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 |
Dentsply Sirona
XRAY
|
$309M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
$162M |
| 3 |
Regency Centers
REG
|
$148M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$111M |
| 5 |
Invitation Homes
INVH
|
$89.3M |
Top Sells
| 1 |
Zoetis
ZTS
|
$438M |
| 2 |
EQY
Equity One
EQY
|
$208M |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
$82.7M |
| 4 |
SL Green Realty
SLG
|
$62M |
| 5 |
CVS Health
CVS
|
$59.7M |
Sector Composition
| 1 | Financials | 17.51% |
| 2 | Real Estate | 15.76% |
| 3 | Technology | 12.09% |
| 4 | Consumer Discretionary | 10.35% |
| 5 | Industrials | 9.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Steris
STE
$24.2B
| $61.7M | 0.07% |
888,923
+78,477
| +10% | +$5.45M |
|
|
WCG
277
DELISTED
Wellcare Health Plans, Inc.
WCG
| $61.6M | 0.07% |
439,591
+36,147
| +9% | +$5.07M |
|
|
BPY
278
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $61.6M | 0.07% |
2,766,337
+127,941
| +5% | +$2.85M |
|
279
Teleflex
TFX
$5.78B
| $61.1M | 0.07% |
315,463
+16,298
| +5% | +$3.16M |
|
280
Allison Transmission
ALSN
$7.53B
| $61.1M | 0.07% |
1,693,017
+306,995
| +22% | +$11.1M |
|
|
ESRX
281
DELISTED
Express Scripts Holding Company
ESRX
| $60.7M | 0.07% |
921,362
-197,604
| -18% | -$13M |
|
|
LSXMA
282
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $60.6M | 0.07% |
2,156,412
-23,076
| -1% | -$649K |
|
283
Ryanair
RYAAY
$32.1B
| $60.5M | 0.07% |
1,822,360
+8,097
| +0.4% | +$269K |
|
284
Halliburton
HAL
$18.8B
| $60.2M | 0.07% |
1,224,126
+16,183
| +1% | +$796K |
|
285
Capital One
COF
$142B
| $60.1M | 0.07% |
693,252
+8,031
| +1% | +$696K |
|
286
Johnson Controls International
JCI
$69.5B
| $59.5M | 0.07% |
1,413,212
-538,126
| -28% | -$22.7M |
|
287
Advanced Energy
AEIS
$5.8B
| $58.9M | 0.07% |
859,004
+5,151
| +0.6% | +$353K |
|
288
Cullen/Frost Bankers
CFR
$8.24B
| $58.7M | 0.07% |
659,820
+15,169
| +2% | +$1.35M |
|
289
Becton Dickinson
BDX
$55.1B
| $58.5M | 0.07% |
326,710
+5,652
| +2% | +$1.01M |
|
290
Ziff Davis
ZD
$1.56B
| $57.7M | 0.07% |
790,894
+111,465
| +16% | +$8.13M |
|
|
YHOO
291
DELISTED
Yahoo Inc
YHOO
| $57.5M | 0.07% |
1,237,955
+21,036
| +2% | +$976K |
|
292
Emerson Electric
EMR
$74.6B
| $57.4M | 0.07% |
958,306
+24,920
| +3% | +$1.49M |
|
293
eBay
EBAY
$42.3B
| $57.2M | 0.07% |
1,703,607
+96,481
| +6% | +$3.24M |
|
294
Credicorp
BAP
$20.7B
| $57M | 0.07% |
349,277
-16,738
| -5% | -$2.73M |
|
295
CME Group
CME
$94.4B
| $57M | 0.07% |
479,951
+8,776
| +2% | +$1.04M |
|
296
American Homes 4 Rent
AMH
$12.9B
| $57M | 0.07% |
2,480,682
+2,017,079
| +435% | +$46.3M |
|
297
Devon Energy
DVN
$22.1B
| $56.9M | 0.07% |
1,363,185
+4,432
| +0.3% | +$185K |
|
298
Cigna
CI
$81.5B
| $56.7M | 0.07% |
386,751
+17,096
| +5% | +$2.5M |
|
299
Marsh & McLennan
MMC
$100B
| $56.6M | 0.07% |
766,195
+9,442
| +1% | +$698K |
|
300
Tyson Foods
TSN
$20B
| $56.3M | 0.07% |
912,111
-46,450
| -5% | -$2.87M |
|