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
Top Sells
| 1 |
Fidelity National Financial
FNF
|
$303M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
$302M |
| 3 |
DaVita
DVA
|
$195M |
| 4 |
Crown Castle
CCI
|
$180M |
| 5 |
Wells Fargo
WFC
|
$164M |
Sector Composition
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.27% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
White Mountains Insurance
WTM
$4.63B
| $130M | 0.12% |
152,794
-1,475
| -1% | -$1.26M |
|
227
Annaly Capital Management
NLY
$14.2B
| $129M | 0.12% |
2,705,586
+153,244
| +6% | +$7.29M |
|
228
First Industrial Realty Trust
FR
$6.92B
| $126M | 0.12% |
4,003,463
-445,642
| -10% | -$14M |
|
|
SRC
229
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $125M | 0.12% |
3,254,736
-209,296
| -6% | -$8.05M |
|
230
Valero Energy
VLO
$48.7B
| $125M | 0.11% |
1,357,927
-457,878
| -25% | -$42.1M |
|
231
Northrop Grumman
NOC
$83.2B
| $124M | 0.11% |
403,813
-15,023
| -4% | -$4.61M |
|
232
Norfolk Southern
NSC
$62.3B
| $124M | 0.11% |
853,451
-3,041
| -0.4% | -$441K |
|
233
H.B. Fuller
FUL
$3.37B
| $123M | 0.11% |
2,290,576
+754,683
| +49% | +$40.7M |
|
234
Netflix
NFLX
$529B
| $123M | 0.11% |
641,314
+17,419
| +3% | +$3.34M |
|
235
Broadridge
BR
$29.4B
| $120M | 0.11% |
1,324,497
-137,038
| -9% | -$12.4M |
|
236
Crane NXT
CXT
$3.51B
| $118M | 0.11% |
3,800,191
-345,914
| -8% | -$10.7M |
|
237
MSCI
MSCI
$42.9B
| $118M | 0.11% |
929,144
-3,271
| -0.4% | -$414K |
|
238
New Oriental
EDU
$7.98B
| $117M | 0.11% |
1,242,774
-148,870
| -11% | -$14M |
|
239
Healthcare Realty
HR
$6.35B
| $116M | 0.11% |
3,865,678
-77,096
| -2% | -$2.32M |
|
|
GPT
240
DELISTED
Gramercy Property Trust
GPT
| $115M | 0.11% |
4,327,612
+745,378
| +21% | +$19.9M |
|
|
GXP
241
DELISTED
Great Plains Energy Incorporated
GXP
| $114M | 0.11% |
3,543,386
-52,673
| -1% | -$1.7M |
|
242
PPG Industries
PPG
$24.8B
| $113M | 0.1% |
964,420
+22,816
| +2% | +$2.67M |
|
243
Ziff Davis
ZD
$1.56B
| $112M | 0.1% |
1,715,948
+19,090
| +1% | +$1.25M |
|
244
Comerica
CMA
$8.85B
| $111M | 0.1% |
1,281,913
+498,354
| +64% | +$43.3M |
|
245
BCE
BCE
$23.1B
| $110M | 0.1% |
2,299,792
+69,977
| +3% | +$3.36M |
|
246
Cigna
CI
$81.5B
| $110M | 0.1% |
542,661
+12,726
| +2% | +$2.58M |
|
|
TVPT
247
DELISTED
Travelport Worldwide Limited
TVPT
| $109M | 0.1% |
8,337,991
+446,805
| +6% | +$5.84M |
|
248
Sensata Technologies
ST
$4.66B
| $109M | 0.1% |
2,130,234
-698,315
| -25% | -$35.7M |
|
249
Healthpeak Properties
DOC
$12.8B
| $109M | 0.1% |
4,168,968
-115,865
| -3% | -$3.02M |
|
250
Reinsurance Group of America
RGA
$12.8B
| $109M | 0.1% |
695,834
-69,393
| -9% | -$10.8M |
|