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
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Equity Lifestyle Properties
ELS
$12B
| $89.1M | 0.09% |
2,063,564
-15,046
| -0.7% | -$650K |
|
277
Waste Management
WM
$88.6B
| $87.8M | 0.09% |
1,197,364
-149,583
| -11% | -$11M |
|
278
Liberty Broadband Class A
LBRDA
$8.57B
| $87.7M | 0.09% |
1,021,885
-27,090
| -3% | -$2.32M |
|
|
JWN
279
DELISTED
Nordstrom
JWN
| $87.6M | 0.09% |
1,831,138
+1,149,685
| +169% | +$55M |
|
|
LLL
280
DELISTED
L3 Technologies, Inc.
LLL
| $87.5M | 0.09% |
523,856
-12,431
| -2% | -$2.08M |
|
281
Stanley Black & Decker
SWK
$12.1B
| $87.4M | 0.09% |
621,378
-183,406
| -23% | -$25.8M |
|
|
PX
282
DELISTED
Praxair Inc
PX
| $87.4M | 0.09% |
659,677
+7,140
| +1% | +$946K |
|
283
Baxter International
BAX
$12.5B
| $87.3M | 0.09% |
1,442,705
-223,910
| -13% | -$13.6M |
|
284
Park Hotels & Resorts
PK
$2.4B
| $87.1M | 0.09% |
3,230,782
+1,828,408
| +130% | +$49.3M |
|
|
VR
285
DELISTED
Validus Hold Ltd
VR
| $86.1M | 0.09% |
1,655,977
+1,072,405
| +184% | +$55.7M |
|
286
MetLife
MET
$52.9B
| $86M | 0.09% |
1,755,380
+36,519
| +2% | +$1.79M |
|
287
U-Haul Holding Co
UHAL
$11.2B
| $85.9M | 0.09% |
2,347,440
+577,910
| +33% | +$21.2M |
|
288
Salesforce
CRM
$239B
| $85.9M | 0.09% |
992,135
+40,291
| +4% | +$3.49M |
|
289
Reinsurance Group of America
RGA
$12.8B
| $85.8M | 0.09% |
668,582
+117,382
| +21% | +$15.1M |
|
290
General Dynamics
GD
$86.8B
| $85.1M | 0.09% |
429,619
+15,311
| +4% | +$3.03M |
|
291
Humana
HUM
$37B
| $84.2M | 0.08% |
349,877
+14,732
| +4% | +$3.54M |
|
292
Duke Energy
DUK
$93.8B
| $84.1M | 0.08% |
1,005,566
+12,679
| +1% | +$1.06M |
|
293
CSX Corp
CSX
$60.6B
| $82.7M | 0.08% |
4,546,740
-1,208,655
| -21% | -$22M |
|
294
Pebblebrook Hotel Trust
PEB
$1.4B
| $81.1M | 0.08% |
2,516,668
+1,533,874
| +156% | +$49.5M |
|
|
LPT
295
DELISTED
Liberty Property Trust
LPT
| $81M | 0.08% |
1,989,009
-39,578
| -2% | -$1.61M |
|
296
Ryanair
RYAAY
$32.1B
| $80.1M | 0.08% |
1,860,670
+38,310
| +2% | +$1.65M |
|
297
American International
AIG
$43.9B
| $79.9M | 0.08% |
1,278,769
-36,137
| -3% | -$2.26M |
|
298
FedEx
FDX
$53.7B
| $79.8M | 0.08% |
367,273
-2,696
| -0.7% | -$586K |
|
|
TUP
299
DELISTED
Tupperware Brands Corporation
TUP
| $79.2M | 0.08% |
1,127,248
+663,454
| +143% | +$46.6M |
|
|
RAI
300
DELISTED
Reynolds American Inc
RAI
| $78.8M | 0.08% |
1,212,231
+16,593
| +1% | +$1.08M |
|