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 |
ANSS
Ansys
ANSS
|
$196M |
| 2 |
Hyatt Hotels
H
|
$166M |
| 3 |
Prologis
PLD
|
$160M |
| 4 |
RP
RealPage, Inc.
RP
|
$160M |
| 5 |
WIX.com
WIX
|
$147M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
$367M |
| 2 |
Moody's
MCO
|
$303M |
| 3 |
Ross Stores
ROST
|
$252M |
| 4 |
Dentsply Sirona
XRAY
|
$213M |
| 5 |
Autodesk
ADSK
|
$167M |
Sector Composition
| 1 | Financials | 16.51% |
| 2 | Technology | 14.46% |
| 3 | Real Estate | 14.24% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 9.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Albemarle
ALB
$9.6B
| $104M | 0.09% |
1,039,171
+27,267
| +3% | +$2.72M |
|
|
AET
252
DELISTED
Aetna Inc
AET
| $103M | 0.09% |
509,433
+5,873
| +1% | +$1.19M |
|
253
BCE
BCE
$23.1B
| $103M | 0.09% |
2,546,840
+222,091
| +10% | +$9M |
|
254
Ingredion
INGR
$8.24B
| $102M | 0.09% |
974,046
-746
| -0.1% | -$78.3K |
|
255
Tyson Foods
TSN
$20B
| $102M | 0.09% |
1,706,665
+112,087
| +7% | +$6.67M |
|
256
Mine Safety
MSA
$6.67B
| $101M | 0.09% |
952,894
-113,773
| -11% | -$12.1M |
|
257
Avery Dennison
AVY
$13.1B
| $101M | 0.09% |
934,448
-4,063
| -0.4% | -$440K |
|
258
IDEX
IEX
$12.4B
| $100M | 0.09% |
664,051
+3,042
| +0.5% | +$458K |
|
|
CELG
259
DELISTED
Celgene Corp
CELG
| $99.8M | 0.09% |
1,115,248
+14,382
| +1% | +$1.29M |
|
260
Realty Income
O
$54.2B
| $99.6M | 0.09% |
1,806,796
+1,373,154
| +317% | +$75.7M |
|
261
Intuitive Surgical
ISRG
$167B
| $99.5M | 0.09% |
520,245
-3,657
| -0.7% | -$700K |
|
262
Brown-Forman Class B
BF.B
$13.7B
| $98.8M | 0.09% |
1,955,439
+21,367
| +1% | +$1.08M |
|
263
Allete
ALE
$3.69B
| $98.6M | 0.09% |
1,314,684
+52,892
| +4% | +$3.97M |
|
264
Automatic Data Processing
ADP
$120B
| $97.9M | 0.09% |
649,678
+8,160
| +1% | +$1.23M |
|
|
HDS
265
DELISTED
HD Supply Holdings, Inc.
HDS
| $96.7M | 0.09% |
2,260,183
-38,941
| -2% | -$1.67M |
|
266
Prudential Financial
PRU
$37.2B
| $96M | 0.08% |
947,810
+115,543
| +14% | +$11.7M |
|
267
Exelon
EXC
$43.9B
| $95.4M | 0.08% |
3,063,186
-65,514
| -2% | -$2.04M |
|
268
CSX Corp
CSX
$60.6B
| $95.1M | 0.08% |
3,854,265
-4,065
| -0.1% | -$100K |
|
269
SL Green Realty
SLG
$4.4B
| $95M | 0.08% |
1,006,289
-1,151,095
| -53% | -$109M |
|
270
Hormel Foods
HRL
$14.1B
| $94.7M | 0.08% |
2,403,917
+416,719
| +21% | +$16.4M |
|
271
General Dynamics
GD
$86.8B
| $94.2M | 0.08% |
460,116
+3,087
| +0.7% | +$632K |
|
|
ATVI
272
DELISTED
Activision Blizzard Inc.
ATVI
| $94M | 0.08% |
1,129,856
+4,177
| +0.4% | +$347K |
|
273
Novartis
NVS
$251B
| $92.2M | 0.08% |
1,194,118
-559
| -0% | -$43.2K |
|
274
Lincoln Electric
LECO
$13.5B
| $91.9M | 0.08% |
983,763
+22,107
| +2% | +$2.07M |
|
275
Acushnet Holdings
GOLF
$4.49B
| $91.1M | 0.08% |
3,320,251
-93,398
| -3% | -$2.56M |
|