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 |
Linde
LIN
|
$216M |
| 2 |
WIX.com
WIX
|
$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
$229M |
| 2 |
Simon Property Group
SPG
|
$190M |
| 3 |
PX
Praxair Inc
PX
|
$171M |
| 4 |
Alibaba
BABA
|
$149M |
| 5 |
O'Reilly Automotive
ORLY
|
$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
RPM International
RPM
$16.2B
| $76.4M | 0.08% |
1,298,977
-9,165
| -0.7% | -$539K |
|
277
Valero Energy
VLO
$48.7B
| $76.2M | 0.08% |
1,016,487
-127,694
| -11% | -$9.57M |
|
278
NNN REIT
NNN
$8.18B
| $75.7M | 0.08% |
1,561,426
-49,562
| -3% | -$2.4M |
|
279
Schlumberger
SLB
$53.4B
| $74.9M | 0.08% |
2,076,466
-28,728
| -1% | -$1.04M |
|
280
Colgate-Palmolive
CL
$68.8B
| $74.2M | 0.08% |
1,245,934
-112,110
| -8% | -$6.67M |
|
281
Zoetis
ZTS
$67.9B
| $73.7M | 0.08% |
861,373
-64,805
| -7% | -$5.54M |
|
|
TFCFA
282
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $73.4M | 0.08% |
1,524,411
-11,451
| -0.7% | -$551K |
|
283
Charter Communications
CHTR
$35.7B
| $73M | 0.08% |
256,135
-6,200
| -2% | -$1.77M |
|
284
Stryker
SYK
$150B
| $71.5M | 0.08% |
456,126
-5,627
| -1% | -$882K |
|
285
Boston Scientific
BSX
$159B
| $71.2M | 0.08% |
2,016,006
-20,825
| -1% | -$736K |
|
286
Crane NXT
CXT
$3.51B
| $71.1M | 0.08% |
2,834,137
-614,381
| -18% | -$15.4M |
|
287
FirstEnergy
FE
$25.1B
| $71M | 0.08% |
1,891,565
+118,263
| +7% | +$4.44M |
|
288
Edwards Lifesciences
EW
$47.5B
| $70.2M | 0.07% |
1,375,236
+27,051
| +2% | +$1.38M |
|
289
Shopify
SHOP
$191B
| $70.1M | 0.07% |
5,064,810
+1,131,730
| +29% | +$15.7M |
|
|
CELG
290
DELISTED
Celgene Corp
CELG
| $70M | 0.07% |
1,092,377
-22,871
| -2% | -$1.47M |
|
291
Acushnet Holdings
GOLF
$4.49B
| $69.2M | 0.07% |
3,282,861
-37,390
| -1% | -$788K |
|
292
Atmos Energy
ATO
$26.7B
| $68.6M | 0.07% |
739,572
-24,076
| -3% | -$2.23M |
|
293
Ecolab
ECL
$77.6B
| $68.5M | 0.07% |
465,122
-5,048
| -1% | -$744K |
|
|
294
Ross Stores
ROST
$49.4B
| $68.4M | 0.07% |
821,772
-2,755,919
| -77% | -$229M |
|
295
LCI Industries
LCII
$2.57B
| $66.7M | 0.07% |
997,780
+330,662
| +50% | +$22.1M |
|
296
Prudential Financial
PRU
$37.2B
| $66.5M | 0.07% |
815,150
-132,660
| -14% | -$10.8M |
|
297
Cognizant
CTSH
$35.1B
| $66.4M | 0.07% |
1,046,322
+115,958
| +12% | +$7.36M |
|
298
Brookfield Renewable
BEP
$7.06B
| $65.8M | 0.07% |
4,764,525
-61,189
| -1% | -$845K |
|
299
Sherwin-Williams
SHW
$92.9B
| $65.6M | 0.07% |
500,469
-186,216
| -27% | -$24.4M |
|
300
Liberty Broadband Class A
LBRDA
$8.57B
| $65.2M | 0.07% |
907,288
-35,796
| -4% | -$2.57M |
|