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 |
Welltower
WELL
|
$193M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$130M |
| 3 |
Regency Centers
REG
|
$128M |
| 4 |
Extra Space Storage
EXR
|
$115M |
| 5 |
Walmart
WMT
|
$91.2M |
Top Sells
| 1 |
Ventas
VTR
|
$223M |
| 2 |
Public Storage
PSA
|
$177M |
| 3 |
Signet Jewelers
SIG
|
$144M |
| 4 |
Host Hotels & Resorts
HST
|
$128M |
| 5 |
ARG
AIRGAS INC
ARG
|
$128M |
Sector Composition
| 1 | Real Estate | 16.66% |
| 2 | Financials | 16.07% |
| 3 | Technology | 11.9% |
| 4 | Consumer Discretionary | 10.37% |
| 5 | Healthcare | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Charles Schwab
SCHW
$167B
| $46.9M | 0.07% |
1,673,765
-488,373
| -23% | -$13.7M |
|
277
Centene
CNC
$14.2B
| $46.9M | 0.07% |
1,522,674
-456,436
| -23% | -$14.1M |
|
278
Illinois Tool Works
ITW
$77.6B
| $46.5M | 0.07% |
453,937
+14,061
| +3% | +$1.44M |
|
279
PPG Industries
PPG
$24.8B
| $46.3M | 0.07% |
415,001
+15,195
| +4% | +$1.69M |
|
280
Prudential Financial
PRU
$37.2B
| $46.2M | 0.07% |
640,068
+44,857
| +8% | +$3.24M |
|
281
Stryker
SYK
$150B
| $45.8M | 0.07% |
426,961
+6,652
| +2% | +$714K |
|
282
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $45.8M | 0.07% |
1,587,165
+405,250
| +34% | +$11.7M |
|
283
NVIDIA
NVDA
$4.07T
| $45.8M | 0.07% |
51,366,000
+20,800,040
| +68% | +$18.5M |
|
|
284
Signet Jewelers
SIG
$3.85B
| $45.5M | 0.07% |
366,538
-1,157,109
| -76% | -$144M |
|
285
Southwest Airlines
LUV
$16.5B
| $45M | 0.07% |
1,004,959
+843
| +0.1% | +$37.8K |
|
286
Omega Healthcare
OHI
$12.7B
| $45M | 0.07% |
1,275,297
+115,584
| +10% | +$4.08M |
|
|
ALXN
287
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $44.9M | 0.07% |
322,181
+5,471
| +2% | +$762K |
|
|
PX
288
DELISTED
Praxair Inc
PX
| $44.8M | 0.07% |
391,234
-1,759
| -0.4% | -$201K |
|
289
iShares Core S&P 500 ETF
IVV
$664B
| $44.8M | 0.07% |
216,625
+43,590
| +25% | +$9.01M |
|
290
American Electric Power
AEP
$57.8B
| $44.6M | 0.06% |
671,058
+15,346
| +2% | +$1.02M |
|
291
America Movil
AMX
$59.1B
| $44.5M | 0.06% |
+2,862,182
| New | +$44.5M |
|
292
Fiserv
FI
$73.4B
| $44.4M | 0.06% |
865,848
-61,724
| -7% | -$3.17M |
|
293
Marsh & McLennan
MMC
$100B
| $44.2M | 0.06% |
727,354
+32,184
| +5% | +$1.96M |
|
294
CME Group
CME
$94.4B
| $43.9M | 0.06% |
457,207
+16,327
| +4% | +$1.57M |
|
295
Albemarle
ALB
$9.6B
| $43.9M | 0.06% |
686,387
+30,261
| +5% | +$1.93M |
|
296
Southwest Gas
SWX
$5.66B
| $43.2M | 0.06% |
656,094
+12,551
| +2% | +$826K |
|
|
TFCFA
297
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $43.2M | 0.06% |
1,549,279
-34,394
| -2% | -$959K |
|
|
YHOO
298
DELISTED
Yahoo Inc
YHOO
| $42.9M | 0.06% |
1,165,346
+30,212
| +3% | +$1.11M |
|
299
NetEase
NTES
$85B
| $42.2M | 0.06% |
1,470,255
+872,820
| +146% | +$25.1M |
|
300
Constellation Brands
STZ
$26.2B
| $41.9M | 0.06% |
277,486
+7,935
| +3% | +$1.2M |
|