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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$202M |
| 3 |
Credit Acceptance
CACC
|
$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$187M |
| 5 |
Apple
AAPL
|
$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Colgate-Palmolive
CL
$67.9B
| $93.2M | 0.06% |
1,092,244
-39,753
| -4% | -$3.39M |
|
277
Cigna
CI
$80.3B
| $93M | 0.06% |
405,176
-21,104
| -5% | -$4.85M |
|
278
Omnicell
OMCL
$1.5B
| $92.5M | 0.06% |
512,761
-6,025
| -1% | -$1.09M |
|
279
Truist Financial
TFC
$60.4B
| $92M | 0.05% |
1,570,816
-39,737
| -2% | -$2.33M |
|
280
EastGroup Properties
EGP
$9.04B
| $91.2M | 0.05% |
415,321
-5,518
| -1% | -$1.21M |
|
281
Deckers Outdoor
DECK
$17.7B
| $91.1M | 0.05% |
248,734
-13,616
| -5% | -$4.99M |
|
282
Intercontinental Exchange
ICE
$101B
| $91M | 0.05% |
665,076
-14,318
| -2% | -$1.96M |
|
283
SiTime
SITM
$6.28B
| $90.3M | 0.05% |
308,763
-110,996
| -26% | -$32.5M |
|
284
ServisFirst Bancshares
SFBS
$4.81B
| $90.3M | 0.05% |
1,073,840
-36,412
| -3% | -$3.06M |
|
285
US Bancorp
USB
$76B
| $89.3M | 0.05% |
1,590,553
-39,659
| -2% | -$2.23M |
|
|
PDCE
286
DELISTED
PDC Energy, Inc.
PDCE
| $89.3M | 0.05% |
1,830,697
+858,561
| +88% | +$41.9M |
|
287
Brown-Forman Class B
BF.B
$14.2B
| $89M | 0.05% |
1,225,587
-270,520
| -18% | -$19.6M |
|
|
BDN
288
Brandywine Realty Trust
BDN
$740M
| $88.5M | 0.05% |
6,596,971
-400,348
| -6% | -$5.37M |
|
289
Eaton
ETN
$136B
| $87.5M | 0.05% |
506,432
-12,760
| -2% | -$2.21M |
|
290
Ameris Bancorp
ABCB
$5.03B
| $86.7M | 0.05% |
1,746,098
-3,942
| -0.2% | -$196K |
|
291
Motorola Solutions
MSI
$78.7B
| $86.6M | 0.05% |
318,956
-10,862
| -3% | -$2.95M |
|
292
Illinois Tool Works
ITW
$77.1B
| $86.6M | 0.05% |
351,005
-9,292
| -3% | -$2.29M |
|
293
Snap-on
SNA
$17B
| $86M | 0.05% |
400,447
-27,543
| -6% | -$5.91M |
|
294
Southern Company
SO
$102B
| $85.7M | 0.05% |
1,249,551
-26,114
| -2% | -$1.79M |
|
295
Regal Rexnord
RRX
$9.91B
| $85.3M | 0.05% |
501,427
+360,733
| +256% | +$61.4M |
|
296
Align Technology
ALGN
$10.3B
| $85.3M | 0.05% |
129,743
-2,645
| -2% | -$1.74M |
|
297
Fair Isaac
FICO
$36.5B
| $85.2M | 0.05% |
196,470
-30,989
| -14% | -$13.4M |
|
298
Norfolk Southern
NSC
$62.8B
| $85.2M | 0.05% |
286,142
-10,457
| -4% | -$3.11M |
|
299
Amdocs
DOX
$9.41B
| $84.1M | 0.05% |
1,121,126
-67,099
| -6% | -$5.03M |
|
300
Hubbell
HUBB
$22.9B
| $83.7M | 0.05% |
407,022
-9,543
| -2% | -$1.96M |
|