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 |
Equity Residential
EQR
|
$255M |
| 2 |
Autodesk
ADSK
|
$107M |
| 3 |
WRK
WestRock Company
WRK
|
$93.8M |
| 4 |
DuPont de Nemours
DD
|
$91.5M |
| 5 |
Brookfield
BN
|
$78.4M |
Top Sells
| 1 |
XEC
CIMAREX ENERGY CO
XEC
|
$132M |
| 2 |
Camden Property Trust
CPT
|
$124M |
| 3 |
Adobe
ADBE
|
$116M |
| 4 |
Bausch Health
BHC
|
$115M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$105M |
Sector Composition
| 1 | Financials | 17% |
| 2 | Real Estate | 15.4% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.7% |
| 5 | Healthcare | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
KKR & Co
KKR
$121B
| $47.9M | 0.08% |
2,854,809
+686,253
| +32% | +$11.5M |
|
|
BPY
277
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $47.8M | 0.08% |
2,225,080
+67,274
| +3% | +$1.44M |
|
|
STOR
278
DELISTED
STORE Capital Corporation
STOR
| $47.5M | 0.07% |
2,301,486
+451,938
| +24% | +$9.34M |
|
279
eBay
EBAY
$42.3B
| $46.1M | 0.07% |
1,886,888
-1,656,773
| -47% | -$40.5M |
|
|
NFX
280
DELISTED
Newfield Exploration
NFX
| $45.8M | 0.07% |
1,392,015
+1,157,520
| +494% | +$38.1M |
|
281
Ziff Davis
ZD
$1.56B
| $45.4M | 0.07% |
737,240
+48,295
| +7% | +$2.98M |
|
282
Mid-America Apartment Communities
MAA
$17B
| $45.2M | 0.07% |
552,015
+324,237
| +142% | +$26.5M |
|
283
HF Sinclair
DINO
$9.56B
| $45.1M | 0.07% |
924,049
+30,798
| +3% | +$1.5M |
|
284
General Mills
GIS
$27B
| $44.5M | 0.07% |
792,978
+2,738
| +0.3% | +$154K |
|
285
Broadcom
AVGO
$1.58T
| $44.3M | 0.07% |
3,544,040
+98,840
| +3% | +$1.24M |
|
286
Allison Transmission
ALSN
$7.53B
| $44.1M | 0.07% |
1,651,326
+1,554,278
| +1,602% | +$41.5M |
|
287
Prudential Financial
PRU
$37.2B
| $44M | 0.07% |
577,230
-1,225
| -0.2% | -$93.4K |
|
|
TFCFA
288
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $43.6M | 0.07% |
1,616,666
-684,427
| -30% | -$18.5M |
|
289
Chubb
CB
$111B
| $43.5M | 0.07% |
420,991
+3,694
| +0.9% | +$382K |
|
290
Emcor
EME
$28B
| $43.4M | 0.07% |
980,867
+27,352
| +3% | +$1.21M |
|
291
Manhattan Associates
MANH
$13B
| $42.8M | 0.07% |
687,328
-762
| -0.1% | -$47.5K |
|
292
Jones Lang LaSalle
JLL
$14.8B
| $42.6M | 0.07% |
296,475
+18,006
| +6% | +$2.59M |
|
293
Emerson Electric
EMR
$74.6B
| $42.5M | 0.07% |
961,525
-15,128
| -2% | -$668K |
|
|
RTN
294
DELISTED
Raytheon Company
RTN
| $42.4M | 0.07% |
388,202
-1,397
| -0.4% | -$153K |
|
|
PVTB
295
DELISTED
PrivateBancorp Inc
PVTB
| $42.2M | 0.07% |
1,100,881
+93,748
| +9% | +$3.59M |
|
296
TAL Education Group
TAL
$6.17B
| $42.2M | 0.07% |
7,868,664
+398,052
| +5% | +$2.13M |
|
297
Medical Properties Trust
MPW
$2.77B
| $42.1M | 0.07% |
3,803,600
+497,748
| +15% | +$5.51M |
|
298
American Electric Power
AEP
$57.8B
| $41.5M | 0.07% |
730,677
+105,649
| +17% | +$6.01M |
|
299
UDR
UDR
$13B
| $41.3M | 0.06% |
1,198,570
+115,782
| +11% | +$3.99M |
|
300
First American
FAF
$6.83B
| $40.6M | 0.06% |
1,040,152
-25,939
| -2% | -$1.01M |
|