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 |
Linde
LIN
|
$216M |
| 2 |
WIX.com
WIX
|
$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
$229M |
| 2 |
Simon Property Group
SPG
|
$190M |
| 3 |
PX
Praxair Inc
PX
|
$171M |
| 4 |
Alibaba
BABA
|
$149M |
| 5 |
O'Reilly Automotive
ORLY
|
$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Qualcomm
QCOM
$172B
| $98.9M | 0.11% |
1,738,014
-292,615
| -14% | -$16.7M |
|
227
Novartis
NVS
$249B
| $98.6M | 0.11% |
1,282,100
+87,982
| +7% | +$6.77M |
|
228
American Express
AXP
$230B
| $98.4M | 0.1% |
1,032,249
-24,989
| -2% | -$2.38M |
|
229
Lockheed Martin
LMT
$107B
| $97.4M | 0.1% |
371,946
-26,674
| -7% | -$6.98M |
|
230
CME Group
CME
$96.4B
| $96.7M | 0.1% |
513,871
+20,790
| +4% | +$3.91M |
|
231
Intuit
INTU
$186B
| $96.6M | 0.1% |
490,683
-54,829
| -10% | -$10.8M |
|
232
GE Aerospace
GE
$299B
| $94.2M | 0.1% |
2,595,399
-209,406
| -7% | -$7.6M |
|
233
Kraft Heinz
KHC
$31.9B
| $94.1M | 0.1% |
2,185,746
-10,406
| -0.5% | -$448K |
|
234
East-West Bancorp
EWBC
$15B
| $93.9M | 0.1% |
2,156,798
-66,758
| -3% | -$2.91M |
|
235
HDFC Bank
HDB
$181B
| $93.3M | 0.1% |
1,800,810
+101,362
| +6% | +$5.25M |
|
236
Assured Guaranty
AGO
$3.95B
| $93.2M | 0.1% |
2,435,273
-359,015
| -13% | -$13.7M |
|
237
James River Group
JRVR
$261M
| $93M | 0.1% |
2,545,364
-84,065
| -3% | -$3.07M |
|
238
Allete
ALE
$3.7B
| $91.9M | 0.1% |
1,206,163
-108,521
| -8% | -$8.27M |
|
239
Weyerhaeuser
WY
$18.4B
| $91.9M | 0.1% |
4,202,864
-532,824
| -11% | -$11.6M |
|
240
VF Corp
VFC
$5.85B
| $91.4M | 0.1% |
1,361,298
+45,240
| +3% | +$3.04M |
|
241
Avery Dennison
AVY
$13B
| $89.7M | 0.1% |
998,202
+63,754
| +7% | +$5.73M |
|
242
Agree Realty
ADC
$7.97B
| $89.6M | 0.1% |
1,514,873
-40,155
| -3% | -$2.37M |
|
243
BGC Group
BGC
$4.74B
| $89.2M | 0.1% |
17,249,496
-3,754,253
| -18% | -$19.4M |
|
244
Hilton Grand Vacations
HGV
$4.28B
| $89M | 0.09% |
3,371,214
-228,447
| -6% | -$6.03M |
|
245
Mohawk Industries
MHK
$8.41B
| $88.8M | 0.09% |
759,075
-441,266
| -37% | -$51.6M |
|
246
Duke Energy
DUK
$94B
| $88.4M | 0.09% |
1,024,558
-2,025
| -0.2% | -$175K |
|
247
HCA Healthcare
HCA
$96.3B
| $88.2M | 0.09% |
708,898
+286,218
| +68% | +$35.6M |
|
248
Goldman Sachs
GS
$227B
| $87.3M | 0.09% |
522,517
-25,170
| -5% | -$4.2M |
|
249
PPG Industries
PPG
$24.7B
| $87.3M | 0.09% |
853,532
+25,382
| +3% | +$2.59M |
|
250
Nice
NICE
$8.56B
| $86.9M | 0.09% |
802,621
+249,722
| +45% | +$27M |
|