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
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Crane NXT
CXT
$3.51B
| $101M | 0.1% |
3,665,166
+1,966,167
| +116% | +$54.2M |
|
|
MXIM
252
DELISTED
Maxim Integrated Products
MXIM
| $100M | 0.1% |
2,236,143
+1,852,730
| +483% | +$83.2M |
|
253
BGC Group
BGC
$4.71B
| $100M | 0.1% |
12,318,119
+8,776,226
| +248% | +$71.3M |
|
|
AFSI
254
DELISTED
AmTrust Financial Services, Inc.
AFSI
| $99.3M | 0.1% |
6,559,648
+4,261,179
| +185% | +$64.5M |
|
|
Y
255
DELISTED
Alleghany Corporation
Y
| $98.7M | 0.1% |
165,953
+1,828
| +1% | +$1.09M |
|
256
TAL Education Group
TAL
$6.17B
| $97.9M | 0.1% |
4,802,076
+158,520
| +3% | +$3.23M |
|
257
PPG Industries
PPG
$24.8B
| $97.9M | 0.1% |
889,949
+514,393
| +137% | +$56.6M |
|
258
Kinder Morgan
KMI
$59.1B
| $97.2M | 0.1% |
5,071,934
+1,201,722
| +31% | +$23M |
|
259
Unum
UNM
$12.6B
| $96.8M | 0.1% |
2,075,089
-999,845
| -33% | -$46.6M |
|
260
MSCI
MSCI
$42.9B
| $96.4M | 0.1% |
935,695
+14,911
| +2% | +$1.54M |
|
261
Netflix
NFLX
$529B
| $96M | 0.1% |
642,533
+16,002
| +3% | +$2.39M |
|
262
Mondelez International
MDLZ
$79.9B
| $94.2M | 0.09% |
2,181,501
+26,879
| +1% | +$1.16M |
|
263
Brown-Forman Class B
BF.B
$13.7B
| $94.2M | 0.09% |
3,028,113
+451,510
| +18% | +$14M |
|
264
BCE
BCE
$23.1B
| $93.8M | 0.09% |
+2,083,673
| New | +$93.8M |
|
265
Nordson
NDSN
$12.6B
| $93.8M | 0.09% |
773,058
+374,363
| +94% | +$45.4M |
|
266
Ares Capital
ARCC
$15.8B
| $93.8M | 0.09% |
5,725,346
+3,640,124
| +175% | +$59.6M |
|
267
Caterpillar
CAT
$198B
| $93.7M | 0.09% |
871,852
+43,294
| +5% | +$4.65M |
|
268
Adient
ADNT
$2B
| $92.1M | 0.09% |
1,409,427
+1,182,376
| +521% | +$77.3M |
|
|
269
Morgan Stanley
MS
$236B
| $91.6M | 0.09% |
2,055,425
-2,383,073
| -54% | -$106M |
|
270
Healthcare Realty
HR
$6.35B
| $91.6M | 0.09% |
2,942,819
+2,932,868
| +29,473% | +$91.2M |
|
271
Capital One
COF
$142B
| $91.5M | 0.09% |
1,108,020
+414,768
| +60% | +$34.3M |
|
272
New Oriental
EDU
$7.98B
| $91M | 0.09% |
1,291,260
-53,016
| -4% | -$3.74M |
|
273
American Express
AXP
$227B
| $91M | 0.09% |
1,080,315
-2,403
| -0.2% | -$202K |
|
274
Southwest Airlines
LUV
$16.5B
| $89.7M | 0.09% |
1,443,164
+85,218
| +6% | +$5.3M |
|
275
Alliant Energy
LNT
$16.6B
| $89.4M | 0.09% |
2,224,465
+1,151,182
| +107% | +$46.2M |
|