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 | |
|---|---|---|---|---|---|---|
|
CBR
1651
DELISTED
CIBER Inc.
CBR
| $2.04M | ﹤0.01% |
445,459
+53,585
| +14% | +$246K |
|
1652
First Merchants
FRME
$2.32B
| $2.04M | ﹤0.01% |
94,210
+698
| +0.7% | +$15.1K |
|
1653
Annaly Capital Management
NLY
$14.2B
| $2.03M | ﹤0.01% |
46,170
+3,394
| +8% | +$149K |
|
1654
Lazard
LAZ
$5.25B
| $2.02M | ﹤0.01% |
42,815
+28,248
| +194% | +$1.33M |
|
1655
Fate Therapeutics
FATE
$115M
| $1.99M | ﹤0.01% |
204,000
+2,100
| +1% | +$20.5K |
|
1656
Avis
CAR
$5.48B
| $1.98M | ﹤0.01% |
+40,700
| New | +$1.98M |
|
1657
Karyopharm Therapeutics
KPTI
$53.8M
| $1.98M | ﹤0.01% |
4,267
-3,133
| -42% | -$1.45M |
|
|
RT
1658
DELISTED
Ruby Tuesday Georgia
RT
| $1.96M | ﹤0.01% |
349,970
+13,232
| +4% | +$74.2K |
|
|
OPLK
1659
DELISTED
OPLINK COMMUNICATIONS INC
OPLK
| $1.96M | ﹤0.01% |
109,317
+4,421
| +4% | +$79.4K |
|
1660
Heidrick & Struggles
HSII
$1.02B
| $1.96M | ﹤0.01% |
97,720
+3,646
| +4% | +$73.2K |
|
|
NTLS
1661
DELISTED
NTELOS HLDGS CORP COM
NTLS
| $1.95M | ﹤0.01% |
144,619
+3,476
| +2% | +$46.9K |
|
|
ITC
1662
DELISTED
ITC HOLDINGS CORP
ITC
| $1.92M | ﹤0.01% |
51,459
-5,826
| -10% | -$218K |
|
|
BDN
1663
Brandywine Realty Trust
BDN
$761M
| $1.92M | ﹤0.01% |
132,429
+1,977
| +2% | +$28.6K |
|
1664
Bunge Global
BG
$16.5B
| $1.9M | ﹤0.01% |
23,915
-4,427
| -16% | -$352K |
|
1665
Light & Wonder
LNW
$7.43B
| $1.9M | ﹤0.01% |
138,357
+29,100
| +27% | +$400K |
|
|
RVNC
1666
DELISTED
Revance Therapeutics, Inc.
RVNC
| $1.89M | ﹤0.01% |
+60,000
| New | +$1.89M |
|
|
ATHN
1667
DELISTED
Athenahealth, Inc.
ATHN
| $1.86M | ﹤0.01% |
11,590
-23
| -0.2% | -$3.69K |
|
1668
Surmodics
SRDX
$459M
| $1.85M | ﹤0.01% |
81,954
-1,342
| -2% | -$30.3K |
|
|
TRW
1669
DELISTED
TRW AUTOMOTIVE HOLDINGS CORP
TRW
| $1.85M | ﹤0.01% |
22,638
-13,609
| -38% | -$1.11M |
|
1670
Marcus Corp
MCS
$485M
| $1.84M | ﹤0.01% |
109,929
+4,150
| +4% | +$69.3K |
|
1671
Calumet Specialty Products
CLMT
$1.53B
| $1.83M | ﹤0.01% |
70,653
+9,537
| +16% | +$246K |
|
1672
Copa Holdings
CPA
$4.73B
| $1.82M | ﹤0.01% |
12,551
+924
| +8% | +$134K |
|
1673
DHI Group
DHX
$143M
| $1.81M | ﹤0.01% |
242,860
-412
| -0.2% | -$3.07K |
|
1674
Nu Skin
NUS
$570M
| $1.81M | ﹤0.01% |
21,867
+1,247
| +6% | +$103K |
|
|
BKMU
1675
DELISTED
Bank Mutual Corp
BKMU
| $1.79M | ﹤0.01% |
282,513
+30,508
| +12% | +$193K |
|