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 | |
|---|---|---|---|---|---|---|
301
Regeneron Pharmaceuticals
REGN
$59.4B
| $43.7M | 0.07% |
96,803
+2,007
| +2% | +$906K |
|
302
Ameriprise Financial
AMP
$46.9B
| $43.7M | 0.07% |
333,802
+16,783
| +5% | +$2.2M |
|
|
303
Jones Lang LaSalle
JLL
$14.8B
| $43.5M | 0.06% |
255,133
-524,973
| -67% | -$89.5M |
|
304
Teva Pharmaceuticals
TEVA
$22.9B
| $43.4M | 0.06% |
697,178
+488,996
| +235% | +$30.5M |
|
305
Johnson Controls International
JCI
$70.4B
| $43M | 0.06% |
813,804
+42,942
| +6% | +$2.27M |
|
306
Micron Technology
MU
$176B
| $42.7M | 0.06% |
1,575,395
-63,785
| -4% | -$1.73M |
|
307
Armstrong World Industries
AWI
$8.5B
| $42.1M | 0.06% |
+732,846
| New | +$42.1M |
|
308
LPL Financial
LPLA
$28.1B
| $41.9M | 0.06% |
+954,189
| New | +$41.9M |
|
309
CSX Corp
CSX
$60.5B
| $41.6M | 0.06% |
3,771,717
+112,932
| +3% | +$1.25M |
|
310
Eaton
ETN
$142B
| $40.9M | 0.06% |
602,174
+24,351
| +4% | +$1.65M |
|
311
American Electric Power
AEP
$58.5B
| $40.9M | 0.06% |
726,650
+127,444
| +21% | +$7.17M |
|
312
Norfolk Southern
NSC
$61.6B
| $40.7M | 0.06% |
395,482
+7,664
| +2% | +$789K |
|
313
ODP
ODP
$624M
| $40.7M | 0.06% |
441,979
-111,323
| -20% | -$10.2M |
|
314
The GEO Group
GEO
$3.12B
| $40.5M | 0.06% |
1,390,125
+20,949
| +2% | +$611K |
|
315
PPG Industries
PPG
$25B
| $40.5M | 0.06% |
359,432
-20,040
| -5% | -$2.26M |
|
316
Avista
AVA
$2.95B
| $40.4M | 0.06% |
1,182,518
-138,079
| -10% | -$4.72M |
|
317
TAL Education Group
TAL
$6.67B
| $40.3M | 0.06% |
7,283,052
-360,642
| -5% | -$2M |
|
318
Marsh & McLennan
MMC
$99.8B
| $39.7M | 0.06% |
707,030
+30,831
| +5% | +$1.73M |
|
319
The Mosaic Company
MOS
$10.7B
| $39.6M | 0.06% |
860,626
+422,710
| +97% | +$19.5M |
|
320
Humana
HUM
$33.2B
| $39.5M | 0.06% |
222,149
+3,589
| +2% | +$639K |
|
321
TEGNA Inc
TGNA
$3.39B
| $39.5M | 0.06% |
2,037,126
+599,032
| +42% | +$11.6M |
|
322
Vertex Pharmaceuticals
VRTX
$101B
| $39.5M | 0.06% |
334,665
+9,803
| +3% | +$1.16M |
|
323
Applied Materials
AMAT
$134B
| $39.3M | 0.06% |
1,742,891
+38,242
| +2% | +$863K |
|
|
WPG
324
DELISTED
Washington Prime Group Inc.
WPG
| $38.6M | 0.06% |
258,080
-5,241
| -2% | -$784K |
|
325
Deere & Co
DE
$127B
| $38.5M | 0.06% |
438,594
-8,699
| -2% | -$763K |
|