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 | |
|---|---|---|---|---|---|---|
1951
Oaktree Specialty Lending
OCSL
$1.22B
| $346K | ﹤0.01% |
12,177
-250
| -2% | -$7.1K |
|
1952
Sangamo Therapeutics
SGMO
$157M
| $344K | ﹤0.01% |
19,033
+1,951
| +11% | +$35.3K |
|
1953
Primoris Services
PRIM
$6.11B
| $341K | ﹤0.01% |
11,364
-86
| -0.8% | -$2.58K |
|
|
TUMI
1954
DELISTED
TUMI HLDGS INC COM
TUMI
| $341K | ﹤0.01% |
15,055
-143
| -0.9% | -$3.24K |
|
|
DYAX
1955
DELISTED
DYAX CORPORATION
DYAX
| $340K | ﹤0.01% |
37,884
-360
| -0.9% | -$3.23K |
|
|
VOLC
1956
DELISTED
VOLCANO CORPORATION COM STK
VOLC
| $340K | ﹤0.01% |
17,228
-164
| -0.9% | -$3.24K |
|
|
KEG
1957
DELISTED
KEY ENERGY SERVICES INC
KEG
| $339K | ﹤0.01% |
36,674
-5,067
| -12% | -$46.8K |
|
|
JNY
1958
DELISTED
JONES GROUP INC COM STK (PA)
JNY
| $335K | ﹤0.01% |
22,373
+2,939
| +15% | +$44K |
|
|
BEL
1959
DELISTED
Belmond Ltd.
BEL
| $332K | ﹤0.01% |
23,062
-178
| -0.8% | -$2.56K |
|
1960
Innospec
IOSP
$2.07B
| $330K | ﹤0.01% |
7,290
-75
| -1% | -$3.4K |
|
|
EDE
1961
DELISTED
Empire District Electric
EDE
| $329K | ﹤0.01% |
13,509
+770
| +6% | +$18.8K |
|
|
HEES
1962
DELISTED
H&E Equipment Services
HEES
| $328K | ﹤0.01% |
8,104
-77
| -0.9% | -$3.12K |
|
|
RDEN
1963
DELISTED
ELIZABETH ARDEN INC
RDEN
| $328K | ﹤0.01% |
11,123
+3,903
| +54% | +$115K |
|
1964
Kennedy-Wilson Holdings
KW
$1.2B
| $327K | ﹤0.01% |
14,542
-3,042
| -17% | -$68.4K |
|
|
EXAM
1965
DELISTED
EXAMWORKS GROUP INC COM STK (DE)
EXAM
| $327K | ﹤0.01% |
9,342
-89
| -0.9% | -$3.12K |
|
1966
Hyster-Yale Materials Handling
HY
$639M
| $324K | ﹤0.01% |
3,321
-32
| -1% | -$3.12K |
|
|
MTOR
1967
DELISTED
MERITOR, Inc.
MTOR
| $322K | ﹤0.01% |
26,320
-539
| -2% | -$6.59K |
|
|
MFRM
1968
DELISTED
MATTRESS FIRM HLDG CORP COM STK (DE)
MFRM
| $322K | ﹤0.01% |
6,735
-64
| -0.9% | -$3.06K |
|
1969
MGE Energy Inc
MGEE
$3.05B
| $319K | ﹤0.01% |
8,123
-166
| -2% | -$6.52K |
|
|
FRGI
1970
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $319K | ﹤0.01% |
7,000
+1,507
| +27% | +$68.7K |
|
1971
Protolabs
PRLB
$1.18B
| $317K | ﹤0.01% |
4,690
-946
| -17% | -$63.9K |
|
1972
Ironwood Pharmaceuticals
IRWD
$180M
| $316K | ﹤0.01% |
30,581
-290
| -0.9% | -$3K |
|
|
PLKI
1973
DELISTED
Popeyes Louisiana Kitchen, Inc.
PLKI
| $313K | ﹤0.01% |
7,699
-73
| -0.9% | -$2.97K |
|
1974
SPS Commerce
SPSC
$4.21B
| $312K | ﹤0.01% |
10,164
+1,820
| +22% | +$55.9K |
|
1975
Pegasystems
PEGA
$9.75B
| $310K | ﹤0.01% |
35,092
+12,008
| +52% | +$106K |
|