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 | |
|---|---|---|---|---|---|---|
1351
E.W. Scripps
SSP
$258M
| $5.29M | 0.01% |
209,572
+4,697
| +2% | +$119K |
|
|
UCB
1352
United Community Banks, Inc.
UCB
$3.98B
| $5.29M | 0.01% |
280,034
+6,304
| +2% | +$119K |
|
1353
Emergent Biosolutions
EBS
$435M
| $5.27M | 0.01% |
183,259
+5,837
| +3% | +$168K |
|
|
PMC
1354
DELISTED
PharMerica Corporation
PMC
| $5.27M | 0.01% |
186,841
+4,407
| +2% | +$124K |
|
1355
New York Times
NYT
$9.51B
| $5.25M | 0.01% |
381,691
+23,162
| +6% | +$319K |
|
|
SGY
1356
DELISTED
Stone Energy
SGY
| $5.24M | 0.01% |
6,277
+288
| +5% | +$240K |
|
|
IPCM
1357
DELISTED
IPC HEALTHCARE INC COM DTD
IPCM
| $5.23M | 0.01% |
112,046
+2,930
| +3% | +$137K |
|
|
BGC
1358
DELISTED
General Cable Corporation
BGC
| $5.22M | 0.01% |
302,803
+7,987
| +3% | +$138K |
|
1359
First Commonwealth Financial
FCF
$1.85B
| $5.21M | 0.01% |
578,418
+7,064
| +1% | +$63.6K |
|
|
PLCM
1360
DELISTED
POLYCOM INC
PLCM
| $5.21M | 0.01% |
388,380
+14,366
| +4% | +$193K |
|
1361
Merit Medical Systems
MMSI
$5.34B
| $5.2M | 0.01% |
270,366
+7,446
| +3% | +$143K |
|
|
ASNA
1362
DELISTED
Ascena Retail Group, Inc.
ASNA
| $5.18M | 0.01% |
17,850
+948
| +6% | +$275K |
|
|
LL
1363
DELISTED
LL Flooring Holdings, Inc.
LL
| $5.16M | 0.01% |
167,725
-619
| -0.4% | -$19.1K |
|
|
LDRH
1364
DELISTED
LDR HOLDINGS CORP COM STK
LDRH
| $5.15M | 0.01% |
140,600
+600
| +0.4% | +$22K |
|
1365
Semtech
SMTC
$5.28B
| $5.15M | 0.01% |
193,147
+9,321
| +5% | +$248K |
|
|
ATW
1366
DELISTED
Atwood Oceanics
ATW
| $5.12M | 0.01% |
182,259
+10,366
| +6% | +$291K |
|
1367
Calavo Growers
CVGW
$495M
| $5.12M | 0.01% |
99,638
+6,405
| +7% | +$329K |
|
1368
Sonic Automotive
SAH
$2.83B
| $5.11M | 0.01% |
205,143
+3,653
| +2% | +$91K |
|
|
LTXB
1369
DELISTED
LegacyTexas Financial Group Inc
LTXB
| $5.1M | 0.01% |
224,559
+4,033
| +2% | +$91.7K |
|
|
IL
1370
DELISTED
IntraLinks Holdings Inc.
IL
| $5.09M | 0.01% |
492,400
-39,355
| -7% | -$407K |
|
|
AKS
1371
DELISTED
AK Steel Holding Corp.
AKS
| $5.05M | 0.01% |
1,130,414
+28,348
| +3% | +$127K |
|
1372
Puma Biotechnology
PBYI
$229M
| $5.01M | 0.01% |
21,221
+692
| +3% | +$163K |
|
1373
S&T Bancorp
STBA
$1.51B
| $5.01M | 0.01% |
176,454
-4,030
| -2% | -$114K |
|
1374
Astec Industries
ASTE
$1.09B
| $5M | 0.01% |
116,530
+2,641
| +2% | +$113K |
|
1375
Azenta
AZTA
$1.43B
| $5M | 0.01% |
429,655
+12,815
| +3% | +$149K |
|