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 |
Fidelity National Financial
FNF
|
$303M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
$302M |
| 3 |
DaVita
DVA
|
$195M |
| 4 |
Crown Castle
CCI
|
$180M |
| 5 |
Wells Fargo
WFC
|
$164M |
Sector Composition
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.27% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AET
251
DELISTED
Aetna Inc
AET
| $107M | 0.1% |
590,911
+69,395
| +13% | +$12.5M |
|
252
Unum
UNM
$12.6B
| $107M | 0.1% |
1,940,746
-9,416
| -0.5% | -$517K |
|
253
Nordson
NDSN
$12.6B
| $106M | 0.1% |
726,230
-29,504
| -4% | -$4.32M |
|
254
Prudential Financial
PRU
$37.2B
| $106M | 0.1% |
918,506
+176,164
| +24% | +$20.3M |
|
255
Morgan Stanley
MS
$236B
| $105M | 0.1% |
2,003,174
+10,142
| +0.5% | +$532K |
|
256
Targa Resources
TRGP
$34.9B
| $104M | 0.1% |
2,145,021
+600,499
| +39% | +$29.1M |
|
257
American Express
AXP
$227B
| $104M | 0.1% |
1,043,251
+12,129
| +1% | +$1.2M |
|
|
VR
258
DELISTED
Validus Hold Ltd
VR
| $103M | 0.09% |
2,197,612
+242,252
| +12% | +$11.4M |
|
259
U-Haul Holding Co
UHAL
$11.2B
| $103M | 0.09% |
2,713,550
+163,360
| +6% | +$6.17M |
|
260
Charter Communications
CHTR
$35.7B
| $101M | 0.09% |
300,211
+11,919
| +4% | +$4M |
|
261
Avery Dennison
AVY
$13.1B
| $98.6M | 0.09% |
858,041
-620,846
| -42% | -$71.3M |
|
262
EOG Resources
EOG
$64.4B
| $98.3M | 0.09% |
911,239
-44,919
| -5% | -$4.85M |
|
263
DigitalBridge
DBRG
$2.04B
| $97.8M | 0.09% |
2,143,578
-103,576
| -5% | -$4.73M |
|
|
Y
264
DELISTED
Alleghany Corporation
Y
| $97.8M | 0.09% |
164,038
-1,806
| -1% | -$1.08M |
|
|
LEXEA
265
DELISTED
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
| $96.9M | 0.09% |
2,186,199
-20,879
| -0.9% | -$926K |
|
|
WBA
266
DELISTED
Walgreens Boots Alliance
WBA
| $96.9M | 0.09% |
1,334,112
-20,771
| -2% | -$1.51M |
|
267
Rexford Industrial Realty
REXR
$10.2B
| $96.8M | 0.09% |
3,319,711
+83,755
| +3% | +$2.44M |
|
268
Ameriprise Financial
AMP
$46.1B
| $96.8M | 0.09% |
571,091
+72,466
| +15% | +$12.3M |
|
269
Equity Lifestyle Properties
ELS
$12B
| $96.5M | 0.09% |
2,167,600
-150,484
| -6% | -$6.7M |
|
|
HDS
270
DELISTED
HD Supply Holdings, Inc.
HDS
| $95.9M | 0.09% |
2,396,455
-26,541
| -1% | -$1.06M |
|
|
MXIM
271
DELISTED
Maxim Integrated Products
MXIM
| $95.3M | 0.09% |
1,822,282
-144,273
| -7% | -$7.54M |
|
|
DCT
272
DELISTED
DCT Industrial Trust Inc.
DCT
| $95.2M | 0.09% |
1,619,399
+261,891
| +19% | +$15.4M |
|
273
Credicorp
BAP
$20.7B
| $94.7M | 0.09% |
456,544
-19,790
| -4% | -$4.11M |
|
274
Tyson Foods
TSN
$20B
| $94.3M | 0.09% |
1,163,139
+697,403
| +150% | +$56.5M |
|
275
American Homes 4 Rent
AMH
$12.9B
| $94M | 0.09% |
4,302,669
+1,643,369
| +62% | +$35.9M |
|