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 | |
|---|---|---|---|---|---|---|
476
Paychex
PAYX
$48.6B
| $23.2M | 0.03% |
467,844
+8,046
| +2% | +$399K |
|
|
ANSS
477
DELISTED
Ansys
ANSS
| $23.2M | 0.03% |
262,957
+13,402
| +5% | +$1.18M |
|
478
Cracker Barrel
CBRL
$1.14B
| $23.1M | 0.03% |
151,813
+3,376
| +2% | +$514K |
|
479
Packaging Corp of America
PKG
$19.4B
| $22.9M | 0.03% |
293,022
-113,893
| -28% | -$8.9M |
|
480
Hologic
HOLX
$14.3B
| $22.9M | 0.03% |
693,145
+49,795
| +8% | +$1.64M |
|
481
Boise Cascade
BCC
$3.2B
| $22.9M | 0.03% |
610,730
+358,769
| +142% | +$13.4M |
|
482
Dycom Industries
DY
$7.47B
| $22.9M | 0.03% |
468,434
+255,425
| +120% | +$12.5M |
|
483
HF Sinclair
DINO
$9.56B
| $22.9M | 0.03% |
567,641
-168,203
| -23% | -$6.77M |
|
484
LKQ Corp
LKQ
$8.31B
| $22.8M | 0.03% |
891,561
+85,944
| +11% | +$2.2M |
|
485
Arthur J. Gallagher & Co
AJG
$76.2B
| $22.6M | 0.03% |
484,407
-107,576
| -18% | -$5.03M |
|
|
HPP
486
Hudson Pacific Properties
HPP
$1.11B
| $22.6M | 0.03% |
679,904
+438,417
| +182% | +$14.6M |
|
487
Alcoa
AA
$8.61B
| $22.6M | 0.03% |
726,529
+28,911
| +4% | +$898K |
|
488
Curtiss-Wright
CW
$19.2B
| $22.6M | 0.03% |
304,990
+5,805
| +2% | +$429K |
|
489
Hanesbrands
HBI
$2.2B
| $22.4M | 0.03% |
669,718
-649,670
| -49% | -$21.8M |
|
490
ICU Medical
ICUI
$3.22B
| $22.4M | 0.03% |
240,440
+158,538
| +194% | +$14.8M |
|
491
Broadridge
BR
$29.5B
| $22.4M | 0.03% |
406,943
-53,399
| -12% | -$2.94M |
|
|
LPT
492
DELISTED
Liberty Property Trust
LPT
| $22.4M | 0.03% |
626,645
-1,737
| -0.3% | -$62K |
|
493
Acadia Healthcare
ACHC
$2.01B
| $22.4M | 0.03% |
312,333
-55,163
| -15% | -$3.95M |
|
494
Eversource Energy
ES
$24.4B
| $22.4M | 0.03% |
442,429
+16,633
| +4% | +$840K |
|
495
Casey's General Stores
CASY
$20.6B
| $22.3M | 0.03% |
247,703
+6,789
| +3% | +$612K |
|
496
Rockwell Automation
ROK
$38.8B
| $22.3M | 0.03% |
192,238
+2,212
| +1% | +$257K |
|
497
Edwards Lifesciences
EW
$45.5B
| $22.2M | 0.03% |
935,946
-17,004
| -2% | -$404K |
|
498
Northern Trust
NTRS
$24.7B
| $22.2M | 0.03% |
318,890
+9,854
| +3% | +$686K |
|
|
HAR
499
DELISTED
Harman International Industries
HAR
| $22.2M | 0.03% |
165,943
-6,116
| -4% | -$817K |
|
|
OCR
500
DELISTED
OMNICARE INC
OCR
| $22.1M | 0.03% |
286,179
+13,179
| +5% | +$1.02M |
|