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 | |
|---|---|---|---|---|---|---|
851
Glacier Bancorp
GBCI
$5.8B
| $12M | 0.02% |
477,310
+10,177
| +2% | +$256K |
|
|
WRI
852
DELISTED
Weingarten Realty Investors
WRI
| $12M | 0.02% |
333,394
+17,503
| +6% | +$630K |
|
853
Applied Industrial Technologies
AIT
$9.94B
| $12M | 0.02% |
264,056
-150,453
| -36% | -$6.82M |
|
|
WCG
854
DELISTED
Wellcare Health Plans, Inc.
WCG
| $12M | 0.02% |
130,855
+10,708
| +9% | +$979K |
|
855
Comerica
CMA
$9.06B
| $12M | 0.02% |
264,974
+6,640
| +3% | +$300K |
|
|
STR
856
DELISTED
QUESTAR CORP
STR
| $11.9M | 0.02% |
500,270
+27,790
| +6% | +$663K |
|
857
Old Republic International
ORI
$10B
| $11.9M | 0.02% |
797,043
+235
| +0% | +$3.51K |
|
858
PTC
PTC
$24.6B
| $11.8M | 0.02% |
327,397
+11,093
| +4% | +$401K |
|
859
Group 1 Automotive
GPI
$6.03B
| $11.8M | 0.02% |
137,117
+2,998
| +2% | +$259K |
|
860
Align Technology
ALGN
$9.54B
| $11.8M | 0.02% |
219,622
+21,271
| +11% | +$1.14M |
|
861
MDU Resources
MDU
$3.32B
| $11.8M | 0.02% |
1,455,749
+43,645
| +3% | +$354K |
|
862
Ralph Lauren
RL
$19.1B
| $11.8M | 0.02% |
89,403
+8,868
| +11% | +$1.17M |
|
863
Unifirst Corp
UNF
$3.18B
| $11.8M | 0.02% |
99,872
+2,680
| +3% | +$315K |
|
864
Brinker International
EAT
$6.84B
| $11.7M | 0.02% |
190,641
+4,266
| +2% | +$263K |
|
|
SJI
865
DELISTED
South Jersey Industries, Inc.
SJI
| $11.7M | 0.02% |
432,346
+15,238
| +4% | +$414K |
|
866
Entegris
ENTG
$13.2B
| $11.7M | 0.02% |
856,768
-14,028
| -2% | -$192K |
|
|
MDCO
867
DELISTED
Medicines Co
MDCO
| $11.7M | 0.02% |
418,102
+9,448
| +2% | +$265K |
|
868
Tyler Technologies
TYL
$23.6B
| $11.7M | 0.02% |
96,958
+6,088
| +7% | +$734K |
|
869
News Corp Class A
NWSA
$16.5B
| $11.6M | 0.02% |
725,988
+22,674
| +3% | +$363K |
|
870
Papa John's
PZZA
$1.65B
| $11.6M | 0.02% |
188,018
+2,317
| +1% | +$143K |
|
871
Meritage Homes
MTH
$5.61B
| $11.6M | 0.02% |
477,734
+14,462
| +3% | +$352K |
|
|
IM
872
DELISTED
Ingram Micro
IM
| $11.6M | 0.02% |
462,284
+41,884
| +10% | +$1.05M |
|
873
Sleep Number
SNBR
$214M
| $11.6M | 0.02% |
336,044
+3,433
| +1% | +$118K |
|
874
NRG Energy
NRG
$31.9B
| $11.6M | 0.02% |
458,560
+21,298
| +5% | +$536K |
|
875
Belden
BDC
$5.21B
| $11.5M | 0.02% |
123,171
+5,002
| +4% | +$468K |
|