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 |
iShares MBS ETF
MBB
|
+$250M |
| 2 |
Host Hotels & Resorts
HST
|
+$201M |
| 3 |
Wayfair
W
|
+$173M |
| 4 |
AerCap
AER
|
+$120M |
| 5 |
Fastenal
FAST
|
+$104M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$223M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
+$182M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
Scotiabank
BNS
|
+$129M |
| 5 |
Applied Materials
AMAT
|
+$111M |
Sector Composition
| 1 | Real Estate | 16.64% |
| 2 | Financials | 16.14% |
| 3 | Technology | 14.77% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Phillips 66
PSX
$52.6B
| $73M | 0.06% |
713,004
+15,657
| +2% | +$1.6M |
|
302
Global Payments
GPN
$21.2B
| $73M | 0.06% |
458,959
+216,360
| +89% | +$34.4M |
|
303
Lam Research
LRCX
$133B
| $72.7M | 0.06% |
3,147,800
-293,370
| -9% | -$6.78M |
|
304
L3Harris
LHX
$51.2B
| $72.7M | 0.06% |
348,480
+166,777
| +92% | +$34.8M |
|
305
Schlumberger
SLB
$53.4B
| $71.8M | 0.06% |
2,101,808
-47,340
| -2% | -$1.62M |
|
306
American Electric Power
AEP
$57.5B
| $71.6M | 0.06% |
763,759
-59,715
| -7% | -$5.59M |
|
|
AAN.A
307
DELISTED
AARON'S INC CL-A
AAN.A
| $71.5M | 0.06% |
1,112,976
-4,670
| -0.4% | -$300K |
|
308
Hubbell
HUBB
$23.2B
| $71.2M | 0.06% |
541,808
-9,307
| -2% | -$1.22M |
|
309
Illinois Tool Works
ITW
$77.7B
| $69.9M | 0.06% |
446,843
-14,277
| -3% | -$2.23M |
|
|
310
Applied Materials
AMAT
$129B
| $69.9M | 0.06% |
1,400,499
-2,216,846
| -61% | -$111M |
|
311
CyberArk
CYBR
$23.6B
| $69.9M | 0.06% |
700,016
+138,219
| +25% | +$13.8M |
|
312
Kimberly-Clark
KMB
$43.1B
| $69.5M | 0.06% |
489,463
+438
| +0.1% | +$62.2K |
|
|
ENLC
313
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $69.5M | 0.06% |
8,174,034
+540,159
| +7% | +$4.59M |
|
314
SAP
SAP
$315B
| $69.2M | 0.06% |
587,167
+15,245
| +3% | +$1.8M |
|
315
Hope Bancorp
HOPE
$1.43B
| $68.9M | 0.06% |
4,804,580
+2,397
| +0% | +$34.4K |
|
|
WBA
316
DELISTED
Walgreens Boots Alliance
WBA
| $68.7M | 0.06% |
1,241,487
+1,435
| +0.1% | +$79.4K |
|
317
American International
AIG
$43.6B
| $68.7M | 0.06% |
1,232,748
+1,338
| +0.1% | +$74.5K |
|
318
CONMED
CNMD
$1.67B
| $68.6M | 0.06% |
713,008
+12,645
| +2% | +$1.22M |
|
319
Norfolk Southern
NSC
$61.8B
| $68.5M | 0.06% |
381,211
-59,347
| -13% | -$10.7M |
|
320
Universal Health Services
UHS
$11.8B
| $68.5M | 0.06% |
460,243
-792
| -0.2% | -$118K |
|
|
TXNM
321
TXNM Energy, Inc.
TXNM
$5.98B
| $68.4M | 0.06% |
1,313,185
-23,291
| -2% | -$1.21M |
|
322
Occidental Petroleum
OXY
$44.7B
| $68.3M | 0.06% |
1,535,920
-128,621
| -8% | -$5.72M |
|
323
Prudential Financial
PRU
$37.2B
| $68.1M | 0.06% |
757,284
+27,522
| +4% | +$2.48M |
|
324
TE Connectivity
TEL
$61.4B
| $68M | 0.06% |
729,762
+78,549
| +12% | +$7.32M |
|
325
Exelon
EXC
$43.4B
| $67.6M | 0.06% |
1,960,764
-211,827
| -10% | -$7.3M |
|