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 | |
|---|---|---|---|---|---|---|
|
TMH
501
DELISTED
Team Health Holdings Inc
TMH
| $22.1M | 0.03% |
376,916
-81,053
| -18% | -$4.74M |
|
|
LVLT
502
DELISTED
Level 3 Communications Inc
LVLT
| $22M | 0.03% |
408,413
-38,881
| -9% | -$2.09M |
|
503
Wolverine World Wide
WWW
$2.48B
| $22M | 0.03% |
656,970
+25,369
| +4% | +$849K |
|
504
Fifth Third Bancorp
FITB
$30.2B
| $21.9M | 0.03% |
1,164,292
-713,741
| -38% | -$13.5M |
|
|
AZPN
505
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $21.9M | 0.03% |
570,200
-621
| -0.1% | -$23.9K |
|
506
Idexx Laboratories
IDXX
$51.3B
| $21.9M | 0.03% |
283,982
+11,196
| +4% | +$865K |
|
507
JB Hunt Transport Services
JBHT
$13.4B
| $21.9M | 0.03% |
256,652
+10,808
| +4% | +$923K |
|
508
Televisa
TV
$1.54B
| $21.9M | 0.03% |
662,591
-228,085
| -26% | -$7.53M |
|
|
ENDP
509
DELISTED
Endo International plc
ENDP
| $21.8M | 0.03% |
242,647
-165,874
| -41% | -$14.9M |
|
510
Conagra Brands
CAG
$9.18B
| $21.7M | 0.03% |
763,821
+25,509
| +3% | +$725K |
|
|
HSP
511
DELISTED
HOSPIRA INC
HSP
| $21.7M | 0.03% |
246,974
+10,081
| +4% | +$886K |
|
512
Skechers
SKX
| $21.7M | 0.03% |
903,918
+52,473
| +6% | +$1.26M |
|
513
Huntington Ingalls Industries
HII
$10.8B
| $21.6M | 0.03% |
154,286
+9,425
| +7% | +$1.32M |
|
514
Kellanova
K
$27.6B
| $21.6M | 0.03% |
349,051
+6,897
| +2% | +$427K |
|
515
AB InBev
BUD
$114B
| $21.6M | 0.03% |
177,041
+65,361
| +59% | +$7.97M |
|
|
WWAV
516
DELISTED
The WhiteWave Foods Company
WWAV
| $21.6M | 0.03% |
486,391
+22,950
| +5% | +$1.02M |
|
517
Nucor
NUE
$32.4B
| $21.5M | 0.03% |
452,449
+13,973
| +3% | +$664K |
|
|
MSCC
518
DELISTED
Microsemi Corp
MSCC
| $21.5M | 0.03% |
606,619
+13,488
| +2% | +$477K |
|
519
Clorox
CLX
$15.1B
| $21.5M | 0.03% |
194,519
+4,491
| +2% | +$496K |
|
|
LSI
520
DELISTED
Life Storage, Inc.
LSI
| $21.3M | 0.03% |
340,148
+23,823
| +8% | +$1.49M |
|
521
Raymond James Financial
RJF
$33.9B
| $21.2M | 0.03% |
558,873
+31,600
| +6% | +$1.2M |
|
522
DTE Energy
DTE
$28.4B
| $21.1M | 0.03% |
307,112
+24,405
| +9% | +$1.68M |
|
523
Fortune Brands Innovations
FBIN
$7.12B
| $21.1M | 0.03% |
518,769
+30,262
| +6% | +$1.23M |
|
524
Seagate
STX
$41.7B
| $21.1M | 0.03% |
404,613
-40,171
| -9% | -$2.09M |
|
525
Pediatrix Medical
MD
$1.45B
| $21M | 0.03% |
289,660
+297
| +0.1% | +$21.5K |
|