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 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$225M |
| 2 |
Cousins Properties
CUZ
|
+$225M |
| 3 |
Americold
COLD
|
+$147M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
+$138M |
| 5 |
Domino's
DPZ
|
+$129M |
Top Sells
| 1 |
SBA Communications
SBAC
|
+$180M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
+$138M |
| 3 |
Hilton Grand Vacations
HGV
|
+$111M |
| 4 |
Openlane
KAR
|
+$103M |
| 5 |
Prologis
PLD
|
+$93.9M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.93% |
| 3 | Technology | 14.95% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Prudential Financial
PRU
$37.3B
| $73.7M | 0.07% |
729,762
-75,631
| -9% | -$7.64M |
|
302
Packaging Corp of America
PKG
$19.2B
| $73.1M | 0.07% |
766,649
-15,093
| -2% | -$1.44M |
|
303
General Dynamics
GD
$86B
| $72.8M | 0.07% |
400,520
+9,450
| +2% | +$1.72M |
|
|
RTN
304
DELISTED
Raytheon Company
RTN
| $72.6M | 0.07% |
417,685
-61,726
| -13% | -$10.7M |
|
305
American Electric Power
AEP
$57.9B
| $72.5M | 0.07% |
823,474
-29,269
| -3% | -$2.58M |
|
306
Target
TGT
$41.2B
| $71.9M | 0.06% |
829,986
-40,332
| -5% | -$3.49M |
|
307
General Motors
GM
$55.1B
| $71.9M | 0.06% |
1,865,508
+2,517
| +0.1% | +$97K |
|
308
Hubbell
HUBB
$22.9B
| $71.9M | 0.06% |
551,115
-3,837
| -0.7% | -$500K |
|
309
CyberArk
CYBR
$23.6B
| $71.8M | 0.06% |
561,797
+277,779
| +98% | +$35.5M |
|
310
Marriott International Class A Common Stock
MAR
$72.4B
| $71.5M | 0.06% |
509,573
+99,279
| +24% | +$13.9M |
|
311
Biogen
BIIB
$20.9B
| $70.2M | 0.06% |
300,154
-45,845
| -13% | -$10.7M |
|
312
Intercontinental Exchange
ICE
$99.4B
| $70.2M | 0.06% |
816,651
-10,709
| -1% | -$920K |
|
313
Vertex Pharmaceuticals
VRTX
$101B
| $69.5M | 0.06% |
379,236
+1,625
| +0.4% | +$298K |
|
314
Illinois Tool Works
ITW
$76.3B
| $69.5M | 0.06% |
461,120
+18,350
| +4% | +$2.77M |
|
315
Edwards Lifesciences
EW
$46.7B
| $69.5M | 0.06% |
1,128,627
-138,228
| -11% | -$8.51M |
|
316
MetLife
MET
$53B
| $68.7M | 0.06% |
1,383,014
+19,871
| +1% | +$987K |
|
|
AAN.A
317
DELISTED
AARON'S INC CL-A
AAN.A
| $68.6M | 0.06% |
1,117,646
-83,236
| -7% | -$5.11M |
|
|
TXNM
318
TXNM Energy, Inc.
TXNM
$5.99B
| $68M | 0.06% |
1,336,476
-90,593
| -6% | -$4.61M |
|
|
WBA
319
DELISTED
Walgreens Boots Alliance
WBA
| $67.8M | 0.06% |
1,240,052
-36,456
| -3% | -$1.99M |
|
320
Tanger
SKT
$3.89B
| $67.4M | 0.06% |
4,159,814
-2,480,757
| -37% | -$40.2M |
|
321
HEICO Class A
HEI.A
$34.6B
| $67.4M | 0.06% |
651,985
+9,979
| +2% | +$1.03M |
|
322
HDFC Bank
HDB
$181B
| $66.9M | 0.06% |
1,028,440
+5,640
| +0.6% | +$367K |
|
323
Hope Bancorp
HOPE
$1.42B
| $66.2M | 0.06% |
4,802,183
+298,557
| +7% | +$4.11M |
|
324
Tetra Tech
TTEK
$9.21B
| $65.8M | 0.06% |
4,187,465
+341,365
| +9% | +$5.36M |
|
325
American International
AIG
$43.7B
| $65.6M | 0.06% |
1,231,410
-4,838
| -0.4% | -$258K |
|