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 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
eBay
EBAY
$42.3B
| $78.3M | 0.08% |
2,242,738
+539,131
| +32% | +$18.8M |
|
302
ConocoPhillips
COP
$116B
| $78.3M | 0.08% |
1,781,225
+19,325
| +1% | +$850K |
|
303
RPM International
RPM
$16.2B
| $78.2M | 0.08% |
1,433,853
+580,905
| +68% | +$31.7M |
|
304
Lincoln Electric
LECO
$13.5B
| $77.7M | 0.08% |
843,705
+402,372
| +91% | +$37.1M |
|
305
Emerson Electric
EMR
$74.6B
| $77.4M | 0.08% |
1,299,050
+340,744
| +36% | +$20.3M |
|
306
Phillips 66
PSX
$53.2B
| $77.2M | 0.08% |
933,829
+301,330
| +48% | +$24.9M |
|
|
VVC
307
DELISTED
Vectren Corporation
VVC
| $77.2M | 0.08% |
1,320,557
+612,201
| +86% | +$35.8M |
|
|
WCG
308
DELISTED
Wellcare Health Plans, Inc.
WCG
| $77.1M | 0.08% |
429,566
-10,025
| -2% | -$1.8M |
|
|
MON
309
DELISTED
Monsanto Co
MON
| $77M | 0.08% |
650,748
+19,676
| +3% | +$2.33M |
|
310
Brookfield Renewable
BEP
$7.06B
| $76.4M | 0.08% |
4,489,250
+267,694
| +6% | +$4.56M |
|
|
BCR
311
DELISTED
CR Bard Inc.
BCR
| $76.2M | 0.08% |
241,031
-935,178
| -80% | -$296M |
|
312
Bank of New York Mellon
BK
$73.1B
| $76.2M | 0.08% |
1,493,261
+29,410
| +2% | +$1.5M |
|
313
Travelers Companies
TRV
$62B
| $74.8M | 0.08% |
591,106
-153,747
| -21% | -$19.5M |
|
314
Littelfuse
LFUS
$6.51B
| $74.5M | 0.07% |
451,428
+222,636
| +97% | +$36.7M |
|
315
DXC Technology
DXC
$2.65B
| $74.2M | 0.07% |
+1,117,661
| New | +$74.2M |
|
|
HDS
316
DELISTED
HD Supply Holdings, Inc.
HDS
| $73.8M | 0.07% |
2,408,231
+714,922
| +42% | +$21.9M |
|
317
L3Harris
LHX
$51B
| $73.7M | 0.07% |
675,756
+320,216
| +90% | +$34.9M |
|
|
INN
318
Summit Hotel Properties
INN
$614M
| $73.5M | 0.07% |
3,943,602
+602,124
| +18% | +$11.2M |
|
319
Axalta
AXTA
$6.89B
| $73.3M | 0.07% |
2,287,136
+7,539
| +0.3% | +$242K |
|
|
RTN
320
DELISTED
Raytheon Company
RTN
| $73.2M | 0.07% |
453,468
+14,859
| +3% | +$2.4M |
|
|
LHO
321
DELISTED
LaSalle Hotel Properties
LHO
| $73.1M | 0.07% |
2,453,209
+1,317,472
| +116% | +$39.3M |
|
322
Synopsys
SNPS
$111B
| $72.7M | 0.07% |
996,872
-214,944
| -18% | -$15.7M |
|
323
Yum! Brands
YUM
$40.1B
| $72.7M | 0.07% |
985,546
+9,754
| +1% | +$719K |
|
324
Hope Bancorp
HOPE
$1.43B
| $72.4M | 0.07% |
3,881,006
+2,898,811
| +295% | +$54.1M |
|
325
Lam Research
LRCX
$130B
| $72.1M | 0.07% |
5,097,080
-1,722,520
| -25% | -$24.4M |
|