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 | |
|---|---|---|---|---|---|---|
1301
Tenet Healthcare
THC
$17.1B
| $5.93M | 0.01% |
119,798
+5,339
| +5% | +$264K |
|
1302
The Greenbrier Companies
GBX
$1.46B
| $5.93M | 0.01% |
102,203
+331
| +0.3% | +$19.2K |
|
|
MDP
1303
DELISTED
Meredith Corporation
MDP
| $5.88M | 0.01% |
105,486
+6,017
| +6% | +$336K |
|
1304
Civitas Resources
CIVI
$3.04B
| $5.88M | 0.01% |
2,137
+306
| +17% | +$842K |
|
|
KMI.WS
1305
DELISTED
Kinder Morgan Inc
KMI.WS
| $5.87M | 0.01% |
1,432,515
+38,000
| +3% | +$156K |
|
1306
Workiva
WK
$4.39B
| $5.87M | 0.01% |
407,800
+8,300
| +2% | +$120K |
|
1307
Saic
SAIC
$4.9B
| $5.85M | 0.01% |
113,992
+2,138
| +2% | +$110K |
|
1308
Crocs
CROX
$4.42B
| $5.84M | 0.01% |
494,499
-16,208
| -3% | -$191K |
|
|
IPCC
1309
DELISTED
Infinity Property & Casualty C
IPCC
| $5.83M | 0.01% |
71,094
+1,465
| +2% | +$120K |
|
|
FLIR
1310
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $5.83M | 0.01% |
186,354
+7,029
| +4% | +$220K |
|
1311
Silicon Laboratories
SLAB
$4.45B
| $5.79M | 0.01% |
114,088
+4,933
| +5% | +$250K |
|
1312
Repligen
RGEN
$6.72B
| $5.79M | 0.01% |
190,587
+4,272
| +2% | +$130K |
|
1313
Sturm, Ruger & Co
RGR
$601M
| $5.76M | 0.01% |
116,098
-1,415
| -1% | -$70.2K |
|
1314
Cadence Bank
CADE
$6.96B
| $5.75M | 0.01% |
247,642
+12,055
| +5% | +$280K |
|
1315
Tower Semiconductor
TSEM
$7.38B
| $5.75M | 0.01% |
+338,469
| New | +$5.75M |
|
|
BGG
1316
DELISTED
Briggs & Stratton Corp.
BGG
| $5.73M | 0.01% |
278,842
+4,051
| +1% | +$83.2K |
|
1317
Standard Motor Products
SMP
$901M
| $5.7M | 0.01% |
134,776
+3,324
| +3% | +$140K |
|
1318
KBR
KBR
$6.38B
| $5.68M | 0.01% |
392,241
-13,013
| -3% | -$188K |
|
1319
Lindsay Corp
LNN
$1.53B
| $5.68M | 0.01% |
74,453
-1,873
| -2% | -$143K |
|
1320
Vishay Intertechnology
VSH
$2.1B
| $5.68M | 0.01% |
410,792
+22,567
| +6% | +$312K |
|
1321
Virtus Investment Partners
VRTS
$1.36B
| $5.67M | 0.01% |
43,391
-807
| -2% | -$106K |
|
|
ALEX
1322
Alexander & Baldwin
ALEX
$1.37B
| $5.65M | 0.01% |
130,800
+7,408
| +6% | +$320K |
|
1323
Zumiez
ZUMZ
$362M
| $5.64M | 0.01% |
140,043
+3,399
| +2% | +$137K |
|
1324
Navigator Holdings
NVGS
$1.11B
| $5.62M | 0.01% |
294,172
+422
| +0.1% | +$8.06K |
|
1325
Kemper
KMPR
$3.36B
| $5.59M | 0.01% |
143,575
+7,501
| +6% | +$292K |
|