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 |
ANSS
Ansys
ANSS
|
$196M |
| 2 |
Hyatt Hotels
H
|
$166M |
| 3 |
Prologis
PLD
|
$160M |
| 4 |
RP
RealPage, Inc.
RP
|
$160M |
| 5 |
WIX.com
WIX
|
$147M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
$367M |
| 2 |
Moody's
MCO
|
$303M |
| 3 |
Ross Stores
ROST
|
$252M |
| 4 |
Dentsply Sirona
XRAY
|
$213M |
| 5 |
Autodesk
ADSK
|
$167M |
Sector Composition
| 1 | Financials | 16.51% |
| 2 | Technology | 14.46% |
| 3 | Real Estate | 14.24% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 9.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
CVS Health
CVS
$93.6B
| $121M | 0.11% |
1,537,341
-10,878
| -0.7% | -$856K |
|
|
RTN
227
DELISTED
Raytheon Company
RTN
| $121M | 0.11% |
585,441
-73,817
| -11% | -$15.3M |
|
228
Nordson
NDSN
$12.6B
| $120M | 0.11% |
861,492
+40,951
| +5% | +$5.69M |
|
229
Hilton Grand Vacations
HGV
$4.15B
| $119M | 0.11% |
3,599,661
+929,377
| +35% | +$30.8M |
|
|
DOC
230
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $119M | 0.11% |
7,065,693
+115,904
| +2% | +$1.95M |
|
231
Evergy
EVRG
$16.5B
| $119M | 0.1% |
2,158,713
-5,328
| -0.2% | -$293K |
|
232
Assured Guaranty
AGO
$3.91B
| $118M | 0.1% |
2,794,288
-75,696
| -3% | -$3.2M |
|
233
Crane NXT
CXT
$3.51B
| $118M | 0.1% |
3,448,518
-134,202
| -4% | -$4.58M |
|
234
Northrop Grumman
NOC
$83.2B
| $117M | 0.1% |
369,000
-50,323
| -12% | -$16M |
|
235
iShares Core S&P 500 ETF
IVV
$664B
| $117M | 0.1% |
398,066
+27,136
| +7% | +$7.94M |
|
236
American Homes 4 Rent
AMH
$12.9B
| $116M | 0.1% |
5,293,829
+167,497
| +3% | +$3.67M |
|
237
VF Corp
VFC
$5.86B
| $116M | 0.1% |
1,316,058
-186,645
| -12% | -$16.4M |
|
238
Rexford Industrial Realty
REXR
$10.2B
| $115M | 0.1% |
3,601,536
-146,615
| -4% | -$4.69M |
|
239
Morgan Stanley
MS
$236B
| $115M | 0.1% |
2,471,273
-78,822
| -3% | -$3.67M |
|
240
Healthpeak Properties
DOC
$12.8B
| $114M | 0.1% |
4,337,362
+9,315
| +0.2% | +$245K |
|
241
Alliant Energy
LNT
$16.6B
| $114M | 0.1% |
2,679,615
-10,261
| -0.4% | -$437K |
|
242
Equity Lifestyle Properties
ELS
$12B
| $113M | 0.1% |
2,351,404
-6,006
| -0.3% | -$290K |
|
243
American Express
AXP
$227B
| $113M | 0.1% |
1,057,238
+5,502
| +0.5% | +$586K |
|
244
James River Group
JRVR
$249M
| $112M | 0.1% |
2,629,429
-114,661
| -4% | -$4.89M |
|
|
STI
245
DELISTED
SunTrust Banks, Inc.
STI
| $111M | 0.1% |
1,668,274
+271,024
| +19% | +$18.1M |
|
246
Adient
ADNT
$2B
| $111M | 0.1% |
2,819,284
+758,079
| +37% | +$29.8M |
|
247
Waste Management
WM
$88.6B
| $107M | 0.09% |
1,189,224
-33,637
| -3% | -$3.04M |
|
248
Camden Property Trust
CPT
$11.9B
| $105M | 0.09% |
1,120,370
+697,891
| +165% | +$65.3M |
|
|
WBA
249
DELISTED
Walgreens Boots Alliance
WBA
| $104M | 0.09% |
1,429,839
-2,991
| -0.2% | -$218K |
|
|
250
Sherwin-Williams
SHW
$92.9B
| $104M | 0.09% |
686,685
-2,419,767
| -78% | -$367M |
|