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 |
Restaurant Brands International
QSR
|
$225M |
| 2 |
Liberty Media Series C
FWONK
|
$170M |
| 3 |
Fidelity National Financial
FNF
|
$169M |
| 4 |
PPL Corp
PPL
|
$124M |
| 5 |
General Dynamics
GD
|
$101M |
Top Sells
| 1 |
BKW
BURGER KING WORLDWIDE
BKW
|
$170M |
| 2 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
$140M |
| 3 |
LyondellBasell Industries
LYB
|
$113M |
| 4 |
AbbVie
ABBV
|
$107M |
| 5 |
Trane Technologies
TT
|
$95.5M |
Sector Composition
| 1 | Financials | 15.98% |
| 2 | Real Estate | 14.38% |
| 3 | Technology | 11.9% |
| 4 | Healthcare | 10.83% |
| 5 | Consumer Discretionary | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
The GEO Group
GEO
$2.92B
| $36.8M | 0.06% |
+1,369,176
| New | +$36.8M |
|
327
Hanesbrands
HBI
$2.27B
| $36.8M | 0.06% |
1,319,388
-303,912
| -19% | -$8.48M |
|
|
STOR
328
DELISTED
STORE Capital Corporation
STOR
| $36.7M | 0.06% |
+1,699,223
| New | +$36.7M |
|
329
Omega Healthcare
OHI
$12.7B
| $36.6M | 0.06% |
937,386
+132,351
| +16% | +$5.17M |
|
|
VIAB
330
DELISTED
Viacom Inc. Class B
VIAB
| $36.6M | 0.06% |
486,387
-3,033
| -0.6% | -$228K |
|
331
Centene
CNC
$14.2B
| $36.5M | 0.06% |
1,407,428
-141,804
| -9% | -$3.68M |
|
332
VF Corp
VFC
$5.86B
| $36.5M | 0.06% |
517,908
+12,889
| +3% | +$909K |
|
333
American Electric Power
AEP
$57.8B
| $36.4M | 0.06% |
599,206
-152,414
| -20% | -$9.25M |
|
334
Allstate
ALL
$53.1B
| $36.4M | 0.06% |
517,655
-312
| -0.1% | -$21.9K |
|
335
APA Corp
APA
$8.14B
| $36.3M | 0.06% |
578,476
-233,051
| -29% | -$14.6M |
|
|
PRXL
336
DELISTED
Parexel International Corp
PRXL
| $35.9M | 0.06% |
645,938
-7,597
| -1% | -$422K |
|
337
TAL Education Group
TAL
$6.17B
| $35.8M | 0.06% |
7,643,694
-1,626,222
| -18% | -$7.61M |
|
338
Alexandria Real Estate Equities
ARE
$14.5B
| $35.5M | 0.06% |
400,234
-32,602
| -8% | -$2.89M |
|
339
Broadcom
AVGO
$1.58T
| $35.4M | 0.05% |
3,514,520
+138,800
| +4% | +$1.4M |
|
|
RAD
340
DELISTED
Rite Aid Corporation
RAD
| $35.2M | 0.05% |
233,917
+30,454
| +15% | +$4.58M |
|
341
Medical Properties Trust
MPW
$2.77B
| $35.2M | 0.05% |
2,551,219
+272,775
| +12% | +$3.76M |
|
342
Alibaba
BABA
$323B
| $35.1M | 0.05% |
+338,117
| New | +$35.1M |
|
343
iShares Core S&P 500 ETF
IVV
$664B
| $35.1M | 0.05% |
169,752
-621
| -0.4% | -$128K |
|
|
RBS.PRL.CL
344
DELISTED
Royal Bank Of Scotland Group Plc
RBS.PRL.CL
| $35.1M | 0.05% |
1,490,853
-47,860
| -3% | -$1.13M |
|
345
NOV
NOV
$4.95B
| $35M | 0.05% |
534,071
+24,282
| +5% | +$1.59M |
|
346
Sempra
SRE
$52.9B
| $35M | 0.05% |
628,226
+33,066
| +6% | +$1.84M |
|
|
LXK
347
DELISTED
Lexmark Intl Inc
LXK
| $34.6M | 0.05% |
839,579
+99,831
| +13% | +$4.12M |
|
348
Synopsys
SNPS
$111B
| $34.6M | 0.05% |
796,598
+148,811
| +23% | +$6.47M |
|
349
Equinix
EQIX
$75.7B
| $34.4M | 0.05% |
151,887
+7,067
| +5% | +$1.6M |
|
350
CME Group
CME
$94.4B
| $34.2M | 0.05% |
385,473
+20,502
| +6% | +$1.82M |
|