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 | |
|---|---|---|---|---|---|---|
|
AAMI
1451
Acadian Asset Management Inc.
AAMI
$1.71B
| $4.19M | 0.01% |
225,000
-411,500
| -65% | -$7.67M |
|
|
AEGN
1452
DELISTED
Aegion Corp
AEGN
| $4.18M | 0.01% |
231,373
+4,938
| +2% | +$89.1K |
|
1453
Trustco Bank Corp NY
TRST
$747M
| $4.17M | 0.01% |
121,164
+3,065
| +3% | +$105K |
|
|
CSH
1454
DELISTED
CASH AMERICA INTERNATIONAL INC
CSH
| $4.16M | 0.01% |
178,494
+3,515
| +2% | +$81.9K |
|
|
CLVS
1455
DELISTED
Clovis Oncology, Inc.
CLVS
| $4.16M | 0.01% |
55,981
+351
| +0.6% | +$26.1K |
|
|
CCG
1456
DELISTED
CAMPUS CREST COMMUNITIES INC COM STK (MD)
CCG
| $4.15M | 0.01% |
580,181
| – | – |
|
1457
Intrepid Potash
IPI
$389M
| $4.15M | 0.01% |
35,924
+1,852
| +5% | +$214K |
|
1458
Rayonier Advanced Materials
RYAM
$410M
| $4.15M | 0.01% |
278,216
+8,573
| +3% | +$128K |
|
1459
Quanex
NX
$690M
| $4.14M | 0.01% |
209,865
-17,503
| -8% | -$346K |
|
1460
MarineMax
HZO
$561M
| $4.14M | 0.01% |
156,083
+5,528
| +4% | +$147K |
|
1461
First Bancorp
FBP
$3.52B
| $4.13M | 0.01% |
666,318
+18,957
| +3% | +$118K |
|
1462
United Fire Group
UFCS
$801M
| $4.13M | 0.01% |
130,063
+2,620
| +2% | +$83.2K |
|
|
CYNO
1463
DELISTED
Cynosure, Inc. Class A
CYNO
| $4.11M | 0.01% |
134,136
+3,007
| +2% | +$92.2K |
|
1464
Werner Enterprises
WERN
$1.71B
| $4.09M | 0.01% |
130,334
+15,979
| +14% | +$502K |
|
1465
World Acceptance Corp
WRLD
$918M
| $4.09M | 0.01% |
56,103
+1,660
| +3% | +$121K |
|
1466
Resources Connection
RGP
$170M
| $4.08M | 0.01% |
233,256
+2,575
| +1% | +$45.1K |
|
|
UBA
1467
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $4M | 0.01% |
173,627
+6,826
| +4% | +$157K |
|
|
BTU
1468
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
| $4M | 0.01% |
54,175
+3,691
| +7% | +$272K |
|
1469
Green Dot
GDOT
$747M
| $3.98M | 0.01% |
249,739
+30,403
| +14% | +$484K |
|
1470
Tompkins Financial
TMP
$1B
| $3.98M | 0.01% |
73,834
+2,294
| +3% | +$124K |
|
|
NSR
1471
DELISTED
Neustar Inc
NSR
| $3.97M | 0.01% |
161,369
+10,069
| +7% | +$248K |
|
1472
ATI
ATI
$10.6B
| $3.97M | 0.01% |
132,104
+5,529
| +4% | +$166K |
|
1473
Enviri
NVRI
$974M
| $3.97M | 0.01% |
229,715
+7,077
| +3% | +$122K |
|
|
CFNL
1474
DELISTED
Cardinal Financial Corp
CFNL
| $3.97M | 0.01% |
198,464
+4,448
| +2% | +$88.9K |
|
|
LMNX
1475
DELISTED
Luminex Corp
LMNX
| $3.96M | 0.01% |
247,762
+16,848
| +7% | +$270K |
|