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 | |
|---|---|---|---|---|---|---|
|
DYAX
1876
DELISTED
DYAX CORPORATION
DYAX
| $367K | ﹤0.01% |
21,902
-3,162
| -13% | -$53K |
|
|
FNSR
1877
DELISTED
Finisar Corp
FNSR
| $367K | ﹤0.01% |
17,196
+1,057
| +7% | +$22.6K |
|
|
GEVA
1878
DELISTED
SYNAGEVA BIOPHARMA CORP COM STK (DE)
GEVA
| $365K | ﹤0.01% |
3,744
+306
| +9% | +$29.8K |
|
|
ABCO
1879
DELISTED
Advisory Board Co/The
ABCO
| $361K | ﹤0.01% |
6,775
+894
| +15% | +$47.6K |
|
1880
Celldex Therapeutics
CLDX
$1.61B
| $360K | ﹤0.01% |
861
-11
| -1% | -$4.6K |
|
1881
VanEck Short High Yield Muni ETF
SHYD
$352M
| $356K | ﹤0.01% |
14,000
+4,000
| +40% | +$102K |
|
1882
Ironwood Pharmaceuticals
IRWD
$180M
| $354K | ﹤0.01% |
26,439
+3,398
| +15% | +$45.5K |
|
1883
Five Below
FIVE
$7.88B
| $352K | ﹤0.01% |
9,878
+1,249
| +14% | +$44.5K |
|
|
PMCS
1884
DELISTED
P M C SIERRA INC
PMCS
| $352K | ﹤0.01% |
37,925
+18,245
| +93% | +$169K |
|
1885
Columbia Sportswear
COLM
$3.03B
| $351K | ﹤0.01% |
5,766
+208
| +4% | +$12.7K |
|
1886
Universal Display
OLED
$6.64B
| $349K | ﹤0.01% |
7,452
-245
| -3% | -$11.5K |
|
1887
Premier
PINC
$2.24B
| $348K | ﹤0.01% |
+9,258
| New | +$348K |
|
|
PFPT
1888
DELISTED
Proofpoint, Inc.
PFPT
| $348K | ﹤0.01% |
5,876
-73
| -1% | -$4.32K |
|
|
AMAG
1889
DELISTED
AMAG Pharmaceuticals, Inc.
AMAG
| $348K | ﹤0.01% |
6,379
+342
| +6% | +$18.7K |
|
1890
CNA Financial
CNA
$12.8B
| $345K | ﹤0.01% |
8,352
+696
| +9% | +$28.8K |
|
|
ENV
1891
DELISTED
ENVESTNET, INC.
ENV
| $345K | ﹤0.01% |
6,147
-75
| -1% | -$4.21K |
|
1892
Bloomin' Brands
BLMN
$588M
| $344K | ﹤0.01% |
14,145
-192
| -1% | -$4.67K |
|
|
HAWK
1893
DELISTED
Blackhawk Network Holdings, Inc. Common Stock
HAWK
| $340K | ﹤0.01% |
9,521
-118
| -1% | -$4.21K |
|
1894
Insulet
PODD
$24.8B
| $336K | ﹤0.01% |
10,067
-130,459
| -93% | -$4.35M |
|
1895
Capitol Federal Financial
CFFN
$835M
| $333K | ﹤0.01% |
26,655
+2,675
| +11% | +$33.4K |
|
1896
RBC Bearings
RBC
$11.8B
| $332K | ﹤0.01% |
4,339
+593
| +16% | +$45.4K |
|
1897
Tri Pointe Homes
TPH
$3.11B
| $330K | ﹤0.01% |
21,359
+2,143
| +11% | +$33.1K |
|
1898
Gentherm
THRM
$1.09B
| $326K | ﹤0.01% |
6,461
-87
| -1% | -$4.39K |
|
1899
MGE Energy Inc
MGEE
$3.05B
| $324K | ﹤0.01% |
7,316
+2,295
| +46% | +$102K |
|
|
SYA
1900
DELISTED
SYMETRA FINANCIAL CORPORATION COMMON STOCK
SYA
| $323K | ﹤0.01% |
13,755
+1,381
| +11% | +$32.4K |
|