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 | |
|---|---|---|---|---|---|---|
926
Nabors Industries
NBR
$617M
| $10.7M | 0.02% |
15,677
+5,212
| +50% | +$3.56M |
|
|
CMD
927
DELISTED
Cantel Medical Corporation
CMD
| $10.7M | 0.02% |
224,891
+4,825
| +2% | +$229K |
|
|
GPOR
928
DELISTED
Gulfport Energy Corp.
GPOR
| $10.7M | 0.02% |
232,074
+12,550
| +6% | +$576K |
|
|
AIRM
929
DELISTED
Air Methods Corp
AIRM
| $10.6M | 0.02% |
228,534
+5,198
| +2% | +$242K |
|
930
SLM Corp
SLM
$5.86B
| $10.6M | 0.02% |
1,147,007
+60,842
| +6% | +$565K |
|
931
Itron
ITRI
$5.47B
| $10.6M | 0.02% |
290,226
+183,606
| +172% | +$6.7M |
|
932
Pinnacle West Capital
PNW
$10.5B
| $10.6M | 0.02% |
165,917
+13,141
| +9% | +$838K |
|
933
Forward Air
FWRD
$904M
| $10.6M | 0.02% |
194,742
+4,337
| +2% | +$235K |
|
934
Dentsply Sirona
XRAY
$2.7B
| $10.6M | 0.02% |
207,749
-1,514,306
| -88% | -$77.1M |
|
|
LNCE
935
DELISTED
Snyders-Lance, Inc.
LNCE
| $10.6M | 0.02% |
330,648
+8,762
| +3% | +$280K |
|
936
Selective Insurance
SIGI
$4.81B
| $10.5M | 0.02% |
362,951
+11,706
| +3% | +$340K |
|
|
SAFM
937
DELISTED
Sanderson Farms Inc
SAFM
| $10.5M | 0.02% |
132,222
+3,466
| +3% | +$276K |
|
938
Treehouse Foods
THS
$882M
| $10.5M | 0.02% |
123,596
+7,590
| +7% | +$645K |
|
|
LTC
939
LTC Properties
LTC
$1.67B
| $10.5M | 0.02% |
227,703
+9,903
| +5% | +$456K |
|
|
CHK
940
DELISTED
Chesapeake Energy Corporation
CHK
| $10.4M | 0.02% |
3,681
-30
| -0.8% | -$84.9K |
|
941
SM Energy
SM
$3.07B
| $10.4M | 0.02% |
201,444
+6,430
| +3% | +$332K |
|
|
ADT
942
DELISTED
ADT CORP
ADT
| $10.4M | 0.02% |
250,616
+5,608
| +2% | +$233K |
|
943
Synovus
SNV
$7.18B
| $10.3M | 0.02% |
368,682
+18,165
| +5% | +$509K |
|
|
SPN
944
DELISTED
Superior Energy Services, Inc.
SPN
| $10.3M | 0.02% |
462,097
+26,866
| +6% | +$600K |
|
945
Horace Mann Educators
HMN
$1.94B
| $10.3M | 0.02% |
301,856
-349,051
| -54% | -$11.9M |
|
946
SPX Corp
SPXC
$9.21B
| $10.3M | 0.02% |
481,853
-64,461
| -12% | -$1.38M |
|
|
SONC
947
DELISTED
Sonic Corp
SONC
| $10.3M | 0.02% |
324,983
+8,785
| +3% | +$278K |
|
|
PSB
948
DELISTED
PS Business Parks, Inc.
PSB
| $10.3M | 0.02% |
124,037
+2,880
| +2% | +$239K |
|
|
AAT
949
American Assets Trust
AAT
$1.27B
| $10.3M | 0.02% |
237,335
+5,079
| +2% | +$220K |
|
|
COHR
950
DELISTED
Coherent Inc
COHR
| $10.3M | 0.02% |
157,921
+1,509
| +1% | +$98K |
|