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 | |
|---|---|---|---|---|---|---|
|
ACC
626
DELISTED
American Campus Communities, Inc.
ACC
| $17M | 0.03% |
397,611
+25,583
| +7% | +$1.1M |
|
|
MDSO
627
DELISTED
Medidata Solutions, Inc.
MDSO
| $17M | 0.03% |
347,093
+8,407
| +2% | +$412K |
|
628
New Jersey Resources
NJR
$4.74B
| $17M | 0.03% |
547,107
+18,527
| +4% | +$575K |
|
629
J.M. Smucker
SJM
$11.5B
| $17M | 0.03% |
146,622
+14,535
| +11% | +$1.68M |
|
|
RAX
630
DELISTED
Rackspace Hosting Inc
RAX
| $17M | 0.03% |
328,819
+10,530
| +3% | +$543K |
|
631
SEI Investments
SEIC
$10.7B
| $16.9M | 0.03% |
384,108
+29,640
| +8% | +$1.31M |
|
|
ABMD
632
DELISTED
Abiomed Inc
ABMD
| $16.9M | 0.03% |
236,512
+6,203
| +3% | +$444K |
|
633
Jack Henry & Associates
JKHY
$11.7B
| $16.9M | 0.03% |
241,521
+8,001
| +3% | +$559K |
|
634
Dover
DOV
$23.7B
| $16.9M | 0.03% |
302,086
-3,001
| -1% | -$168K |
|
635
PRA Group
PRAA
$657M
| $16.8M | 0.03% |
310,139
-3,117
| -1% | -$169K |
|
636
Pentair
PNR
$18.2B
| $16.8M | 0.03% |
397,277
+7,101
| +2% | +$300K |
|
637
Tapestry
TPR
$22.2B
| $16.8M | 0.03% |
404,860
+3,965
| +1% | +$164K |
|
|
GAP
638
The Gap, Inc.
GAP
$8.5B
| $16.7M | 0.02% |
386,318
-2,956
| -0.8% | -$128K |
|
639
East-West Bancorp
EWBC
$15.1B
| $16.7M | 0.02% |
412,373
+25,284
| +7% | +$1.02M |
|
640
Allegiant Air
ALGT
$1.19B
| $16.7M | 0.02% |
86,731
+1,520
| +2% | +$292K |
|
641
Viasat
VSAT
$4.1B
| $16.6M | 0.02% |
279,179
+11,532
| +4% | +$687K |
|
642
Bank OZK
OZK
$5.88B
| $16.6M | 0.02% |
450,063
+43,536
| +11% | +$1.61M |
|
643
Trinity Industries
TRN
$2.28B
| $16.6M | 0.02% |
647,893
+24,142
| +4% | +$617K |
|
644
Penske Automotive Group
PAG
$11.9B
| $16.5M | 0.02% |
321,175
-36,670
| -10% | -$1.89M |
|
|
TE
645
DELISTED
TECO ENERGY INC
TE
| $16.5M | 0.02% |
852,156
+222,101
| +35% | +$4.31M |
|
646
Kite Realty
KRG
$4.95B
| $16.5M | 0.02% |
586,496
+11,810
| +2% | +$333K |
|
647
Ingredion
INGR
$8.09B
| $16.5M | 0.02% |
211,782
-53,633
| -20% | -$4.17M |
|
648
Dick's Sporting Goods
DKS
$19.9B
| $16.5M | 0.02% |
289,140
+8,237
| +3% | +$469K |
|
649
Domino's
DPZ
$15.3B
| $16.5M | 0.02% |
163,842
+7,129
| +5% | +$717K |
|
650
Timken Company
TKR
$5.4B
| $16.5M | 0.02% |
390,484
+125,439
| +47% | +$5.29M |
|