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 | |
|---|---|---|---|---|---|---|
701
JetBlue
JBLU
$1.84B
| $14.8M | 0.02% |
767,030
+92,770
| +14% | +$1.79M |
|
702
Avery Dennison
AVY
$12.9B
| $14.7M | 0.02% |
278,721
-1,665
| -0.6% | -$88.1K |
|
703
Service Corp International
SCI
$11.2B
| $14.7M | 0.02% |
564,780
-37,189
| -6% | -$969K |
|
704
Archrock
AROC
$4.29B
| $14.7M | 0.02% |
437,212
+14,172
| +3% | +$476K |
|
705
Texas Roadhouse
TXRH
$11.1B
| $14.7M | 0.02% |
402,267
+10,782
| +3% | +$393K |
|
|
LLTC
706
DELISTED
Linear Technology Corp
LLTC
| $14.6M | 0.02% |
312,774
+10,060
| +3% | +$471K |
|
707
Carter's
CRI
$1.08B
| $14.6M | 0.02% |
158,103
+13,714
| +9% | +$1.27M |
|
708
Teleflex
TFX
$5.76B
| $14.6M | 0.02% |
120,941
-67,526
| -36% | -$8.16M |
|
709
NCR Voyix
VYX
$1.77B
| $14.6M | 0.02% |
804,358
+36,261
| +5% | +$656K |
|
710
Healthcare Services Group
HCSG
$1.16B
| $14.5M | 0.02% |
452,722
+13,334
| +3% | +$428K |
|
|
RYL
711
DELISTED
RYLAND GROUP INC
RYL
| $14.5M | 0.02% |
297,899
+10,798
| +4% | +$526K |
|
712
Lithia Motors
LAD
$8.56B
| $14.5M | 0.02% |
145,726
+3,112
| +2% | +$309K |
|
713
FNB Corp
FNB
$5.89B
| $14.5M | 0.02% |
1,102,224
+22,217
| +2% | +$292K |
|
714
Donaldson
DCI
$9.42B
| $14.5M | 0.02% |
383,798
-889,355
| -70% | -$33.5M |
|
715
Fortinet
FTNT
$61.1B
| $14.5M | 0.02% |
2,070,270
+186,525
| +10% | +$1.3M |
|
716
Oneok
OKE
$46B
| $14.4M | 0.02% |
299,498
+18,767
| +7% | +$905K |
|
|
KSU
717
DELISTED
Kansas City Southern
KSU
| $14.4M | 0.02% |
141,072
+2,473
| +2% | +$252K |
|
718
Littelfuse
LFUS
$6.54B
| $14.4M | 0.02% |
144,457
-38,925
| -21% | -$3.87M |
|
|
CY
719
DELISTED
Cypress Semiconductor
CY
| $14.3M | 0.02% |
1,014,268
+488,142
| +93% | +$6.89M |
|
720
Ball Corp
BALL
$13.9B
| $14.3M | 0.02% |
404,962
+2,638
| +0.7% | +$93.2K |
|
|
AEL
721
DELISTED
American Equity Investment Life Holding Company
AEL
| $14.3M | 0.02% |
490,218
+19,817
| +4% | +$577K |
|
722
ArcBest
ARCB
$1.6B
| $14.3M | 0.02% |
376,632
+483
| +0.1% | +$18.3K |
|
723
Steel Dynamics
STLD
$19.2B
| $14.2M | 0.02% |
708,767
+38,798
| +6% | +$780K |
|
724
Lamar Advertising Co
LAMR
$12.9B
| $14.2M | 0.02% |
239,689
+33,948
| +17% | +$2.01M |
|
725
American Financial Group
AFG
$11.7B
| $14.2M | 0.02% |
221,302
+10,581
| +5% | +$679K |
|