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 | |
|---|---|---|---|---|---|---|
1826
Erie Indemnity
ERIE
$17.4B
| $588K | ﹤0.01% |
6,751
-1,520
| -18% | -$132K |
|
1827
Pacira BioSciences
PCRX
$1.19B
| $587K | ﹤0.01% |
6,608
+28
| +0.4% | +$2.49K |
|
1828
Burlington
BURL
$17.9B
| $585K | ﹤0.01% |
9,846
+4,463
| +83% | +$265K |
|
1829
Dolby
DLB
$6.94B
| $581K | ﹤0.01% |
15,222
+1,153
| +8% | +$44K |
|
1830
RH
RH
$4.29B
| $561K | ﹤0.01% |
5,661
-73
| -1% | -$7.23K |
|
|
GLBR
1831
DELISTED
Global Brokerage, Inc. Class A Common Stock
GLBR
| $561K | ﹤0.01% |
26,300
+590
| +2% | +$12.6K |
|
|
SPLK
1832
DELISTED
Splunk Inc
SPLK
| $559K | ﹤0.01% |
9,438
-14,205
| -60% | -$841K |
|
1833
Euronet Worldwide
EEFT
$3.6B
| $545K | ﹤0.01% |
9,274
-120
| -1% | -$7.05K |
|
1834
Invesco Senior Loan ETF
BKLN
$6.87B
| $542K | ﹤0.01% |
+22,500
| New | +$542K |
|
|
AXLL
1835
DELISTED
AXIALL CORP COM STK (DE)
AXLL
| $538K | ﹤0.01% |
11,463
+1,338
| +13% | +$62.8K |
|
1836
Diamondback Energy
FANG
$40B
| $519K | ﹤0.01% |
6,757
-793
| -11% | -$60.9K |
|
|
GRA
1837
DELISTED
W.R. Grace & Co.
GRA
| $519K | ﹤0.01% |
5,251
-798
| -13% | -$78.9K |
|
|
SIX
1838
DELISTED
Six Flags Entertainment Corp.
SIX
| $512K | ﹤0.01% |
+10,582
| New | +$512K |
|
|
CLR
1839
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $511K | ﹤0.01% |
11,701
-16,702
| -59% | -$729K |
|
|
QLIK
1840
DELISTED
QLIK TECHNOLOGIES INC COM STK (DE)
QLIK
| $511K | ﹤0.01% |
16,393
+2,141
| +15% | +$66.7K |
|
1841
CoStar Group
CSGP
$37.5B
| $510K | ﹤0.01% |
25,790
-4,130
| -14% | -$81.7K |
|
1842
Cimpress
CMPR
$1.54B
| $509K | ﹤0.01% |
6,027
-74
| -1% | -$6.25K |
|
|
DATA
1843
DELISTED
Tableau Software, Inc.
DATA
| $507K | ﹤0.01% |
5,477
-6,611
| -55% | -$612K |
|
|
ARUN
1844
DELISTED
ARUBA NETWORKS, INC.
ARUN
| $490K | ﹤0.01% |
20,003
-273
| -1% | -$6.69K |
|
1845
National Health Investors
NHI
$3.72B
| $487K | ﹤0.01% |
6,863
+713
| +12% | +$50.6K |
|
1846
Neurocrine Biosciences
NBIX
$14.2B
| $480K | ﹤0.01% |
12,095
-154
| -1% | -$6.11K |
|
1847
Alnylam Pharmaceuticals
ALNY
$62.3B
| $470K | ﹤0.01% |
4,497
-721
| -14% | -$75.4K |
|
|
HMHC
1848
DELISTED
Houghton Mifflin Harcourt Company
HMHC
| $469K | ﹤0.01% |
19,972
+2,004
| +11% | +$47.1K |
|
1849
Asbury Automotive
ABG
$4.95B
| $467K | ﹤0.01% |
5,617
-74
| -1% | -$6.15K |
|
1850
Opko Health
OPK
$1.13B
| $450K | ﹤0.01% |
31,778
-4,589
| -13% | -$65K |
|