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 | |
|---|---|---|---|---|---|---|
|
PF
1801
DELISTED
Pinnacle Foods, Inc.
PF
| $707K | ﹤0.01% |
17,341
+1,313
| +8% | +$53.5K |
|
1802
Verint Systems
VRNT
$1.23B
| $688K | ﹤0.01% |
21,791
-100
| -0.5% | -$3.16K |
|
|
CAVM
1803
DELISTED
Cavium, Inc.
CAVM
| $688K | ﹤0.01% |
9,710
+1,198
| +14% | +$84.9K |
|
1804
Choice Hotels
CHH
$5.27B
| $683K | ﹤0.01% |
10,655
+1,050
| +11% | +$67.3K |
|
|
PGN
1805
DELISTED
PARAGON OFFSHORE PLC (GBR)
PGN
| $683K | ﹤0.01% |
525,149
+11,772
| +2% | +$15.3K |
|
|
RCPT
1806
DELISTED
RECEPTOS INC COM STK (DE)
RCPT
| $670K | ﹤0.01% |
4,064
+613
| +18% | +$101K |
|
1807
CNO Financial Group
CNO
$3.82B
| $661K | ﹤0.01% |
38,413
+1,843
| +5% | +$31.7K |
|
1808
HEICO
HEI
$44B
| $658K | ﹤0.01% |
26,301
-4,336
| -14% | -$108K |
|
1809
Guidewire Software
GWRE
$21.6B
| $655K | ﹤0.01% |
12,440
-165
| -1% | -$8.69K |
|
|
SEMG
1810
DELISTED
SEMGROUP CORPORATION
SEMG
| $647K | ﹤0.01% |
7,953
+272
| +4% | +$22.1K |
|
1811
Myriad Genetics
MYGN
$649M
| $644K | ﹤0.01% |
18,178
-7,109
| -28% | -$252K |
|
|
SC
1812
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
| $641K | ﹤0.01% |
27,642
+877
| +3% | +$20.3K |
|
1813
Palo Alto Networks
PANW
$132B
| $639K | ﹤0.01% |
26,244
-4,062
| -13% | -$98.9K |
|
|
WP
1814
DELISTED
Worldpay, Inc.
WP
| $638K | ﹤0.01% |
+16,931
| New | +$638K |
|
|
TEN
1815
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $635K | ﹤0.01% |
11,052
-142
| -1% | -$8.16K |
|
1816
Workday
WDAY
$61.6B
| $631K | ﹤0.01% |
7,476
-12,587
| -63% | -$1.06M |
|
1817
Generac Holdings
GNRC
$10.7B
| $630K | ﹤0.01% |
12,945
-174
| -1% | -$8.47K |
|
|
DYN
1818
DELISTED
Dynegy, Inc.
DYN
| $629K | ﹤0.01% |
20,022
+2,229
| +13% | +$70K |
|
|
BERY
1819
DELISTED
Berry Global Group, Inc.
BERY
| $618K | ﹤0.01% |
18,606
+1,375
| +8% | +$45.7K |
|
1820
MGIC Investment
MTG
$6.51B
| $607K | ﹤0.01% |
63,075
+12,626
| +25% | +$122K |
|
1821
Thomson Reuters
TRI
$79.2B
| $603K | ﹤0.01% |
13,002
-2,601
| -17% | -$121K |
|
1822
Alkermes
ALKS
$4.6B
| $602K | ﹤0.01% |
9,879
-1,501
| -13% | -$91.5K |
|
1823
Visteon
VC
$3.46B
| $602K | ﹤0.01% |
6,248
-3,504
| -36% | -$338K |
|
1824
Booz Allen Hamilton
BAH
$12.7B
| $595K | ﹤0.01% |
20,599
-3,748
| -15% | -$108K |
|
|
SFY
1825
DELISTED
SWIFT ENERGY CO (HOLDING COMPANY)
SFY
| $589K | ﹤0.01% |
272,677
-4,246
| -2% | -$9.17K |
|