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 |
Sherwin-Williams
SHW
|
$109M |
| 2 |
Brookfield Infrastructure Partners
BIP
|
$106M |
| 3 |
SFR
Starwood Waypoint Homes
SFR
|
$84.9M |
| 4 |
Charter Communications
CHTR
|
$82.2M |
| 5 |
DRE
Duke Realty Corp.
DRE
|
$77.3M |
Top Sells
| 1 |
Equity Residential
EQR
|
$133M |
| 2 |
Entergy
ETR
|
$105M |
| 3 |
PayPal
PYPL
|
$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$90.2M |
| 5 |
Goodyear
GT
|
$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Atmos Energy
ATO
$26.7B
| $52.6M | 0.07% |
706,252
-47,851
| -6% | -$3.56M |
|
|
YHOO
277
DELISTED
Yahoo Inc
YHOO
| $52.4M | 0.07% |
1,216,250
+27,556
| +2% | +$1.19M |
|
278
Stryker
SYK
$150B
| $52.3M | 0.07% |
449,319
+4,654
| +1% | +$542K |
|
279
Marsh & McLennan
MMC
$101B
| $51.8M | 0.07% |
769,717
+13,569
| +2% | +$913K |
|
280
Robert Half
RHI
$3.8B
| $51.7M | 0.07% |
1,365,215
+157,863
| +13% | +$5.98M |
|
281
New Oriental
EDU
$7.85B
| $51.6M | 0.07% |
1,113,611
-30,814
| -3% | -$1.43M |
|
282
Capital One
COF
$145B
| $51.5M | 0.07% |
716,365
-13,942
| -2% | -$1M |
|
283
Huntington Ingalls Industries
HII
$10.6B
| $51.2M | 0.07% |
333,648
+13,510
| +4% | +$2.07M |
|
|
ANDV
284
DELISTED
Andeavor
ANDV
| $51.1M | 0.07% |
641,815
+399,464
| +165% | +$31.8M |
|
285
Centene
CNC
$14.3B
| $51.1M | 0.07% |
762,560
+1,324
| +0.2% | +$88.7K |
|
286
Phillips 66
PSX
$54B
| $50.5M | 0.07% |
626,683
-20,898
| -3% | -$1.68M |
|
287
Emerson Electric
EMR
$74.3B
| $50.1M | 0.07% |
919,268
-208,463
| -18% | -$11.4M |
|
288
PVH
PVH
$4.05B
| $49.9M | 0.07% |
451,825
+219,314
| +94% | +$24.2M |
|
|
PX
289
DELISTED
Praxair Inc
PX
| $49.4M | 0.07% |
408,891
-2,556
| -0.6% | -$309K |
|
290
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $49.4M | 0.07% |
319,333
+800
| +0.3% | +$124K |
|
291
Applied Materials
AMAT
$128B
| $49.3M | 0.06% |
1,634,152
+66,963
| +4% | +$2.02M |
|
292
CME Group
CME
$96B
| $49.2M | 0.06% |
470,904
-341,394
| -42% | -$35.7M |
|
293
Broadridge
BR
$29.9B
| $49.1M | 0.06% |
724,087
+47,450
| +7% | +$3.22M |
|
294
State Street
STT
$32.6B
| $49.1M | 0.06% |
704,682
+166,109
| +31% | +$11.6M |
|
295
J.M. Smucker
SJM
$11.8B
| $48.7M | 0.06% |
359,616
+176,221
| +96% | +$23.9M |
|
296
Cigna
CI
$80.3B
| $48.6M | 0.06% |
372,865
-366,062
| -50% | -$47.7M |
|
297
Boston Scientific
BSX
$156B
| $48.1M | 0.06% |
2,022,490
+75,925
| +4% | +$1.81M |
|
|
APC
298
DELISTED
Anadarko Petroleum
APC
| $48M | 0.06% |
757,116
+62,830
| +9% | +$3.98M |
|
299
Medical Properties Trust
MPW
$2.7B
| $47.9M | 0.06% |
3,241,232
+362,633
| +13% | +$5.36M |
|
300
COPT Defense Properties
CDP
$3.25B
| $47.7M | 0.06% |
1,682,104
+1,285,229
| +324% | +$36.4M |
|