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 |
Brookfield
BN
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Littelfuse
LFUS
$6.47B
| $106M | 0.07% |
423,719
-59,825
| -12% | -$14.9M |
|
|
PXD
252
DELISTED
Pioneer Natural Resource Co.
PXD
| $104M | 0.07% |
415,213
-26,605
| -6% | -$6.65M |
|
253
Kennedy-Wilson Holdings
KW
$1.2B
| $103M | 0.06% |
4,214,203
-946,109
| -18% | -$23.1M |
|
254
Micron Technology
MU
$144B
| $102M | 0.06% |
1,307,309
-11,796
| -0.9% | -$919K |
|
255
Mondelez International
MDLZ
$79.7B
| $102M | 0.06% |
1,619,639
-19,951
| -1% | -$1.25M |
|
256
Synopsys
SNPS
$111B
| $102M | 0.06% |
305,037
+476
| +0.2% | +$159K |
|
257
Enovis
ENOV
$1.84B
| $101M | 0.06% |
1,470,859
+39,139
| +3% | +$2.68M |
|
258
Duke Energy
DUK
$93.6B
| $100M | 0.06% |
899,907
-4,139
| -0.5% | -$462K |
|
259
3M
MMM
$82.7B
| $100M | 0.06% |
804,847
-15,890
| -2% | -$1.98M |
|
260
CME Group
CME
$94.4B
| $99.6M | 0.06% |
418,827
-3,740
| -0.9% | -$890K |
|
261
FMC
FMC
$4.65B
| $99.4M | 0.06% |
755,668
+138,299
| +22% | +$18.2M |
|
262
Bank OZK
OZK
$5.9B
| $99M | 0.06% |
2,318,487
-14,004
| -0.6% | -$598K |
|
263
Avery Dennison
AVY
$13.1B
| $98.3M | 0.06% |
565,001
+53,594
| +10% | +$9.32M |
|
264
Lincoln Electric
LECO
$13.5B
| $97.4M | 0.06% |
706,519
-20,739
| -3% | -$2.86M |
|
265
Brunswick
BC
$4.33B
| $97M | 0.06% |
1,199,618
+21,370
| +2% | +$1.73M |
|
266
Sunstone Hotel Investors
SHO
$1.81B
| $96.9M | 0.06% |
8,228,650
+2,332,082
| +40% | +$27.5M |
|
267
CSX Corp
CSX
$60.4B
| $96.6M | 0.06% |
2,580,624
-27,208
| -1% | -$1.02M |
|
|
UCB
268
United Community Banks, Inc.
UCB
$4.03B
| $95.9M | 0.06% |
2,756,682
+114,151
| +4% | +$3.97M |
|
269
Cigna
CI
$81.4B
| $94.1M | 0.06% |
392,848
-12,328
| -3% | -$2.95M |
|
|
SYNH
270
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $92.6M | 0.06% |
1,144,115
+87,513
| +8% | +$7.08M |
|
271
Fair Isaac
FICO
$36.8B
| $92.5M | 0.06% |
198,351
+1,881
| +1% | +$877K |
|
272
Bright Horizons
BFAM
$6.61B
| $92.5M | 0.06% |
696,833
-362,135
| -34% | -$48.1M |
|
273
Amdocs
DOX
$9.39B
| $92.4M | 0.06% |
1,124,245
+3,119
| +0.3% | +$256K |
|
274
TJX Companies
TJX
$155B
| $91M | 0.06% |
1,502,422
-101,964
| -6% | -$6.18M |
|
275
Freeport-McMoran
FCX
$66.3B
| $90.9M | 0.06% |
1,828,391
-52,462
| -3% | -$2.61M |
|