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 | |
|---|---|---|---|---|---|---|
1026
Compass Minerals
CMP
$755M
| $9.36M | 0.01% |
100,417
+3,343
| +3% | +$312K |
|
1027
IPG Photonics
IPGP
$3.38B
| $9.36M | 0.01% |
100,974
+4,900
| +5% | +$454K |
|
1028
Integer Holdings
ITGR
$3.54B
| $9.35M | 0.01% |
177,284
+6,744
| +4% | +$356K |
|
|
LXK
1029
DELISTED
Lexmark Intl Inc
LXK
| $9.33M | 0.01% |
220,285
-619,294
| -74% | -$26.2M |
|
1030
Enerpac Tool Group
EPAC
$2.3B
| $9.31M | 0.01% |
392,167
-12,151
| -3% | -$288K |
|
|
PKY
1031
DELISTED
Parkway, Inc.
PKY
| $9.27M | 0.01% |
534,435
+13,024
| +2% | +$226K |
|
|
BCS.PRA.CL
1032
DELISTED
Barclays Bank Plc Series 3
BCS.PRA.CL
| $9.27M | 0.01% |
358,701
-108,060
| -23% | -$2.79M |
|
1033
Rayonier
RYN
$4.06B
| $9.24M | 0.01% |
360,350
+7,121
| +2% | +$183K |
|
|
FEIC
1034
DELISTED
FEI COMPANY
FEIC
| $9.24M | 0.01% |
121,032
+7,584
| +7% | +$579K |
|
|
RVBD
1035
DELISTED
RIVERBED TECHNOLOGY, INC COM
RVBD
| $9.24M | 0.01% |
441,928
-6,867
| -2% | -$144K |
|
|
AJRD
1036
DELISTED
Aerojet Rocketdyne Holdings, Inc.
AJRD
| $9.23M | 0.01% |
398,113
+41,518
| +12% | +$963K |
|
|
GK
1037
DELISTED
G&K Services Inc
GK
| $9.23M | 0.01% |
127,225
+3,609
| +3% | +$262K |
|
1038
Idacorp
IDA
$6.79B
| $9.23M | 0.01% |
146,754
+7,756
| +6% | +$488K |
|
1039
Pinnacle Financial Partners
PNFP
$7.54B
| $9.22M | 0.01% |
207,467
+1,414
| +0.7% | +$62.9K |
|
1040
Community Bank
CBU
$3.11B
| $9.21M | 0.01% |
260,338
+7,608
| +3% | +$269K |
|
1041
La-Z-Boy
LZB
$1.39B
| $9.21M | 0.01% |
327,542
+3,670
| +1% | +$103K |
|
|
EXAM
1042
DELISTED
EXAMWORKS GROUP INC COM STK (DE)
EXAM
| $9.2M | 0.01% |
221,002
+8,944
| +4% | +$372K |
|
1043
Hawaiian Electric Industries
HE
$2.09B
| $9.16M | 0.01% |
285,072
+21,840
| +8% | +$702K |
|
1044
Buckle
BKE
$3.06B
| $9.15M | 0.01% |
179,035
+3,846
| +2% | +$196K |
|
1045
Select Medical
SEM
$1.55B
| $9.15M | 0.01% |
1,144,582
+946,042
| +476% | +$7.56M |
|
|
TGI
1046
DELISTED
Triumph Group
TGI
| $9.14M | 0.01% |
152,984
+6,985
| +5% | +$417K |
|
|
FMER
1047
DELISTED
FIRSTMERIT CORP
FMER
| $9.13M | 0.01% |
479,100
-520,243
| -52% | -$9.92M |
|
|
MRH
1048
DELISTED
MONTPELIER RE HOLDINGS LTD
MRH
| $9.1M | 0.01% |
236,603
+6,780
| +3% | +$261K |
|
1049
Crane NXT
CXT
$3.46B
| $9.06M | 0.01% |
417,976
-380,391
| -48% | -$8.24M |
|
|
AEC
1050
DELISTED
ASSOCIATED ESTATES REALTY CORP
AEC
| $9.06M | 0.01% |
366,942
+17,749
| +5% | +$438K |
|