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 |
CoStar Group
CSGP
|
$317M |
| 2 |
Digital Realty Trust
DLR
|
$256M |
| 3 |
American Tower
AMT
|
$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
$358M |
| 2 |
Wayfair
W
|
$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$146M |
| 4 |
Welltower
WELL
|
$145M |
| 5 |
Host Hotels & Resorts
HST
|
$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Energizer
ENR
$1.88B
| $65.6M | 0.07% |
2,170,054
+182,912
| +9% | +$5.53M |
|
277
Humana
HUM
$36.5B
| $65.5M | 0.07% |
208,611
+17,551
| +9% | +$5.51M |
|
278
Applied Materials
AMAT
$128B
| $65.3M | 0.07% |
1,424,845
+50,441
| +4% | +$2.31M |
|
279
EPR Properties
EPR
$4.13B
| $65.3M | 0.07% |
2,695,350
-2,611,229
| -49% | -$63.2M |
|
|
RDS.B
280
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $64.6M | 0.07% |
1,977,282
-739,811
| -27% | -$24.2M |
|
281
Micron Technology
MU
$133B
| $64.2M | 0.07% |
1,526,948
-18,281
| -1% | -$769K |
|
282
Boston Scientific
BSX
$156B
| $64.2M | 0.07% |
1,967,836
+1,560
| +0.1% | +$50.9K |
|
|
ATVI
283
DELISTED
Activision Blizzard Inc.
ATVI
| $64.1M | 0.07% |
1,077,528
+1,620
| +0.2% | +$96.4K |
|
284
CSX Corp
CSX
$60.6B
| $63.5M | 0.07% |
1,108,305
-28,301
| -2% | -$1.62M |
|
285
Global Payments
GPN
$21.5B
| $63.3M | 0.07% |
439,054
+185
| +0% | +$26.7K |
|
286
CyberArk
CYBR
$22.8B
| $62.8M | 0.07% |
734,531
-46,462
| -6% | -$3.98M |
|
287
Cullen/Frost Bankers
CFR
$8.3B
| $62.7M | 0.07% |
1,123,259
-208,525
| -16% | -$11.6M |
|
288
Intercontinental Exchange
ICE
$101B
| $62.5M | 0.07% |
773,876
-4,322
| -0.6% | -$349K |
|
289
T-Mobile US
TMUS
$284B
| $62.4M | 0.07% |
744,133
+55,085
| +8% | +$4.62M |
|
290
Park Hotels & Resorts
PK
$2.35B
| $61.5M | 0.07% |
7,772,320
+1,718,461
| +28% | +$13.6M |
|
291
Kimberly-Clark
KMB
$42.8B
| $61.2M | 0.07% |
478,401
+6,512
| +1% | +$833K |
|
292
Illinois Tool Works
ITW
$77.1B
| $60.9M | 0.07% |
428,435
-4,211
| -1% | -$598K |
|
293
L3Harris
LHX
$51.9B
| $59.2M | 0.07% |
328,695
-6,882
| -2% | -$1.24M |
|
294
Baxter International
BAX
$12.7B
| $58.2M | 0.06% |
716,374
-25,074
| -3% | -$2.04M |
|
295
Kulicke & Soffa
KLIC
$1.96B
| $57.7M | 0.06% |
2,766,898
-1,501,758
| -35% | -$31.3M |
|
296
Regeneron Pharmaceuticals
REGN
$61.5B
| $57.5M | 0.06% |
117,679
+6,645
| +6% | +$3.24M |
|
297
Huntsman Corp
HUN
$1.94B
| $57.2M | 0.06% |
3,961,285
-322,577
| -8% | -$4.65M |
|
298
Newmont
NEM
$81.7B
| $56.6M | 0.06% |
1,250,486
-25,973
| -2% | -$1.18M |
|
299
American Electric Power
AEP
$59.4B
| $56.5M | 0.06% |
705,964
+22,354
| +3% | +$1.79M |
|
300
Expeditors International
EXPD
$16.4B
| $56.2M | 0.06% |
842,041
+163,799
| +24% | +$10.9M |
|