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 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$225M |
| 2 |
Cousins Properties
CUZ
|
$225M |
| 3 |
Americold
COLD
|
$147M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
$138M |
| 5 |
Domino's
DPZ
|
$129M |
Top Sells
| 1 |
SBA Communications
SBAC
|
$180M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
$138M |
| 3 |
Hilton Grand Vacations
HGV
|
$111M |
| 4 |
Openlane
KAR
|
$103M |
| 5 |
Prologis
PLD
|
$93.9M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.93% |
| 3 | Technology | 14.95% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DOC
226
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $114M | 0.1% |
6,522,147
-32,042
| -0.5% | -$559K |
|
227
Weyerhaeuser
WY
$18.9B
| $113M | 0.1% |
4,293,299
-29,855
| -0.7% | -$786K |
|
228
Delek US
DK
$1.88B
| $113M | 0.1% |
2,790,044
+1,042,022
| +60% | +$42.2M |
|
229
Nordson
NDSN
$12.6B
| $113M | 0.1% |
799,885
-4,567
| -0.6% | -$645K |
|
230
Intuit
INTU
$188B
| $112M | 0.1% |
430,269
+32,248
| +8% | +$8.43M |
|
231
VF Corp
VFC
$5.86B
| $112M | 0.1% |
1,277,868
-92,978
| -7% | -$8.12M |
|
232
Mondelez International
MDLZ
$79.9B
| $111M | 0.1% |
2,060,914
+17,560
| +0.9% | +$946K |
|
233
Caterpillar
CAT
$198B
| $111M | 0.1% |
810,877
-24,629
| -3% | -$3.36M |
|
234
Elevance Health
ELV
$70.6B
| $109M | 0.1% |
387,463
+8,749
| +2% | +$2.47M |
|
235
Ingredion
INGR
$8.24B
| $109M | 0.1% |
1,319,771
+430,487
| +48% | +$35.5M |
|
236
Evergy
EVRG
$16.5B
| $109M | 0.1% |
1,804,942
-50,172
| -3% | -$3.02M |
|
237
Snap-on
SNA
$17.1B
| $108M | 0.1% |
653,716
-5,216
| -0.8% | -$864K |
|
|
TCO
238
DELISTED
Taubman Centers Inc.
TCO
| $107M | 0.1% |
2,613,855
+89,097
| +4% | +$3.64M |
|
239
Avery Dennison
AVY
$13.1B
| $107M | 0.1% |
921,182
-93,040
| -9% | -$10.8M |
|
240
Northrop Grumman
NOC
$83.2B
| $106M | 0.1% |
328,366
-17,094
| -5% | -$5.52M |
|
241
United Parcel Service
UPS
$72.1B
| $105M | 0.09% |
1,016,697
+4,267
| +0.4% | +$441K |
|
242
IDEX
IEX
$12.4B
| $102M | 0.09% |
595,427
-37,451
| -6% | -$6.45M |
|
|
CELG
243
DELISTED
Celgene Corp
CELG
| $102M | 0.09% |
1,098,060
+6,457
| +0.6% | +$597K |
|
244
Nice
NICE
$8.67B
| $101M | 0.09% |
740,670
-40,502
| -5% | -$5.55M |
|
245
CVS Health
CVS
$93.6B
| $101M | 0.09% |
1,850,985
-69,872
| -4% | -$3.81M |
|
246
Goldman Sachs
GS
$223B
| $100M | 0.09% |
488,650
-7,442
| -2% | -$1.52M |
|
|
STAY
247
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
| $99.5M | 0.09% |
5,891,928
-764,404
| -11% | -$12.9M |
|
248
PPG Industries
PPG
$24.8B
| $99.2M | 0.09% |
850,146
+2,273
| +0.3% | +$265K |
|
249
BGC Group
BGC
$4.71B
| $98.7M | 0.09% |
18,874,301
+188,759
| +1% | +$987K |
|
250
CME Group
CME
$94.4B
| $98.3M | 0.09% |
506,593
-1,382
| -0.3% | -$268K |
|