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 |
O'Reilly Automotive
ORLY
|
$174M |
| 2 |
DuPont de Nemours
DD
|
$135M |
| 3 |
Healthpeak Properties
DOC
|
$98.5M |
| 4 |
Gartner
IT
|
$95.1M |
| 5 |
Air Products & Chemicals
APD
|
$94.4M |
Top Sells
| 1 |
AutoZone
AZO
|
$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$165M |
| 3 |
JPMorgan Chase
JPM
|
$118M |
| 4 |
Willis Towers Watson
WTW
|
$112M |
| 5 |
Welltower
WELL
|
$106M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Alliant Energy
LNT
$16.6B
| $92.9M | 0.09% |
2,233,815
+9,350
| +0.4% | +$389K |
|
|
JWN
277
DELISTED
Nordstrom
JWN
| $92.8M | 0.09% |
1,967,191
+136,053
| +7% | +$6.41M |
|
278
Rexford Industrial Realty
REXR
$10.2B
| $92.6M | 0.09% |
3,235,956
+1,562,996
| +93% | +$44.7M |
|
279
EOG Resources
EOG
$64.4B
| $92.5M | 0.09% |
956,158
-627,616
| -40% | -$60.7M |
|
280
Lam Research
LRCX
$130B
| $92M | 0.09% |
4,972,850
-124,230
| -2% | -$2.3M |
|
|
Y
281
DELISTED
Alleghany Corporation
Y
| $91.9M | 0.09% |
165,844
-109
| -0.1% | -$60.4K |
|
282
Baxter International
BAX
$12.5B
| $89.8M | 0.09% |
1,431,802
-10,903
| -0.8% | -$684K |
|
283
Nordson
NDSN
$12.6B
| $89.6M | 0.09% |
755,734
-17,324
| -2% | -$2.05M |
|
284
H.B. Fuller
FUL
$3.37B
| $89.2M | 0.09% |
1,535,893
+557,994
| +57% | +$32.4M |
|
285
Entergy
ETR
$39.2B
| $88M | 0.09% |
2,305,812
+500,534
| +28% | +$19.1M |
|
286
Icon
ICLR
$13.6B
| $87.5M | 0.08% |
768,471
+320,356
| +71% | +$36.5M |
|
|
HDS
287
DELISTED
HD Supply Holdings, Inc.
HDS
| $87.4M | 0.08% |
2,422,996
+14,765
| +0.6% | +$533K |
|
|
LLL
288
DELISTED
L3 Technologies, Inc.
LLL
| $87.1M | 0.08% |
462,163
-61,693
| -12% | -$11.6M |
|
|
VVC
289
DELISTED
Vectren Corporation
VVC
| $86.4M | 0.08% |
1,314,329
-6,228
| -0.5% | -$410K |
|
290
Mondelez International
MDLZ
$79.9B
| $86.1M | 0.08% |
2,116,544
-64,957
| -3% | -$2.64M |
|
291
Littelfuse
LFUS
$6.51B
| $85.3M | 0.08% |
435,467
-15,961
| -4% | -$3.13M |
|
292
General Dynamics
GD
$86.8B
| $84.6M | 0.08% |
411,521
-18,098
| -4% | -$3.72M |
|
|
STI
293
DELISTED
SunTrust Banks, Inc.
STI
| $84.6M | 0.08% |
1,415,120
-1,763,005
| -55% | -$105M |
|
294
Agilent Technologies
A
$36.5B
| $84.5M | 0.08% |
1,315,644
+421,438
| +47% | +$27.1M |
|
295
Novartis
NVS
$251B
| $84.5M | 0.08% |
1,097,990
+140,613
| +15% | +$10.8M |
|
296
Packaging Corp of America
PKG
$19.8B
| $84M | 0.08% |
732,241
-565,845
| -44% | -$64.9M |
|
297
Pebblebrook Hotel Trust
PEB
$1.4B
| $83M | 0.08% |
2,297,020
-219,648
| -9% | -$7.94M |
|
|
AET
298
DELISTED
Aetna Inc
AET
| $82.9M | 0.08% |
521,516
-433,641
| -45% | -$69M |
|
299
Chipotle Mexican Grill
CMG
$55.1B
| $82.5M | 0.08% |
13,394,050
+8,876,500
| +196% | +$54.6M |
|
300
Duke Energy
DUK
$93.8B
| $82.4M | 0.08% |
981,696
-23,870
| -2% | -$2M |
|