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 |
Linde
LIN
|
$216M |
| 2 |
WIX.com
WIX
|
$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
$229M |
| 2 |
Simon Property Group
SPG
|
$190M |
| 3 |
PX
Praxair Inc
PX
|
$171M |
| 4 |
Alibaba
BABA
|
$149M |
| 5 |
O'Reilly Automotive
ORLY
|
$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Illumina
ILMN
$15.7B
| $65M | 0.07% |
222,726
-3,266
| -1% | -$953K |
|
302
Southern Company
SO
$101B
| $64.9M | 0.07% |
1,478,280
+8,200
| +0.6% | +$360K |
|
303
Packaging Corp of America
PKG
$19.8B
| $64.9M | 0.07% |
777,225
+69,445
| +10% | +$5.8M |
|
304
General Dynamics
GD
$86.8B
| $63.8M | 0.07% |
405,791
-54,325
| -12% | -$8.54M |
|
305
Vornado Realty Trust
VNO
$7.93B
| $63.5M | 0.07% |
1,024,500
-27,263
| -3% | -$1.69M |
|
306
General Motors
GM
$55.5B
| $63.1M | 0.07% |
1,887,010
-4,442
| -0.2% | -$149K |
|
307
Intercontinental Exchange
ICE
$99.8B
| $63M | 0.07% |
835,717
-6,232
| -0.7% | -$469K |
|
308
Vertex Pharmaceuticals
VRTX
$102B
| $62.8M | 0.07% |
378,898
-5,530
| -1% | -$916K |
|
309
Kimberly-Clark
KMB
$43.1B
| $62.5M | 0.07% |
548,577
-11,603
| -2% | -$1.32M |
|
|
RHT
310
DELISTED
Red Hat Inc
RHT
| $61.9M | 0.07% |
352,435
+2,223
| +0.6% | +$390K |
|
311
Humana
HUM
$37B
| $61.5M | 0.07% |
214,621
-33,333
| -13% | -$9.55M |
|
312
Bank of New York Mellon
BK
$73.1B
| $61.3M | 0.07% |
1,302,817
-25,004
| -2% | -$1.18M |
|
|
AGN
313
DELISTED
Allergan plc
AGN
| $60.7M | 0.06% |
454,392
-6,528
| -1% | -$873K |
|
314
Hanover Insurance
THG
$6.35B
| $60.6M | 0.06% |
518,658
-14,136
| -3% | -$1.65M |
|
315
COPT Defense Properties
CDP
$3.46B
| $60.2M | 0.06% |
2,863,792
+1,231,957
| +75% | +$25.9M |
|
316
Emerson Electric
EMR
$74.6B
| $59.3M | 0.06% |
992,510
-28,925
| -3% | -$1.73M |
|
317
Phillips 66
PSX
$53.2B
| $59.1M | 0.06% |
685,603
-93,135
| -12% | -$8.02M |
|
|
TXNM
318
TXNM Energy, Inc.
TXNM
$5.99B
| $59M | 0.06% |
1,434,995
-384,553
| -21% | -$15.8M |
|
319
Newmark Group
NMRK
$3.28B
| $58.8M | 0.06% |
+7,327,233
| New | +$58.8M |
|
320
Illinois Tool Works
ITW
$77.6B
| $58.4M | 0.06% |
460,803
+1,050
| +0.2% | +$133K |
|
321
MetLife
MET
$52.9B
| $58.3M | 0.06% |
1,420,143
-23,546
| -2% | -$967K |
|
322
Target
TGT
$42.3B
| $58.2M | 0.06% |
881,146
-100,620
| -10% | -$6.65M |
|
323
Marsh & McLennan
MMC
$100B
| $58.1M | 0.06% |
728,090
-9,090
| -1% | -$725K |
|
324
Lam Research
LRCX
$130B
| $57.8M | 0.06% |
4,247,750
+532,480
| +14% | +$7.25M |
|
325
FedEx
FDX
$53.7B
| $57.3M | 0.06% |
355,340
-5,846
| -2% | -$943K |
|