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 | |
|---|---|---|---|---|---|---|
|
LDR
1651
DELISTED
Landauer Inc
LDR
| $2.08M | ﹤0.01% |
59,241
+1,387
| +2% | +$48.7K |
|
1652
PetMed Express
PETS
$56.4M
| $2.08M | ﹤0.01% |
125,553
+2,783
| +2% | +$46K |
|
|
BDN
1653
Brandywine Realty Trust
BDN
$761M
| $2.05M | ﹤0.01% |
128,104
-89,011
| -41% | -$1.42M |
|
1654
Cleveland-Cliffs
CLF
$5.62B
| $2.05M | ﹤0.01% |
425,214
-13,688
| -3% | -$65.8K |
|
1655
Celanese
CE
$4.84B
| $2.04M | ﹤0.01% |
36,535
+628
| +2% | +$35K |
|
|
GLF
1656
DELISTED
GulfMark Offshore, Inc. Common Stock
GLF
| $2.03M | ﹤0.01% |
155,661
-3,877
| -2% | -$50.6K |
|
|
DISH
1657
DELISTED
DISH Network Corp.
DISH
| $2.02M | ﹤0.01% |
28,843
+1,618
| +6% | +$113K |
|
|
BBOX
1658
DELISTED
Black Box Corp
BBOX
| $1.99M | ﹤0.01% |
95,191
+1,593
| +2% | +$33.4K |
|
|
BKMU
1659
DELISTED
Bank Mutual Corp
BKMU
| $1.97M | ﹤0.01% |
268,912
-5,893
| -2% | -$43.1K |
|
1660
Protara Therapeutics
TARA
$120M
| $1.96M | ﹤0.01% |
4,203
+23
| +0.6% | +$10.7K |
|
|
PSEM
1661
DELISTED
PERICOM SEMICONDUCTOR CP
PSEM
| $1.95M | ﹤0.01% |
126,061
+5,659
| +5% | +$87.5K |
|
1662
Powell Industries
POWL
$3.34B
| $1.94M | ﹤0.01% |
57,539
+1,424
| +3% | +$48.1K |
|
|
LMOS
1663
DELISTED
Lumos Networks Corp
LMOS
| $1.93M | ﹤0.01% |
126,715
+12,367
| +11% | +$189K |
|
1664
National Presto Industries
NPK
$784M
| $1.93M | ﹤0.01% |
30,420
+681
| +2% | +$43.2K |
|
|
CIT
1665
DELISTED
CIT Group Inc.
CIT
| $1.93M | ﹤0.01% |
42,722
-736
| -2% | -$33.2K |
|
1666
Flex
FLEX
$21.7B
| $1.92M | ﹤0.01% |
201,241
-72,777
| -27% | -$695K |
|
1667
STAAR Surgical
STAA
$1.37B
| $1.89M | ﹤0.01% |
254,422
+12,923
| +5% | +$96K |
|
1668
Tootsie Roll Industries
TR
$2.88B
| $1.88M | ﹤0.01% |
73,882
+3,391
| +5% | +$86.2K |
|
1669
Vanda Pharmaceuticals
VNDA
$265M
| $1.88M | ﹤0.01% |
201,635
+13,135
| +7% | +$122K |
|
1670
Perdoceo Education
PRDO
$2.16B
| $1.87M | ﹤0.01% |
372,349
+9,646
| +3% | +$48.5K |
|
1671
CorVel
CRVL
$4.39B
| $1.87M | ﹤0.01% |
162,984
+1,617
| +1% | +$18.5K |
|
|
IHS
1672
DELISTED
IHS INC CL-A COM STK
IHS
| $1.84M | ﹤0.01% |
16,168
-2,642
| -14% | -$301K |
|
|
CBR
1673
DELISTED
CIBER Inc.
CBR
| $1.81M | ﹤0.01% |
438,611
+10,965
| +3% | +$45.2K |
|
|
IO
1674
DELISTED
ION Geophysical Corporation
IO
| $1.81M | ﹤0.01% |
55,433
+1,489
| +3% | +$48.5K |
|
1675
Crown Holdings
CCK
$11B
| $1.79M | ﹤0.01% |
33,116
-6,187
| -16% | -$334K |
|