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 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$225M |
| 2 |
Cousins Properties
CUZ
|
+$225M |
| 3 |
Americold
COLD
|
+$147M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
+$138M |
| 5 |
Domino's
DPZ
|
+$129M |
Top Sells
| 1 |
SBA Communications
SBAC
|
+$180M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
+$138M |
| 3 |
Hilton Grand Vacations
HGV
|
+$111M |
| 4 |
Openlane
KAR
|
+$103M |
| 5 |
Prologis
PLD
|
+$93.9M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.93% |
| 3 | Technology | 14.95% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Dominion Energy
D
$49.5B
| $87.8M | 0.08% |
1,135,490
+5,056
| +0.4% | +$391K |
|
277
Brookfield Renewable
BEP
$7.1B
| $87.6M | 0.08% |
4,750,084
-44,625
| -0.9% | -$823K |
|
278
Yum! Brands
YUM
$41.1B
| $87.3M | 0.08% |
789,031
-32,913
| -4% | -$3.64M |
|
279
Colgate-Palmolive
CL
$68B
| $87.2M | 0.08% |
1,216,457
-10,730
| -0.9% | -$769K |
|
280
Boston Scientific
BSX
$160B
| $87.1M | 0.08% |
2,026,747
+21,388
| +1% | +$919K |
|
281
Valero Energy
VLO
$50.3B
| $85.6M | 0.08% |
1,000,388
-6,515
| -0.6% | -$558K |
|
282
Schlumberger
SLB
$53.4B
| $85.4M | 0.08% |
2,149,148
+32,310
| +2% | +$1.28M |
|
283
Southern Company
SO
$100B
| $84.3M | 0.08% |
1,524,489
+42,402
| +3% | +$2.34M |
|
284
Occidental Petroleum
OXY
$44.4B
| $83.7M | 0.08% |
1,664,541
-683,595
| -29% | -$34.4M |
|
285
RPM International
RPM
$16.1B
| $82.7M | 0.07% |
1,353,173
-417
| -0% | -$25.5K |
|
286
Newmark Group
NMRK
$3.32B
| $82.4M | 0.07% |
9,180,127
+201,302
| +2% | +$1.81M |
|
287
Morgan Stanley
MS
$243B
| $82M | 0.07% |
1,871,960
+960
| +0.1% | +$42.1K |
|
288
Zoetis
ZTS
$67.3B
| $79.8M | 0.07% |
703,293
+4,430
| +0.6% | +$503K |
|
289
Acushnet Holdings
GOLF
$4.54B
| $79.5M | 0.07% |
3,027,755
-40,603
| -1% | -$1.07M |
|
290
Omega Healthcare
OHI
$12.8B
| $79.3M | 0.07% |
2,157,395
-305,684
| -12% | -$11.2M |
|
291
Waste Management
WM
$88.3B
| $78.4M | 0.07% |
679,719
-64,314
| -9% | -$7.42M |
|
292
SAP
SAP
$316B
| $78.2M | 0.07% |
571,922
+2
| +0% | +$274 |
|
|
IAA
293
DELISTED
IAA, Inc. Common Stock
IAA
| $77.4M | 0.07% |
+1,994,613
| New | +$77.4M |
|
|
ENLC
294
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $77M | 0.07% |
7,633,875
-99,059
| -1% | -$1,000K |
|
295
Mohawk Industries
MHK
$8.67B
| $76.7M | 0.07% |
519,944
-202,592
| -28% | -$29.9M |
|
296
Kinder Morgan
KMI
$59.2B
| $76.2M | 0.07% |
3,651,550
+16,456
| +0.5% | +$344K |
|
297
Sherwin-Williams
SHW
$93.6B
| $75.7M | 0.07% |
495,609
-5,772
| -1% | -$882K |
|
298
Targa Resources
TRGP
$34.5B
| $75M | 0.07% |
1,909,293
-247,330
| -11% | -$9.71M |
|
|
AGN
299
DELISTED
Allergan plc
AGN
| $74.5M | 0.07% |
444,966
-9,567
| -2% | -$1.6M |
|
300
Exelon
EXC
$43.5B
| $74.3M | 0.07% |
2,172,591
-5,931
| -0.3% | -$203K |
|