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 |
Welltower
WELL
|
$193M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$130M |
| 3 |
Regency Centers
REG
|
$128M |
| 4 |
Extra Space Storage
EXR
|
$115M |
| 5 |
Walmart
WMT
|
$91.2M |
Top Sells
| 1 |
Ventas
VTR
|
$223M |
| 2 |
Public Storage
PSA
|
$177M |
| 3 |
Signet Jewelers
SIG
|
$144M |
| 4 |
Host Hotels & Resorts
HST
|
$128M |
| 5 |
ARG
AIRGAS INC
ARG
|
$128M |
Sector Composition
| 1 | Real Estate | 16.66% |
| 2 | Financials | 16.07% |
| 3 | Technology | 11.9% |
| 4 | Consumer Discretionary | 10.37% |
| 5 | Healthcare | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
FedEx
FDX
$53.7B
| $57.7M | 0.08% |
354,853
+4,113
| +1% | +$669K |
|
|
RAI
252
DELISTED
Reynolds American Inc
RAI
| $57.5M | 0.08% |
1,143,128
-6,417
| -0.6% | -$323K |
|
253
Digital Realty Trust
DLR
$55.7B
| $56.8M | 0.08% |
642,341
+141,680
| +28% | +$12.5M |
|
254
Emerson Electric
EMR
$74.6B
| $56.5M | 0.08% |
1,038,407
+40,199
| +4% | +$2.19M |
|
255
Automatic Data Processing
ADP
$120B
| $56.4M | 0.08% |
628,389
+9,517
| +2% | +$854K |
|
256
Phillips 66
PSX
$53.2B
| $56.3M | 0.08% |
650,682
+10,738
| +2% | +$930K |
|
|
RTN
257
DELISTED
Raytheon Company
RTN
| $55.9M | 0.08% |
455,968
+44,632
| +11% | +$5.47M |
|
258
General Mills
GIS
$27B
| $54.5M | 0.08% |
860,730
+46,974
| +6% | +$2.98M |
|
259
Liberty Global Class A
LBTYA
$4.05B
| $54.1M | 0.08% |
1,611,597
-12,325
| -0.8% | -$414K |
|
260
McKesson
MCK
$85.5B
| $53.8M | 0.08% |
341,836
-116,101
| -25% | -$18.3M |
|
|
BPY
261
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $53.7M | 0.08% |
2,315,951
+24,520
| +1% | +$568K |
|
262
Highwoods Properties
HIW
$3.44B
| $53.6M | 0.08% |
1,121,822
-145,319
| -11% | -$6.95M |
|
263
Bank of New York Mellon
BK
$73.1B
| $53.6M | 0.08% |
1,454,804
+9,394
| +0.6% | +$346K |
|
264
Owens Corning
OC
$13B
| $53M | 0.08% |
1,120,485
+170,831
| +18% | +$8.08M |
|
265
Cognizant
CTSH
$35.1B
| $52.7M | 0.08% |
840,442
+16,092
| +2% | +$1.01M |
|
266
Medical Properties Trust
MPW
$2.77B
| $52.3M | 0.08% |
4,025,967
+139,644
| +4% | +$1.81M |
|
267
Morgan Stanley
MS
$236B
| $51.5M | 0.07% |
2,059,531
+88,248
| +4% | +$2.21M |
|
268
Alliant Energy
LNT
$16.6B
| $51.2M | 0.07% |
1,379,210
+57,778
| +4% | +$2.15M |
|
269
Capital One
COF
$142B
| $51.1M | 0.07% |
737,493
-8,765
| -1% | -$607K |
|
270
Tanger
SKT
$3.94B
| $50.2M | 0.07% |
1,380,777
+1,075,890
| +353% | +$39.2M |
|
|
NFX
271
DELISTED
Newfield Exploration
NFX
| $49.1M | 0.07% |
1,475,643
+86,937
| +6% | +$2.89M |
|
272
Robert Half
RHI
$3.77B
| $48.8M | 0.07% |
1,047,366
-350,624
| -25% | -$16.3M |
|
273
Emcor
EME
$28B
| $48.5M | 0.07% |
997,429
-10,357
| -1% | -$503K |
|
274
Avista
AVA
$2.99B
| $48.2M | 0.07% |
1,181,338
+199,242
| +20% | +$8.13M |
|
275
Prestige Consumer Healthcare
PBH
$3.2B
| $48M | 0.07% |
898,295
+13,000
| +1% | +$694K |
|