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 | |
|---|---|---|---|---|---|---|
551
ManpowerGroup
MAN
$1.78B
| $19.4M | 0.03% |
224,826
-14,051
| -6% | -$1.21M |
|
552
Brown-Forman Class B
BF.B
$13B
| $19.4M | 0.03% |
669,763
+375
| +0.1% | +$10.8K |
|
553
Sabra Healthcare REIT
SBRA
$4.57B
| $19.3M | 0.03% |
582,377
+17,391
| +3% | +$577K |
|
|
GMCR
554
DELISTED
KEURIG GREEN MTN INC
GMCR
| $19.2M | 0.03% |
172,215
-6,315
| -4% | -$706K |
|
|
BCS.PR.CL
555
DELISTED
BARCLAYS BANK PLC ADR SER 2 REPSTG PREF SHS SER 2 (UK)
BCS.PR.CL
| $19.2M | 0.03% |
749,699
-115,545
| -13% | -$2.96M |
|
556
Ziff Davis
ZD
$1.5B
| $19.2M | 0.03% |
336,499
-257,580
| -43% | -$14.7M |
|
557
Under Armour
UAA
$2.08B
| $19.2M | 0.03% |
478,462
-35,875
| -7% | -$1.44M |
|
558
Moog
MOG.A
$6.27B
| $19.1M | 0.03% |
254,988
+947
| +0.4% | +$71.1K |
|
|
HOT
559
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
| $19.1M | 0.03% |
229,147
-8,325
| -4% | -$695K |
|
|
TRCO
560
DELISTED
TRIBUNE MEDIA COMPANY CLASS A
TRCO
| $19.1M | 0.03% |
313,386
+689
| +0.2% | +$41.9K |
|
|
TCO
561
DELISTED
Taubman Centers Inc.
TCO
| $19M | 0.03% |
246,411
-1,180,287
| -83% | -$91M |
|
562
Synaptics
SYNA
$2.72B
| $19M | 0.03% |
233,298
+2,935
| +1% | +$239K |
|
563
BorgWarner
BWA
$9.46B
| $18.9M | 0.03% |
354,759
-6,456
| -2% | -$344K |
|
564
RPM International
RPM
$16.2B
| $18.9M | 0.03% |
393,184
-126,957
| -24% | -$6.09M |
|
|
MNK
565
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
| $18.9M | 0.03% |
148,841
-143,540
| -49% | -$18.2M |
|
|
ATVI
566
DELISTED
Activision Blizzard Inc.
ATVI
| $18.8M | 0.03% |
828,823
-395,886
| -32% | -$9M |
|
567
Regency Centers
REG
$13B
| $18.8M | 0.03% |
276,235
+16,491
| +6% | +$1.12M |
|
|
BEAV
568
DELISTED
B/E Aerospace Inc
BEAV
| $18.8M | 0.03% |
295,439
-2,539
| -0.9% | -$162K |
|
569
Bunge Global
BG
$16.3B
| $18.8M | 0.03% |
227,898
+195,617
| +606% | +$16.1M |
|
|
BRCD
570
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
| $18.8M | 0.03% |
1,581,877
+4,668
| +0.3% | +$55.4K |
|
571
Capri Holdings
CPRI
$2.43B
| $18.8M | 0.03% |
285,357
-2,384
| -0.8% | -$157K |
|
|
VAL
572
DELISTED
Valspar
VAL
| $18.7M | 0.03% |
222,511
+3,024
| +1% | +$254K |
|
573
Toll Brothers
TOL
$13.8B
| $18.6M | 0.03% |
473,623
+18,345
| +4% | +$722K |
|
|
AMSG
574
DELISTED
Amsurg Corp
AMSG
| $18.6M | 0.03% |
302,652
+3,189
| +1% | +$196K |
|
575
Autodesk
ADSK
$68B
| $18.5M | 0.03% |
315,706
+11,641
| +4% | +$683K |
|