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 | |
|---|---|---|---|---|---|---|
751
Cboe Global Markets
CBOE
$24.5B
| $13.7M | 0.02% |
239,185
-75
| -0% | -$4.31K |
|
752
Expedia Group
EXPE
$27.5B
| $13.7M | 0.02% |
145,841
-6,541
| -4% | -$616K |
|
753
Take-Two Interactive
TTWO
$45.4B
| $13.7M | 0.02% |
538,731
+14,555
| +3% | +$370K |
|
754
H.B. Fuller
FUL
$3.33B
| $13.7M | 0.02% |
319,815
+7,218
| +2% | +$309K |
|
|
PRAH
755
DELISTED
PRA Health Sciences, Inc.
PRAH
| $13.7M | 0.02% |
473,562
-1,038
| -0.2% | -$29.9K |
|
|
BMS
756
DELISTED
Bemis
BMS
| $13.6M | 0.02% |
294,557
+17,608
| +6% | +$815K |
|
757
Expeditors International
EXPD
$16.8B
| $13.6M | 0.02% |
283,059
+39,854
| +16% | +$1.92M |
|
|
INFA
758
DELISTED
INFORMATICA CORP
INFA
| $13.6M | 0.02% |
310,684
+13,933
| +5% | +$611K |
|
759
Steven Madden
SHOO
$2.26B
| $13.6M | 0.02% |
536,639
+7,022
| +1% | +$178K |
|
|
PDCE
760
DELISTED
PDC Energy, Inc.
PDCE
| $13.5M | 0.02% |
250,570
+27,111
| +12% | +$1.46M |
|
761
Masco
MAS
$15.4B
| $13.5M | 0.02% |
574,622
+64,671
| +13% | +$1.52M |
|
762
Interpublic Group of Companies
IPG
$9.67B
| $13.5M | 0.02% |
608,608
-1,636
| -0.3% | -$36.2K |
|
763
D.R. Horton
DHI
$53B
| $13.4M | 0.02% |
471,648
+26,299
| +6% | +$749K |
|
|
BMR
764
DELISTED
BIOMED REALTY TRUST INC
BMR
| $13.4M | 0.02% |
591,934
-504,005
| -46% | -$11.4M |
|
765
RenaissanceRe
RNR
$11.6B
| $13.4M | 0.02% |
134,483
+26,468
| +25% | +$2.64M |
|
|
XLS
766
DELISTED
EXELIS INC COM STK
XLS
| $13.4M | 0.02% |
550,170
+12,235
| +2% | +$298K |
|
767
Waters Corp
WAT
$17.6B
| $13.4M | 0.02% |
107,738
-11,953
| -10% | -$1.49M |
|
768
Cirrus Logic
CRUS
$6B
| $13.4M | 0.02% |
402,024
+7,235
| +2% | +$241K |
|
769
Jabil
JBL
$23B
| $13.3M | 0.02% |
570,505
+44,538
| +8% | +$1.04M |
|
|
WOOF
770
DELISTED
VCA Inc.
WOOF
| $13.3M | 0.02% |
242,790
+7,004
| +3% | +$384K |
|
771
H&R Block
HRB
$6.86B
| $13.3M | 0.02% |
414,952
+1,715
| +0.4% | +$55K |
|
772
Essential Utilities
WTRG
$10.7B
| $13.3M | 0.02% |
503,895
+27,604
| +6% | +$727K |
|
773
Lennar Class A
LEN
$35.6B
| $13.2M | 0.02% |
268,572
+10,902
| +4% | +$538K |
|
|
AXE
774
DELISTED
Anixter International Inc
AXE
| $13.2M | 0.02% |
173,931
+4,181
| +2% | +$318K |
|
775
LXP Industrial Trust
LXP
$2.72B
| $13.2M | 0.02% |
1,342,421
-92,042
| -6% | -$905K |
|