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 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$192M |
| 3 |
Charter Communications
CHTR
|
+$181M |
| 4 |
Park Hotels & Resorts
PK
|
+$157M |
| 5 |
Credit Acceptance
CACC
|
+$156M |
Top Sells
| 1 |
Albemarle
ALB
|
+$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 3 |
Apple
AAPL
|
+$117M |
| 4 |
CELG
Celgene Corp
CELG
|
+$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Micron Technology
MU
$151B
| $83.1M | 0.07% |
1,545,229
-20,991
| -1% | -$1.13M |
|
302
CSX Corp
CSX
$60B
| $82.2M | 0.07% |
3,409,818
-179,898
| -5% | -$4.34M |
|
303
Schlumberger
SLB
$53.4B
| $81.1M | 0.07% |
2,017,028
-84,780
| -4% | -$3.41M |
|
304
Biogen
BIIB
$21.1B
| $81M | 0.07% |
272,821
-13,414
| -5% | -$3.98M |
|
305
Vertex Pharmaceuticals
VRTX
$102B
| $80.6M | 0.07% |
367,974
-9,263
| -2% | -$2.03M |
|
306
Global Payments
GPN
$21.1B
| $80.1M | 0.07% |
438,869
-20,090
| -4% | -$3.67M |
|
307
CONMED
CNMD
$1.67B
| $79.4M | 0.07% |
709,837
-3,171
| -0.4% | -$355K |
|
308
Hubbell
HUBB
$23.2B
| $78.7M | 0.07% |
532,332
-9,476
| -2% | -$1.4M |
|
|
TCO
309
DELISTED
Taubman Centers Inc.
TCO
| $77.9M | 0.06% |
2,506,263
+78,242
| +3% | +$2.43M |
|
310
Illinois Tool Works
ITW
$76.4B
| $77.7M | 0.06% |
432,646
-14,197
| -3% | -$2.55M |
|
311
HEICO Class A
HEI.A
$34.8B
| $77.6M | 0.06% |
867,147
+212,042
| +32% | +$19M |
|
312
Yum! Brands
YUM
$40.5B
| $76.3M | 0.06% |
757,848
-11,905
| -2% | -$1.2M |
|
313
Phillips 66
PSX
$53.5B
| $75.9M | 0.06% |
680,902
-32,102
| -5% | -$3.58M |
|
314
Cognex
CGNX
$7.45B
| $74M | 0.06% |
1,321,107
-198
| -0% | -$11.1K |
|
315
Marriott International Class A Common Stock
MAR
$71.7B
| $74M | 0.06% |
488,392
-14,610
| -3% | -$2.21M |
|
316
Advanced Micro Devices
AMD
$253B
| $73.4M | 0.06% |
1,601,084
-13,037
| -0.8% | -$598K |
|
317
Intercontinental Exchange
ICE
$99.3B
| $72M | 0.06% |
778,198
-28,740
| -4% | -$2.66M |
|
318
Waste Management
WM
$88.3B
| $71.4M | 0.06% |
626,449
-59,438
| -9% | -$6.77M |
|
319
Vornado Realty Trust
VNO
$7.66B
| $70.6M | 0.06% |
1,062,273
+131,784
| +14% | +$8.76M |
|
|
WBA
320
DELISTED
Walgreens Boots Alliance
WBA
| $70.4M | 0.06% |
1,193,776
-47,711
| -4% | -$2.81M |
|
321
Humana
HUM
$32.8B
| $70M | 0.06% |
191,060
-3,321
| -2% | -$1.22M |
|
322
Norfolk Southern
NSC
$61.3B
| $69.8M | 0.06% |
359,517
-21,694
| -6% | -$4.21M |
|
323
Capital One
COF
$142B
| $69.4M | 0.06% |
674,420
-13,468
| -2% | -$1.39M |
|
|
LSXMA
324
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $68.2M | 0.06% |
1,953,657
+12,056
| +0.6% | +$421K |
|
325
John Wiley & Sons Class A
WLY
$2.23B
| $68.1M | 0.06% |
1,403,399
+480,750
| +52% | +$23.3M |
|