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 | |
|---|---|---|---|---|---|---|
1676
Cohu
COHU
$976M
| $1.74M | ﹤0.01% |
159,261
+4,587
| +3% | +$50.2K |
|
|
PERY
1677
DELISTED
Perry Ellis International Inc
PERY
| $1.73M | ﹤0.01% |
74,519
+1,670
| +2% | +$38.7K |
|
1678
ServiceNow
NOW
$192B
| $1.71M | ﹤0.01% |
21,749
-15,950
| -42% | -$1.26M |
|
|
AYR
1679
DELISTED
Aircastle Limited
AYR
| $1.71M | ﹤0.01% |
76,174
-11,000
| -13% | -$247K |
|
|
ARO
1680
DELISTED
AEROPOSTALE INC
ARO
| $1.7M | ﹤0.01% |
490,264
+10,989
| +2% | +$38.1K |
|
|
GNOW
1681
DELISTED
AMERICAN CARESOURCE HLDGS INC COM STK NEW (DE)
GNOW
| $1.69M | ﹤0.01% |
563,688
| – | – |
|
1682
New Mountain Finance
NMFC
$1.11B
| $1.68M | ﹤0.01% |
115,194
+15,400
| +15% | +$225K |
|
1683
Las Vegas Sands
LVS
$37.4B
| $1.68M | ﹤0.01% |
30,549
-6,291
| -17% | -$346K |
|
1684
American Vanguard Corp
AVD
$152M
| $1.67M | ﹤0.01% |
157,279
+3,878
| +3% | +$41.2K |
|
|
ENTR
1685
DELISTED
ENTROPIC COMMUNICATIONS INC COM STK (DE)
ENTR
| $1.67M | ﹤0.01% |
563,653
+18,050
| +3% | +$53.4K |
|
1686
Steelcase
SCS
$1.92B
| $1.67M | ﹤0.01% |
87,961
+23,068
| +36% | +$437K |
|
1687
SCYNEXIS
SCYX
$43.6M
| $1.66M | ﹤0.01% |
20,000
-200
| -1% | -$16.6K |
|
1688
ProQR Therapeutics
PRQR
$237M
| $1.66M | ﹤0.01% |
75,800
+400
| +0.5% | +$8.76K |
|
|
RPT
1689
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $1.66M | ﹤0.01% |
89,227
+555
| +0.6% | +$10.3K |
|
|
SGEN
1690
DELISTED
Seagen Inc. Common Stock
SGEN
| $1.66M | ﹤0.01% |
46,890
+100
| +0.2% | +$3.53K |
|
|
BIND
1691
DELISTED
BIND THERAPEUTICS INC
BIND
| $1.65M | ﹤0.01% |
300,000
-2,165
| -0.7% | -$11.9K |
|
|
BLCM
1692
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $1.62M | ﹤0.01% |
6,986
| – | – |
|
1693
Artivion
AORT
$1.94B
| $1.62M | ﹤0.01% |
155,821
+3,492
| +2% | +$36.2K |
|
|
DSPG
1694
DELISTED
DSP Group Inc
DSPG
| $1.6M | ﹤0.01% |
133,912
+3,001
| +2% | +$35.9K |
|
|
AREX
1695
DELISTED
Approach Resources Inc.
AREX
| $1.6M | ﹤0.01% |
242,412
+11,529
| +5% | +$76K |
|
|
ARAV
1696
DELISTED
Aravive, Inc. Common Stock
ARAV
| $1.59M | ﹤0.01% |
14,391
+6,916
| +93% | +$762K |
|
1697
Vicor
VICR
$2.25B
| $1.57M | ﹤0.01% |
103,041
+2,598
| +3% | +$39.5K |
|
|
MNR
1698
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $1.55M | ﹤0.01% |
139,538
+128,385
| +1,151% | +$1.43M |
|
|
AKAO
1699
DELISTED
Achaogen, Inc.
AKAO
| $1.52M | ﹤0.01% |
156,100
+1,400
| +0.9% | +$13.7K |
|
1700
Orion Group Holdings
ORN
$295M
| $1.51M | ﹤0.01% |
170,525
+3,821
| +2% | +$33.9K |
|