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 | |
|---|---|---|---|---|---|---|
1501
Citi Trends
CTRN
$288M
| $3.65M | 0.01% |
+135,165
| New | +$3.65M |
|
|
DTSI
1502
DELISTED
DTS, Inc.
DTSI
| $3.63M | 0.01% |
106,487
+2,385
| +2% | +$81.3K |
|
1503
M/I Homes
MHO
$4.1B
| $3.62M | 0.01% |
151,887
+3,640
| +2% | +$86.8K |
|
1504
Greif
GEF
$3.57B
| $3.61M | 0.01% |
91,878
+4,887
| +6% | +$192K |
|
1505
Strategic Education
STRA
$1.97B
| $3.61M | 0.01% |
67,556
+1,512
| +2% | +$80.8K |
|
|
CAMP
1506
DELISTED
CalAmp Corp.
CAMP
| $3.61M | 0.01% |
9,684
+156
| +2% | +$58.1K |
|
1507
Insmed
INSM
$30.9B
| $3.6M | 0.01% |
173,100
| – | – |
|
|
ROSE
1508
DELISTED
ROSETTA RESOURCES INC
ROSE
| $3.59M | 0.01% |
211,126
+42,179
| +25% | +$718K |
|
|
NTRI
1509
DELISTED
NutriSystem, Inc.
NTRI
| $3.59M | 0.01% |
179,460
-86,697
| -33% | -$1.73M |
|
|
RUTH
1510
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $3.58M | 0.01% |
225,697
+11,527
| +5% | +$183K |
|
1511
Winnebago Industries
WGO
$975M
| $3.55M | 0.01% |
166,802
+3,514
| +2% | +$74.7K |
|
|
EPIQ
1512
DELISTED
EPIQ SYSTEMS INC
EPIQ
| $3.54M | 0.01% |
197,389
+7,727
| +4% | +$139K |
|
|
CDR
1513
DELISTED
Cedar Realty Trust, Inc
CDR
| $3.52M | 0.01% |
71,300
+6,313
| +10% | +$312K |
|
1514
DXP Enterprises
DXPE
$1.86B
| $3.52M | 0.01% |
79,774
+1,788
| +2% | +$78.8K |
|
|
IVC
1515
DELISTED
Invacare Corporation
IVC
| $3.52M | 0.01% |
181,077
+4,059
| +2% | +$78.8K |
|
|
FCB
1516
DELISTED
FCB Financial Holdings, Inc.
FCB
| $3.51M | 0.01% |
128,400
+1,200
| +0.9% | +$32.8K |
|
1517
TruBridge
TBRG
$304M
| $3.5M | 0.01% |
64,591
-144,273
| -69% | -$7.83M |
|
1518
Fabrinet
FN
$13.3B
| $3.5M | 0.01% |
184,105
+4,386
| +2% | +$83.3K |
|
|
AVTA
1519
DELISTED
Avantax, Inc. Common Stock
AVTA
| $3.47M | 0.01% |
254,317
+5,948
| +2% | +$81.3K |
|
|
FTD
1520
DELISTED
FTD Companies, Inc. Common Stock
FTD
| $3.47M | 0.01% |
115,759
+742
| +0.6% | +$22.2K |
|
|
PRSU
1521
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.04B
| $3.46M | 0.01% |
124,358
+2,787
| +2% | +$77.5K |
|
1522
Interparfums
IPAR
$3.48B
| $3.44M | 0.01% |
105,573
+2,485
| +2% | +$81.1K |
|
|
HAYN
1523
DELISTED
Haynes International, Inc.
HAYN
| $3.44M | 0.01% |
77,117
+1,897
| +3% | +$84.6K |
|
1524
Guess, Inc.
GES
$870M
| $3.43M | 0.01% |
184,531
+10,214
| +6% | +$190K |
|
|
LDL
1525
DELISTED
Lydall, Inc.
LDL
| $3.41M | 0.01% |
107,330
+3,410
| +3% | +$108K |
|