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 | |
|---|---|---|---|---|---|---|
|
HW
1076
DELISTED
Headwaters Inc
HW
| $8.63M | 0.01% |
470,684
+12,257
| +3% | +$225K |
|
1077
Woodward
WWD
$14.3B
| $8.63M | 0.01% |
169,100
+7,198
| +4% | +$367K |
|
1078
Clean Harbors
CLH
$12.7B
| $8.61M | 0.01% |
151,627
+3,880
| +3% | +$220K |
|
|
FMBI
1079
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $8.6M | 0.01% |
495,211
+28,184
| +6% | +$490K |
|
1080
Hanmi Financial
HAFC
$749M
| $8.6M | 0.01% |
406,345
+31,949
| +9% | +$676K |
|
1081
Terex
TEX
$3.45B
| $8.59M | 0.01% |
323,039
+20,545
| +7% | +$546K |
|
1082
Brady Corp
BRC
$3.74B
| $8.58M | 0.01% |
303,308
+14,544
| +5% | +$411K |
|
1083
WesBanco
WSBC
$3.03B
| $8.58M | 0.01% |
263,286
+57,703
| +28% | +$1.88M |
|
1084
HUB Group
HUBG
$2.26B
| $8.58M | 0.01% |
436,584
+3,222
| +0.7% | +$63.3K |
|
1085
Pitney Bowes
PBI
$1.96B
| $8.58M | 0.01% |
367,700
-7,669
| -2% | -$179K |
|
1086
John Wiley & Sons Class A
WLY
$2.21B
| $8.54M | 0.01% |
139,737
+6,154
| +5% | +$376K |
|
1087
Brink's
BCO
$4.88B
| $8.53M | 0.01% |
308,854
+14,631
| +5% | +$404K |
|
|
IDTI
1088
DELISTED
Integrated Device Technology I
IDTI
| $8.53M | 0.01% |
426,067
+22,981
| +6% | +$460K |
|
1089
Assertio
ASRT
$78.1M
| $8.51M | 0.01% |
94,924
+3,274
| +4% | +$293K |
|
1090
Jacobs Solutions
J
$17.7B
| $8.49M | 0.01% |
227,372
+5,848
| +3% | +$218K |
|
|
FNFG
1091
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
| $8.47M | 0.01% |
958,635
+50,221
| +6% | +$444K |
|
|
CAA
1092
DELISTED
CalAtlantic Group, Inc.
CAA
| $8.45M | 0.01% |
187,670
+273
| +0.1% | +$12.3K |
|
1093
FirstCash
FCFS
$6.54B
| $8.42M | 0.01% |
181,002
+4,871
| +3% | +$227K |
|
1094
Heartland Express
HTLD
$661M
| $8.38M | 0.01% |
352,743
+8,990
| +3% | +$214K |
|
1095
Associated Banc-Corp
ASB
$4.35B
| $8.38M | 0.01% |
450,499
+12,971
| +3% | +$241K |
|
1096
Thor Industries
THO
$5.74B
| $8.37M | 0.01% |
132,408
-2,064
| -2% | -$130K |
|
1097
Northwest Natural Holdings
NWN
$1.73B
| $8.32M | 0.01% |
173,566
+8,771
| +5% | +$421K |
|
1098
Garmin
GRMN
$46.2B
| $8.32M | 0.01% |
174,978
-178,790
| -51% | -$8.5M |
|
|
WIBC
1099
DELISTED
WILSHIRE BANCORP INC
WIBC
| $8.3M | 0.01% |
832,304
+393,613
| +90% | +$3.92M |
|
1100
Bio-Rad Laboratories Class A
BIO
$7.69B
| $8.27M | 0.01% |
61,184
+2,286
| +4% | +$309K |
|