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 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
| 2 |
Equinix
EQIX
|
+$402M |
| 3 |
Dollar Tree
DLTR
|
+$251M |
| 4 |
PayPal
PYPL
|
+$128M |
| 5 |
Synchrony
SYF
|
+$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$202M |
| 4 |
HES
Hess
HES
|
+$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Bath & Body Works
BBWI
$5.82B
| $37.3M | 0.06% |
480,921
+7,531
| +2% | +$583K |
|
327
HF Sinclair
DINO
$9.81B
| $37.2M | 0.06% |
932,574
+8,525
| +0.9% | +$340K |
|
328
CACI
CACI
$10.5B
| $36.9M | 0.05% |
397,849
-46,036
| -10% | -$4.27M |
|
|
VER
329
DELISTED
VEREIT, Inc.
VER
| $36.9M | 0.05% |
931,159
+7,161
| +0.8% | +$284K |
|
330
Aptiv
APTV
$17.9B
| $36.8M | 0.05% |
429,689
+1,930
| +0.5% | +$165K |
|
331
Albemarle
ALB
$8.54B
| $36.7M | 0.05% |
656,126
-19,105
| -3% | -$1.07M |
|
332
Avnet
AVT
$4.43B
| $36.7M | 0.05% |
856,791
+12,489
| +1% | +$535K |
|
333
Charter Communications
CHTR
$36B
| $36.3M | 0.05% |
198,280
+192,907
| +3,590% | +$35.3M |
|
334
American Airlines Group
AAL
$8.42B
| $36.2M | 0.05% |
854,148
-35,262
| -4% | -$1.49M |
|
335
Hartford Financial Services
HIG
$36.8B
| $36.2M | 0.05% |
831,975
-1,464,467
| -64% | -$63.6M |
|
336
Hewlett Packard
HPE
$31.5B
| $36.1M | 0.05% |
+4,090,079
| New | +$36.1M |
|
337
Keysight
KEYS
$29.1B
| $36.1M | 0.05% |
1,272,806
+336,874
| +36% | +$9.54M |
|
338
Waste Management
WM
$88.3B
| $36M | 0.05% |
675,156
+129,275
| +24% | +$6.9M |
|
339
Vail Resorts
MTN
$5.48B
| $35.8M | 0.05% |
279,481
+36,276
| +15% | +$4.64M |
|
340
Humana
HUM
$32.8B
| $35.7M | 0.05% |
199,726
+1,794
| +0.9% | +$320K |
|
341
Southwest Gas
SWX
$5.55B
| $35.5M | 0.05% |
643,543
+145,761
| +29% | +$8.04M |
|
342
iShares Core S&P 500 ETF
IVV
$668B
| $35.5M | 0.05% |
173,035
+3,050
| +2% | +$625K |
|
343
Boston Scientific
BSX
$160B
| $35.1M | 0.05% |
1,905,408
+38,402
| +2% | +$708K |
|
344
United Airlines
UAL
$34.2B
| $35M | 0.05% |
610,889
+13,097
| +2% | +$750K |
|
345
State Street
STT
$31.8B
| $34.9M | 0.05% |
526,596
+4,899
| +0.9% | +$325K |
|
|
ENH
346
DELISTED
Endurance Specialty Holdings Ltd
ENH
| $34.8M | 0.05% |
544,483
+107,012
| +24% | +$6.85M |
|
347
Avista
AVA
$2.94B
| $34.7M | 0.05% |
982,096
+18,160
| +2% | +$642K |
|
348
Korn Ferry
KFY
$3.82B
| $34.7M | 0.05% |
1,045,352
+18,832
| +2% | +$625K |
|
349
Eastman Chemical
EMN
$7.76B
| $34.6M | 0.05% |
513,152
+6,069
| +1% | +$410K |
|
|
PRXL
350
DELISTED
Parexel International Corp
PRXL
| $34.2M | 0.05% |
501,895
+8,097
| +2% | +$552K |
|