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 | |
|---|---|---|---|---|---|---|
|
FLTX
1951
DELISTED
Fleetmatics Group PLC
FLTX
| $270K | ﹤0.01% |
6,023
-853
| -12% | -$38.2K |
|
|
EXPR
1952
DELISTED
Express, Inc.
EXPR
| $267K | ﹤0.01% |
805
+74
| +10% | +$24.5K |
|
|
OVTI
1953
DELISTED
OMNIVISION TECHNOLOGIES INC
OVTI
| $267K | ﹤0.01% |
10,100
+1,013
| +11% | +$26.8K |
|
|
HT
1954
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $266K | ﹤0.01% |
10,281
+359
| +4% | +$9.29K |
|
|
MVNR
1955
DELISTED
MAVENIR SYS INC COM STK (DE)
MVNR
| $266K | ﹤0.01% |
14,979
-355,921
| -96% | -$6.32M |
|
1956
Rambus
RMBS
$7.88B
| $265K | ﹤0.01% |
21,074
-270
| -1% | -$3.4K |
|
|
SPNC
1957
DELISTED
Spectranetics Corp
SPNC
| $264K | ﹤0.01% |
7,579
-95
| -1% | -$3.31K |
|
1958
Fresh Del Monte Produce
FDP
$1.7B
| $263K | ﹤0.01% |
6,776
+680
| +11% | +$26.4K |
|
1959
GoPro
GPRO
$272M
| $263K | ﹤0.01% |
6,069
-368
| -6% | -$15.9K |
|
|
ARGO
1960
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $263K | ﹤0.01% |
6,644
+668
| +11% | +$26.4K |
|
1961
Evertec
EVTC
$2.2B
| $260K | ﹤0.01% |
11,859
-145
| -1% | -$3.18K |
|
1962
Forum Energy Technologies
FET
$312M
| $259K | ﹤0.01% |
661
+32
| +5% | +$12.5K |
|
1963
Spectrum Brands
SPB
$1.34B
| $259K | ﹤0.01% |
2,888
-3,959
| -58% | -$355K |
|
|
PTLA
1964
DELISTED
Portola Pharmaceuticals, Inc.
PTLA
| $259K | ﹤0.01% |
+6,812
| New | +$259K |
|
1965
Unisys
UIS
$287M
| $257K | ﹤0.01% |
11,098
+2,367
| +27% | +$54.8K |
|
1966
Agios Pharmaceuticals
AGIO
$2.12B
| $256K | ﹤0.01% |
2,713
+531
| +24% | +$50.1K |
|
|
TAHO
1967
DELISTED
Tahoe Resources Inc
TAHO
| $255K | ﹤0.01% |
23,388
+2,366
| +11% | +$25.8K |
|
|
PMT
1968
PennyMac Mortgage Investment
PMT
$1.09B
| $254K | ﹤0.01% |
11,953
+1,200
| +11% | +$25.5K |
|
1969
Kosmos Energy
KOS
$789M
| $252K | ﹤0.01% |
31,798
+15,096
| +90% | +$120K |
|
1970
Protolabs
PRLB
$1.2B
| $252K | ﹤0.01% |
3,608
-46
| -1% | -$3.21K |
|
|
BLOX
1971
DELISTED
Infoblox Inc
BLOX
| $251K | ﹤0.01% |
+10,538
| New | +$251K |
|
1972
Ormat Technologies
ORA
$5.48B
| $247K | ﹤0.01% |
+6,503
| New | +$247K |
|
|
CSOD
1973
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $244K | ﹤0.01% |
8,442
-105
| -1% | -$3.04K |
|
|
LABL
1974
DELISTED
Multi-Color Corp
LABL
| $243K | ﹤0.01% |
+3,503
| New | +$243K |
|
1975
Halozyme
HALO
$8.87B
| $242K | ﹤0.01% |
16,990
-212
| -1% | -$3.02K |
|