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 | |
|---|---|---|---|---|---|---|
676
iShares MSCI EAFE ETF
EFA
$67.1B
| $15.8M | 0.02% |
246,399
+195,650
| +386% | +$12.6M |
|
677
Cintas
CTAS
$81.6B
| $15.7M | 0.02% |
770,756
+156,172
| +25% | +$3.19M |
|
678
Old Dominion Freight Line
ODFL
$30.5B
| $15.6M | 0.02% |
604,431
+48,267
| +9% | +$1.24M |
|
679
Newmont
NEM
$87.1B
| $15.6M | 0.02% |
716,903
+71,946
| +11% | +$1.56M |
|
|
VR
680
DELISTED
Validus Hold Ltd
VR
| $15.4M | 0.02% |
366,624
-267,258
| -42% | -$11.3M |
|
681
United Bankshares
UBSI
$5.3B
| $15.3M | 0.02% |
408,187
+12,488
| +3% | +$469K |
|
|
DHC
682
Diversified Healthcare Trust
DHC
$1.07B
| $15.3M | 0.02% |
696,292
+122,475
| +21% | +$2.69M |
|
|
SPLS
683
DELISTED
Staples Inc
SPLS
| $15.3M | 0.02% |
937,996
+38,143
| +4% | +$621K |
|
684
Acadia Realty Trust
AKR
$2.64B
| $15.2M | 0.02% |
436,218
+18,430
| +4% | +$643K |
|
|
CA
685
DELISTED
CA, Inc.
CA
| $15.2M | 0.02% |
466,404
+18,731
| +4% | +$611K |
|
686
NVR
NVR
$23.3B
| $15.2M | 0.02% |
11,410
+240
| +2% | +$319K |
|
687
Lincoln Electric
LECO
$13.2B
| $15.1M | 0.02% |
231,197
-122,309
| -35% | -$8M |
|
|
MW
688
DELISTED
THE MENS WAREHOUSE INC
MW
| $15.1M | 0.02% |
289,214
+6,541
| +2% | +$341K |
|
689
Cadence Design Systems
CDNS
$93.6B
| $15.1M | 0.02% |
818,268
+36,171
| +5% | +$667K |
|
|
SIRO
690
DELISTED
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
| $15.1M | 0.02% |
167,461
+19,739
| +13% | +$1.78M |
|
691
Republic Services
RSG
$71.3B
| $15M | 0.02% |
369,904
+12,800
| +4% | +$519K |
|
|
JWN
692
DELISTED
Nordstrom
JWN
| $15M | 0.02% |
186,124
-18,750
| -9% | -$1.51M |
|
693
W.R. Berkley
WRB
$28B
| $14.9M | 0.02% |
997,124
+42,428
| +4% | +$635K |
|
|
WR
694
DELISTED
Westar Energy Inc
WR
| $14.9M | 0.02% |
384,994
-254,965
| -40% | -$9.88M |
|
|
GWR
695
DELISTED
Genesee & Wyoming Inc.
GWR
| $14.9M | 0.02% |
154,522
+8,912
| +6% | +$860K |
|
696
NewMarket
NEU
$7.87B
| $14.9M | 0.02% |
31,177
+724
| +2% | +$346K |
|
697
Ameren
AEE
$27.3B
| $14.8M | 0.02% |
351,721
-43,165
| -11% | -$1.82M |
|
698
National Fuel Gas
NFG
$7.97B
| $14.8M | 0.02% |
245,772
+18,825
| +8% | +$1.14M |
|
699
Darling Ingredients
DAR
$4.97B
| $14.8M | 0.02% |
1,054,697
+38,095
| +4% | +$534K |
|
700
Haemonetics
HAE
$2.51B
| $14.8M | 0.02% |
328,814
+8,935
| +3% | +$401K |
|