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 | |
|---|---|---|---|---|---|---|
|
ETFC
901
DELISTED
E*Trade Financial Corporation
ETFC
| $11.2M | 0.02% |
392,126
+18,167
| +5% | +$519K |
|
|
CUDA
902
DELISTED
Barracuda Networks, Inc.
CUDA
| $11.1M | 0.02% |
289,604
+7,304
| +3% | +$281K |
|
903
HDFC Bank
HDB
$179B
| $11.1M | 0.02% |
378,218
+136,814
| +57% | +$4.03M |
|
904
Comscore
SCOR
$34.1M
| $11.1M | 0.02% |
10,871
+191
| +2% | +$196K |
|
905
United Natural Foods
UNFI
$1.77B
| $11.1M | 0.02% |
144,418
+7,436
| +5% | +$573K |
|
906
Westlake Corp
WLK
$11.3B
| $11.1M | 0.02% |
153,766
-114,048
| -43% | -$8.21M |
|
907
Synchronoss Technologies
SNCR
$66.9M
| $11.1M | 0.02% |
25,887
+947
| +4% | +$405K |
|
908
Neogen
NEOG
$1.19B
| $11M | 0.02% |
628,555
+13,963
| +2% | +$245K |
|
|
TRAK
909
DELISTED
DEALERTRACK TECHNOLOGIES, INC. COM STK
TRAK
| $11M | 0.02% |
285,797
+10,158
| +4% | +$391K |
|
910
Cincinnati Financial
CINF
$24.5B
| $11M | 0.02% |
206,261
-3,888
| -2% | -$207K |
|
911
Genesco
GCO
$358M
| $11M | 0.02% |
153,832
+3,654
| +2% | +$260K |
|
|
BCPC
912
Balchem Corporation
BCPC
$5.07B
| $10.9M | 0.02% |
197,567
+5,730
| +3% | +$317K |
|
913
Teledyne Technologies
TDY
$26.1B
| $10.9M | 0.02% |
102,520
-125,329
| -55% | -$13.4M |
|
914
MSC Industrial Direct
MSM
$5.09B
| $10.9M | 0.02% |
150,721
+5,877
| +4% | +$424K |
|
915
Stifel
SF
$11.8B
| $10.9M | 0.02% |
292,374
-323,904
| -53% | -$12M |
|
|
HPY
916
DELISTED
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
| $10.9M | 0.02% |
231,953
+6,055
| +3% | +$284K |
|
|
ROIC
917
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $10.8M | 0.02% |
592,767
+16,489
| +3% | +$302K |
|
918
Radian Group
RDN
$4.76B
| $10.8M | 0.02% |
644,585
+611,281
| +1,835% | +$10.3M |
|
919
Helmerich & Payne
HP
$2.1B
| $10.8M | 0.02% |
158,980
-2,935
| -2% | -$200K |
|
|
UMPQ
920
DELISTED
Umpqua Holdings Corp
UMPQ
| $10.8M | 0.02% |
628,314
-531,098
| -46% | -$9.12M |
|
|
CYBX
921
DELISTED
CYBERONICS INC
CYBX
| $10.8M | 0.02% |
166,183
+1,858
| +1% | +$121K |
|
|
PAY
922
DELISTED
Verifone Systems Inc
PAY
| $10.7M | 0.02% |
308,062
+289
| +0.1% | +$10.1K |
|
|
CATM
923
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $10.7M | 0.02% |
285,768
+8,046
| +3% | +$303K |
|
924
Wolfspeed
WOLF
$365M
| $10.7M | 0.02% |
302,345
-4,218
| -1% | -$150K |
|
925
Charles River Laboratories
CRL
$7.52B
| $10.7M | 0.02% |
135,123
+4,695
| +4% | +$372K |
|