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 | |
|---|---|---|---|---|---|---|
|
FST
1726
DELISTED
FOREST OIL CORPORATION
FST
| $1.38M | ﹤0.01% |
721,867
+23,518
| +3% | +$44.9K |
|
|
XLRN
1727
DELISTED
Acceleron Pharma Inc.
XLRN
| $1.37M | ﹤0.01% |
39,800
-600
| -1% | -$20.7K |
|
|
FRC
1728
DELISTED
First Republic Bank
FRC
| $1.36M | ﹤0.01% |
25,218
-3,033
| -11% | -$164K |
|
1729
Seneca Foods Class A
SENEA
$756M
| $1.35M | ﹤0.01% |
42,979
+1,592
| +4% | +$50.1K |
|
1730
OneSpan
OSPN
$578M
| $1.34M | ﹤0.01% |
177,063
+6,609
| +4% | +$49.8K |
|
1731
Vale
VALE
$44.8B
| $1.34M | ﹤0.01% |
96,559
-75,786
| -44% | -$1.05M |
|
1732
Oxford Square Capital
OXSQ
$171M
| $1.33M | ﹤0.01% |
136,106
+33,785
| +33% | +$331K |
|
|
SWS
1733
DELISTED
SWS GROUP INC
SWS
| $1.32M | ﹤0.01% |
176,426
+6,862
| +4% | +$51.3K |
|
|
BELFB
1734
Bel Fuse Class B
BELFB
$1.84B
| $1.32M | ﹤0.01% |
60,119
+2,244
| +4% | +$49.2K |
|
|
CBEY
1735
DELISTED
CBEYOND INC COM STK
CBEY
| $1.31M | ﹤0.01% |
181,015
+6,133
| +4% | +$44.5K |
|
1736
Madison Square Garden
MSGS
$4.93B
| $1.31M | ﹤0.01% |
32,217
-1,595
| -5% | -$64.6K |
|
1737
New Mountain Finance
NMFC
$1.11B
| $1.3M | ﹤0.01% |
89,421
+1,348
| +2% | +$19.6K |
|
|
PKT
1738
DELISTED
PROCERA NETWORKS INC NEW COM STK (DE)
PKT
| $1.3M | ﹤0.01% |
125,208
+4,836
| +4% | +$50.2K |
|
1739
Suburban Propane Partners
SPH
$1.2B
| $1.3M | ﹤0.01% |
31,231
+7,572
| +32% | +$314K |
|
1740
Ultragenyx Pharmaceutical
RARE
$3.02B
| $1.29M | ﹤0.01% |
+26,400
| New | +$1.29M |
|
1741
HEICO
HEI
$44.1B
| $1.29M | ﹤0.01% |
52,349
+6,966
| +15% | +$172K |
|
1742
iShares Dow Jones US ETF
IYY
$2.61B
| $1.29M | ﹤0.01% |
27,180
-3,020
| -10% | -$143K |
|
1743
BWX Technologies
BWXT
$15.2B
| $1.29M | ﹤0.01% |
54,100
-1,357
| -2% | -$32.2K |
|
|
BBEP
1744
DELISTED
BREITBURN ENERGY PARTNERS LP COM UNITS RPTNG LTD PRTNRSHIP
BBEP
| $1.28M | ﹤0.01% |
64,214
+14,576
| +29% | +$291K |
|
|
STRZA
1745
DELISTED
Starz - Series A
STRZA
| $1.27M | ﹤0.01% |
39,326
-1,325,678
| -97% | -$42.8M |
|
1746
QuinStreet
QNST
$912M
| $1.24M | ﹤0.01% |
187,067
+6,601
| +4% | +$43.8K |
|
|
AHT
1747
Ashford Hospitality Trust
AHT
$38M
| $1.22M | ﹤0.01% |
116
-4
| -3% | -$42.2K |
|
|
ULTI
1748
DELISTED
Ultimate Software Group Inc
ULTI
| $1.22M | ﹤0.01% |
8,927
-85
| -0.9% | -$11.6K |
|
|
NRF
1749
DELISTED
NorthStar Realty Finance Corp.
NRF
| $1.21M | ﹤0.01% |
38,110
+8,565
| +29% | +$271K |
|
1750
Cheniere Energy
LNG
$52.1B
| $1.2M | ﹤0.01% |
21,758
-2,697
| -11% | -$149K |
|