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 | |
|---|---|---|---|---|---|---|
1776
Gaming and Leisure Properties
GLPI
$13.6B
| $945K | ﹤0.01% |
25,914
+20,904
| +417% | +$762K |
|
1777
Nelnet
NNI
$4.44B
| $929K | ﹤0.01% |
22,735
-148,278
| -87% | -$6.06M |
|
1778
Prospect Capital
PSEC
$1.29B
| $923K | ﹤0.01% |
85,465
-1,650,959
| -95% | -$17.8M |
|
|
PCTI
1779
DELISTED
PCTEL, Inc. Common Stock
PCTI
| $922K | ﹤0.01% |
105,598
+3,941
| +4% | +$34.4K |
|
1780
Assured Guaranty
AGO
$3.89B
| $919K | ﹤0.01% |
36,282
+24,144
| +199% | +$612K |
|
|
LVLT
1781
DELISTED
Level 3 Communications Inc
LVLT
| $903K | ﹤0.01% |
23,078
+2,170
| +10% | +$84.9K |
|
|
SRC
1782
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $900K | ﹤0.01% |
18,280
-238,021
| -93% | -$11.7M |
|
|
SIGM
1783
DELISTED
Sigma Designs Inc
SIGM
| $899K | ﹤0.01% |
188,793
+7,230
| +4% | +$34.4K |
|
|
SEMG
1784
DELISTED
SEMGROUP CORPORATION
SEMG
| $897K | ﹤0.01% |
13,663
-143
| -1% | -$9.39K |
|
1785
AGNC Investment
AGNC
$10.7B
| $896K | ﹤0.01% |
41,683
-80,201
| -66% | -$1.72M |
|
1786
Popular Inc
BPOP
$8.45B
| $886K | ﹤0.01% |
28,586
+8,573
| +43% | +$266K |
|
1787
IPG Photonics
IPGP
$3.44B
| $883K | ﹤0.01% |
12,420
+6,904
| +125% | +$491K |
|
1788
TransDigm Group
TDG
$72.5B
| $875K | ﹤0.01% |
4,725
-584
| -11% | -$108K |
|
|
CIM
1789
Chimera Investment
CIM
$1.17B
| $871K | ﹤0.01% |
18,966
+785
| +4% | +$36.1K |
|
1790
NXP Semiconductors
NXPI
$55.3B
| $865K | ﹤0.01% |
+14,701
| New | +$865K |
|
|
EQC
1791
DELISTED
Equity Commonwealth
EQC
| $861K | ﹤0.01% |
32,726
+1,032
| +3% | +$27.2K |
|
1792
Dillards
DDS
$8.88B
| $856K | ﹤0.01% |
9,268
+7,056
| +319% | +$652K |
|
1793
BioMarin Pharmaceuticals
BMRN
$10.5B
| $855K | ﹤0.01% |
12,536
-1,599
| -11% | -$109K |
|
|
P
1794
DELISTED
Pandora Media Inc
P
| $850K | ﹤0.01% |
28,028
-4,371
| -13% | -$133K |
|
1795
Herc Holdings
HRI
$4.43B
| $834K | ﹤0.01% |
10,433
-20,234
| -66% | -$1.62M |
|
1796
SPDR S&P 500 ETF Trust
SPY
$664B
| $825K | ﹤0.01% |
4,410
+426
| +11% | +$79.7K |
|
|
LGF
1797
DELISTED
Lions Gate Entertainment
LGF
| $812K | ﹤0.01% |
30,377
-1,876
| -6% | -$50.1K |
|
1798
American Airlines Group
AAL
$8.46B
| $807K | ﹤0.01% |
22,052
-21,299
| -49% | -$779K |
|
|
PDM
1799
Piedmont Realty Trust, Inc.
PDM
$1.08B
| $796K | ﹤0.01% |
46,393
+1,541
| +3% | +$26.4K |
|
|
CLR
1800
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $795K | ﹤0.01% |
12,792
-21,826
| -63% | -$1.36M |
|