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 |
Alphabet (Google) Class A
GOOGL
|
$438M |
| 2 |
Equinix
EQIX
|
$402M |
| 3 |
Dollar Tree
DLTR
|
$251M |
| 4 |
PayPal
PYPL
|
$128M |
| 5 |
Synchrony
SYF
|
$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$433M |
| 2 |
Bausch Health
BHC
|
$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$202M |
| 4 |
HES
Hess
HES
|
$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
eBay
EBAY
$42.3B
| $46.6M | 0.07% |
1,695,156
-191,732
| -10% | -$5.27M |
|
277
Jones Lang LaSalle
JLL
$14.8B
| $46.5M | 0.07% |
290,869
-5,606
| -2% | -$896K |
|
278
Prestige Consumer Healthcare
PBH
$3.2B
| $45.6M | 0.07% |
885,295
+13,986
| +2% | +$720K |
|
|
NFX
279
DELISTED
Newfield Exploration
NFX
| $45.2M | 0.07% |
1,388,706
-3,309
| -0.2% | -$108K |
|
|
PVTB
280
DELISTED
PrivateBancorp Inc
PVTB
| $45.1M | 0.07% |
1,098,896
-1,985
| -0.2% | -$81.4K |
|
281
Medical Properties Trust
MPW
$2.77B
| $44.7M | 0.07% |
3,886,323
+82,723
| +2% | +$952K |
|
282
Owens Corning
OC
$13B
| $44.7M | 0.07% |
949,654
+264,148
| +39% | +$12.4M |
|
283
Intercontinental Exchange
ICE
$99.8B
| $44.4M | 0.07% |
866,290
+96,085
| +12% | +$4.92M |
|
284
KKR & Co
KKR
$121B
| $44M | 0.07% |
2,819,542
-35,267
| -1% | -$550K |
|
285
Cboe Global Markets
CBOE
$24.3B
| $43.7M | 0.07% |
674,103
+361,512
| +116% | +$23.5M |
|
286
APA Corp
APA
$8.14B
| $43.4M | 0.06% |
976,019
-797,023
| -45% | -$35.4M |
|
287
Southwest Airlines
LUV
$16.5B
| $43.2M | 0.06% |
1,004,116
+28,144
| +3% | +$1.21M |
|
288
Blackbaud
BLKB
$3.23B
| $43.1M | 0.06% |
654,530
-34,965
| -5% | -$2.3M |
|
|
TFCFA
289
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $43M | 0.06% |
1,583,673
-32,993
| -2% | -$896K |
|
|
BRCM
290
DELISTED
BROADCOM CORP CL-A
BRCM
| $42.7M | 0.06% |
738,378
+16,911
| +2% | +$978K |
|
291
Kinder Morgan
KMI
$59.1B
| $42.6M | 0.06% |
2,856,351
+93,463
| +3% | +$1.39M |
|
292
Vertex Pharmaceuticals
VRTX
$102B
| $42.4M | 0.06% |
337,210
+7,517
| +2% | +$946K |
|
293
Equifax
EFX
$30.8B
| $42.4M | 0.06% |
380,955
+57,169
| +18% | +$6.37M |
|
294
Fiserv
FI
$73.4B
| $42.4M | 0.06% |
927,572
-446,320
| -32% | -$20.4M |
|
|
PCP
295
DELISTED
PRECISION CASTPARTS CORP
PCP
| $41.9M | 0.06% |
180,617
-85,358
| -32% | -$19.8M |
|
296
American Financial Group
AFG
$11.6B
| $41.6M | 0.06% |
577,749
+138,454
| +32% | +$9.98M |
|
297
Keurig Dr Pepper
KDP
$38.9B
| $41.6M | 0.06% |
446,061
-67,433
| -13% | -$6.28M |
|
298
UGI
UGI
$7.43B
| $41.4M | 0.06% |
1,226,258
-183,868
| -13% | -$6.21M |
|
299
Cencora
COR
$56.7B
| $41.3M | 0.06% |
398,360
+71,642
| +22% | +$7.43M |
|
300
Alliant Energy
LNT
$16.6B
| $41.3M | 0.06% |
1,321,432
+9,736
| +0.7% | +$304K |
|