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 | |
|---|---|---|---|---|---|---|
1851
Delek US
DK
$1.82B
| $443K | ﹤0.01% |
11,155
+783
| +8% | +$31.1K |
|
1852
Brixmor Property Group
BRX
$8.5B
| $442K | ﹤0.01% |
+16,669
| New | +$442K |
|
1853
Pilgrim's Pride
PPC
$10.6B
| $438K | ﹤0.01% |
19,353
+1,856
| +11% | +$42K |
|
1854
Chord Energy
CHRD
$5.92B
| $432K | ﹤0.01% |
30,406
-3,096
| -9% | -$44K |
|
|
INFN
1855
DELISTED
Infinera Corporation Common Stock
INFN
| $427K | ﹤0.01% |
21,759
+5,051
| +30% | +$99.1K |
|
|
DFT
1856
DELISTED
DuPont Fabros Technology Inc.
DFT
| $427K | ﹤0.01% |
13,071
-736,733
| -98% | -$24.1M |
|
|
ANAC
1857
DELISTED
ANACOR PHARMACEUTICALS INC COM
ANAC
| $424K | ﹤0.01% |
7,312
+596
| +9% | +$34.6K |
|
1858
Ryman Hospitality Properties
RHP
$6.33B
| $423K | ﹤0.01% |
6,958
+296
| +4% | +$18K |
|
|
PPO
1859
DELISTED
POLYPORE INTERNATIONAL, INC
PPO
| $422K | ﹤0.01% |
7,159
-89
| -1% | -$5.25K |
|
1860
Morningstar
MORN
$10.9B
| $415K | ﹤0.01% |
+5,541
| New | +$415K |
|
|
DGI
1861
DELISTED
DigitalGlobe Inc.
DGI
| $414K | ﹤0.01% |
12,163
+1,221
| +11% | +$41.6K |
|
|
SWFT
1862
DELISTED
Swift Transportation Company
SWFT
| $409K | ﹤0.01% |
15,705
+2,181
| +16% | +$56.8K |
|
1863
First Citizens BancShares
FCNCA
$25.2B
| $406K | ﹤0.01% |
1,564
+468
| +43% | +$121K |
|
1864
Ambarella
AMBA
$3.59B
| $403K | ﹤0.01% |
5,321
-67
| -1% | -$5.07K |
|
1865
EPAM Systems
EPAM
$9.16B
| $394K | ﹤0.01% |
6,429
-78
| -1% | -$4.78K |
|
|
CAS
1866
DELISTED
A M Castle & Co
CAS
| $394K | ﹤0.01% |
108,022
+2,667
| +3% | +$9.73K |
|
1867
Sinclair Inc
SBGI
$970M
| $392K | ﹤0.01% |
12,465
-463,237
| -97% | -$14.6M |
|
|
CSG
1868
DELISTED
CHAMBERS STR PPTYS COM
CSG
| $390K | ﹤0.01% |
49,491
+2,614
| +6% | +$20.6K |
|
|
ELME
1869
Elme Communities
ELME
$1.52B
| $384K | ﹤0.01% |
13,914
+735
| +6% | +$20.3K |
|
1870
Zillow
ZG
$21B
| $382K | ﹤0.01% |
11,427
-3,312
| -22% | -$111K |
|
1871
Acadia Pharmaceuticals
ACAD
$4.28B
| $377K | ﹤0.01% |
11,568
-148
| -1% | -$4.82K |
|
1872
Zurn Elkay Water Solutions
ZWS
$7.82B
| $377K | ﹤0.01% |
29,330
-392
| -1% | -$5.04K |
|
1873
WisdomTree
WT
$2B
| $373K | ﹤0.01% |
17,352
+241
| +1% | +$5.18K |
|
1874
Grand Canyon Education
LOPE
$5.77B
| $371K | ﹤0.01% |
8,547
-108
| -1% | -$4.69K |
|
|
AFSI
1875
DELISTED
AmTrust Financial Services, Inc.
AFSI
| $371K | ﹤0.01% |
13,046
-331,662
| -96% | -$9.43M |
|