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 | |
|---|---|---|---|---|---|---|
951
Globe Life
GL
$11.5B
| $10.3M | 0.02% |
186,736
+5,227
| +3% | +$287K |
|
|
MCRL
952
DELISTED
MICREL INC
MCRL
| $10.2M | 0.02% |
678,616
-97,120
| -13% | -$1.46M |
|
|
GOV
953
DELISTED
Government Properties Income Trust
GOV
| $10.2M | 0.02% |
446,977
+10,970
| +3% | +$251K |
|
|
PEI
954
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $10.2M | 0.02% |
29,243
+802
| +3% | +$279K |
|
|
FTR
955
DELISTED
Frontier Communications Corp.
FTR
| $10.2M | 0.02% |
96,321
+7,831
| +9% | +$828K |
|
956
J&J Snack Foods
JJSF
$2.02B
| $10.2M | 0.02% |
95,287
+2,144
| +2% | +$229K |
|
|
RSPP
957
DELISTED
RSP Permian, Inc.
RSPP
| $10.2M | 0.02% |
403,057
| – | – |
|
|
SWI
958
DELISTED
SOLARWINDS INC COM STK (DE)
SWI
| $10.1M | 0.02% |
198,062
+8,036
| +4% | +$412K |
|
|
CST
959
DELISTED
CST Brands, Inc.
CST
| $10.1M | 0.02% |
231,384
+7,277
| +3% | +$319K |
|
960
Enpro
NPO
$4.64B
| $10.1M | 0.02% |
153,560
+3,934
| +3% | +$259K |
|
|
AKRX
961
DELISTED
Akorn, Inc.
AKRX
| $10.1M | 0.02% |
213,062
-249,142
| -54% | -$11.8M |
|
962
Dana Inc
DAN
$2.76B
| $10.1M | 0.02% |
477,478
+447,656
| +1,501% | +$9.47M |
|
963
Mattel
MAT
$5.72B
| $10.1M | 0.02% |
442,108
+19,537
| +5% | +$446K |
|
|
ESND
964
DELISTED
Essendant Inc.
ESND
| $10.1M | 0.02% |
246,215
+4,044
| +2% | +$166K |
|
965
Bio-Techne
TECH
$7.97B
| $10.1M | 0.02% |
402,300
-1,632
| -0.4% | -$40.9K |
|
966
Masimo
MASI
$8.01B
| $10.1M | 0.02% |
304,780
+6,866
| +2% | +$226K |
|
967
B&G Foods
BGS
$360M
| $10M | 0.01% |
340,595
-190,920
| -36% | -$5.62M |
|
968
DexCom
DXCM
$29.9B
| $10M | 0.01% |
642,332
-9,012
| -1% | -$140K |
|
969
Deluxe
DLX
$881M
| $10M | 0.01% |
144,439
+8,021
| +6% | +$556K |
|
|
SGI
970
Somnigroup International Inc.
SGI
$17.6B
| $10M | 0.01% |
693,008
-13,328
| -2% | -$192K |
|
971
Simpson Manufacturing
SSD
$7.86B
| $10M | 0.01% |
267,632
+15,612
| +6% | +$583K |
|
972
Integra LifeSciences
IART
$1.17B
| $9.99M | 0.01% |
396,561
+9,585
| +2% | +$242K |
|
|
EE
973
DELISTED
El Paso Electric Company
EE
| $9.99M | 0.01% |
258,537
+8,215
| +3% | +$317K |
|
|
OMG
974
DELISTED
OM GROUP INC.
OMG
| $9.99M | 0.01% |
332,579
+3,010
| +0.9% | +$90.4K |
|
975
Watts Water Technologies
WTS
$9.39B
| $9.97M | 0.01% |
181,160
+3,720
| +2% | +$205K |
|