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 |
ANSS
Ansys
ANSS
|
$196M |
| 2 |
Hyatt Hotels
H
|
$166M |
| 3 |
Prologis
PLD
|
$160M |
| 4 |
RP
RealPage, Inc.
RP
|
$160M |
| 5 |
WIX.com
WIX
|
$147M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
$367M |
| 2 |
Moody's
MCO
|
$303M |
| 3 |
Ross Stores
ROST
|
$252M |
| 4 |
Dentsply Sirona
XRAY
|
$213M |
| 5 |
Autodesk
ADSK
|
$167M |
Sector Composition
| 1 | Financials | 16.51% |
| 2 | Technology | 14.46% |
| 3 | Real Estate | 14.24% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 9.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Colgate-Palmolive
CL
$68.8B
| $90.9M | 0.08% |
1,358,044
-19,437
| -1% | -$1.3M |
|
277
Mondelez International
MDLZ
$79.9B
| $90.7M | 0.08% |
2,111,686
+22,141
| +1% | +$951K |
|
278
PPG Industries
PPG
$24.8B
| $90.4M | 0.08% |
828,150
+85,085
| +11% | +$9.29M |
|
|
ESRX
279
DELISTED
Express Scripts Holding Company
ESRX
| $89.5M | 0.08% |
942,027
-24,615
| -3% | -$2.34M |
|
|
AGN
280
DELISTED
Allergan plc
AGN
| $87.8M | 0.08% |
460,920
-20,451
| -4% | -$3.9M |
|
281
Phillips 66
PSX
$53.2B
| $87.8M | 0.08% |
778,738
+18,123
| +2% | +$2.04M |
|
282
FedEx
FDX
$53.7B
| $87M | 0.08% |
361,186
-6,725
| -2% | -$1.62M |
|
283
Target
TGT
$42.3B
| $86.6M | 0.08% |
981,766
+8,220
| +0.8% | +$725K |
|
284
Cigna
CI
$81.5B
| $86.3M | 0.08% |
414,392
-50,863
| -11% | -$10.6M |
|
|
HA
285
DELISTED
Hawaiian Holdings, Inc.
HA
| $86.1M | 0.08% |
2,146,509
-21,398
| -1% | -$858K |
|
286
Charter Communications
CHTR
$35.7B
| $85.5M | 0.08% |
262,335
-6,325
| -2% | -$2.06M |
|
287
RPM International
RPM
$16.2B
| $85M | 0.07% |
1,308,142
-282,127
| -18% | -$18.3M |
|
288
Zoetis
ZTS
$67.9B
| $84.8M | 0.07% |
926,178
-46,772
| -5% | -$4.28M |
|
289
Yum! Brands
YUM
$40.1B
| $84M | 0.07% |
924,435
-1,694
| -0.2% | -$154K |
|
290
Humana
HUM
$37B
| $83.9M | 0.07% |
247,954
+1,990
| +0.8% | +$674K |
|
291
CME Group
CME
$94.4B
| $83.9M | 0.07% |
493,081
+5,563
| +1% | +$947K |
|
292
Comerica
CMA
$8.85B
| $83.9M | 0.07% |
930,371
-67,614
| -7% | -$6.1M |
|
293
Agree Realty
ADC
$8.08B
| $82.6M | 0.07% |
1,555,028
-51,576
| -3% | -$2.74M |
|
294
Duke Energy
DUK
$93.8B
| $82.1M | 0.07% |
1,026,583
+26,202
| +3% | +$2.1M |
|
295
Stryker
SYK
$150B
| $82M | 0.07% |
461,753
-7,055
| -2% | -$1.25M |
|
296
Illumina
ILMN
$15.7B
| $80.7M | 0.07% |
225,992
+3,553
| +2% | +$1.27M |
|
297
Micron Technology
MU
$147B
| $80.3M | 0.07% |
1,775,735
-13,640
| -0.8% | -$617K |
|
298
Huntsman Corp
HUN
$1.95B
| $80.3M | 0.07% |
2,948,458
-38,905
| -1% | -$1.06M |
|
299
HDFC Bank
HDB
$361B
| $80M | 0.07% |
1,699,448
+273,036
| +19% | +$12.8M |
|
300
Liberty Broadband Class A
LBRDA
$8.57B
| $79.5M | 0.07% |
943,084
+774
| +0.1% | +$65.3K |
|