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 | |
|---|---|---|---|---|---|---|
|
APL
1601
DELISTED
ATLAS PIPELINE PARTNERS LP UTS
APL
| $2.54M | ﹤0.01% |
78,964
+25,209
| +47% | +$810K |
|
|
ISCA
1602
DELISTED
International Speedway Corp
ISCA
| $2.51M | ﹤0.01% |
73,803
+3,287
| +5% | +$112K |
|
1603
Harte-Hanks
HHS
$27.7M
| $2.5M | ﹤0.01% |
28,334
+954
| +3% | +$84.3K |
|
|
UTIW
1604
DELISTED
UTI WORLDWIDE INC
UTIW
| $2.48M | ﹤0.01% |
233,905
+11,054
| +5% | +$117K |
|
1605
American Woodmark
AMWD
$979M
| $2.47M | ﹤0.01% |
73,480
+3,411
| +5% | +$115K |
|
|
ZEP
1606
DELISTED
ZEP INC COM STK (DE)
ZEP
| $2.47M | ﹤0.01% |
139,284
-4,089
| -3% | -$72.4K |
|
1607
Onto Innovation
ONTO
$5.33B
| $2.46M | ﹤0.01% |
136,813
+7,364
| +6% | +$132K |
|
|
KMI.WS
1608
DELISTED
Kinder Morgan Inc
KMI.WS
| $2.46M | ﹤0.01% |
1,387,515
+18,700
| +1% | +$33.1K |
|
|
FUEL
1609
DELISTED
Rocket Fuel Inc.
FUEL
| $2.45M | ﹤0.01% |
57,200
-278
| -0.5% | -$11.9K |
|
|
ANR
1610
DELISTED
ALPHA NATURAL RESOURCES INC.
ANR
| $2.45M | ﹤0.01% |
576,624
+26,364
| +5% | +$112K |
|
|
SMA
1611
DELISTED
SYMMETRY MEDICAL INC
SMA
| $2.44M | ﹤0.01% |
242,802
+9,565
| +4% | +$96.2K |
|
|
ENTR
1612
DELISTED
ENTROPIC COMMUNICATIONS INC COM STK (DE)
ENTR
| $2.44M | ﹤0.01% |
595,660
+24,365
| +4% | +$99.6K |
|
1613
Middleby
MIDD
$7.11B
| $2.43M | ﹤0.01% |
27,540
-1,608
| -6% | -$142K |
|
|
GRA
1614
DELISTED
W.R. Grace & Co.
GRA
| $2.4M | ﹤0.01% |
24,239
-893
| -4% | -$88.6K |
|
|
ARO
1615
DELISTED
AEROPOSTALE INC
ARO
| $2.39M | ﹤0.01% |
475,845
+17,802
| +4% | +$89.4K |
|
1616
Spok Holdings
SPOK
$362M
| $2.39M | ﹤0.01% |
131,300
+4,941
| +4% | +$89.8K |
|
|
VIRX
1617
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
| $2.38M | ﹤0.01% |
1,717
-131
| -7% | -$182K |
|
1618
CEVA Inc
CEVA
$563M
| $2.34M | ﹤0.01% |
133,271
+4,975
| +4% | +$87.4K |
|
|
VMW
1619
DELISTED
VMware, Inc
VMW
| $2.33M | ﹤0.01% |
+21,603
| New | +$2.33M |
|
1620
Medifast
MED
$154M
| $2.33M | ﹤0.01% |
80,155
+5,611
| +8% | +$163K |
|
|
LDL
1621
DELISTED
Lydall, Inc.
LDL
| $2.33M | ﹤0.01% |
101,966
+3,975
| +4% | +$90.9K |
|
1622
Universal Insurance Holdings
UVE
$711M
| $2.33M | ﹤0.01% |
183,228
+171,949
| +1,525% | +$2.18M |
|
|
AKAO
1623
DELISTED
Achaogen, Inc.
AKAO
| $2.32M | ﹤0.01% |
+150,000
| New | +$2.32M |
|
1624
National Presto Industries
NPK
$804M
| $2.32M | ﹤0.01% |
29,699
+1,109
| +4% | +$86.6K |
|
|
BBOX
1625
DELISTED
Black Box Corp
BBOX
| $2.31M | ﹤0.01% |
94,982
-4,756
| -5% | -$116K |
|