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 |
Intuit
INTU
|
$210M |
| 2 |
Truist Financial
TFC
|
$192M |
| 3 |
Charter Communications
CHTR
|
$181M |
| 4 |
Park Hotels & Resorts
PK
|
$157M |
| 5 |
Credit Acceptance
CACC
|
$156M |
Top Sells
| 1 |
Albemarle
ALB
|
$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$162M |
| 3 |
Apple
AAPL
|
$117M |
| 4 |
CELG
Celgene Corp
CELG
|
$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Sherwin-Williams
SHW
$92.9B
| $95.5M | 0.08% |
491,211
-6,747
| -1% | -$1.31M |
|
277
Corteva
CTVA
$49.1B
| $94M | 0.08% |
3,179,992
+1,321,497
| +71% | +$39.1M |
|
278
Dominion Energy
D
$49.7B
| $93.5M | 0.08% |
1,129,259
-34,650
| -3% | -$2.87M |
|
279
Lam Research
LRCX
$130B
| $92.4M | 0.08% |
3,159,570
+11,770
| +0.4% | +$344K |
|
280
Duke Energy
DUK
$93.8B
| $91.3M | 0.08% |
1,001,334
-37,058
| -4% | -$3.38M |
|
281
CyberArk
CYBR
$23.3B
| $91M | 0.08% |
780,993
+80,977
| +12% | +$9.44M |
|
282
Packaging Corp of America
PKG
$19.8B
| $90.7M | 0.08% |
810,330
+28,153
| +4% | +$3.15M |
|
283
Morgan Stanley
MS
$236B
| $90M | 0.08% |
1,761,329
-91,690
| -5% | -$4.69M |
|
284
Shopify
SHOP
$191B
| $90M | 0.08% |
2,264,470
-1,257,740
| -36% | -$50M |
|
285
SAP
SAP
$313B
| $89.8M | 0.07% |
670,434
+83,267
| +14% | +$11.2M |
|
286
NNN REIT
NNN
$8.18B
| $89.3M | 0.07% |
1,665,945
-17,610
| -1% | -$944K |
|
287
Zoetis
ZTS
$67.9B
| $89.2M | 0.07% |
674,282
-20,498
| -3% | -$2.71M |
|
288
Boston Scientific
BSX
$159B
| $88.9M | 0.07% |
1,966,276
-52,736
| -3% | -$2.38M |
|
|
RTN
289
DELISTED
Raytheon Company
RTN
| $88.7M | 0.07% |
403,848
+1,928
| +0.5% | +$424K |
|
290
Colgate-Palmolive
CL
$68.8B
| $88.7M | 0.07% |
1,288,913
-192,821
| -13% | -$13.3M |
|
291
ServiceNow
NOW
$190B
| $88.2M | 0.07% |
312,561
+263,395
| +536% | +$74.4M |
|
292
Valero Energy
VLO
$48.7B
| $87.8M | 0.07% |
937,669
-49,377
| -5% | -$4.62M |
|
293
Allete
ALE
$3.69B
| $87.5M | 0.07% |
1,078,482
-16,345
| -1% | -$1.33M |
|
294
Edwards Lifesciences
EW
$47.5B
| $86.9M | 0.07% |
1,116,990
-11,979
| -1% | -$932K |
|
295
Ecolab
ECL
$77.6B
| $86.6M | 0.07% |
448,698
-13,733
| -3% | -$2.65M |
|
|
AGN
296
DELISTED
Allergan plc
AGN
| $86.4M | 0.07% |
452,069
-13,045
| -3% | -$2.49M |
|
|
BDN
297
Brandywine Realty Trust
BDN
$759M
| $86.3M | 0.07% |
5,480,991
+3,838,241
| +234% | +$60.5M |
|
298
Delek US
DK
$1.88B
| $84.7M | 0.07% |
2,526,734
-112,372
| -4% | -$3.77M |
|
299
Applied Materials
AMAT
$130B
| $83.9M | 0.07% |
1,374,404
-26,095
| -2% | -$1.59M |
|
300
Targa Resources
TRGP
$34.9B
| $83.2M | 0.07% |
2,037,771
-927
| -0% | -$37.8K |
|