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 |
Welltower
WELL
|
$193M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$130M |
| 3 |
Regency Centers
REG
|
$128M |
| 4 |
Extra Space Storage
EXR
|
$115M |
| 5 |
Walmart
WMT
|
$91.2M |
Top Sells
| 1 |
Ventas
VTR
|
$223M |
| 2 |
Public Storage
PSA
|
$177M |
| 3 |
Signet Jewelers
SIG
|
$144M |
| 4 |
Host Hotels & Resorts
HST
|
$128M |
| 5 |
ARG
AIRGAS INC
ARG
|
$128M |
Sector Composition
| 1 | Real Estate | 16.66% |
| 2 | Financials | 16.07% |
| 3 | Technology | 11.9% |
| 4 | Consumer Discretionary | 10.37% |
| 5 | Healthcare | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Blackbaud
BLKB
$3.23B
| $41.8M | 0.06% |
663,888
+9,358
| +1% | +$589K |
|
302
UDR
UDR
$13B
| $41.6M | 0.06% |
1,078,709
-1,085,899
| -50% | -$41.8M |
|
303
Halliburton
HAL
$18.8B
| $41.5M | 0.06% |
1,161,508
+25,286
| +2% | +$903K |
|
|
WRK
304
DELISTED
WestRock Company
WRK
| $41.3M | 0.06% |
1,174,774
-266,119
| -18% | -$9.36M |
|
305
Intercontinental Exchange
ICE
$99.8B
| $41.3M | 0.06% |
877,420
+11,130
| +1% | +$523K |
|
306
American Financial Group
AFG
$11.6B
| $41.2M | 0.06% |
586,146
+8,397
| +1% | +$591K |
|
307
Hewlett Packard
HPE
$31B
| $41.2M | 0.06% |
3,998,215
-91,864
| -2% | -$947K |
|
308
Carnival Corp
CCL
$42.8B
| $41.2M | 0.06% |
780,477
+26,120
| +3% | +$1.38M |
|
309
Equifax
EFX
$30.8B
| $41.2M | 0.06% |
360,085
-20,870
| -5% | -$2.39M |
|
310
HDFC Bank
HDB
$361B
| $41.2M | 0.06% |
1,335,428
-497,820
| -27% | -$15.3M |
|
311
KKR & Co
KKR
$121B
| $41.1M | 0.06% |
2,800,283
-19,259
| -0.7% | -$283K |
|
312
Weyerhaeuser
WY
$18.9B
| $40.7M | 0.06% |
1,312,724
+425,193
| +48% | +$13.2M |
|
|
JAH
313
DELISTED
JARDEN CORPORATION
JAH
| $40.7M | 0.06% |
689,735
+31,412
| +5% | +$1.85M |
|
314
Charter Communications
CHTR
$35.7B
| $40.2M | 0.06% |
198,430
+150
| +0.1% | +$30.4K |
|
315
Sherwin-Williams
SHW
$92.9B
| $40.1M | 0.06% |
422,307
-31,845
| -7% | -$3.02M |
|
316
PG&E
PCG
$33.2B
| $39.5M | 0.06% |
662,204
+20,874
| +3% | +$1.25M |
|
317
Regeneron Pharmaceuticals
REGN
$60.8B
| $39.5M | 0.06% |
109,621
+3,038
| +3% | +$1.1M |
|
318
Waste Management
WM
$88.6B
| $39.5M | 0.06% |
669,205
-5,951
| -0.9% | -$351K |
|
319
CACI
CACI
$10.4B
| $39.5M | 0.06% |
369,991
-27,858
| -7% | -$2.97M |
|
320
eBay
EBAY
$42.3B
| $39.4M | 0.06% |
1,651,372
-43,784
| -3% | -$1.04M |
|
321
Atmos Energy
ATO
$26.7B
| $39.4M | 0.06% |
530,272
+199,573
| +60% | +$14.8M |
|
322
Steris
STE
$24.2B
| $39.1M | 0.06% |
550,329
+16,414
| +3% | +$1.17M |
|
323
Broadridge
BR
$29.4B
| $38.8M | 0.06% |
654,758
+21,634
| +3% | +$1.28M |
|
324
Eaton
ETN
$136B
| $38.8M | 0.06% |
620,608
+12,078
| +2% | +$756K |
|
325
Avnet
AVT
$4.49B
| $38.8M | 0.06% |
874,904
+18,113
| +2% | +$802K |
|