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 | |
|---|---|---|---|---|---|---|
|
CXO
1576
DELISTED
CONCHO RESOURCES INC.
CXO
| $3.01M | 0.01% |
24,533
-10,947
| -31% | -$1.34M |
|
1577
Calavo Growers
CVGW
$495M
| $2.99M | 0.01% |
84,032
+8,513
| +11% | +$303K |
|
1578
TTM Technologies
TTMI
$5.02B
| $2.99M | 0.01% |
353,678
+20,832
| +6% | +$176K |
|
1579
Celanese
CE
$5.08B
| $2.97M | 0.01% |
53,571
-984
| -2% | -$54.6K |
|
|
DRIV
1580
DELISTED
DIGITAL RIVER INC.
DRIV
| $2.97M | 0.01% |
170,487
+4,642
| +3% | +$80.9K |
|
1581
Forrester Research
FORR
$188M
| $2.97M | 0.01% |
82,827
+2,803
| +4% | +$100K |
|
|
PRSU
1582
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.05B
| $2.96M | 0.01% |
123,208
-92,206
| -43% | -$2.22M |
|
1583
Comtech Telecommunications
CMTL
$67.3M
| $2.96M | 0.01% |
92,915
-845
| -0.9% | -$26.9K |
|
|
AMED
1584
DELISTED
Amedisys
AMED
| $2.93M | 0.01% |
196,780
+7,345
| +4% | +$109K |
|
|
NILE
1585
DELISTED
Blue Nile, Inc.
NILE
| $2.91M | 0.01% |
83,507
+2,645
| +3% | +$92K |
|
|
CBI
1586
DELISTED
Chicago Bridge & Iron Nv
CBI
| $2.9M | 0.01% |
33,260
-998
| -3% | -$87K |
|
1587
Mercury Systems
MRCY
$4.36B
| $2.85M | 0.01% |
215,573
+21,301
| +11% | +$281K |
|
|
RUTH
1588
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $2.85M | 0.01% |
235,377
+10,141
| +5% | +$123K |
|
|
MDC
1589
DELISTED
M.D.C. Holdings, Inc.
MDC
| $2.83M | 0.01% |
139,043
+4,830
| +4% | +$98.3K |
|
|
FLIC
1590
DELISTED
First of Long Island Corp
FLIC
| $2.8M | 0.01% |
155,210
+1,791
| +1% | +$32.3K |
|
1591
Future Fuel
FF
$172M
| $2.77M | ﹤0.01% |
136,632
-5,629
| -4% | -$114K |
|
|
SPPI
1592
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $2.74M | ﹤0.01% |
349,377
+18,966
| +6% | +$149K |
|
|
EPIQ
1593
DELISTED
EPIQ SYSTEMS INC
EPIQ
| $2.73M | ﹤0.01% |
200,545
+24,042
| +14% | +$328K |
|
|
CDR
1594
DELISTED
Cedar Realty Trust, Inc
CDR
| $2.71M | ﹤0.01% |
67,181
+12,212
| +22% | +$492K |
|
1595
Royal Caribbean
RCL
$95.5B
| $2.7M | ﹤0.01% |
49,532
+31,798
| +179% | +$1.73M |
|
|
PCYC
1596
DELISTED
PHARMACYCLICS INC
PCYC
| $2.65M | ﹤0.01% |
26,416
-7,337
| -22% | -$735K |
|
|
NTRI
1597
DELISTED
NutriSystem, Inc.
NTRI
| $2.62M | ﹤0.01% |
173,796
-8,335
| -5% | -$126K |
|
1598
Perdoceo Education
PRDO
$2.24B
| $2.61M | ﹤0.01% |
350,085
+13,047
| +4% | +$97.3K |
|
1599
Green Dot
GDOT
$743M
| $2.6M | ﹤0.01% |
132,900
+6,459
| +5% | +$126K |
|
|
FMI
1600
DELISTED
Foundation Medicine, Inc.
FMI
| $2.56M | ﹤0.01% |
78,987
-1,813
| -2% | -$58.7K |
|