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 |
Sherwin-Williams
SHW
|
$109M |
| 2 |
Brookfield Infrastructure Partners
BIP
|
$106M |
| 3 |
SFR
Starwood Waypoint Homes
SFR
|
$84.9M |
| 4 |
Charter Communications
CHTR
|
$82.2M |
| 5 |
DRE
Duke Realty Corp.
DRE
|
$77.3M |
Top Sells
| 1 |
Equity Residential
EQR
|
$133M |
| 2 |
Entergy
ETR
|
$105M |
| 3 |
PayPal
PYPL
|
$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$90.2M |
| 5 |
Goodyear
GT
|
$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
American Express
AXP
$231B
| $69.9M | 0.09% |
1,092,158
-20,958
| -2% | -$1.34M |
|
|
ESRX
227
DELISTED
Express Scripts Holding Company
ESRX
| $69.6M | 0.09% |
987,469
+13,955
| +1% | +$984K |
|
228
Armstrong World Industries
AWI
$8.47B
| $69.3M | 0.09% |
1,677,100
+24,586
| +1% | +$1.02M |
|
|
QVCGA
229
QVC Group, Inc. Series A Common Stock
QVCGA
$69.2M
| $68.9M | 0.09% |
3,442,792
-4,510,257
| -57% | -$90.2M |
|
230
Credicorp
BAP
$20.4B
| $68.6M | 0.09% |
450,816
+116,928
| +35% | +$17.8M |
|
231
MetLife
MET
$54.1B
| $68.3M | 0.09% |
1,537,826
+23,801
| +2% | +$1.06M |
|
232
Kroger
KR
$44.9B
| $67.6M | 0.09% |
2,278,893
-1,041,732
| -31% | -$30.9M |
|
233
Fluor
FLR
$6.63B
| $67.6M | 0.09% |
1,316,867
-339,745
| -21% | -$17.4M |
|
|
LPT
234
DELISTED
Liberty Property Trust
LPT
| $67.4M | 0.09% |
1,669,505
+920,251
| +123% | +$37.1M |
|
235
Nucor
NUE
$34.1B
| $67.3M | 0.09% |
1,359,960
+822,886
| +153% | +$40.7M |
|
236
Kimberly-Clark
KMB
$42.8B
| $67M | 0.09% |
531,471
+24,925
| +5% | +$3.14M |
|
237
MDU Resources
MDU
$3.33B
| $67M | 0.09% |
2,633,970
+1,345,789
| +104% | +$34.2M |
|
|
RTN
238
DELISTED
Raytheon Company
RTN
| $66.4M | 0.09% |
487,982
-45,780
| -9% | -$6.23M |
|
239
Ventas
VTR
$30.9B
| $66.4M | 0.09% |
940,060
-79,815
| -8% | -$5.64M |
|
240
Packaging Corp of America
PKG
$19.6B
| $66.4M | 0.09% |
816,619
+256,416
| +46% | +$20.8M |
|
241
Morgan Stanley
MS
$240B
| $66.3M | 0.09% |
2,067,254
-2,709
| -0.1% | -$86.9K |
|
242
Salesforce
CRM
$245B
| $66.1M | 0.09% |
926,739
+18,963
| +2% | +$1.35M |
|
243
Axalta
AXTA
$6.77B
| $65.8M | 0.09% |
2,326,689
+2,289,526
| +6,161% | +$64.7M |
|
244
NVIDIA
NVDA
$4.24T
| $65.3M | 0.09% |
952,796
-288,831
| -23% | -$19.8M |
|
245
Dominion Energy
D
$51.1B
| $64.8M | 0.09% |
872,514
+30,780
| +4% | +$2.29M |
|
246
Illinois Tool Works
ITW
$77.1B
| $63.9M | 0.08% |
533,148
+187
| +0% | +$22.4K |
|
247
FedEx
FDX
$54.5B
| $63.9M | 0.08% |
365,575
+5,615
| +2% | +$981K |
|
248
General Motors
GM
$55.8B
| $63.2M | 0.08% |
1,988,548
+19,811
| +1% | +$629K |
|
249
PNC Financial Services
PNC
$81.7B
| $63M | 0.08% |
699,513
+4,442
| +0.6% | +$400K |
|
250
Tanger
SKT
$3.87B
| $62.5M | 0.08% |
1,603,714
+63,140
| +4% | +$2.46M |
|