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 |
Hilton Worldwide
HLT
|
$323M |
| 2 |
FRC
First Republic Bank
FRC
|
$239M |
| 3 |
Mettler-Toledo International
MTD
|
$210M |
| 4 |
Baidu
BIDU
|
$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$183M |
Top Sells
| 1 |
Aon
AON
|
$326M |
| 2 |
Dollar Tree
DLTR
|
$319M |
| 3 |
Intuit
INTU
|
$280M |
| 4 |
Fidelity National Information Services
FIS
|
$206M |
| 5 |
Loews
L
|
$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Lincoln Electric
LECO
$13.5B
| $84.4M | 0.08% |
961,656
+65,534
| +7% | +$5.75M |
|
277
Intuitive Surgical
ISRG
$167B
| $83.6M | 0.08% |
523,902
+24,729
| +5% | +$3.94M |
|
278
FedEx
FDX
$53.7B
| $83.5M | 0.08% |
367,911
+9,491
| +3% | +$2.16M |
|
279
Acushnet Holdings
GOLF
$4.49B
| $83.5M | 0.08% |
3,413,649
+296,238
| +10% | +$7.25M |
|
280
Arthur J. Gallagher & Co
AJG
$76.7B
| $83M | 0.08% |
1,271,094
+63,224
| +5% | +$4.13M |
|
281
Zoetis
ZTS
$67.9B
| $82.9M | 0.08% |
972,950
+196,450
| +25% | +$16.7M |
|
282
CSX Corp
CSX
$60.6B
| $82M | 0.08% |
3,858,330
+3,159
| +0.1% | +$67.2K |
|
283
Novartis
NVS
$251B
| $80.9M | 0.07% |
1,194,677
+47,836
| +4% | +$3.24M |
|
284
Encompass Health
EHC
$12.6B
| $80.6M | 0.07% |
1,495,846
-189,053
| -11% | -$10.2M |
|
|
AGN
285
DELISTED
Allergan plc
AGN
| $80.3M | 0.07% |
481,371
+8,562
| +2% | +$1.43M |
|
286
Host Hotels & Resorts
HST
$12B
| $79.9M | 0.07% |
3,793,104
-2,986,973
| -44% | -$62.9M |
|
287
CME Group
CME
$94.4B
| $79.9M | 0.07% |
487,518
+2,993
| +0.6% | +$491K |
|
288
Stryker
SYK
$150B
| $79.2M | 0.07% |
468,808
+74
| +0% | +$12.5K |
|
289
Duke Energy
DUK
$93.8B
| $79.1M | 0.07% |
1,000,381
+3,865
| +0.4% | +$306K |
|
290
Packaging Corp of America
PKG
$19.8B
| $79.1M | 0.07% |
707,383
+10,304
| +1% | +$1.15M |
|
291
Cigna
CI
$81.5B
| $79.1M | 0.07% |
465,255
-6,690
| -1% | -$1.14M |
|
292
American Electric Power
AEP
$57.8B
| $78.9M | 0.07% |
1,138,658
+185,781
| +19% | +$12.9M |
|
293
Charter Communications
CHTR
$35.7B
| $78.8M | 0.07% |
268,660
-37,592
| -12% | -$11M |
|
294
Entergy
ETR
$39.2B
| $78.5M | 0.07% |
1,943,752
+22,188
| +1% | +$896K |
|
295
Broadridge
BR
$29.4B
| $78.4M | 0.07% |
681,267
-476,876
| -41% | -$54.9M |
|
296
American Financial Group
AFG
$11.6B
| $78.3M | 0.07% |
729,969
-12,718
| -2% | -$1.37M |
|
297
Labcorp
LH
$23.2B
| $78.2M | 0.07% |
506,857
+143,071
| +39% | +$22.1M |
|
|
HA
298
DELISTED
Hawaiian Holdings, Inc.
HA
| $77.9M | 0.07% |
2,167,907
+113,767
| +6% | +$4.09M |
|
299
Bank of New York Mellon
BK
$73.1B
| $77.9M | 0.07% |
1,445,117
+8,362
| +0.6% | +$451K |
|
300
Prudential Financial
PRU
$37.2B
| $77.8M | 0.07% |
832,267
-36,659
| -4% | -$3.43M |
|