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 |
Zoetis
ZTS
|
+$182M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$175M |
| 3 |
STI
SunTrust Banks, Inc.
STI
|
+$120M |
| 4 |
Cisco
CSCO
|
+$114M |
| 5 |
American Tower
AMT
|
+$114M |
Top Sells
| 1 |
Labcorp
LH
|
+$127M |
| 2 |
DFS
Discover Financial Services
DFS
|
+$96.7M |
| 3 |
Bank of America
BAC
|
+$96.2M |
| 4 |
TCO
Taubman Centers Inc.
TCO
|
+$91M |
| 5 |
Jones Lang LaSalle
JLL
|
+$89.5M |
Sector Composition
| 1 | Financials | 15.86% |
| 2 | Real Estate | 15.38% |
| 3 | Technology | 11.87% |
| 4 | Healthcare | 11.21% |
| 5 | Consumer Discretionary | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Cognizant
CTSH
$33.8B
| $49.8M | 0.07% |
797,499
+11,623
| +1% | +$725K |
|
277
Halliburton
HAL
$19B
| $49.1M | 0.07% |
1,119,463
-145,714
| -12% | -$6.39M |
|
|
YHOO
278
DELISTED
Yahoo Inc
YHOO
| $49M | 0.07% |
1,102,470
+23,976
| +2% | +$1.07M |
|
279
Baxter International
BAX
$12.3B
| $49M | 0.07% |
1,316,129
+46,898
| +4% | +$1.74M |
|
280
Cigna
CI
$80.8B
| $48.9M | 0.07% |
378,011
+6,427
| +2% | +$832K |
|
281
Spirit AeroSystems
SPR
$4.54B
| $48.9M | 0.07% |
936,778
+627,489
| +203% | +$32.8M |
|
282
Entergy
ETR
$40.3B
| $48M | 0.07% |
1,237,934
-2,297,010
| -65% | -$89M |
|
|
RTN
283
DELISTED
Raytheon Company
RTN
| $47.8M | 0.07% |
437,908
-642,127
| -59% | -$70.2M |
|
284
Liberty Broadband Class A
LBRDA
$8.65B
| $47.5M | 0.07% |
841,301
-82,575
| -9% | -$4.66M |
|
|
BPY
285
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $47.3M | 0.07% |
1,952,143
+174,813
| +10% | +$4.24M |
|
286
Marriott Vacations Worldwide
VAC
$2.67B
| $47.2M | 0.07% |
582,678
-52,224
| -8% | -$4.23M |
|
287
Synopsys
SNPS
$79B
| $47.1M | 0.07% |
1,017,866
+221,268
| +28% | +$10.2M |
|
288
Amdocs
DOX
$9.35B
| $46.5M | 0.07% |
854,764
+348,651
| +69% | +$19M |
|
289
Chubb
CB
$111B
| $46.4M | 0.07% |
416,411
+9,067
| +2% | +$1.01M |
|
290
LyondellBasell Industries
LYB
$17.8B
| $46.2M | 0.07% |
525,754
-52,574
| -9% | -$4.62M |
|
|
ALXN
291
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $46.1M | 0.07% |
266,203
+8,490
| +3% | +$1.47M |
|
292
Manhattan Associates
MANH
$13.1B
| $46.1M | 0.07% |
910,809
-90,467
| -9% | -$4.58M |
|
293
Broadcom
AVGO
$1.7T
| $45.9M | 0.07% |
3,610,970
+96,450
| +3% | +$1.22M |
|
294
General Mills
GIS
$26.7B
| $45.3M | 0.07% |
800,642
+30,786
| +4% | +$1.74M |
|
295
Darden Restaurants
DRI
$24.8B
| $45.1M | 0.07% |
728,234
+536,442
| +280% | +$33.2M |
|
|
PRXL
296
DELISTED
Parexel International Corp
PRXL
| $45M | 0.07% |
652,221
+6,283
| +1% | +$433K |
|
|
STOR
297
DELISTED
STORE Capital Corporation
STOR
| $44.7M | 0.07% |
1,912,391
+213,168
| +13% | +$4.98M |
|
298
Illinois Tool Works
ITW
$76.8B
| $44.4M | 0.07% |
457,213
-3,407
| -0.7% | -$331K |
|
|
CPN
299
DELISTED
Calpine Corporation
CPN
| $43.9M | 0.07% |
1,920,260
-782,532
| -29% | -$17.9M |
|
300
Emcor
EME
$28.2B
| $43.9M | 0.07% |
944,777
-2,925
| -0.3% | -$136K |
|