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 | |
|---|---|---|---|---|---|---|
|
ONIT
1826
Onity Group Inc.
ONIT
$352M
| $641K | ﹤0.01% |
1,091
-234
| -18% | -$137K |
|
1827
Dolby
DLB
$6.8B
| $640K | ﹤0.01% |
+14,376
| New | +$640K |
|
|
QLIK
1828
DELISTED
QLIK TECHNOLOGIES INC COM STK (DE)
QLIK
| $639K | ﹤0.01% |
24,046
-192
| -0.8% | -$5.1K |
|
|
AYR
1829
DELISTED
Aircastle Limited
AYR
| $638K | ﹤0.01% |
32,905
-11,408
| -26% | -$221K |
|
|
TWGP
1830
DELISTED
TOWER GROUP INTL LTD COM STK (BERMUDA)
TWGP
| $638K | ﹤0.01% |
236,417
+8,515
| +4% | +$23K |
|
|
RFP
1831
DELISTED
Resolute Forest Products Inc.
RFP
| $626K | ﹤0.01% |
31,149
+14,203
| +84% | +$285K |
|
|
ABCO
1832
DELISTED
Advisory Board Co/The
ABCO
| $625K | ﹤0.01% |
9,720
-92
| -0.9% | -$5.92K |
|
|
CAVM
1833
DELISTED
Cavium, Inc.
CAVM
| $624K | ﹤0.01% |
14,260
-2,363
| -14% | -$103K |
|
1834
Graphic Packaging
GPK
$6.14B
| $621K | ﹤0.01% |
61,109
-6,408
| -9% | -$65.1K |
|
1835
Pacira BioSciences
PCRX
$1.2B
| $609K | ﹤0.01% |
8,706
-83
| -0.9% | -$5.81K |
|
|
SAPE
1836
DELISTED
SAPIENT CORP
SAPE
| $608K | ﹤0.01% |
35,633
-339
| -0.9% | -$5.78K |
|
|
SIX
1837
DELISTED
Six Flags Entertainment Corp.
SIX
| $600K | ﹤0.01% |
+14,954
| New | +$600K |
|
|
SD
1838
DELISTED
SANDRIDGE ENERGY, INC.
SD
| $597K | ﹤0.01% |
97,203
+3,657
| +4% | +$22.5K |
|
1839
Portland General Electric
POR
$4.63B
| $592K | ﹤0.01% |
18,304
-4,812
| -21% | -$156K |
|
|
DYN
1840
DELISTED
Dynegy, Inc.
DYN
| $588K | ﹤0.01% |
23,593
-483
| -2% | -$12K |
|
1841
Owens Corning
OC
$12.8B
| $583K | ﹤0.01% |
13,496
+589
| +5% | +$25.4K |
|
|
IBKC
1842
DELISTED
IBERIABANK Corp
IBKC
| $577K | ﹤0.01% |
8,228
+1,023
| +14% | +$71.7K |
|
1843
Zillow
ZG
$20B
| $564K | ﹤0.01% |
19,209
-3,459
| -15% | -$102K |
|
1844
Asbury Automotive
ABG
$4.86B
| $563K | ﹤0.01% |
10,184
-114
| -1% | -$6.3K |
|
1845
Spectrum Brands
SPB
$1.3B
| $561K | ﹤0.01% |
7,043
-67
| -0.9% | -$5.34K |
|
|
PIR
1846
DELISTED
Pier 1 Imports, Inc.
PIR
| $559K | ﹤0.01% |
1,482
-59
| -4% | -$22.3K |
|
|
RNDY
1847
DELISTED
ROUNDYS INC COM STK
RNDY
| $553K | ﹤0.01% |
80,375
-215
| -0.3% | -$1.48K |
|
|
BTH
1848
DELISTED
BLYTH,INC
BTH
| $552K | ﹤0.01% |
51,462
+1,921
| +4% | +$20.6K |
|
|
PMCS
1849
DELISTED
P M C SIERRA INC
PMCS
| $549K | ﹤0.01% |
72,137
+40,346
| +127% | +$307K |
|
1850
National Health Investors
NHI
$3.71B
| $547K | ﹤0.01% |
9,053
+1,146
| +14% | +$69.2K |
|