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 | |
|---|---|---|---|---|---|---|
|
CLD
1626
DELISTED
Cloud Peak Energy Inc
CLD
| $2.3M | ﹤0.01% |
395,273
+25,745
| +7% | +$150K |
|
|
SPPI
1627
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $2.29M | ﹤0.01% |
377,042
+9,928
| +3% | +$60.3K |
|
|
GNCA
1628
DELISTED
Genocea Biosciences, Inc.
GNCA
| $2.28M | ﹤0.01% |
24,077
+5,000
| +26% | +$474K |
|
1629
Ocular Therapeutix
OCUL
$2.27B
| $2.27M | ﹤0.01% |
54,000
-70,000
| -56% | -$2.94M |
|
|
ASEI
1630
DELISTED
AMER SCIENCE & ENGR INC.
ASEI
| $2.27M | ﹤0.01% |
46,365
-1,282
| -3% | -$62.7K |
|
|
PES
1631
DELISTED
Pioneer Energy Services Corp.
PES
| $2.24M | ﹤0.01% |
413,369
+9,714
| +2% | +$52.7K |
|
1632
Larimar Therapeutics
LRMR
$342M
| $2.23M | ﹤0.01% |
4,700
-3,442
| -42% | -$1.64M |
|
1633
Hawkins
HWKN
$3.56B
| $2.23M | ﹤0.01% |
117,404
+2,888
| +3% | +$54.9K |
|
|
VRTV
1634
DELISTED
VERITIV CORPORATION
VRTV
| $2.23M | ﹤0.01% |
50,560
+1,132
| +2% | +$50K |
|
1635
FibroGen
FGEN
$46.5M
| $2.22M | ﹤0.01% |
2,827
-1,245
| -31% | -$977K |
|
|
RGC
1636
DELISTED
Regal Entertainment Group
RGC
| $2.22M | ﹤0.01% |
97,109
-9,573
| -9% | -$219K |
|
|
AHT
1637
Ashford Hospitality Trust
AHT
$38M
| $2.21M | ﹤0.01% |
232
+51
| +28% | +$486K |
|
1638
W.P. Carey
WPC
$14.8B
| $2.21M | ﹤0.01% |
33,159
-9,523
| -22% | -$634K |
|
1639
Cross Country Healthcare
CCRN
$455M
| $2.21M | ﹤0.01% |
185,980
+8,018
| +5% | +$95.1K |
|
|
RTEC
1640
DELISTED
Rudolph Technologies Inc
RTEC
| $2.2M | ﹤0.01% |
199,970
-1,049
| -0.5% | -$11.6K |
|
1641
DHI Group
DHX
$143M
| $2.19M | ﹤0.01% |
244,990
+19,635
| +9% | +$175K |
|
|
SMRT
1642
DELISTED
Stein Mart Inc
SMRT
| $2.18M | ﹤0.01% |
175,428
+3,931
| +2% | +$48.9K |
|
|
AFAM
1643
DELISTED
Almost Family Inc
AFAM
| $2.18M | ﹤0.01% |
48,753
+1,112
| +2% | +$49.7K |
|
1644
Harte-Hanks
HHS
$27.4M
| $2.17M | ﹤0.01% |
27,790
+614
| +2% | +$47.9K |
|
|
MCF
1645
DELISTED
Contango Oil & Gas Co.
MCF
| $2.14M | ﹤0.01% |
97,329
+1,093
| +1% | +$24K |
|
1646
Incyte
INCY
$16.8B
| $2.14M | ﹤0.01% |
23,297
+10,088
| +76% | +$924K |
|
1647
Huntsman Corp
HUN
$1.88B
| $2.11M | ﹤0.01% |
95,325
-444,459
| -82% | -$9.85M |
|
|
NMBL
1648
DELISTED
Nimble Storage, Inc.
NMBL
| $2.09M | ﹤0.01% |
93,800
| – | – |
|
1649
Surmodics
SRDX
$459M
| $2.09M | ﹤0.01% |
80,172
+2,287
| +3% | +$59.5K |
|
1650
Medifast
MED
$152M
| $2.08M | ﹤0.01% |
69,501
+1,558
| +2% | +$46.7K |
|