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 | |
|---|---|---|---|---|---|---|
|
CRAY
1926
DELISTED
Cray, Inc.
CRAY
| $384K | ﹤0.01% |
+10,287
| New | +$384K |
|
1927
IQVIA
IQV
$32B
| $384K | ﹤0.01% |
+7,560
| New | +$384K |
|
1928
Steelcase
SCS
$1.93B
| $384K | ﹤0.01% |
23,148
-2,648
| -10% | -$43.9K |
|
|
EVER
1929
DELISTED
Everbank Financial Corp
EVER
| $382K | ﹤0.01% |
19,371
-3,647
| -16% | -$71.9K |
|
|
RAVN
1930
DELISTED
Raven Industries Inc
RAVN
| $379K | ﹤0.01% |
11,563
+1,435
| +14% | +$47K |
|
|
CTB
1931
DELISTED
Cooper Tire & Rubber Co.
CTB
| $374K | ﹤0.01% |
15,374
-3,979
| -21% | -$96.8K |
|
1932
Unisys
UIS
$282M
| $373K | ﹤0.01% |
12,255
-240
| -2% | -$7.31K |
|
|
INVN
1933
DELISTED
Invensense Inc
INVN
| $373K | ﹤0.01% |
15,764
-2,594
| -14% | -$61.4K |
|
|
MRH
1934
DELISTED
MONTPELIER RE HOLDINGS LTD
MRH
| $370K | ﹤0.01% |
12,440
-255
| -2% | -$7.58K |
|
|
DWRE
1935
DELISTED
DEMANDWARE INC COM STK (DE)
DWRE
| $369K | ﹤0.01% |
5,759
+548
| +11% | +$35.1K |
|
|
HZNP
1936
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $368K | ﹤0.01% |
+24,363
| New | +$368K |
|
|
WBMD
1937
DELISTED
WebMD Health Corp.
WBMD
| $368K | ﹤0.01% |
8,877
-1,614
| -15% | -$66.9K |
|
|
KKD
1938
DELISTED
KRISPY KREME DOUGHNUTS INC
KKD
| $366K | ﹤0.01% |
20,653
-196
| -0.9% | -$3.47K |
|
1939
Main Street Capital
MAIN
$5.94B
| $365K | ﹤0.01% |
11,098
+1,089
| +11% | +$35.8K |
|
1940
Gentherm
THRM
$1.08B
| $365K | ﹤0.01% |
10,510
-100
| -0.9% | -$3.47K |
|
|
ARR
1941
Armour Residential REIT
ARR
$1.75B
| $361K | ﹤0.01% |
2,188
-45
| -2% | -$7.43K |
|
|
CHSP
1942
DELISTED
Chesapeake Lodging Trust
CHSP
| $359K | ﹤0.01% |
13,935
-286
| -2% | -$7.37K |
|
1943
Halozyme
HALO
$8.77B
| $356K | ﹤0.01% |
28,028
+3,407
| +14% | +$43.3K |
|
1944
Universal Display
OLED
$6.55B
| $356K | ﹤0.01% |
11,163
-106
| -0.9% | -$3.38K |
|
1945
RH
RH
$4.38B
| $355K | ﹤0.01% |
4,825
-46
| -0.9% | -$3.38K |
|
|
CHUY
1946
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $353K | ﹤0.01% |
+8,190
| New | +$353K |
|
|
LOCK
1947
DELISTED
LifeLock, Inc.
LOCK
| $353K | ﹤0.01% |
20,613
+1,196
| +6% | +$20.5K |
|
|
GTI
1948
DELISTED
GRAFTECH INTERNATIONAL LTD
GTI
| $350K | ﹤0.01% |
32,095
+3,739
| +13% | +$40.8K |
|
1949
Credit Acceptance
CACC
$5.88B
| $347K | ﹤0.01% |
2,439
+233
| +11% | +$33.1K |
|
1950
Nexstar Media Group
NXST
$6B
| $347K | ﹤0.01% |
9,259
-88
| -0.9% | -$3.3K |
|