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 | |
|---|---|---|---|---|---|---|
|
JAH
426
DELISTED
JARDEN CORPORATION
JAH
| $27.3M | 0.04% |
516,821
+7,931
| +2% | +$420K |
|
427
Analog Devices
ADI
$121B
| $27.2M | 0.04% |
430,988
+33,268
| +8% | +$2.1M |
|
|
NBL
428
DELISTED
Noble Energy, Inc.
NBL
| $27.1M | 0.04% |
554,261
+66,432
| +14% | +$3.25M |
|
429
Carnival Corp
CCL
$42.7B
| $27.1M | 0.04% |
565,555
+12,867
| +2% | +$616K |
|
430
Wabtec
WAB
$32.3B
| $27M | 0.04% |
283,862
+9,804
| +4% | +$931K |
|
|
TW
431
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
| $26.9M | 0.04% |
203,354
+15,384
| +8% | +$2.03M |
|
432
COPT Defense Properties
CDP
$3.46B
| $26.7M | 0.04% |
910,056
+428,408
| +89% | +$12.6M |
|
433
Franklin Resources
BEN
$12.8B
| $26.6M | 0.04% |
517,598
+28,829
| +6% | +$1.48M |
|
434
Encompass Health
EHC
$12.7B
| $26.5M | 0.04% |
751,461
-158,963
| -17% | -$5.61M |
|
435
Medical Properties Trust
MPW
$3.08B
| $26.5M | 0.04% |
1,796,620
-754,599
| -30% | -$11.1M |
|
436
NOV
NOV
$4.79B
| $26.4M | 0.04% |
529,057
-5,014
| -0.9% | -$251K |
|
|
WFM
437
DELISTED
Whole Foods Market Inc
WFM
| $26.4M | 0.04% |
507,492
+47,172
| +10% | +$2.46M |
|
438
Skyworks Solutions
SWKS
$11.1B
| $26.4M | 0.04% |
268,871
-261,475
| -49% | -$25.7M |
|
439
Intuitive Surgical
ISRG
$161B
| $26.4M | 0.04% |
470,241
+432
| +0.1% | +$24.2K |
|
|
POLY
440
DELISTED
Plantronics, Inc.
POLY
| $26.3M | 0.04% |
496,326
+9,602
| +2% | +$508K |
|
441
Xcel Energy
XEL
$43.4B
| $25.9M | 0.04% |
745,041
+58,425
| +9% | +$2.03M |
|
442
Bread Financial
BFH
$2.95B
| $25.9M | 0.04% |
109,367
-3,170
| -3% | -$749K |
|
443
CDW
CDW
$21.5B
| $25.8M | 0.04% |
691,890
+788
| +0.1% | +$29.3K |
|
444
Alaska Air
ALK
$7.31B
| $25.8M | 0.04% |
389,133
+12,685
| +3% | +$840K |
|
445
Polaris
PII
$3.22B
| $25.5M | 0.04% |
180,783
+2,778
| +2% | +$392K |
|
446
Amphenol
APH
$145B
| $25.4M | 0.04% |
1,727,428
+32,596
| +2% | +$480K |
|
|
NPBC
447
DELISTED
NATL PENN BANCSHARES INC
NPBC
| $25.4M | 0.04% |
2,356,930
+478,936
| +26% | +$5.16M |
|
448
Consolidated Edison
ED
$35.2B
| $25.4M | 0.04% |
415,721
-85,875
| -17% | -$5.24M |
|
449
Toro Company
TTC
$7.76B
| $25.3M | 0.04% |
721,546
+9,270
| +1% | +$325K |
|
450
Edgewell Personal Care
EPC
$1.01B
| $25.2M | 0.04% |
246,570
+8,841
| +4% | +$905K |
|