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 |
Fidelity National Financial
FNF
|
$303M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
$302M |
| 3 |
DaVita
DVA
|
$195M |
| 4 |
Crown Castle
CCI
|
$180M |
| 5 |
Wells Fargo
WFC
|
$164M |
Sector Composition
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.27% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
TAL Education Group
TAL
$6.32B
| $82M | 0.08% |
2,758,608
-2,057,700
| -43% | -$61.1M |
|
302
Exelon
EXC
$43.4B
| $81.8M | 0.08% |
2,909,304
-154,659
| -5% | -$4.35M |
|
|
JWN
303
DELISTED
Nordstrom
JWN
| $81.5M | 0.08% |
1,720,708
-246,483
| -13% | -$11.7M |
|
|
MON
304
DELISTED
Monsanto Co
MON
| $81.2M | 0.07% |
695,287
+50,746
| +8% | +$5.93M |
|
305
Hubbell
HUBB
$23.2B
| $81M | 0.07% |
598,788
-18,474
| -3% | -$2.5M |
|
306
Bank of New York Mellon
BK
$73.4B
| $79.8M | 0.07% |
1,480,866
+32,292
| +2% | +$1.74M |
|
307
Halliburton
HAL
$18.6B
| $79.6M | 0.07% |
1,629,209
+378,161
| +30% | +$18.5M |
|
308
Hope Bancorp
HOPE
$1.43B
| $79.6M | 0.07% |
4,360,054
-97,220
| -2% | -$1.77M |
|
|
GGP
309
DELISTED
GGP Inc.
GGP
| $79.5M | 0.07% |
3,399,967
-353,416
| -9% | -$8.27M |
|
310
Hartford Financial Services
HIG
$36.7B
| $78.8M | 0.07% |
1,399,582
-521,957
| -27% | -$29.4M |
|
311
Lincoln Electric
LECO
$13.4B
| $78M | 0.07% |
851,686
+47,137
| +6% | +$4.32M |
|
312
Illinois Tool Works
ITW
$77.7B
| $77.8M | 0.07% |
466,337
+10,346
| +2% | +$1.73M |
|
313
Automatic Data Processing
ADP
$121B
| $77.7M | 0.07% |
663,395
+23,922
| +4% | +$2.8M |
|
314
American International
AIG
$43.6B
| $76.9M | 0.07% |
1,290,025
+18,692
| +1% | +$1.11M |
|
315
Pebblebrook Hotel Trust
PEB
$1.37B
| $76.5M | 0.07% |
2,056,887
-240,133
| -10% | -$8.93M |
|
316
MetLife
MET
$52.9B
| $76.1M | 0.07% |
1,505,424
+14,931
| +1% | +$755K |
|
317
Yum! Brands
YUM
$41.1B
| $76.1M | 0.07% |
932,592
-130,185
| -12% | -$10.6M |
|
|
VVC
318
DELISTED
Vectren Corporation
VVC
| $76.1M | 0.07% |
1,170,276
-144,053
| -11% | -$9.37M |
|
319
Baxter International
BAX
$12.4B
| $76.1M | 0.07% |
1,176,872
-254,930
| -18% | -$16.5M |
|
320
Consolidated Edison
ED
$34.9B
| $76M | 0.07% |
895,123
+436,663
| +95% | +$37.1M |
|
321
General Motors
GM
$55.4B
| $75.8M | 0.07% |
1,848,278
+5,685
| +0.3% | +$233K |
|
322
Arthur J. Gallagher & Co
AJG
$76.7B
| $75.8M | 0.07% |
1,197,165
-49,591
| -4% | -$3.14M |
|
323
Kinder Morgan
KMI
$58.8B
| $75.7M | 0.07% |
4,191,805
-1,057,182
| -20% | -$19.1M |
|
324
American Financial Group
AFG
$11.5B
| $74.9M | 0.07% |
689,921
+24,802
| +4% | +$2.69M |
|
|
ATVI
325
DELISTED
Activision Blizzard Inc.
ATVI
| $74.7M | 0.07% |
1,180,427
+32,873
| +3% | +$2.08M |
|