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 | |
|---|---|---|---|---|---|---|
|
KATE
876
DELISTED
Kate Spade & Company
KATE
| $11.5M | 0.02% |
345,103
+18,864
| +6% | +$630K |
|
|
PEGI
877
DELISTED
Pattern Energy Group Inc. Class A
PEGI
| $11.5M | 0.02% |
406,600
-147,300
| -27% | -$4.17M |
|
878
Methode Electronics
MEI
$287M
| $11.5M | 0.02% |
244,584
+6,117
| +3% | +$288K |
|
879
Hanover Insurance
THG
$6.45B
| $11.5M | 0.02% |
158,336
+32,364
| +26% | +$2.35M |
|
880
Murphy Oil
MUR
$3.68B
| $11.5M | 0.02% |
246,336
+22,878
| +10% | +$1.07M |
|
881
MKS Inc. Common Stock
MKSI
$7.73B
| $11.5M | 0.02% |
339,363
+9,305
| +3% | +$315K |
|
882
Cullen/Frost Bankers
CFR
$8.2B
| $11.5M | 0.02% |
165,774
-104,693
| -39% | -$7.23M |
|
|
TWOU
883
DELISTED
2U, Inc.
TWOU
| $11.4M | 0.02% |
14,903
-4
| -0% | -$3.07K |
|
|
CYT
884
DELISTED
CYTEC INDS INC
CYT
| $11.4M | 0.02% |
211,633
+26,650
| +14% | +$1.44M |
|
|
LCI
885
DELISTED
Lannett Company, Inc.
LCI
| $11.4M | 0.02% |
42,212
+955
| +2% | +$259K |
|
|
GXP
886
DELISTED
Great Plains Energy Incorporated
GXP
| $11.4M | 0.02% |
427,970
-122,394
| -22% | -$3.27M |
|
|
JNPR
887
DELISTED
Juniper Networks
JNPR
| $11.4M | 0.02% |
505,584
-61,526
| -11% | -$1.39M |
|
888
Campbell Soup
CPB
$9.91B
| $11.4M | 0.02% |
245,058
-16,830
| -6% | -$783K |
|
889
AGCO
AGCO
$8.13B
| $11.4M | 0.02% |
239,282
-202,376
| -46% | -$9.64M |
|
890
Dine Brands
DIN
$368M
| $11.4M | 0.02% |
106,116
+2,637
| +3% | +$282K |
|
891
Flowers Foods
FLO
$2.9B
| $11.4M | 0.02% |
499,111
+24,965
| +5% | +$568K |
|
892
Pultegroup
PHM
$27B
| $11.3M | 0.02% |
509,716
+12,240
| +2% | +$272K |
|
|
SCG
893
DELISTED
Scana
SCG
| $11.3M | 0.02% |
205,890
+8,977
| +5% | +$494K |
|
894
First Financial Bankshares
FFIN
$5.12B
| $11.3M | 0.02% |
819,060
+20,956
| +3% | +$290K |
|
895
Oshkosh
OSK
$8.77B
| $11.3M | 0.02% |
231,383
+26,563
| +13% | +$1.3M |
|
896
Installed Building Products
IBP
$7.27B
| $11.3M | 0.02% |
518,443
| – | – |
|
897
Hormel Foods
HRL
$13.8B
| $11.3M | 0.02% |
396,552
+4,834
| +1% | +$137K |
|
|
WAGE
898
DELISTED
WageWorks, Inc.
WAGE
| $11.3M | 0.02% |
211,339
+5,565
| +3% | +$297K |
|
899
Flowserve
FLS
$7.36B
| $11.2M | 0.02% |
198,595
-874
| -0.4% | -$49.4K |
|
900
AptarGroup
ATR
$8.91B
| $11.2M | 0.02% |
176,517
+10,388
| +6% | +$660K |
|