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 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
| 2 |
Equinix
EQIX
|
+$402M |
| 3 |
Dollar Tree
DLTR
|
+$251M |
| 4 |
PayPal
PYPL
|
+$128M |
| 5 |
Synchrony
SYF
|
+$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$202M |
| 4 |
HES
Hess
HES
|
+$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Ziff Davis
ZD
$1.52B
| $41.1M | 0.06% |
574,251
-162,989
| -22% | -$11.7M |
|
302
Carnival Corp
CCL
$41.8B
| $41.1M | 0.06% |
754,357
+163,056
| +28% | +$8.88M |
|
303
Illinois Tool Works
ITW
$76.7B
| $40.8M | 0.06% |
439,876
-7,143
| -2% | -$662K |
|
304
Omega Healthcare
OHI
$12.6B
| $40.6M | 0.06% |
1,159,713
-227,394
| -16% | -$7.95M |
|
|
TW
305
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
| $40.6M | 0.06% |
315,687
+101,682
| +48% | +$13.1M |
|
|
CB
306
DELISTED
CHUBB CORPORATION
CB
| $40.4M | 0.06% |
304,861
+11,214
| +4% | +$1.49M |
|
|
PX
307
DELISTED
Praxair Inc
PX
| $40.2M | 0.06% |
392,993
+16,328
| +4% | +$1.67M |
|
308
Steris
STE
$24.3B
| $40.2M | 0.06% |
533,915
+90,456
| +20% | +$6.81M |
|
309
Reinsurance Group of America
RGA
$12.5B
| $40.1M | 0.06% |
468,353
-332,554
| -42% | -$28.5M |
|
310
CME Group
CME
$93.6B
| $39.9M | 0.06% |
440,880
+8,657
| +2% | +$784K |
|
311
PPG Industries
PPG
$24.5B
| $39.5M | 0.06% |
399,806
-9,019
| -2% | -$891K |
|
312
Sherwin-Williams
SHW
$89.3B
| $39.3M | 0.06% |
454,152
-1,074
| -0.2% | -$92.9K |
|
313
Stryker
SYK
$147B
| $39.1M | 0.06% |
420,309
+5,531
| +1% | +$514K |
|
314
Truist Financial
TFC
$58B
| $39M | 0.06% |
1,030,301
+15,890
| +2% | +$601K |
|
|
RBS.PRL.CL
315
DELISTED
Royal Bank Of Scotland Group Plc
RBS.PRL.CL
| $38.9M | 0.06% |
1,558,713
+45,009
| +3% | +$1.12M |
|
316
Halliburton
HAL
$18.7B
| $38.7M | 0.06% |
1,136,222
+15,383
| +1% | +$524K |
|
317
Marathon Petroleum
MPC
$54.3B
| $38.6M | 0.06% |
744,634
-129,345
| -15% | -$6.71M |
|
318
Marsh & McLennan
MMC
$98B
| $38.5M | 0.06% |
695,170
-11,877
| -2% | -$659K |
|
319
Illumina
ILMN
$15B
| $38.5M | 0.06% |
206,307
+184,253
| +835% | +$34.4M |
|
320
Constellation Brands
STZ
$25.3B
| $38.4M | 0.06% |
269,551
+11,357
| +4% | +$1.62M |
|
321
American Electric Power
AEP
$57.7B
| $38.2M | 0.06% |
655,712
-74,965
| -10% | -$4.37M |
|
322
Manhattan Associates
MANH
$12.8B
| $38.2M | 0.06% |
577,239
-110,089
| -16% | -$7.28M |
|
323
Digital Realty Trust
DLR
$59.4B
| $37.9M | 0.06% |
500,661
+48,502
| +11% | +$3.67M |
|
|
YHOO
324
DELISTED
Yahoo Inc
YHOO
| $37.8M | 0.06% |
1,135,134
+26,496
| +2% | +$881K |
|
|
JAH
325
DELISTED
JARDEN CORPORATION
JAH
| $37.6M | 0.06% |
658,323
+35,765
| +6% | +$2.04M |
|