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 | |
|---|---|---|---|---|---|---|
326
State Street
STT
$31.9B
| $38.3M | 0.06% |
521,395
+12,517
| +2% | +$920K |
|
327
Stryker
SYK
$147B
| $38.2M | 0.06% |
414,450
+3,556
| +0.9% | +$328K |
|
328
Marathon Petroleum
MPC
$54.8B
| $38.2M | 0.06% |
745,694
+35,838
| +5% | +$1.83M |
|
329
CME Group
CME
$94.5B
| $38.1M | 0.06% |
402,749
+17,276
| +4% | +$1.64M |
|
330
Eastman Chemical
EMN
$7.71B
| $38.1M | 0.06% |
550,232
+108,503
| +25% | +$7.51M |
|
331
Cencora
COR
$58.7B
| $38M | 0.06% |
334,162
+26,479
| +9% | +$3.01M |
|
332
First American
FAF
$6.87B
| $37.8M | 0.06% |
1,060,353
+766,676
| +261% | +$27.4M |
|
333
Allstate
ALL
$52.8B
| $37.8M | 0.06% |
531,027
+13,372
| +3% | +$952K |
|
334
Intercontinental Exchange
ICE
$99.6B
| $37.8M | 0.06% |
809,685
+73,570
| +10% | +$3.43M |
|
335
Corning
GLW
$66B
| $37.3M | 0.06% |
1,645,405
+36,252
| +2% | +$822K |
|
336
CACI
CACI
$10.9B
| $37.3M | 0.06% |
414,760
+266,777
| +180% | +$24M |
|
337
VF Corp
VFC
$5.8B
| $36.9M | 0.05% |
520,055
+2,147
| +0.4% | +$152K |
|
|
CDK
338
DELISTED
CDK Global, Inc.
CDK
| $36.8M | 0.05% |
788,000
+375,730
| +91% | +$17.6M |
|
|
VVC
339
DELISTED
Vectren Corporation
VVC
| $36.8M | 0.05% |
834,483
+156,026
| +23% | +$6.89M |
|
|
PARA
340
DELISTED
Paramount Global Class B
PARA
| $36.7M | 0.05% |
605,590
-9,650
| -2% | -$585K |
|
341
NETSCOUT
NTCT
$1.8B
| $36.6M | 0.05% |
834,203
+4,947
| +0.6% | +$217K |
|
342
Universal Health Services
UHS
$12.2B
| $36.3M | 0.05% |
308,366
-198,684
| -39% | -$23.4M |
|
343
Prestige Consumer Healthcare
PBH
$3.11B
| $36.2M | 0.05% |
843,343
+6,455
| +0.8% | +$277K |
|
344
iShares Core S&P 500 ETF
IVV
$675B
| $36.1M | 0.05% |
173,519
+3,767
| +2% | +$783K |
|
345
Keurig Dr Pepper
KDP
$37B
| $35.9M | 0.05% |
457,856
+7,814
| +2% | +$613K |
|
346
Sempra
SRE
$54.8B
| $35.8M | 0.05% |
656,490
+28,264
| +4% | +$1.54M |
|
347
Aflac
AFL
$58.4B
| $35.7M | 0.05% |
1,116,070
+10,722
| +1% | +$343K |
|
348
Truist Financial
TFC
$58.3B
| $35.7M | 0.05% |
915,853
+39,079
| +4% | +$1.52M |
|
349
TE Connectivity
TEL
$62B
| $35.7M | 0.05% |
497,841
+20,473
| +4% | +$1.47M |
|
|
CTB
350
DELISTED
Cooper Tire & Rubber Co.
CTB
| $35.5M | 0.05% |
829,734
+797,652
| +2,486% | +$34.2M |
|