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 |
CoStar Group
CSGP
|
$317M |
| 2 |
Digital Realty Trust
DLR
|
$256M |
| 3 |
American Tower
AMT
|
$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
$358M |
| 2 |
Wayfair
W
|
$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$146M |
| 4 |
Welltower
WELL
|
$145M |
| 5 |
Host Hotels & Resorts
HST
|
$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Bank OZK
OZK
$5.91B
| $78M | 0.09% |
4,671,326
-162,120
| -3% | -$2.71M |
|
252
Lincoln Electric
LECO
$13.4B
| $77.6M | 0.09% |
1,124,884
-118,740
| -10% | -$8.19M |
|
253
Cathay General Bancorp
CATY
$3.45B
| $77.2M | 0.09% |
3,365,891
+56,656
| +2% | +$1.3M |
|
|
PACW
254
DELISTED
PacWest Bancorp
PACW
| $76.6M | 0.08% |
4,276,941
-402,959
| -9% | -$7.22M |
|
255
East-West Bancorp
EWBC
$14.5B
| $76.5M | 0.08% |
2,972,672
-209,355
| -7% | -$5.39M |
|
256
Advanced Micro Devices
AMD
$264B
| $76.5M | 0.08% |
1,680,946
+79,862
| +5% | +$3.63M |
|
257
Sherwin-Williams
SHW
$91.2B
| $76.4M | 0.08% |
166,351
+2,614
| +2% | +$1.2M |
|
258
Allstate
ALL
$53.6B
| $76.4M | 0.08% |
832,860
-812,584
| -49% | -$74.5M |
|
259
Stryker
SYK
$150B
| $76.1M | 0.08% |
456,886
+488
| +0.1% | +$81.2K |
|
260
Weyerhaeuser
WY
$18.7B
| $75.5M | 0.08% |
4,454,996
+288,548
| +7% | +$4.89M |
|
261
Packaging Corp of America
PKG
$19.6B
| $75M | 0.08% |
863,884
+53,554
| +7% | +$4.65M |
|
262
Target
TGT
$43.6B
| $73.5M | 0.08% |
790,388
+21,856
| +3% | +$2.03M |
|
263
Acushnet Holdings
GOLF
$4.5B
| $72.8M | 0.08% |
2,830,840
-293,218
| -9% | -$7.54M |
|
264
Lam Research
LRCX
$127B
| $72.7M | 0.08% |
302,886
-13,071
| -4% | -$3.14M |
|
265
Fair Isaac
FICO
$36.5B
| $72.6M | 0.08% |
235,852
-25,478
| -10% | -$7.84M |
|
266
Ecolab
ECL
$78.6B
| $72.4M | 0.08% |
464,307
+15,609
| +3% | +$2.43M |
|
267
New Oriental
EDU
$7.85B
| $72.3M | 0.08% |
668,408
+404,798
| +154% | +$43.8M |
|
268
LCI Industries
LCII
$2.56B
| $70M | 0.08% |
1,047,100
+37,690
| +4% | +$2.52M |
|
269
Snap-on
SNA
$17B
| $69.9M | 0.08% |
642,207
-19,425
| -3% | -$2.11M |
|
270
Goldman Sachs
GS
$226B
| $68.9M | 0.08% |
445,400
+5,948
| +1% | +$919K |
|
271
Teleflex
TFX
$5.59B
| $68.3M | 0.08% |
233,166
-90,159
| -28% | -$26.4M |
|
272
Mine Safety
MSA
$6.68B
| $68M | 0.08% |
671,915
-154,586
| -19% | -$15.6M |
|
273
Edwards Lifesciences
EW
$47.8B
| $67.4M | 0.07% |
357,297
-15,033
| -4% | -$2.84M |
|
274
HEICO Class A
HEI.A
$34.1B
| $67.3M | 0.07% |
1,053,770
+186,623
| +22% | +$11.9M |
|
275
RPM International
RPM
$16.1B
| $67.1M | 0.07% |
1,127,388
-192,803
| -15% | -$11.5M |
|