,251
-217,226
| -44% | -$3.54M |
|
1433
Tenet Healthcare
THC
$17.1B
| $4.43M | 0.01% |
103,482
-18,869
| -15% | -$808K |
|
1434
Standex International
SXI
$2.52B
| $4.36M | 0.01% |
81,347
+2,776
| +4% | +$149K |
|
1435
LSB Industries
LXU
$581M
| $4.35M | 0.01% |
150,955
+5,731
| +4% | +$165K |
|
1436
ATI
ATI
$10.5B
| $4.34M | 0.01% |
115,150
+1,962
| +2% | +$73.9K |
|
1437
Guess, Inc.
GES
$872M
| $4.34M | 0.01% |
157,199
+8,397
| +6% | +$232K |
|
|
JNS
1438
DELISTED
Janus Capital Group Inc
JNS
| $4.33M | 0.01% |
398,473
+21,174
| +6% | +$230K |
|
1439
Biglari Holdings Class B
BH
$985M
| $4.32M | 0.01% |
14,329
-122
| -0.8% | -$36.8K |
|
1440
Century Aluminum
CENX
$2.29B
| $4.31M | 0.01% |
326,446
+26,269
| +9% | +$347K |
|
|
LMNX
1441
DELISTED
Luminex Corp
LMNX
| $4.31M | 0.01% |
238,145
+8,903
| +4% | +$161K |
|
|
RSTI
1442
DELISTED
Rofin-Sinar Technologies Inc
RSTI
| $4.3M | 0.01% |
179,376
+6,402
| +4% | +$153K |
|
1443
Community Trust Bancorp
CTBI
$1.04B
| $4.28M | 0.01% |
113,472
+15,387
| +16% | +$580K |
|
1444
S&T Bancorp
STBA
$1.51B
| $4.27M | 0.01% |
180,277
-1,631
| -0.9% | -$38.7K |
|
1445
CTS Corp
CTS
$1.26B
| $4.27M | 0.01% |
204,393
+7,769
| +4% | +$162K |
|
1446
Cleveland-Cliffs
CLF
$5.83B
| $4.26M | 0.01% |
208,202
+6,624
| +3% | +$136K |
|
|
PBY
1447
DELISTED
PEP BOYS MANNY MOE& JACK
PBY
| $4.26M | 0.01% |
334,795
+12,249
| +4% | +$156K |
|
|
ANK
1448
DELISTED
ATLANTIC TELE-NETWORK,INC
ANK
| $4.26M | 0.01% |
64,597
+2,204
| +4% | +$145K |
|
1449
Urban Outfitters
URBN
$6.43B
| $4.24M | 0.01% |
116,284
-43,056
| -27% | -$1.57M |
|
1450
PotlatchDeltic
PCH
$3.3B
| $4.21M | 0.01% |
108,931
+4,875
| +5% | +$189K |
|