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 | |
|---|---|---|---|---|---|---|
1001
Rogers Corp
ROG
$1.47B
| $9.7M | 0.01% |
117,963
+3,660
| +3% | +$301K |
|
|
IGTE
1002
DELISTED
IGATE CORPORATION
IGTE
| $9.69M | 0.01% |
227,078
+5,109
| +2% | +$218K |
|
1003
Teradata
TDC
$2B
| $9.66M | 0.01% |
218,955
-5,929
| -3% | -$262K |
|
1004
Dorman Products
DORM
$4.93B
| $9.66M | 0.01% |
194,193
+3,527
| +2% | +$175K |
|
1005
Franklin Electric
FELE
$4.21B
| $9.64M | 0.01% |
252,675
+6,560
| +3% | +$250K |
|
|
QTS
1006
DELISTED
QTS REALTY TRUST, INC.
QTS
| $9.64M | 0.01% |
+264,700
| New | +$9.64M |
|
1007
Federated Hermes
FHI
$4.16B
| $9.63M | 0.01% |
284,279
+10,531
| +4% | +$357K |
|
|
CLC
1008
DELISTED
Clarcor
CLC
| $9.63M | 0.01% |
145,724
+7,286
| +5% | +$481K |
|
|
LPNT
1009
DELISTED
LifePoint Health, Inc.
LPNT
| $9.62M | 0.01% |
130,919
+1,429
| +1% | +$105K |
|
|
CLGX
1010
DELISTED
Corelogic, Inc.
CLGX
| $9.61M | 0.01% |
272,539
+14,780
| +6% | +$521K |
|
1011
Hasbro
HAS
$11B
| $9.59M | 0.01% |
151,659
-286,223
| -65% | -$18.1M |
|
1012
Avient
AVNT
$3.31B
| $9.58M | 0.01% |
256,504
+5,867
| +2% | +$219K |
|
1013
Sensient Technologies
SXT
$4.52B
| $9.54M | 0.01% |
138,504
+6,127
| +5% | +$422K |
|
1014
American Axle
AXL
$697M
| $9.54M | 0.01% |
369,182
+356,959
| +2,920% | +$9.22M |
|
1015
Commerce Bancshares
CBSH
$7.96B
| $9.51M | 0.01% |
365,677
+19,719
| +6% | +$513K |
|
1016
Goodyear
GT
$2.43B
| $9.48M | 0.01% |
349,901
-51,856
| -13% | -$1.4M |
|
|
NAVG
1017
DELISTED
Navigators Group Inc
NAVG
| $9.47M | 0.01% |
243,388
+27,556
| +13% | +$1.07M |
|
1018
Tetra Tech
TTEK
$9.5B
| $9.47M | 0.01% |
1,971,030
+16,610
| +0.8% | +$79.8K |
|
|
CNL
1019
DELISTED
CLECO CRP (HOLDING CO)
CNL
| $9.47M | 0.01% |
173,660
+9,922
| +6% | +$541K |
|
|
TBHC
1020
The Brand House Collective, Inc. Common Stock
TBHC
$53.2M
| $9.45M | 0.01% |
397,903
+9,844
| +3% | +$234K |
|
|
AOL
1021
DELISTED
AOL INC COMMON STOCK
AOL
| $9.43M | 0.01% |
237,994
+14,102
| +6% | +$559K |
|
1022
Prosperity Bancshares
PB
$6.44B
| $9.42M | 0.01% |
179,428
+13,748
| +8% | +$722K |
|
|
AVP
1023
DELISTED
Avon Products, Inc.
AVP
| $9.41M | 0.01% |
1,177,519
+528,751
| +82% | +$4.22M |
|
|
SLH
1024
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
| $9.4M | 0.01% |
181,994
+6,885
| +4% | +$356K |
|
1025
LCI Industries
LCII
$2.43B
| $9.39M | 0.01% |
152,543
+9,293
| +6% | +$572K |
|