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 | |
|---|---|---|---|---|---|---|
|
MFA
1776
MFA Financial
MFA
$1.05B
| $924K | ﹤0.01% |
29,378
+2,347
| +9% | +$73.8K |
|
|
PDM
1777
Piedmont Realty Trust, Inc.
PDM
$1.07B
| $915K | ﹤0.01% |
49,182
+2,455
| +5% | +$45.7K |
|
1778
Herbalife
HLF
$977M
| $906K | ﹤0.01% |
42,382
-7,180
| -14% | -$153K |
|
1779
Agilysys
AGYS
$3.03B
| $904K | ﹤0.01% |
91,884
+2,059
| +2% | +$20.3K |
|
1780
Douglas Emmett
DEI
$2.7B
| $900K | ﹤0.01% |
30,213
-1,770
| -6% | -$52.7K |
|
1781
Popular Inc
BPOP
$8.39B
| $889K | ﹤0.01% |
+25,857
| New | +$889K |
|
1782
Designer Brands
DBI
$215M
| $882K | ﹤0.01% |
23,910
+1,795
| +8% | +$66.2K |
|
|
WBC
1783
DELISTED
WABCO HOLDINGS INC.
WBC
| $879K | ﹤0.01% |
7,152
-9,114
| -56% | -$1.12M |
|
1784
Carisma Therapeutics
CARM
$17.3M
| $878K | ﹤0.01% |
4,925
+45
| +0.9% | +$8.02K |
|
|
ENH
1785
DELISTED
Endurance Specialty Holdings Ltd
ENH
| $872K | ﹤0.01% |
14,272
+1,126
| +9% | +$68.8K |
|
|
PQUE
1786
DELISTED
PETROQUEST ENERGY INC (DE)
PQUE
| $870K | ﹤0.01% |
378,521
+7,099
| +2% | +$16.3K |
|
1787
RLJ Lodging Trust
RLJ
$1.14B
| $862K | ﹤0.01% |
27,534
-888,538
| -97% | -$27.8M |
|
1788
Bankunited
BKU
$2.89B
| $838K | ﹤0.01% |
25,595
-4,323
| -14% | -$142K |
|
|
MXIM
1789
DELISTED
Maxim Integrated Products
MXIM
| $836K | ﹤0.01% |
24,007
-223,026
| -90% | -$7.77M |
|
|
QGENF
1790
DELISTED
QIAGEN NV
QGENF
| $831K | ﹤0.01% |
32,947
+2,583
| +9% | +$65.1K |
|
|
VIRX
1791
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
| $828K | ﹤0.01% |
1,610
+10
| +0.6% | +$5.14K |
|
1792
Jazz Pharmaceuticals
JAZZ
$7.8B
| $824K | ﹤0.01% |
4,766
-12,404
| -72% | -$2.14M |
|
|
NEWR
1793
DELISTED
New Relic, Inc.
NEWR
| $799K | ﹤0.01% |
23,000
-2,000
| -8% | -$69.5K |
|
1794
Synchrony
SYF
$28.3B
| $788K | ﹤0.01% |
25,943
-14,495
| -36% | -$440K |
|
1795
Herc Holdings
HRI
$4.44B
| $775K | ﹤0.01% |
11,916
-1,715
| -13% | -$112K |
|
1796
SS&C Technologies
SSNC
$21.7B
| $772K | ﹤0.01% |
24,790
-332
| -1% | -$10.3K |
|
1797
Olympic Steel
ZEUS
$364M
| $761K | ﹤0.01% |
56,524
+1,311
| +2% | +$17.7K |
|
|
CPHD
1798
DELISTED
Cepheid Inc
CPHD
| $729K | ﹤0.01% |
12,820
-150
| -1% | -$8.53K |
|
1799
Owens Corning
OC
$12.5B
| $722K | ﹤0.01% |
16,625
+1,263
| +8% | +$54.9K |
|
1800
U-Haul Holding Co
UHAL
$10.9B
| $721K | ﹤0.01% |
21,800
+14,650
| +205% | +$485K |
|