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 | |
|---|---|---|---|---|---|---|
1126
Axos Financial
AX
$5.19B
| $7.86M | 0.01% |
337,868
+22,008
| +7% | +$512K |
|
1127
Revvity
RVTY
$9.95B
| $7.85M | 0.01% |
153,506
-13,913
| -8% | -$711K |
|
|
HIBB
1128
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $7.83M | 0.01% |
159,665
+3,407
| +2% | +$167K |
|
|
SFG
1129
DELISTED
STANCORP FINL GRP
SFG
| $7.83M | 0.01% |
114,141
-6,720
| -6% | -$461K |
|
1130
WD-40
WDFC
$2.85B
| $7.79M | 0.01% |
88,027
+1,960
| +2% | +$174K |
|
|
IPHS
1131
DELISTED
Innophos Holdings, Inc.
IPHS
| $7.78M | 0.01% |
138,122
+2,562
| +2% | +$144K |
|
1132
3D Systems Corporation
DDD
$289M
| $7.76M | 0.01% |
283,135
+14,816
| +6% | +$406K |
|
1133
United Airlines
UAL
$35.4B
| $7.76M | 0.01% |
115,465
+4,736
| +4% | +$318K |
|
1134
FerroAtlántica
GSM
$780M
| $7.75M | 0.01% |
409,770
+9,453
| +2% | +$179K |
|
1135
Leidos
LDOS
$23.1B
| $7.75M | 0.01% |
184,675
+24,993
| +16% | +$1.05M |
|
|
NFX
1136
DELISTED
Newfield Exploration
NFX
| $7.71M | 0.01% |
219,709
+17,148
| +8% | +$602K |
|
|
STL
1137
DELISTED
Sterling Bancorp
STL
| $7.7M | 0.01% |
574,177
+51,972
| +10% | +$697K |
|
|
CKH
1138
DELISTED
Seacor Holdings Inc.
CKH
| $7.68M | 0.01% |
113,962
-55
| -0% | -$3.71K |
|
1139
Tennant Co
TNC
$1.5B
| $7.68M | 0.01% |
117,438
+2,604
| +2% | +$170K |
|
|
TCF
1140
DELISTED
TCF Financial Corporation
TCF
| $7.67M | 0.01% |
487,706
+20,761
| +4% | +$326K |
|
1141
Veeco
VECO
$1.52B
| $7.64M | 0.01% |
250,091
+716
| +0.3% | +$21.9K |
|
1142
SpartanNash
SPTN
$900M
| $7.62M | 0.01% |
241,475
+14,350
| +6% | +$453K |
|
1143
Allegion
ALLE
$14.6B
| $7.62M | 0.01% |
124,497
+3,984
| +3% | +$244K |
|
|
HSBC.PRA
1144
DELISTED
HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A)
HSBC.PRA
| $7.59M | 0.01% |
296,093
-49,572
| -14% | -$1.27M |
|
|
CCMP
1145
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $7.57M | 0.01% |
151,531
+2,745
| +2% | +$137K |
|
1146
EXL Service
EXLS
$6.9B
| $7.55M | 0.01% |
1,014,420
+69,360
| +7% | +$516K |
|
1147
Deckers Outdoor
DECK
$17.5B
| $7.53M | 0.01% |
619,584
+16,632
| +3% | +$202K |
|
|
CNW
1148
DELISTED
CON-WAY INC.
CNW
| $7.52M | 0.01% |
170,321
-141,086
| -45% | -$6.23M |
|
|
HRC
1149
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $7.5M | 0.01% |
153,046
+5,420
| +4% | +$266K |
|
1150
Super Micro Computer
SMCI
$26.1B
| $7.49M | 0.01% |
2,256,330
+74,200
| +3% | +$246K |
|