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 |
Intuit
INTU
|
$210M |
| 2 |
Truist Financial
TFC
|
$192M |
| 3 |
Charter Communications
CHTR
|
$181M |
| 4 |
Park Hotels & Resorts
PK
|
$157M |
| 5 |
Credit Acceptance
CACC
|
$156M |
Top Sells
| 1 |
Albemarle
ALB
|
$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$162M |
| 3 |
Apple
AAPL
|
$117M |
| 4 |
CELG
Celgene Corp
CELG
|
$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Weyerhaeuser
WY
$18.9B
| $126M | 0.1% |
4,166,448
+20,705
| +0.5% | +$625K |
|
227
TJX Companies
TJX
$155B
| $125M | 0.1% |
2,045,688
-487,733
| -19% | -$29.8M |
|
228
ConocoPhillips
COP
$116B
| $123M | 0.1% |
1,892,596
-279,860
| -13% | -$18.2M |
|
229
Newmark Group
NMRK
$3.28B
| $123M | 0.1% |
9,113,637
+85,252
| +0.9% | +$1.15M |
|
230
Teleflex
TFX
$5.78B
| $122M | 0.1% |
323,325
-47,558
| -13% | -$17.9M |
|
231
Lincoln Electric
LECO
$13.5B
| $120M | 0.1% |
1,243,624
-4,760
| -0.4% | -$460K |
|
|
WORK
232
DELISTED
Slack Technologies, Inc.
WORK
| $120M | 0.1% |
5,348,422
+106,776
| +2% | +$2.4M |
|
233
Ingredion
INGR
$8.24B
| $120M | 0.1% |
1,292,967
-40,579
| -3% | -$3.77M |
|
234
Nordson
NDSN
$12.6B
| $119M | 0.1% |
727,848
-47,456
| -6% | -$7.73M |
|
235
American Express
AXP
$227B
| $118M | 0.1% |
950,070
-39,178
| -4% | -$4.88M |
|
236
United Parcel Service
UPS
$72.1B
| $118M | 0.1% |
1,006,552
-5,675
| -0.6% | -$664K |
|
237
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $117M | 0.1% |
1,065,000
+1,047,000
| +5,817% | +$115M |
|
238
Leidos
LDOS
$23B
| $117M | 0.1% |
1,191,145
-35,301
| -3% | -$3.46M |
|
239
Liberty Broadband Class A
LBRDA
$8.57B
| $116M | 0.1% |
932,980
+26,603
| +3% | +$3.31M |
|
240
Kulicke & Soffa
KLIC
$1.99B
| $116M | 0.1% |
4,268,656
-53,521
| -1% | -$1.46M |
|
241
Gilead Sciences
GILD
$143B
| $114M | 0.09% |
1,753,599
-56,206
| -3% | -$3.65M |
|
242
Avery Dennison
AVY
$13.1B
| $114M | 0.09% |
870,870
-26,946
| -3% | -$3.53M |
|
243
Cigna
CI
$81.5B
| $113M | 0.09% |
553,650
-23,914
| -4% | -$4.89M |
|
244
Brookfield Renewable
BEP
$7.06B
| $113M | 0.09% |
4,547,229
-178,125
| -4% | -$4.43M |
|
245
Elevance Health
ELV
$70.6B
| $113M | 0.09% |
373,295
-12,106
| -3% | -$3.66M |
|
246
Caterpillar
CAT
$198B
| $112M | 0.09% |
759,974
-38,228
| -5% | -$5.65M |
|
247
Snap-on
SNA
$17.1B
| $112M | 0.09% |
661,632
+22,986
| +4% | +$3.89M |
|
248
Ross Stores
ROST
$49.4B
| $112M | 0.09% |
960,695
+2,089
| +0.2% | +$243K |
|
249
Steris
STE
$24.2B
| $111M | 0.09% |
729,829
-367,596
| -33% | -$56M |
|
250
BGC Group
BGC
$4.71B
| $110M | 0.09% |
18,598,033
-1,020,020
| -5% | -$6.06M |
|