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 |
iShares MBS ETF
MBB
|
$250M |
| 2 |
Host Hotels & Resorts
HST
|
$201M |
| 3 |
Wayfair
W
|
$173M |
| 4 |
AerCap
AER
|
$120M |
| 5 |
Fastenal
FAST
|
$104M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$223M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$182M |
| 3 |
Apple
AAPL
|
$142M |
| 4 |
Scotiabank
BNS
|
$129M |
| 5 |
Applied Materials
AMAT
|
$111M |
Sector Composition
| 1 | Real Estate | 16.64% |
| 2 | Financials | 16.14% |
| 3 | Technology | 14.77% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Avery Dennison
AVY
$13.1B
| $102M | 0.09% |
897,816
-23,366
| -3% | -$2.65M |
|
252
Huntsman Corp
HUN
$1.95B
| $102M | 0.09% |
4,371,843
+1,663,938
| +61% | +$38.7M |
|
253
Kulicke & Soffa
KLIC
$1.99B
| $101M | 0.09% |
4,322,177
+108,450
| +3% | +$2.55M |
|
254
Stryker
SYK
$150B
| $101M | 0.09% |
467,547
+13,199
| +3% | +$2.85M |
|
255
Caterpillar
CAT
$198B
| $101M | 0.09% |
798,202
-12,675
| -2% | -$1.6M |
|
256
Snap-on
SNA
$17.1B
| $100M | 0.09% |
638,646
-15,070
| -2% | -$2.36M |
|
257
Cathay General Bancorp
CATY
$3.43B
| $99.7M | 0.09% |
2,870,387
+224,719
| +8% | +$7.81M |
|
258
Duke Energy
DUK
$93.8B
| $99.5M | 0.09% |
1,038,392
+7,581
| +0.7% | +$727K |
|
259
Assured Guaranty
AGO
$3.91B
| $99.5M | 0.09% |
2,238,380
-69,596
| -3% | -$3.09M |
|
|
TCO
260
DELISTED
Taubman Centers Inc.
TCO
| $99.1M | 0.09% |
2,428,021
-185,834
| -7% | -$7.59M |
|
261
Marsh & McLennan
MMC
$100B
| $97M | 0.09% |
969,532
-11,539
| -1% | -$1.15M |
|
262
Goldman Sachs
GS
$223B
| $96.5M | 0.09% |
465,539
-23,111
| -5% | -$4.79M |
|
263
Delek US
DK
$1.88B
| $95.8M | 0.08% |
2,639,106
-150,938
| -5% | -$5.48M |
|
264
Allete
ALE
$3.69B
| $95.7M | 0.08% |
1,094,827
-75,959
| -6% | -$6.64M |
|
265
H.B. Fuller
FUL
$3.37B
| $95.4M | 0.08% |
2,048,685
+6,553
| +0.3% | +$305K |
|
266
Southern Company
SO
$101B
| $95.4M | 0.08% |
1,544,098
+19,609
| +1% | +$1.21M |
|
267
LCI Industries
LCII
$2.57B
| $95.4M | 0.08% |
1,038,167
-8,199
| -0.8% | -$753K |
|
268
NNN REIT
NNN
$8.18B
| $95M | 0.08% |
1,683,555
-544
| -0% | -$30.7K |
|
269
Liberty Broadband Class A
LBRDA
$8.57B
| $94.7M | 0.08% |
906,377
+1,939
| +0.2% | +$203K |
|
270
Dominion Energy
D
$49.7B
| $94.3M | 0.08% |
1,163,909
+28,419
| +3% | +$2.3M |
|
271
Elevance Health
ELV
$70.6B
| $92.5M | 0.08% |
385,401
-2,062
| -0.5% | -$495K |
|
272
Mine Safety
MSA
$6.67B
| $91.6M | 0.08% |
839,490
-796
| -0.1% | -$86.9K |
|
273
Ecolab
ECL
$77.6B
| $91.6M | 0.08% |
462,431
-9,342
| -2% | -$1.85M |
|
274
RPM International
RPM
$16.2B
| $91.4M | 0.08% |
1,328,027
-25,146
| -2% | -$1.73M |
|
275
Sherwin-Williams
SHW
$92.9B
| $91.3M | 0.08% |
497,958
+2,349
| +0.5% | +$431K |
|