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 | |
|---|---|---|---|---|---|---|
2051
BGC Group
BGC
$4.73B
| $256K | ﹤0.01% |
60,751
-577
| -0.9% | -$2.43K |
|
|
ELGX
2052
DELISTED
Endologix Inc
ELGX
| $255K | ﹤0.01% |
1,983
-19
| -0.9% | -$2.44K |
|
|
ANAC
2053
DELISTED
ANACOR PHARMACEUTICALS INC COM
ANAC
| $254K | ﹤0.01% |
12,717
-121
| -0.9% | -$2.42K |
|
|
LORL
2054
DELISTED
Loral Space and Communications, Inc.
LORL
| $253K | ﹤0.01% |
3,573
-34
| -0.9% | -$2.41K |
|
|
TRLA
2055
DELISTED
TRULIA INC (DEL)
TRLA
| $252K | ﹤0.01% |
7,601
-73
| -1% | -$2.42K |
|
2056
Fresh Del Monte Produce
FDP
$1.72B
| $251K | ﹤0.01% |
9,117
-1,274
| -12% | -$35.1K |
|
|
CHL
2057
DELISTED
China Mobile Limited
CHL
| $251K | ﹤0.01% |
+5,500
| New | +$251K |
|
2058
Ambarella
AMBA
$3.59B
| $250K | ﹤0.01% |
9,374
+165
| +2% | +$4.4K |
|
2059
Sarepta Therapeutics
SRPT
$1.84B
| $250K | ﹤0.01% |
+10,384
| New | +$250K |
|
2060
Shutterstock
SSTK
$724M
| $249K | ﹤0.01% |
3,426
-44
| -1% | -$3.2K |
|
2061
XPO
XPO
$15.6B
| $249K | ﹤0.01% |
+24,444
| New | +$249K |
|
2062
Renasant Corp
RNST
$3.75B
| $248K | ﹤0.01% |
8,542
+1,130
| +15% | +$32.8K |
|
2063
Arq
ARQ
$310M
| $248K | ﹤0.01% |
10,094
-96
| -0.9% | -$2.36K |
|
|
ACET
2064
DELISTED
Aceto Corp
ACET
| $248K | ﹤0.01% |
12,340
+3,023
| +32% | +$60.8K |
|
|
TPLM
2065
DELISTED
Triangle Petroleum Corporation
TPLM
| $248K | ﹤0.01% |
30,123
+7,959
| +36% | +$65.5K |
|
2066
QuidelOrtho
QDEL
$1.95B
| $247K | ﹤0.01% |
9,037
-86
| -0.9% | -$2.35K |
|
2067
Shenandoah Telecom
SHEN
$748M
| $247K | ﹤0.01% |
15,324
-7,864
| -34% | -$127K |
|
2068
Orthofix Medical
OFIX
$581M
| $247K | ﹤0.01% |
+8,176
| New | +$247K |
|
|
CSR
2069
Centerspace
CSR
$1.01B
| $246K | ﹤0.01% |
2,735
-56
| -2% | -$5.04K |
|
2070
Northfield Bancorp
NFBK
$497M
| $245K | ﹤0.01% |
19,090
+1,690
| +10% | +$21.7K |
|
|
CORE
2071
DELISTED
Core Mark Holding Co., Inc.
CORE
| $245K | ﹤0.01% |
13,512
-248
| -2% | -$4.5K |
|
2072
Baidu
BIDU
$37.4B
| $244K | ﹤0.01% |
1,603
-1,831
| -53% | -$279K |
|
|
MESG
2073
DELISTED
XURA INC COM (DE)
MESG
| $243K | ﹤0.01% |
7,041
+942
| +15% | +$32.5K |
|
|
CTCT
2074
DELISTED
CONSTANT CONTACT, INC COM
CTCT
| $243K | ﹤0.01% |
9,928
-94
| -0.9% | -$2.3K |
|
2075
Cohen & Steers
CNS
$3.67B
| $240K | ﹤0.01% |
6,015
-57
| -0.9% | -$2.27K |
|