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 |
Alphabet (Google) Class A
GOOGL
|
$438M |
| 2 |
Equinix
EQIX
|
$402M |
| 3 |
Dollar Tree
DLTR
|
$251M |
| 4 |
PayPal
PYPL
|
$128M |
| 5 |
Synchrony
SYF
|
$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$433M |
| 2 |
Bausch Health
BHC
|
$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$202M |
| 4 |
HES
Hess
HES
|
$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
STOR
226
DELISTED
STORE Capital Corporation
STOR
| $66.3M | 0.1% |
2,859,168
+557,682
| +24% | +$12.9M |
|
227
Salesforce
CRM
$239B
| $66.3M | 0.1% |
845,131
+20,989
| +3% | +$1.65M |
|
|
EMC
228
DELISTED
EMC CORPORATION
EMC
| $66.2M | 0.1% |
2,578,961
-25,163
| -1% | -$646K |
|
229
Armstrong World Industries
AWI
$8.58B
| $65.9M | 0.1% |
1,441,474
+29,111
| +2% | +$1.33M |
|
230
Robert Half
RHI
$3.77B
| $65.9M | 0.1% |
1,397,990
+2,865
| +0.2% | +$135K |
|
231
Centene
CNC
$14.2B
| $65.1M | 0.1% |
1,979,110
-29,308
| -1% | -$964K |
|
|
HPP
232
Hudson Pacific Properties
HPP
$1.16B
| $64.4M | 0.1% |
2,287,529
+105,929
| +5% | +$2.98M |
|
233
Duke Energy
DUK
$93.8B
| $64.1M | 0.1% |
898,353
+16,461
| +2% | +$1.18M |
|
234
PNC Financial Services
PNC
$80.5B
| $63.9M | 0.1% |
670,645
-2,606
| -0.4% | -$248K |
|
235
PPL Corp
PPL
$26.6B
| $63.1M | 0.09% |
1,847,805
-29,622
| -2% | -$1.01M |
|
236
Morgan Stanley
MS
$236B
| $62.7M | 0.09% |
1,971,283
-38,538
| -2% | -$1.23M |
|
237
NextEra Energy, Inc.
NEE
$146B
| $62.4M | 0.09% |
2,403,952
+27,732
| +1% | +$720K |
|
238
Kimberly-Clark
KMB
$43.1B
| $62.3M | 0.09% |
489,568
+9,112
| +2% | +$1.16M |
|
239
EchoStar
SATS
$19.3B
| $62M | 0.09% |
1,956,954
-304,632
| -13% | -$9.65M |
|
|
ALXN
240
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $60.4M | 0.09% |
316,710
+7,145
| +2% | +$1.36M |
|
241
Liberty Global Class A
LBTYA
$4.05B
| $60M | 0.09% |
1,623,922
-17,985
| -1% | -$665K |
|
242
Bank of New York Mellon
BK
$73.1B
| $59.6M | 0.09% |
1,445,410
-530,134
| -27% | -$21.9M |
|
|
WRK
243
DELISTED
WestRock Company
WRK
| $59.2M | 0.09% |
1,440,893
-583,633
| -29% | -$24M |
|
244
Kraft Heinz
KHC
$32.3B
| $58.4M | 0.09% |
802,474
+638
| +0.1% | +$46.4K |
|
245
Infosys
INFY
$67.9B
| $58.3M | 0.09% |
6,962,048
+38,930
| +0.6% | +$326K |
|
246
Regeneron Pharmaceuticals
REGN
$60.8B
| $57.9M | 0.09% |
106,583
+2,198
| +2% | +$1.19M |
|
|
BFS
247
Saul Centers
BFS
$812M
| $57.7M | 0.09% |
1,125,499
-6,822
| -0.6% | -$350K |
|
248
Spirit AeroSystems
SPR
$4.8B
| $57.5M | 0.09% |
1,148,871
-98,098
| -8% | -$4.91M |
|
249
HDFC Bank
HDB
$361B
| $56.5M | 0.08% |
1,833,248
+712,318
| +64% | +$21.9M |
|
250
Mid-America Apartment Communities
MAA
$17B
| $56.3M | 0.08% |
620,448
+68,433
| +12% | +$6.21M |
|