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 | |
|---|---|---|---|---|---|---|
1151
PBF Energy
PBF
$3.26B
| $7.48M | 0.01% |
220,537
+163,694
| +288% | +$5.55M |
|
1152
Northern Oil and Gas
NOG
$2.51B
| $7.48M | 0.01% |
97,039
+60,776
| +168% | +$4.68M |
|
|
DNB
1153
DELISTED
Dun & Bradstreet
DNB
| $7.48M | 0.01% |
58,251
+1,975
| +4% | +$254K |
|
1154
Cal-Maine
CALM
$5.38B
| $7.48M | 0.01% |
191,389
+4,096
| +2% | +$160K |
|
|
RBS.PRS.CL
1155
DELISTED
The Royal Bank Of Scotland Group
RBS.PRS.CL
| $7.45M | 0.01% |
297,895
-53,896
| -15% | -$1.35M |
|
|
LTM
1156
DELISTED
LIFE TIME FITNESS INC
LTM
| $7.45M | 0.01% |
105,022
+5,547
| +6% | +$394K |
|
1157
Zions Bancorporation
ZION
$8.56B
| $7.44M | 0.01% |
275,599
-9,200
| -3% | -$248K |
|
|
BID
1158
DELISTED
Sotheby's
BID
| $7.44M | 0.01% |
175,987
+8,596
| +5% | +$363K |
|
1159
Kulicke & Soffa
KLIC
$1.98B
| $7.44M | 0.01% |
475,690
+9,348
| +2% | +$146K |
|
1160
Scansource
SCSC
$948M
| $7.43M | 0.01% |
182,687
+9,744
| +6% | +$396K |
|
1161
AZZ Inc
AZZ
$3.46B
| $7.42M | 0.01% |
159,335
-1,012
| -0.6% | -$47.2K |
|
1162
AAR Corp
AIR
$2.66B
| $7.42M | 0.01% |
241,642
+12,091
| +5% | +$371K |
|
|
KAMN
1163
DELISTED
Kaman Corp
KAMN
| $7.42M | 0.01% |
174,780
+4,353
| +3% | +$185K |
|
1164
Minerals Technologies
MTX
$1.98B
| $7.41M | 0.01% |
101,441
+5,867
| +6% | +$429K |
|
|
JNS
1165
DELISTED
Janus Capital Group Inc
JNS
| $7.36M | 0.01% |
428,165
+26,240
| +7% | +$451K |
|
|
MAGN
1166
Magnera Corporation
MAGN
$404M
| $7.35M | 0.01% |
20,541
-190
| -0.9% | -$68K |
|
1167
Hope Bancorp
HOPE
$1.41B
| $7.35M | 0.01% |
507,976
+12,654
| +3% | +$183K |
|
|
FINL
1168
DELISTED
Finish Line
FINL
| $7.34M | 0.01% |
299,170
+184
| +0.1% | +$4.51K |
|
|
FSP
1169
Franklin Street Properties
FSP
$172M
| $7.32M | 0.01% |
570,935
+13,032
| +2% | +$167K |
|
1170
Exponent
EXPO
$3.5B
| $7.31M | 0.01% |
328,856
+7,112
| +2% | +$158K |
|
1171
Insperity
NSP
$1.93B
| $7.31M | 0.01% |
279,470
+6,338
| +2% | +$166K |
|
1172
Quaker Houghton
KWR
$2.42B
| $7.31M | 0.01% |
85,308
+2,253
| +3% | +$193K |
|
|
NP
1173
DELISTED
Neenah, Inc. Common Stock
NP
| $7.29M | 0.01% |
116,595
+1,162
| +1% | +$72.7K |
|
1174
NETGEAR
NTGR
$823M
| $7.29M | 0.01% |
221,677
+6,256
| +3% | +$206K |
|
1175
Silgan Holdings
SLGN
$4.71B
| $7.27M | 0.01% |
250,056
+11,122
| +5% | +$323K |
|