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 | |
|---|---|---|---|---|---|---|
1426
FTI Consulting
FCN
$5.34B
| $4.48M | 0.01% |
119,676
+7,608
| +7% | +$285K |
|
1427
Illumina
ILMN
$15.1B
| $4.48M | 0.01% |
24,818
-14,257
| -36% | -$2.57M |
|
1428
Ethan Allen Interiors
ETD
$750M
| $4.46M | 0.01% |
161,347
+3,649
| +2% | +$101K |
|
1429
Knowles
KN
$1.89B
| $4.44M | 0.01% |
230,408
+10,444
| +5% | +$201K |
|
1430
City Holding Co
CHCO
$1.83B
| $4.42M | 0.01% |
93,996
-79,290
| -46% | -$3.73M |
|
1431
Century Aluminum
CENX
$2.17B
| $4.42M | 0.01% |
320,083
-1,146
| -0.4% | -$15.8K |
|
1432
Genworth Financial
GNW
$3.57B
| $4.42M | 0.01% |
604,045
-75,304
| -11% | -$551K |
|
1433
Biglari Holdings Class B
BH
$961M
| $4.4M | 0.01% |
15,938
+356
| +2% | +$98.3K |
|
1434
Simmons First National
SFNC
$2.97B
| $4.38M | 0.01% |
192,630
+498
| +0.3% | +$11.3K |
|
|
ININ
1435
DELISTED
Interactive Intelligence Group, inc.
ININ
| $4.38M | 0.01% |
106,257
+4,068
| +4% | +$167K |
|
|
TUES
1436
DELISTED
Tuesday Morning Corp
TUES
| $4.37M | 0.01% |
271,512
+6,552
| +2% | +$105K |
|
|
CPLA
1437
DELISTED
Capella Education Company
CPLA
| $4.37M | 0.01% |
67,360
+1,423
| +2% | +$92.3K |
|
|
NXGN
1438
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $4.36M | 0.01% |
272,688
+6,187
| +2% | +$98.9K |
|
1439
International Bancshares
IBOC
$4.41B
| $4.34M | 0.01% |
166,820
+8,808
| +6% | +$229K |
|
|
TVTY
1440
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $4.34M | 0.01% |
220,033
+5,664
| +3% | +$112K |
|
|
TCF
1441
DELISTED
TCF Financial Corporation Common Stock
TCF
| $4.33M | 0.01% |
138,244
+111,123
| +410% | +$3.48M |
|
|
ANK
1442
DELISTED
ATLANTIC TELE-NETWORK,INC
ANK
| $4.3M | 0.01% |
62,140
+1,391
| +2% | +$96.3K |
|
1443
Helix Energy Solutions
HLX
$923M
| $4.28M | 0.01% |
285,982
+16,784
| +6% | +$251K |
|
1444
STAG Industrial
STAG
$6.74B
| $4.28M | 0.01% |
181,904
+919
| +0.5% | +$21.6K |
|
|
RJET
1445
DELISTED
REPUBLIC AWYS HLDGS INC
RJET
| $4.27M | 0.01% |
+310,660
| New | +$4.27M |
|
1446
American Woodmark
AMWD
$984M
| $4.26M | 0.01% |
77,850
+2,104
| +3% | +$115K |
|
|
RSTI
1447
DELISTED
Rofin-Sinar Technologies Inc
RSTI
| $4.22M | 0.01% |
174,070
+4,162
| +2% | +$101K |
|
1448
Harmonic Inc
HLIT
$1.14B
| $4.21M | 0.01% |
567,564
+17,285
| +3% | +$128K |
|
|
NE
1449
DELISTED
Noble Corporation
NE
| $4.2M | 0.01% |
294,243
+846
| +0.3% | +$12.1K |
|
1450
Upbound Group
UPBD
$1.45B
| $4.2M | 0.01% |
152,994
+8,480
| +6% | +$233K |
|