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 | |
|---|---|---|---|---|---|---|
|
SNI
976
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
| $9.95M | 0.01% |
145,149
-3,923
| -3% | -$269K |
|
|
WNR
977
DELISTED
Western Refining Inc
WNR
| $9.95M | 0.01% |
201,441
+4,469
| +2% | +$221K |
|
|
FDO
978
DELISTED
FAMILY DOLLAR STORES
FDO
| $9.92M | 0.01% |
125,210
+5,064
| +4% | +$401K |
|
979
Tanger
SKT
$3.86B
| $9.92M | 0.01% |
282,075
+14,536
| +5% | +$511K |
|
980
First Horizon
FHN
$11.4B
| $9.92M | 0.01% |
693,950
+38,263
| +6% | +$547K |
|
|
BWLD
981
DELISTED
Buffalo Wild Wings, Inc.
BWLD
| $9.92M | 0.01% |
54,722
-63,395
| -54% | -$11.5M |
|
982
Columbia Banking Systems
COLB
$7.8B
| $9.91M | 0.01% |
341,898
+9,727
| +3% | +$282K |
|
983
Watsco
WSO
$15.5B
| $9.9M | 0.01% |
78,787
+4,583
| +6% | +$576K |
|
984
Old National Bancorp
ONB
$8.88B
| $9.9M | 0.01% |
697,365
+29,925
| +4% | +$425K |
|
985
FMC
FMC
$4.79B
| $9.89M | 0.01% |
199,192
-20,582
| -9% | -$1.02M |
|
|
SWC
986
DELISTED
Stillwater Mining Co
SWC
| $9.88M | 0.01% |
764,575
+14,212
| +2% | +$184K |
|
987
ITT
ITT
$13.8B
| $9.87M | 0.01% |
247,310
-16,625
| -6% | -$664K |
|
|
X
988
DELISTED
US Steel
X
| $9.87M | 0.01% |
404,323
-1,148,849
| -74% | -$28M |
|
|
DCT
989
DELISTED
DCT Industrial Trust Inc.
DCT
| $9.84M | 0.01% |
283,896
+1,188
| +0.4% | +$41.2K |
|
990
CVB Financial
CVBF
$2.77B
| $9.84M | 0.01% |
617,138
+18,419
| +3% | +$294K |
|
|
TUP
991
DELISTED
Tupperware Brands Corporation
TUP
| $9.81M | 0.01% |
142,055
-139,190
| -49% | -$9.61M |
|
992
Strategy Inc Common Stock Class A
MSTR
$94B
| $9.78M | 0.01% |
577,800
+13,590
| +2% | +$230K |
|
993
Leggett & Platt
LEG
$1.3B
| $9.77M | 0.01% |
212,035
+5,905
| +3% | +$272K |
|
|
POM
994
DELISTED
PEPCO HOLDINGS, INC.
POM
| $9.77M | 0.01% |
364,075
+15,964
| +5% | +$428K |
|
995
Matthews International
MATW
$763M
| $9.76M | 0.01% |
189,432
+5,263
| +3% | +$271K |
|
996
Power Integrations
POWI
$2.48B
| $9.76M | 0.01% |
374,662
+5,198
| +1% | +$135K |
|
997
Iron Mountain
IRM
$28.6B
| $9.76M | 0.01% |
267,422
-2,745
| -1% | -$100K |
|
|
ATML
998
DELISTED
ATMEL CORP
ATML
| $9.75M | 0.01% |
1,184,606
+47,436
| +4% | +$390K |
|
999
Xylem
XYL
$34.5B
| $9.74M | 0.01% |
278,036
+20,923
| +8% | +$733K |
|
1000
American States Water
AWR
$2.82B
| $9.72M | 0.01% |
243,602
+2,886
| +1% | +$115K |
|