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 | |
|---|---|---|---|---|---|---|
776
Monro
MNRO
$519M
| $13.1M | 0.02% |
202,004
+4,836
| +2% | +$315K |
|
777
Zebra Technologies
ZBRA
$15.9B
| $13.1M | 0.02% |
144,785
+6,174
| +4% | +$560K |
|
778
Mueller Industries
MLI
$11B
| $13.1M | 0.02% |
726,568
+16,766
| +2% | +$303K |
|
|
SWN
779
DELISTED
Southwestern Energy Company
SWN
| $13.1M | 0.02% |
564,950
+47,700
| +9% | +$1.11M |
|
|
PACW
780
DELISTED
PacWest Bancorp
PACW
| $13.1M | 0.02% |
279,011
-252,805
| -48% | -$11.9M |
|
781
MidCap Financial Investment
MFIC
$1.16B
| $13M | 0.02% |
565,300
+2,300
| +0.4% | +$53K |
|
782
Coca-Cola Europacific Partners
CCEP
$40.7B
| $13M | 0.02% |
294,470
-38,400
| -12% | -$1.7M |
|
783
McCormick & Company Non-Voting
MKC
$18.5B
| $13M | 0.02% |
337,062
-40,242
| -11% | -$1.55M |
|
784
Vital Energy
VTLE
$635M
| $13M | 0.02% |
49,748
+48,590
| +4,196% | +$12.7M |
|
785
Wipro
WIT
$29B
| $13M | 0.02% |
5,192,512
-1,256,976
| -19% | -$3.14M |
|
|
DNR
786
DELISTED
Denbury Resources, Inc.
DNR
| $13M | 0.02% |
1,779,015
+1,258,205
| +242% | +$9.17M |
|
787
Snap-on
SNA
$17.4B
| $13M | 0.02% |
88,170
-66,786
| -43% | -$9.82M |
|
788
Chemed
CHE
$6.5B
| $13M | 0.02% |
108,525
+2,255
| +2% | +$269K |
|
|
OA
789
DELISTED
Orbital ATK, Inc.
OA
| $13M | 0.02% |
169,006
+77,539
| +85% | +$5.94M |
|
|
XL
790
DELISTED
XL Group Ltd.
XL
| $12.9M | 0.02% |
351,840
-13,676
| -4% | -$503K |
|
|
CAM
791
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
| $12.9M | 0.02% |
286,732
+272
| +0.1% | +$12.3K |
|
792
PVH
PVH
$3.9B
| $12.9M | 0.02% |
120,907
+14,870
| +14% | +$1.58M |
|
793
LiveRamp
RAMP
$1.73B
| $12.9M | 0.02% |
696,220
-126,190
| -15% | -$2.33M |
|
794
Astronics
ATRO
$1.41B
| $12.9M | 0.02% |
265,423
-39,029
| -13% | -$1.89M |
|
795
United Rentals
URI
$60.4B
| $12.8M | 0.02% |
140,866
-3,959
| -3% | -$361K |
|
796
Nordson
NDSN
$12.5B
| $12.8M | 0.02% |
163,871
+13,264
| +9% | +$1.04M |
|
|
TIF
797
DELISTED
Tiffany & Co.
TIF
| $12.8M | 0.02% |
145,864
-2,249
| -2% | -$198K |
|
798
Sanmina
SANM
$6.24B
| $12.8M | 0.02% |
530,475
+17,314
| +3% | +$419K |
|
799
AMC Networks
AMCX
$357M
| $12.8M | 0.02% |
166,713
+4,595
| +3% | +$352K |
|
800
UMB Financial
UMBF
$9.16B
| $12.8M | 0.02% |
241,423
+6,382
| +3% | +$338K |
|