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 |
Sherwin-Williams
SHW
|
$109M |
| 2 |
Brookfield Infrastructure Partners
BIP
|
$106M |
| 3 |
SFR
Starwood Waypoint Homes
SFR
|
$84.9M |
| 4 |
Charter Communications
CHTR
|
$82.2M |
| 5 |
DRE
Duke Realty Corp.
DRE
|
$77.3M |
Top Sells
| 1 |
Equity Residential
EQR
|
$133M |
| 2 |
Entergy
ETR
|
$105M |
| 3 |
PayPal
PYPL
|
$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$90.2M |
| 5 |
Goodyear
GT
|
$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Northrop Grumman
NOC
$84.5B
| $61.9M | 0.08% |
289,498
+2,102
| +0.7% | +$450K |
|
252
Amdocs
DOX
$9.41B
| $60.9M | 0.08% |
1,052,596
-9,244
| -0.9% | -$535K |
|
253
Netflix
NFLX
$513B
| $60.8M | 0.08% |
616,821
+14,724
| +2% | +$1.45M |
|
254
Digital Realty Trust
DLR
$57.2B
| $60.5M | 0.08% |
622,739
-176,814
| -22% | -$17.2M |
|
|
LSXMA
255
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $60.4M | 0.08% |
1,776,515
-155,305
| -8% | -$5.28M |
|
|
PARA
256
DELISTED
Paramount Global Class B
PARA
| $60.1M | 0.08% |
1,098,366
+472,060
| +75% | +$25.8M |
|
257
Realty Income
O
$53.7B
| $60M | 0.08% |
897,006
+503,696
| +128% | +$33.7M |
|
258
Omega Healthcare
OHI
$12.6B
| $59.9M | 0.08% |
1,690,211
+261,313
| +18% | +$9.26M |
|
259
Bank of New York Mellon
BK
$74.5B
| $59.1M | 0.08% |
1,482,921
+18,238
| +1% | +$727K |
|
260
Brookfield Renewable
BEP
$7.2B
| $58.6M | 0.08% |
1,903,854
+132,028
| +7% | +$4.06M |
|
|
BPY
261
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $58.2M | 0.08% |
2,539,738
+191,111
| +8% | +$4.38M |
|
262
Hewlett Packard
HPE
$29.6B
| $58.1M | 0.08% |
2,551,733
+287,382
| +13% | +$6.54M |
|
263
Automatic Data Processing
ADP
$123B
| $57.9M | 0.08% |
656,613
+14,520
| +2% | +$1.28M |
|
|
WOOF
264
DELISTED
VCA Inc.
WOOF
| $57.8M | 0.08% |
825,577
+403,894
| +96% | +$28.3M |
|
265
General Mills
GIS
$26.4B
| $57.3M | 0.08% |
897,382
+26,526
| +3% | +$1.69M |
|
266
McKesson
MCK
$85.4B
| $56.5M | 0.07% |
339,044
+18,959
| +6% | +$3.16M |
|
267
Becton Dickinson
BDX
$55.3B
| $56.5M | 0.07% |
314,262
-66,110
| -17% | -$11.9M |
|
268
Ryanair
RYAAY
$33.7B
| $55.7M | 0.07% |
742,214
-89,060
| -11% | -$6.68M |
|
|
RAI
269
DELISTED
Reynolds American Inc
RAI
| $55.5M | 0.07% |
1,176,269
+24,227
| +2% | +$1.14M |
|
270
eBay
EBAY
$41.4B
| $55.2M | 0.07% |
1,678,309
+174,314
| +12% | +$5.73M |
|
271
TAL Education Group
TAL
$6.46B
| $54.4M | 0.07% |
767,501
-261,572
| -25% | -$18.5M |
|
272
Halliburton
HAL
$19.4B
| $53.7M | 0.07% |
1,196,924
+28,371
| +2% | +$1.27M |
|
273
NetEase
NTES
$86.2B
| $53.5M | 0.07% |
222,067
+136,917
| +161% | +$33M |
|
|
CA
274
DELISTED
CA, Inc.
CA
| $53.2M | 0.07% |
1,608,866
+542,689
| +51% | +$18M |
|
275
B&G Foods
BGS
$361M
| $53M | 0.07% |
1,076,798
+172,748
| +19% | +$8.5M |
|