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 | |
|---|---|---|---|---|---|---|
1551
Strategic Education
STRA
$1.99B
| $3.28M | 0.01% |
70,678
+7,533
| +12% | +$350K |
|
1552
First Bancorp
FBP
$3.52B
| $3.28M | 0.01% |
602,603
+22,559
| +4% | +$123K |
|
|
AFFX
1553
DELISTED
AFFYMETRIX INC
AFFX
| $3.27M | 0.01% |
458,178
+19,312
| +4% | +$138K |
|
|
IO
1554
DELISTED
ION Geophysical Corporation
IO
| $3.26M | 0.01% |
51,616
+10
| +0% | +$632 |
|
|
BOBE
1555
DELISTED
Bob Evans Farms, Inc.
BOBE
| $3.26M | 0.01% |
65,112
-3,140
| -5% | -$157K |
|
|
DISH
1556
DELISTED
DISH Network Corp.
DISH
| $3.25M | 0.01% |
52,295
+31,164
| +147% | +$1.94M |
|
1557
E.W. Scripps
SSP
$252M
| $3.23M | 0.01% |
205,462
+7,668
| +4% | +$121K |
|
|
ASEI
1558
DELISTED
AMER SCIENCE & ENGR INC.
ASEI
| $3.2M | 0.01% |
47,667
+1,861
| +4% | +$125K |
|
|
STMP
1559
DELISTED
Stamps.com, Inc.
STMP
| $3.19M | 0.01% |
95,107
-82,354
| -46% | -$2.76M |
|
1560
Myers Industries
MYE
$605M
| $3.19M | 0.01% |
160,074
+3,932
| +3% | +$78.3K |
|
1561
Werner Enterprises
WERN
$1.71B
| $3.15M | 0.01% |
123,314
+11,292
| +10% | +$288K |
|
1562
Cytokinetics
CYTK
$6.36B
| $3.12M | 0.01% |
328,676
+10,789
| +3% | +$102K |
|
|
HITK
1563
DELISTED
HI-TECH PHARMACAL INC
HITK
| $3.12M | 0.01% |
71,936
+2,414
| +3% | +$105K |
|
|
AF
1564
DELISTED
Astoria Financial Corporation
AF
| $3.09M | 0.01% |
223,705
+9,783
| +5% | +$135K |
|
1565
Vanda Pharmaceuticals
VNDA
$269M
| $3.08M | 0.01% |
189,200
-15,985
| -8% | -$260K |
|
|
CTRX
1566
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
| $3.07M | 0.01% |
68,550
-3,384
| -5% | -$151K |
|
|
SUP
1567
DELISTED
Superior Industries International
SUP
| $3.06M | 0.01% |
149,519
+3,094
| +2% | +$63.4K |
|
|
GTY
1568
Getty Realty Corp
GTY
$1.6B
| $3.06M | 0.01% |
164,033
+6,123
| +4% | +$114K |
|
|
FLY
1569
DELISTED
Fly Leasing Limited
FLY
| $3.05M | 0.01% |
203,501
+28,517
| +16% | +$428K |
|
1570
Matthews International
MATW
$767M
| $3.05M | 0.01% |
74,739
+3,320
| +5% | +$135K |
|
1571
TTEC Holdings
TTEC
$178M
| $3.05M | 0.01% |
124,307
+3,208
| +3% | +$78.6K |
|
1572
Anika Therapeutics
ANIK
$125M
| $3.04M | 0.01% |
73,972
+2,190
| +3% | +$90K |
|
|
SFY
1573
DELISTED
SWIFT ENERGY CO (HOLDING COMPANY)
SFY
| $3.03M | 0.01% |
281,923
+16,769
| +6% | +$180K |
|
|
DCOM
1574
DELISTED
Dime Community Bancshares
DCOM
| $3.02M | 0.01% |
178,052
+7,178
| +4% | +$122K |
|
1575
Workday
WDAY
$60.4B
| $3.01M | 0.01% |
32,937
+25,081
| +319% | +$2.29M |
|