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 |
COR
Coresite Realty Corporation
COR
|
$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$202M |
| 3 |
Credit Acceptance
CACC
|
$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$187M |
| 5 |
Apple
AAPL
|
$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SYNH
251
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $108M | 0.06% |
1,056,602
-14,551
| -1% | -$1.49M |
|
252
T-Mobile US
TMUS
$284B
| $108M | 0.06% |
934,648
-7,244
| -0.8% | -$840K |
|
253
Stryker
SYK
$150B
| $107M | 0.06% |
401,872
-8,836
| -2% | -$2.36M |
|
254
Altria Group
MO
$113B
| $107M | 0.06% |
2,267,497
-40,868
| -2% | -$1.94M |
|
255
Franco-Nevada
FNV
$36.3B
| $107M | 0.06% |
776,503
+22,388
| +3% | +$3.1M |
|
256
Bank OZK
OZK
$5.91B
| $107M | 0.06% |
2,332,491
-194,552
| -8% | -$8.95M |
|
257
Gilead Sciences
GILD
$140B
| $107M | 0.06% |
1,474,065
-33,814
| -2% | -$2.46M |
|
258
Darling Ingredients
DAR
$5.37B
| $107M | 0.06% |
1,541,687
-65,092
| -4% | -$4.51M |
|
259
General Motors
GM
$55.8B
| $105M | 0.06% |
1,794,736
-76,820
| -4% | -$4.5M |
|
260
Estee Lauder
EL
$33B
| $105M | 0.06% |
282,880
-6,738
| -2% | -$2.49M |
|
261
Apple Hospitality REIT
APLE
$3.1B
| $103M | 0.06% |
6,353,960
+347,057
| +6% | +$5.6M |
|
|
SIVB
262
DELISTED
SVB Financial Group
SIVB
| $103M | 0.06% |
151,137
-4,034
| -3% | -$2.74M |
|
263
Manhattan Associates
MANH
$13B
| $102M | 0.06% |
656,929
-11,875
| -2% | -$1.85M |
|
264
Lincoln Electric
LECO
$13.4B
| $101M | 0.06% |
727,258
-101,676
| -12% | -$14.1M |
|
265
Choice Hotels
CHH
$5.53B
| $99.7M | 0.06% |
640,371
-22,301
| -3% | -$3.47M |
|
266
DexCom
DXCM
$29.5B
| $99.1M | 0.06% |
184,617
+7,476
| +4% | +$4.01M |
|
267
RPM International
RPM
$16.1B
| $98.3M | 0.06% |
994,631
+25,776
| +3% | +$2.55M |
|
268
CSX Corp
CSX
$60.6B
| $98.1M | 0.06% |
2,607,832
-99,613
| -4% | -$3.75M |
|
269
NXP Semiconductors
NXPI
$59.2B
| $97.5M | 0.06% |
427,940
+7,445
| +2% | +$1.7M |
|
270
CME Group
CME
$96B
| $96.5M | 0.06% |
422,567
-9,182
| -2% | -$2.1M |
|
271
Ford
F
$46.8B
| $95.8M | 0.06% |
4,613,181
-115,570
| -2% | -$2.4M |
|
|
UCB
272
United Community Banks, Inc.
UCB
$4.06B
| $95M | 0.06% |
2,642,531
-3,912
| -0.1% | -$141K |
|
273
Duke Energy
DUK
$95.3B
| $94.8M | 0.06% |
904,046
-19,595
| -2% | -$2.06M |
|
274
LCI Industries
LCII
$2.56B
| $94.4M | 0.06% |
618,119
-49,068
| -7% | -$7.49M |
|
|
STL
275
DELISTED
Sterling Bancorp
STL
| $93.8M | 0.06% |
3,635,795
+30,925
| +0.9% | +$798K |
|