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 |
S&P Global
SPGI
|
$343M |
| 2 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
$163M |
| 3 |
Entergy
ETR
|
$126M |
| 4 |
Murphy Oil
MUR
|
$124M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
$97.2M |
Top Sells
| 1 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
$325M |
| 2 |
Becton Dickinson
BDX
|
$158M |
| 3 |
Crown Castle
CCI
|
$148M |
| 4 |
TJX Companies
TJX
|
$136M |
| 5 |
Public Service Enterprise Group
PEG
|
$122M |
Sector Composition
| 1 | Real Estate | 17.25% |
| 2 | Financials | 16.06% |
| 3 | Technology | 11.28% |
| 4 | Healthcare | 10.24% |
| 5 | Consumer Discretionary | 9.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Avnet
AVT
$4.34B
| $38.4M | 0.05% |
947,092
+72,188
| +8% | +$2.92M |
|
327
Edison International
EIX
$21.5B
| $38.3M | 0.05% |
493,246
+1,711
| +0.3% | +$133K |
|
328
Manhattan Associates
MANH
$12.7B
| $38.1M | 0.05% |
593,600
+5,952
| +1% | +$382K |
|
329
Consolidated Edison
ED
$35B
| $37.9M | 0.05% |
470,709
+18,802
| +4% | +$1.51M |
|
330
Liberty Global Class A
LBTYA
$3.96B
| $37.7M | 0.05% |
1,295,673
-110,607
| -8% | -$3.21M |
|
331
Eaton
ETN
$134B
| $37.6M | 0.05% |
630,012
+9,404
| +2% | +$562K |
|
332
TSMC
TSM
$1.18T
| $37.6M | 0.05% |
1,433,427
+34,682
| +2% | +$910K |
|
333
Mettler-Toledo International
MTD
$26.3B
| $37.6M | 0.05% |
102,970
+11,313
| +12% | +$4.13M |
|
334
Southwest Gas
SWX
$5.68B
| $37.6M | 0.05% |
477,278
-178,816
| -27% | -$14.1M |
|
335
Applied Materials
AMAT
$126B
| $37.6M | 0.05% |
1,567,189
-98,718
| -6% | -$2.37M |
|
336
Packaging Corp of America
PKG
$19.5B
| $37.5M | 0.05% |
560,203
+53,454
| +11% | +$3.58M |
|
|
ALXN
337
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $37.5M | 0.05% |
320,813
-1,368
| -0.4% | -$160K |
|
338
Zimmer Biomet
ZBH
$20.8B
| $37.5M | 0.05% |
311,143
+53,605
| +21% | +$6.45M |
|
339
Hasbro
HAS
$11.2B
| $37.4M | 0.05% |
445,389
+10,768
| +2% | +$904K |
|
340
Sherwin-Williams
SHW
$89.9B
| $37.4M | 0.05% |
127,189
-13,580
| -10% | -$3.99M |
|
341
iShares Core S&P 500 ETF
IVV
$657B
| $37.2M | 0.05% |
176,325
-40,300
| -19% | -$8.49M |
|
342
Weyerhaeuser
WY
$18B
| $37.1M | 0.05% |
1,245,109
-67,615
| -5% | -$2.01M |
|
|
APC
343
DELISTED
Anadarko Petroleum
APC
| $37M | 0.05% |
694,286
-110,741
| -14% | -$5.9M |
|
344
Southwest Airlines
LUV
$16.9B
| $36.9M | 0.05% |
941,376
-63,583
| -6% | -$2.49M |
|
345
Electronic Arts
EA
$42.9B
| $36.7M | 0.05% |
484,817
-433,878
| -47% | -$32.9M |
|
346
Edwards Lifesciences
EW
$48B
| $36.7M | 0.05% |
367,700
+6,077
| +2% | +$606K |
|
347
HCA Healthcare
HCA
$95B
| $36.6M | 0.05% |
475,364
-10,116
| -2% | -$779K |
|
348
TD Synnex
SNX
$12.1B
| $36.1M | 0.05% |
380,795
+7,744
| +2% | +$734K |
|
349
Allstate
ALL
$53.6B
| $36M | 0.05% |
514,706
+3,664
| +0.7% | +$256K |
|
|
PXD
350
DELISTED
Pioneer Natural Resource Co.
PXD
| $36M | 0.05% |
237,980
+664
| +0.3% | +$100K |
|