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 | |
|---|---|---|---|---|---|---|
|
FRED
1476
DELISTED
Fred's Inc
FRED
| $3.92M | 0.01% |
217,559
+7,901
| +4% | +$142K |
|
|
TVTY
1477
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $3.92M | 0.01% |
228,585
+8,014
| +4% | +$137K |
|
|
LNKD
1478
DELISTED
LinkedIn Corporation
LNKD
| $3.9M | 0.01% |
21,067
-18,708
| -47% | -$3.46M |
|
1479
Mercury Insurance
MCY
$4.38B
| $3.88M | 0.01% |
86,088
+4,481
| +5% | +$202K |
|
|
CLVS
1480
DELISTED
Clovis Oncology, Inc.
CLVS
| $3.87M | 0.01% |
55,821
+177
| +0.3% | +$12.3K |
|
|
WPP
1481
DELISTED
WAUSAU PAPER CORP.
WPP
| $3.84M | 0.01% |
301,582
+13,020
| +5% | +$166K |
|
|
TNGO
1482
DELISTED
Tangoe, Inc.
TNGO
| $3.84M | 0.01% |
206,339
+7,701
| +4% | +$143K |
|
1483
McGrath RentCorp
MGRC
$3.1B
| $3.81M | 0.01% |
109,049
+853
| +0.8% | +$29.8K |
|
1484
Granite Construction
GVA
$4.8B
| $3.8M | 0.01% |
95,068
+4,346
| +5% | +$174K |
|
1485
LivePerson
LPSN
$91.8M
| $3.79M | 0.01% |
313,764
+26,276
| +9% | +$317K |
|
1486
Regis Corp
RGS
$69.1M
| $3.78M | 0.01% |
13,798
+494
| +4% | +$135K |
|
1487
Park Aerospace
PKE
$380M
| $3.78M | 0.01% |
126,524
+4,834
| +4% | +$144K |
|
1488
International Bancshares
IBOC
$4.43B
| $3.77M | 0.01% |
150,492
+6,721
| +5% | +$169K |
|
1489
Tesla
TSLA
$1.19T
| $3.77M | 0.01% |
271,500
-14,340
| -5% | -$199K |
|
1490
Forestar Group
FOR
$1.45B
| $3.77M | 0.01% |
211,662
+8,874
| +4% | +$158K |
|
1491
Nektar Therapeutics
NKTR
$898M
| $3.76M | 0.01% |
20,703
+19,007
| +1,121% | +$3.46M |
|
1492
Masimo
MASI
$7.94B
| $3.76M | 0.01% |
137,618
+6,550
| +5% | +$179K |
|
|
GHL
1493
DELISTED
Greenhill & Co., Inc.
GHL
| $3.75M | 0.01% |
72,179
+5,643
| +8% | +$293K |
|
|
TE
1494
DELISTED
TECO ENERGY INC
TE
| $3.75M | 0.01% |
218,678
+4,551
| +2% | +$78K |
|
1495
Brink's
BCO
$4.9B
| $3.75M | 0.01% |
131,163
+7,776
| +6% | +$222K |
|
1496
Westamerica Bancorp
WABC
$1.26B
| $3.74M | 0.01% |
69,076
+2,618
| +4% | +$142K |
|
|
PRFT
1497
DELISTED
Perficient Inc
PRFT
| $3.73M | 0.01% |
205,859
+2,936
| +1% | +$53.2K |
|
1498
Comfort Systems
FIX
$27B
| $3.73M | 0.01% |
244,422
+14,172
| +6% | +$216K |
|
1499
Adtran
ADTN
$849M
| $3.72M | 0.01% |
152,271
+4,377
| +3% | +$107K |
|
|
ARRY
1500
DELISTED
Array Biopharma Inc
ARRY
| $3.71M | 0.01% |
788,680
-64,931
| -8% | -$305K |
|