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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Hope Bancorp
HOPE
$1.43B
| $77.3M | 0.07% |
4,335,205
+13,965
| +0.3% | +$249K |
|
302
Brookfield Renewable
BEP
$7.1B
| $77.2M | 0.07% |
4,819,640
+31,508
| +0.7% | +$505K |
|
303
Atmos Energy
ATO
$26.3B
| $77.1M | 0.07% |
855,742
+202,931
| +31% | +$18.3M |
|
304
PPG Industries
PPG
$25.2B
| $77.1M | 0.07% |
743,065
-20,954
| -3% | -$2.17M |
|
|
TFCFA
305
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $75.1M | 0.07% |
1,511,200
-5,544
| -0.4% | -$275K |
|
306
HDFC Bank
HDB
$181B
| $74.9M | 0.07% |
1,426,412
+61,906
| +5% | +$3.25M |
|
|
ESRX
307
DELISTED
Express Scripts Holding Company
ESRX
| $74.6M | 0.07% |
966,642
-2,610
| -0.3% | -$202K |
|
308
Pebblebrook Hotel Trust
PEB
$1.37B
| $74.3M | 0.07% |
1,915,530
+94,308
| +5% | +$3.66M |
|
|
LLL
309
DELISTED
L3 Technologies, Inc.
LLL
| $74.1M | 0.07% |
385,489
-46,990
| -11% | -$9.04M |
|
310
Target
TGT
$41.6B
| $74.1M | 0.07% |
973,546
+25,678
| +3% | +$1.95M |
|
311
Hormel Foods
HRL
$14B
| $73.9M | 0.07% |
1,987,198
-34,001
| -2% | -$1.27M |
|
312
Humana
HUM
$37.3B
| $73.2M | 0.07% |
245,964
+16,325
| +7% | +$4.86M |
|
313
Yum! Brands
YUM
$41.1B
| $72.4M | 0.07% |
926,129
-20,582
| -2% | -$1.61M |
|
314
General Motors
GM
$55.4B
| $71.3M | 0.07% |
1,810,630
+14,373
| +0.8% | +$566K |
|
315
Liberty Broadband Class A
LBRDA
$8.63B
| $71.3M | 0.07% |
942,310
-51,284
| -5% | -$3.88M |
|
|
TXNM
316
TXNM Energy, Inc.
TXNM
$5.98B
| $71.1M | 0.07% |
1,827,249
+574,749
| +46% | +$22.4M |
|
317
Steel Dynamics
STLD
$19.8B
| $71M | 0.07% |
1,546,139
-124,174
| -7% | -$5.71M |
|
318
Korn Ferry
KFY
$3.79B
| $70.6M | 0.06% |
1,139,532
+65,998
| +6% | +$4.09M |
|
319
Cognizant
CTSH
$34.8B
| $70.6M | 0.06% |
893,218
-17,047
| -2% | -$1.35M |
|
320
Halliburton
HAL
$18.6B
| $69.8M | 0.06% |
1,549,137
+15,358
| +1% | +$692K |
|
321
Vornado Realty Trust
VNO
$7.81B
| $69.6M | 0.06% |
941,302
+20,245
| +2% | +$1.5M |
|
322
NNN REIT
NNN
$8.12B
| $69.4M | 0.06% |
1,578,292
+906,869
| +135% | +$39.9M |
|
323
HP
HPQ
$27.4B
| $69.2M | 0.06% |
3,051,347
-363,712
| -11% | -$8.25M |
|
324
CACI
CACI
$10.4B
| $69.1M | 0.06% |
409,700
+4,115
| +1% | +$694K |
|
325
Ecolab
ECL
$78.1B
| $68.7M | 0.06% |
489,392
-878,682
| -64% | -$123M |
|