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 | |
|---|---|---|---|---|---|---|
|
CVG
1251
DELISTED
Convergys
CVG
| $6.55M | 0.01% |
286,421
+12,526
| +5% | +$286K |
|
|
RDC
1252
DELISTED
Rowan Companies Plc
RDC
| $6.53M | 0.01% |
368,717
+21,209
| +6% | +$376K |
|
1253
Cato Corp
CATO
$90M
| $6.51M | 0.01% |
164,403
+3,954
| +2% | +$157K |
|
1254
Encore Capital Group
ECPG
$1.02B
| $6.5M | 0.01% |
156,175
+5,654
| +4% | +$235K |
|
|
PDCO
1255
DELISTED
Patterson Companies, Inc.
PDCO
| $6.49M | 0.01% |
132,958
+33,300
| +33% | +$1.63M |
|
|
JBTM
1256
JBT Marel Corporation
JBTM
$7.28B
| $6.49M | 0.01% |
181,648
+5,258
| +3% | +$188K |
|
1257
First Solar
FSLR
$21.8B
| $6.49M | 0.01% |
108,468
+4,479
| +4% | +$268K |
|
1258
Black Hills Corp
BKH
$4.33B
| $6.47M | 0.01% |
128,265
+4,817
| +4% | +$243K |
|
1259
Rollins
ROL
$28.2B
| $6.45M | 0.01% |
586,413
+31,705
| +6% | +$348K |
|
|
COR
1260
DELISTED
Coresite Realty Corporation
COR
| $6.44M | 0.01% |
132,369
+858
| +0.7% | +$41.8K |
|
1261
Adtran
ADTN
$849M
| $6.44M | 0.01% |
344,659
+2,877
| +0.8% | +$53.7K |
|
|
HSNI
1262
DELISTED
HSN, Inc.
HSNI
| $6.42M | 0.01% |
94,123
+4,625
| +5% | +$316K |
|
|
BPFH
1263
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $6.42M | 0.01% |
528,084
-366,551
| -41% | -$4.45M |
|
|
EPAY
1264
DELISTED
Bottomline Technologies Inc
EPAY
| $6.41M | 0.01% |
234,012
+2,537
| +1% | +$69.4K |
|
|
CRC
1265
DELISTED
California Resources Corporation
CRC
| $6.37M | 0.01% |
83,652
+5,192
| +7% | +$395K |
|
1266
Renasant Corp
RNST
$3.63B
| $6.37M | 0.01% |
+211,840
| New | +$6.37M |
|
1267
Aaon
AAON
$6.72B
| $6.33M | 0.01% |
386,880
+5,773
| +2% | +$94.4K |
|
1268
ESCO Technologies
ESE
$5.43B
| $6.31M | 0.01% |
161,832
+2,433
| +2% | +$94.8K |
|
1269
DNOW Inc
DNOW
$1.65B
| $6.28M | 0.01% |
290,136
-14,291
| -5% | -$309K |
|
|
TBI
1270
Trueblue
TBI
$176M
| $6.27M | 0.01% |
257,410
-117
| -0% | -$2.85K |
|
1271
Green Plains
GPRE
$641M
| $6.26M | 0.01% |
219,195
+11,876
| +6% | +$339K |
|
|
ESV
1272
DELISTED
Ensco Rowan plc
ESV
| $6.26M | 0.01% |
74,210
+6,002
| +9% | +$506K |
|
1273
Assurant
AIZ
$10.8B
| $6.22M | 0.01% |
101,198
+2,293
| +2% | +$141K |
|
1274
Avanos Medical
AVNS
$576M
| $6.21M | 0.01% |
126,245
-767
| -0.6% | -$37.7K |
|
1275
WaFd
WAFD
$2.49B
| $6.2M | 0.01% |
284,404
+15,443
| +6% | +$337K |
|