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 | |
|---|---|---|---|---|---|---|
|
SRC
1751
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $1.11M | ﹤0.01% |
20,456
+583
| +3% | +$31.6K |
|
1752
Healthcare Realty
HR
$6.57B
| $1.11M | ﹤0.01% |
39,681
+3,765
| +10% | +$105K |
|
1753
Adverum Biotechnologies
ADVM
$72.8M
| $1.09M | ﹤0.01% |
2,690
| – | – |
|
|
HDP
1754
DELISTED
Hortonworks, Inc.
HDP
| $1.07M | ﹤0.01% |
45,000
-4,800
| -10% | -$114K |
|
1755
AGNC Investment
AGNC
$10.8B
| $1.06M | ﹤0.01% |
49,825
-23,936
| -32% | -$510K |
|
1756
Ardelyx
ARDX
$1.58B
| $1.05M | ﹤0.01% |
80,194
-13,500
| -14% | -$177K |
|
1757
Sally Beauty Holdings
SBH
$1.45B
| $1.05M | ﹤0.01% |
30,431
-2,302
| -7% | -$79.2K |
|
|
CMCSK
1758
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
| $1.04M | ﹤0.01% |
18,616
-66,781
| -78% | -$3.75M |
|
|
VMW
1759
DELISTED
VMware, Inc
VMW
| $1.04M | ﹤0.01% |
12,731
-2,404
| -16% | -$197K |
|
|
SDRL
1760
DELISTED
Seadrill Limited Common Stock
SDRL
| $1.04M | ﹤0.01% |
414
+8
| +2% | +$20K |
|
1761
eHealth
EHTH
$119M
| $1.04M | ﹤0.01% |
110,403
+2,473
| +2% | +$23.2K |
|
|
CIM
1762
Chimera Investment
CIM
$1.18B
| $1.03M | ﹤0.01% |
21,843
+1,117
| +5% | +$52.6K |
|
1763
NXP Semiconductors
NXPI
$56.4B
| $1.03M | ﹤0.01% |
10,232
-14,905
| -59% | -$1.5M |
|
1764
Fate Therapeutics
FATE
$113M
| $1.03M | ﹤0.01% |
209,600
+1,900
| +0.9% | +$9.29K |
|
|
ESIO
1765
DELISTED
Electro Scientific Industries
ESIO
| $1.03M | ﹤0.01% |
165,728
+4,657
| +3% | +$28.8K |
|
1766
Middleby
MIDD
$7.03B
| $1.02M | ﹤0.01% |
9,937
-13,071
| -57% | -$1.34M |
|
1767
Assured Guaranty
AGO
$3.91B
| $1.02M | ﹤0.01% |
38,519
-259,597
| -87% | -$6.85M |
|
1768
Targa Resources
TRGP
$34.7B
| $1.02M | ﹤0.01% |
10,610
-26,972
| -72% | -$2.58M |
|
1769
MGM Resorts International
MGM
$9.8B
| $1.01M | ﹤0.01% |
48,116
+3,798
| +9% | +$79.9K |
|
|
ISBC
1770
DELISTED
Investors Bancorp, Inc.
ISBC
| $1.01M | ﹤0.01% |
86,074
+20,936
| +32% | +$245K |
|
|
SZMK
1771
DELISTED
SIZMEK INC COM STK (DE)
SZMK
| $998K | ﹤0.01% |
137,501
+3,081
| +2% | +$22.4K |
|
1772
WESCO International
WCC
$10.3B
| $993K | ﹤0.01% |
14,210
+958
| +7% | +$66.9K |
|
1773
IQVIA
IQV
$32.2B
| $963K | ﹤0.01% |
14,394
-3,260
| -18% | -$218K |
|
1774
Copa Holdings
CPA
$4.69B
| $959K | ﹤0.01% |
9,494
-102,842
| -92% | -$10.4M |
|
1775
Air Lease Corp
AL
$7.11B
| $942K | ﹤0.01% |
24,953
+3,645
| +17% | +$138K |
|