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 |
Sherwin-Williams
SHW
|
$109M |
| 2 |
Brookfield Infrastructure Partners
BIP
|
$106M |
| 3 |
SFR
Starwood Waypoint Homes
SFR
|
$84.9M |
| 4 |
Charter Communications
CHTR
|
$82.2M |
| 5 |
DRE
Duke Realty Corp.
DRE
|
$77.3M |
Top Sells
| 1 |
Equity Residential
EQR
|
$133M |
| 2 |
Entergy
ETR
|
$105M |
| 3 |
PayPal
PYPL
|
$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$90.2M |
| 5 |
Goodyear
GT
|
$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Eaton
ETN
$136B
| $47.5M | 0.06% |
722,195
+92,183
| +15% | +$6.06M |
|
302
Steris
STE
$24.1B
| $47.3M | 0.06% |
647,013
+57,820
| +10% | +$4.23M |
|
303
Avista
AVA
$2.96B
| $47.3M | 0.06% |
1,131,139
-5,334
| -0.5% | -$223K |
|
304
Reinsurance Group of America
RGA
$12.9B
| $46.9M | 0.06% |
434,736
+81,942
| +23% | +$8.84M |
|
305
Leidos
LDOS
$23.2B
| $46.8M | 0.06% |
1,081,993
+710,910
| +192% | +$30.8M |
|
306
Labcorp
LH
$23.1B
| $46.7M | 0.06% |
339,912
+179,115
| +111% | +$24.6M |
|
307
Liberty Global Class A
LBTYA
$4B
| $46.6M | 0.06% |
1,364,785
+69,112
| +5% | +$2.36M |
|
308
Edison International
EIX
$21.6B
| $46.6M | 0.06% |
645,361
+152,115
| +31% | +$11M |
|
|
ATVI
309
DELISTED
Activision Blizzard Inc.
ATVI
| $46.5M | 0.06% |
1,050,637
+194,524
| +23% | +$8.62M |
|
310
Equifax
EFX
$30.3B
| $45.9M | 0.06% |
341,386
-18,389
| -5% | -$2.47M |
|
311
Intercontinental Exchange
ICE
$101B
| $45.8M | 0.06% |
169,926
+3,504
| +2% | +$944K |
|
312
TD Synnex
SNX
$12.2B
| $45.7M | 0.06% |
400,679
+19,884
| +5% | +$2.27M |
|
313
Teleflex
TFX
$5.59B
| $45.7M | 0.06% |
271,786
+14,168
| +5% | +$2.38M |
|
314
American Financial Group
AFG
$11.3B
| $45.1M | 0.06% |
601,190
-1,392
| -0.2% | -$104K |
|
315
Blackbaud
BLKB
$3.24B
| $44.9M | 0.06% |
677,371
+9,848
| +1% | +$653K |
|
316
Cullen/Frost Bankers
CFR
$8.3B
| $44.7M | 0.06% |
622,009
+68,866
| +12% | +$4.95M |
|
|
PXD
317
DELISTED
Pioneer Natural Resource Co.
PXD
| $44.5M | 0.06% |
239,743
+1,763
| +0.7% | +$327K |
|
318
Regeneron Pharmaceuticals
REGN
$61.5B
| $44.5M | 0.06% |
110,696
-1,275
| -1% | -$513K |
|
319
American Electric Power
AEP
$59.4B
| $44.5M | 0.06% |
692,423
+16,222
| +2% | +$1.04M |
|
320
Intuitive Surgical
ISRG
$170B
| $44.3M | 0.06% |
61,127
-2,227
| -4% | -$1.61M |
|
|
HAR
321
DELISTED
Harman International Industries
HAR
| $44.3M | 0.06% |
524,515
+96,147
| +22% | +$8.12M |
|
|
INFO
322
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $44.3M | 0.06% |
+1,179,114
| New | +$44.3M |
|
323
A.O. Smith
AOS
$9.99B
| $44.2M | 0.06% |
447,614
+42,740
| +11% | +$4.22M |
|
324
IDEX
IEX
$12.4B
| $44M | 0.06% |
470,610
+38,507
| +9% | +$3.6M |
|
325
Emcor
EME
$27.8B
| $44M | 0.06% |
737,825
+61,807
| +9% | +$3.68M |
|