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 | |
|---|---|---|---|---|---|---|
|
CHMT
1801
DELISTED
Chemtura Corporation
CHMT
| $774K | ﹤0.01% |
30,623
+3,301
| +12% | +$83.4K |
|
|
ITMN
1802
DELISTED
INTERMUNE INC
ITMN
| $773K | ﹤0.01% |
23,084
-3,258
| -12% | -$109K |
|
1803
Verint Systems
VRNT
$1.23B
| $772K | ﹤0.01% |
32,293
+3,486
| +12% | +$83.3K |
|
|
MFA
1804
MFA Financial
MFA
$1.05B
| $762K | ﹤0.01% |
24,575
+7,479
| +44% | +$232K |
|
1805
Guidewire Software
GWRE
$21.3B
| $759K | ﹤0.01% |
15,480
+1,728
| +13% | +$84.7K |
|
1806
MGIC Investment
MTG
$6.54B
| $759K | ﹤0.01% |
89,081
-1,223
| -1% | -$10.4K |
|
|
AAIC
1807
DELISTED
Arlington Asset Investment Corp.
AAIC
| $758K | ﹤0.01% |
28,614
| – | – |
|
1808
SS&C Technologies
SSNC
$21.6B
| $757K | ﹤0.01% |
37,814
-360
| -0.9% | -$7.21K |
|
1809
Jakks Pacific
JAKK
$195M
| $752K | ﹤0.01% |
10,411
+388
| +4% | +$28K |
|
|
ARQL
1810
DELISTED
Arqule Inc
ARQL
| $738K | ﹤0.01% |
359,912
+41,554
| +13% | +$85.2K |
|
1811
T-Mobile US
TMUS
$271B
| $736K | ﹤0.01% |
22,272
-11,310
| -34% | -$374K |
|
1812
Charter Communications
CHTR
$35.9B
| $735K | ﹤0.01% |
5,968
-740
| -11% | -$91.1K |
|
|
IHS
1813
DELISTED
IHS INC CL-A COM STK
IHS
| $722K | ﹤0.01% |
5,940
-745
| -11% | -$90.6K |
|
1814
Pentair
PNR
$17.9B
| $707K | ﹤0.01% |
13,263
-2,162
| -14% | -$115K |
|
1815
MRC Global
MRC
$1.24B
| $701K | ﹤0.01% |
25,994
-199
| -0.8% | -$5.37K |
|
1816
Vail Resorts
MTN
$5.37B
| $695K | ﹤0.01% |
9,974
+21
| +0.2% | +$1.46K |
|
|
USG
1817
DELISTED
Usg
USG
| $691K | ﹤0.01% |
21,106
-200
| -0.9% | -$6.55K |
|
|
ARUN
1818
DELISTED
ARUBA NETWORKS, INC.
ARUN
| $685K | ﹤0.01% |
36,550
-347
| -0.9% | -$6.5K |
|
1819
Euronet Worldwide
EEFT
$3.57B
| $673K | ﹤0.01% |
16,177
-154
| -0.9% | -$6.41K |
|
1820
Chart Industries
GTLS
$8.95B
| $671K | ﹤0.01% |
8,429
-66
| -0.8% | -$5.25K |
|
1821
Grand Canyon Education
LOPE
$5.69B
| $670K | ﹤0.01% |
14,346
-137
| -0.9% | -$6.4K |
|
1822
Thomson Reuters
TRI
$76.8B
| $659K | ﹤0.01% |
16,871
-36
| -0.2% | -$1.41K |
|
|
FNSR
1823
DELISTED
Finisar Corp
FNSR
| $659K | ﹤0.01% |
24,870
-509
| -2% | -$13.5K |
|
1824
Puma Biotechnology
PBYI
$229M
| $641K | ﹤0.01% |
6,153
-52
| -0.8% | -$5.42K |
|
1825
Radian Group
RDN
$4.73B
| $641K | ﹤0.01% |
42,617
+12,357
| +41% | +$186K |
|