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 | |
|---|---|---|---|---|---|---|
1376
Exact Sciences
EXAS
$10.5B
| $5M | 0.01% |
226,890
+950
| +0.4% | +$20.9K |
|
1377
LSB Industries
LXU
$577M
| $4.99M | 0.01% |
156,959
+3,828
| +2% | +$122K |
|
1378
Universal Insurance Holdings
UVE
$713M
| $4.99M | 0.01% |
194,890
+18,484
| +10% | +$473K |
|
|
QEP
1379
DELISTED
QEP RESOURCES, INC.
QEP
| $4.99M | 0.01% |
239,256
-8,993
| -4% | -$187K |
|
|
HNGR
1380
DELISTED
Hanger Inc.
HNGR
| $4.96M | 0.01% |
218,671
+4,901
| +2% | +$111K |
|
|
MANT
1381
DELISTED
Mantech International Corp
MANT
| $4.96M | 0.01% |
146,010
+3,768
| +3% | +$128K |
|
|
AAN.A
1382
DELISTED
AARON'S INC CL-A
AAN.A
| $4.95M | 0.01% |
174,839
+9,287
| +6% | +$263K |
|
1383
Stepan Co
SCL
$1.11B
| $4.94M | 0.01% |
118,596
+2,694
| +2% | +$112K |
|
|
VIVO
1384
DELISTED
Meridian Bioscience Inc
VIVO
| $4.93M | 0.01% |
258,423
+6,162
| +2% | +$118K |
|
|
AMBR
1385
DELISTED
Amber Road, Inc.
AMBR
| $4.91M | 0.01% |
530,397
| – | – |
|
|
REMY
1386
DELISTED
REMY INTL INC NEW COMMON
REMY
| $4.91M | 0.01% |
+220,895
| New | +$4.91M |
|
1387
Iridium Communications
IRDM
$1.95B
| $4.89M | 0.01% |
504,018
+490,633
| +3,666% | +$4.76M |
|
1388
8x8 Inc
EGHT
$293M
| $4.89M | 0.01% |
581,936
+40,035
| +7% | +$336K |
|
|
NPKI
1389
NPK International Inc.
NPKI
$901M
| $4.89M | 0.01% |
536,659
+13,735
| +3% | +$125K |
|
|
FRAN
1390
DELISTED
Francesca's Holdings Corporation
FRAN
| $4.89M | 0.01% |
22,883
+506
| +2% | +$108K |
|
|
UHT
1391
Universal Health Realty Income Trust
UHT
$575M
| $4.84M | 0.01% |
86,010
+7,683
| +10% | +$432K |
|
1392
Comfort Systems
FIX
$27.2B
| $4.83M | 0.01% |
229,700
+4,034
| +2% | +$84.9K |
|
|
LNKD
1393
DELISTED
LinkedIn Corporation
LNKD
| $4.82M | 0.01% |
19,275
-3,539
| -16% | -$884K |
|
1394
Materion
MTRN
$2.35B
| $4.79M | 0.01% |
124,550
+2,464
| +2% | +$94.7K |
|
|
BLT
1395
DELISTED
BLOUNT INTERNATIONAL (NEW)
BLT
| $4.78M | 0.01% |
371,243
-182,240
| -33% | -$2.35M |
|
1396
MillerKnoll
MLKN
$1.42B
| $4.78M | 0.01% |
172,143
+8,296
| +5% | +$230K |
|
|
MXPT
1397
DELISTED
MaxPoint Interactive, Inc.
MXPT
| $4.76M | 0.01% |
+124,250
| New | +$4.76M |
|
|
DWA
1398
DELISTED
DREAMWORKS ANIMATION SKG INC CL-A
DWA
| $4.75M | 0.01% |
196,192
+10,278
| +6% | +$249K |
|
1399
Trustmark
TRMK
$2.42B
| $4.75M | 0.01% |
195,451
+11,059
| +6% | +$269K |
|
|
CBB
1400
DELISTED
Cincinnati Bell Inc.
CBB
| $4.74M | 0.01% |
268,454
+6,775
| +3% | +$120K |
|