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 | |
|---|---|---|---|---|---|---|
2076
Allison Transmission
ALSN
$7.53B
| $239K | ﹤0.01% |
+7,986
| New | +$239K |
|
2077
Park National Corp
PRK
$2.77B
| $239K | ﹤0.01% |
3,113
-64
| -2% | -$4.91K |
|
|
NTK
2078
DELISTED
NORTEK INC COM NEW (DE)
NTK
| $239K | ﹤0.01% |
2,912
-1,422
| -33% | -$117K |
|
|
PKD
2079
DELISTED
Parker Drilling Company
PKD
| $238K | ﹤0.01% |
2,240
-46
| -2% | -$4.89K |
|
|
WSTC
2080
DELISTED
West Corporation
WSTC
| $238K | ﹤0.01% |
9,959
-128
| -1% | -$3.06K |
|
|
DNDN
2081
DELISTED
DENDREON CORPORATION
DNDN
| $238K | ﹤0.01% |
+79,455
| New | +$238K |
|
|
HK
2082
DELISTED
Halcon Resources Corporation
HK
| $238K | ﹤0.01% |
319
-6
| -2% | -$4.48K |
|
|
ALX
2083
Alexander's
ALX
$1.2B
| $236K | ﹤0.01% |
653
-386
| -37% | -$140K |
|
2084
EPAM Systems
EPAM
$9.44B
| $234K | ﹤0.01% |
7,125
-68
| -0.9% | -$2.23K |
|
2085
Novavax
NVAX
$1.28B
| $234K | ﹤0.01% |
2,581
-24
| -0.9% | -$2.18K |
|
2086
Park-Ohio Holdings
PKOH
$303M
| $232K | ﹤0.01% |
4,133
-40
| -1% | -$2.25K |
|
2087
PDF Solutions
PDFS
$788M
| $231K | ﹤0.01% |
12,736
+227
| +2% | +$4.12K |
|
|
ATRI
2088
DELISTED
Atrion Corp
ATRI
| $231K | ﹤0.01% |
754
-8
| -1% | -$2.45K |
|
|
MOVE
2089
DELISTED
MOVE INC COM STK NEW (DE)
MOVE
| $231K | ﹤0.01% |
20,001
-190
| -0.9% | -$2.19K |
|
|
VIA
2090
DELISTED
Viacom Inc. Class A
VIA
| $231K | ﹤0.01% |
2,704
| – | – |
|
|
CKEC
2091
DELISTED
Carmike Cinemas Inc
CKEC
| $228K | ﹤0.01% |
7,636
-2,467
| -24% | -$73.7K |
|
2092
Spirit AeroSystems
SPR
$4.8B
| $227K | ﹤0.01% |
8,044
-14,843
| -65% | -$419K |
|
2093
Columbus McKinnon
CMCO
$428M
| $226K | ﹤0.01% |
8,426
-158
| -2% | -$4.24K |
|
2094
PROS Holdings
PRO
$746M
| $225K | ﹤0.01% |
7,130
-68
| -0.9% | -$2.15K |
|
|
CODE
2095
DELISTED
SPANSION INC, CLASS A COMMON STOCK
CODE
| $225K | ﹤0.01% |
12,896
-264
| -2% | -$4.61K |
|
2096
Accuray
ARAY
$170M
| $224K | ﹤0.01% |
23,381
-14,156
| -38% | -$136K |
|
2097
Vaalco Energy
EGY
$399M
| $224K | ﹤0.01% |
26,246
-412
| -2% | -$3.52K |
|
|
ANAT
2098
DELISTED
American National Group, Inc. Common Stock
ANAT
| $224K | ﹤0.01% |
+1,983
| New | +$224K |
|
|
GBL
2099
DELISTED
GAMCO Investors, Inc.
GBL
| $223K | ﹤0.01% |
5,335
-52
| -1% | -$2.17K |
|
|
CTIC
2100
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
| $223K | ﹤0.01% |
+6,553
| New | +$223K |
|