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 | |
|---|---|---|---|---|---|---|
1551
TTM Technologies
TTMI
$5.11B
| $3.13M | ﹤0.01% |
347,481
+10,109
| +3% | +$91.1K |
|
1552
Mercury Systems
MRCY
$4.3B
| $3.13M | ﹤0.01% |
201,020
+5,823
| +3% | +$90.6K |
|
|
TNGO
1553
DELISTED
Tangoe, Inc.
TNGO
| $3.12M | ﹤0.01% |
226,251
+5,072
| +2% | +$70K |
|
1554
Titan International
TWI
$546M
| $3.12M | ﹤0.01% |
333,127
+8,394
| +3% | +$78.6K |
|
1555
TETRA Technologies
TTI
$640M
| $3.05M | ﹤0.01% |
493,230
-8,738
| -2% | -$54K |
|
|
MDC
1556
DELISTED
M.D.C. Holdings, Inc.
MDC
| $3.02M | ﹤0.01% |
147,002
+7,794
| +6% | +$160K |
|
|
DCOM
1557
DELISTED
Dime Community Bancshares
DCOM
| $3.02M | ﹤0.01% |
187,259
+4,206
| +2% | +$67.7K |
|
1558
Lazard
LAZ
$5.25B
| $2.98M | ﹤0.01% |
56,723
-122,078
| -68% | -$6.42M |
|
|
CTRX
1559
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
| $2.98M | ﹤0.01% |
50,073
-9,779
| -16% | -$582K |
|
|
ICPT
1560
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $2.96M | ﹤0.01% |
10,500
| – | – |
|
|
WPP
1561
DELISTED
WAUSAU PAPER CORP.
WPP
| $2.96M | ﹤0.01% |
310,158
+7,285
| +2% | +$69.4K |
|
1562
Gibraltar Industries
ROCK
$1.79B
| $2.95M | ﹤0.01% |
180,051
+4,674
| +3% | +$76.7K |
|
|
EXAR
1563
DELISTED
Exar Corporation
EXAR
| $2.95M | ﹤0.01% |
293,967
+8,818
| +3% | +$88.6K |
|
|
UTEK
1564
DELISTED
Ultratech Inc.
UTEK
| $2.94M | ﹤0.01% |
169,770
-1,477
| -0.9% | -$25.6K |
|
|
VASC
1565
DELISTED
Vascular Solutions Inc
VASC
| $2.94M | ﹤0.01% |
+96,994
| New | +$2.94M |
|
|
GTY
1566
Getty Realty Corp
GTY
$1.6B
| $2.94M | ﹤0.01% |
163,566
+3,666
| +2% | +$65.9K |
|
|
CKP
1567
DELISTED
CHECKPOINT SYSTEMS INC
CKP
| $2.93M | ﹤0.01% |
270,967
+17,783
| +7% | +$192K |
|
1568
Central Garden & Pet Class A
CENTA
$2.07B
| $2.92M | ﹤0.01% |
343,564
+18,988
| +6% | +$161K |
|
1569
Comtech Telecommunications
CMTL
$65.3M
| $2.92M | ﹤0.01% |
100,719
+2,512
| +3% | +$72.7K |
|
|
ACAT
1570
DELISTED
Arctic Cat Inc
ACAT
| $2.91M | ﹤0.01% |
80,222
+1,871
| +2% | +$68K |
|
1571
Vail Resorts
MTN
$5.37B
| $2.91M | ﹤0.01% |
28,126
+21,414
| +319% | +$2.21M |
|
1572
Matrix Service
MTRX
$339M
| $2.91M | ﹤0.01% |
165,507
+4,781
| +3% | +$83.9K |
|
|
MOBL
1573
DELISTED
MobileIron, Inc.
MOBL
| $2.9M | ﹤0.01% |
313,617
-13,114
| -4% | -$121K |
|
1574
Tesla
TSLA
$1.12T
| $2.89M | ﹤0.01% |
229,680
-39,240
| -15% | -$494K |
|
|
CLNY
1575
DELISTED
Colony Capital, Inc.
CLNY
| $2.88M | ﹤0.01% |
111,038
-1,312,503
| -92% | -$34M |
|