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 | |
|---|---|---|---|---|---|---|
|
AMED
1326
DELISTED
Amedisys
AMED
| $5.59M | 0.01% |
208,646
+6,451
| +3% | +$173K |
|
|
SN
1327
DELISTED
Sanchez Energy Corporation
SN
| $5.57M | 0.01% |
427,848
-325,427
| -43% | -$4.23M |
|
1328
Universal Electronics
UEIC
$63.9M
| $5.56M | 0.01% |
98,482
+2,800
| +3% | +$158K |
|
|
AVIV
1329
DELISTED
AVIV REIT INC COM STK (MD)
AVIV
| $5.56M | 0.01% |
152,247
+3,412
| +2% | +$125K |
|
1330
Stewart Information Services
STC
$2.1B
| $5.56M | 0.01% |
136,715
+2,384
| +2% | +$96.9K |
|
1331
Fossil Group
FOSL
$167M
| $5.56M | 0.01% |
67,376
+1,006
| +2% | +$82.9K |
|
1332
O-I Glass
OI
$2.04B
| $5.55M | 0.01% |
237,926
+21,931
| +10% | +$511K |
|
|
COWN
1333
DELISTED
Cowen Inc. Class A Common Stock
COWN
| $5.54M | 0.01% |
266,222
-156,686
| -37% | -$3.26M |
|
|
DMND
1334
DELISTED
DIAMOND FOODS, INC.
DMND
| $5.54M | 0.01% |
170,011
+10,162
| +6% | +$331K |
|
1335
Carpenter Technology
CRS
$12.1B
| $5.54M | 0.01% |
142,429
+5,790
| +4% | +$225K |
|
|
APOL
1336
DELISTED
Apollo Education Group Inc Class A
APOL
| $5.53M | 0.01% |
292,411
+14,965
| +5% | +$283K |
|
|
EBIX
1337
DELISTED
Ebix Inc
EBIX
| $5.52M | 0.01% |
181,812
+4,075
| +2% | +$124K |
|
1338
Commercial Metals
CMC
$6.65B
| $5.51M | 0.01% |
340,433
+16,815
| +5% | +$272K |
|
1339
Employers Holdings
EIG
$997M
| $5.51M | 0.01% |
204,061
+4,718
| +2% | +$127K |
|
|
MDRX
1340
DELISTED
Veradigm Inc. Common Stock
MDRX
| $5.5M | 0.01% |
459,597
+24,702
| +6% | +$295K |
|
|
TLMR
1341
DELISTED
TALMER BANCORP INC (MI)
TLMR
| $5.49M | 0.01% |
+358,366
| New | +$5.49M |
|
1342
Banner Corp
BANR
$2.32B
| $5.47M | 0.01% |
119,123
+569
| +0.5% | +$26.1K |
|
1343
InterDigital
IDCC
$8.38B
| $5.45M | 0.01% |
107,420
+4,352
| +4% | +$221K |
|
1344
Piper Sandler
PIPR
$6.14B
| $5.44M | 0.01% |
103,693
+5,044
| +5% | +$265K |
|
|
ANN
1345
DELISTED
ANN INC
ANN
| $5.43M | 0.01% |
132,399
+6,371
| +5% | +$261K |
|
1346
AMERISAFE
AMSF
$862M
| $5.42M | 0.01% |
117,095
+3,078
| +3% | +$142K |
|
|
BRLI
1347
DELISTED
BIO-REFERENCE LABS INC-NEW-
BRLI
| $5.4M | 0.01% |
153,180
-2,748
| -2% | -$96.9K |
|
1348
Commault Systems
CVLT
$8.04B
| $5.37M | 0.01% |
122,837
+4,825
| +4% | +$211K |
|
1349
Badger Meter
BMI
$5.34B
| $5.37M | 0.01% |
179,120
+4,074
| +2% | +$122K |
|
|
MZTI
1350
The Marzetti Company Common Stock
MZTI
$5.1B
| $5.33M | 0.01% |
56,025
+2,968
| +6% | +$282K |
|