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 | |
|---|---|---|---|---|---|---|
|
ACOR
1051
DELISTED
Acorda Therapeutics, Inc.
ACOR
| $9.03M | 0.01% |
2,262
+80
| +4% | +$319K |
|
1052
Mativ Holdings
MATV
$674M
| $9.01M | 0.01% |
195,425
+5,100
| +3% | +$235K |
|
|
SHLM
1053
DELISTED
Schulman (A.) Inc
SHLM
| $8.99M | 0.01% |
186,552
+4,231
| +2% | +$204K |
|
1054
Valmont Industries
VMI
$7.37B
| $8.96M | 0.01% |
72,897
+1,646
| +2% | +$202K |
|
|
UFS
1055
DELISTED
DOMTAR CORPORATION (New)
UFS
| $8.92M | 0.01% |
193,098
+8,476
| +5% | +$392K |
|
1056
ScottsMiracle-Gro
SMG
$3.51B
| $8.92M | 0.01% |
132,849
+18,890
| +17% | +$1.27M |
|
1057
CONMED
CNMD
$1.64B
| $8.88M | 0.01% |
175,761
+4,579
| +3% | +$231K |
|
1058
Landstar System
LSTR
$4.46B
| $8.88M | 0.01% |
133,859
+3,898
| +3% | +$258K |
|
1059
OSI Systems
OSIS
$3.95B
| $8.87M | 0.01% |
119,381
+2,717
| +2% | +$202K |
|
1060
CNX Resources
CNX
$4.25B
| $8.82M | 0.01% |
379,604
+17,979
| +5% | +$418K |
|
|
PLKI
1061
DELISTED
Popeyes Louisiana Kitchen, Inc.
PLKI
| $8.82M | 0.01% |
147,431
+143,183
| +3,371% | +$8.56M |
|
1062
Plexus
PLXS
$3.73B
| $8.81M | 0.01% |
216,024
+5,433
| +3% | +$221K |
|
1063
Ligand Pharmaceuticals
LGND
$3.23B
| $8.8M | 0.01% |
182,990
-61
| -0% | -$2.93K |
|
1064
Interface
TILE
$1.66B
| $8.79M | 0.01% |
423,025
+11,041
| +3% | +$229K |
|
|
NATI
1065
DELISTED
National Instruments Corp
NATI
| $8.78M | 0.01% |
274,207
+15,481
| +6% | +$496K |
|
1066
Progress Software
PRGS
$1.81B
| $8.78M | 0.01% |
323,109
+10,875
| +3% | +$295K |
|
1067
Nasdaq
NDAQ
$53.9B
| $8.77M | 0.01% |
516,348
+60,597
| +13% | +$1.03M |
|
1068
American Eagle Outfitters
AEO
$3.18B
| $8.74M | 0.01% |
511,709
+30,161
| +6% | +$515K |
|
|
LOGM
1069
DELISTED
LogMein, Inc.
LOGM
| $8.74M | 0.01% |
156,025
+3,989
| +3% | +$223K |
|
1070
Children's Place
PLCE
$155M
| $8.69M | 0.01% |
135,426
+3,352
| +3% | +$215K |
|
1071
Quanta Services
PWR
$57B
| $8.69M | 0.01% |
304,564
-3,125
| -1% | -$89.2K |
|
|
ABAX
1072
DELISTED
Abaxis Inc
ABAX
| $8.68M | 0.01% |
135,368
+2,909
| +2% | +$187K |
|
1073
Kaiser Aluminum
KALU
$1.24B
| $8.66M | 0.01% |
112,587
+1,674
| +2% | +$129K |
|
1074
Cabot Corp
CBT
$4.2B
| $8.66M | 0.01% |
192,335
-186,229
| -49% | -$8.38M |
|
|
DISCA
1075
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $8.65M | 0.01% |
281,259
+33,317
| +13% | +$1.02M |
|