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 |
Sherwin-Williams
SHW
|
$109M |
| 2 |
Brookfield Infrastructure Partners
BIP
|
$106M |
| 3 |
SFR
Starwood Waypoint Homes
SFR
|
$84.9M |
| 4 |
Charter Communications
CHTR
|
$82.2M |
| 5 |
DRE
Duke Realty Corp.
DRE
|
$77.3M |
Top Sells
| 1 |
Equity Residential
EQR
|
$133M |
| 2 |
Entergy
ETR
|
$105M |
| 3 |
PayPal
PYPL
|
$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$90.2M |
| 5 |
Goodyear
GT
|
$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Gen Digital
GEN
$18.2B
| $43.8M | 0.06% |
1,744,874
+839,304
| +93% | +$21.1M |
|
327
Murphy USA
MUSA
$7.18B
| $43.8M | 0.06% |
613,721
+195,433
| +47% | +$13.9M |
|
328
Mid-America Apartment Communities
MAA
$16.7B
| $43.7M | 0.06% |
464,608
+97,759
| +27% | +$9.19M |
|
329
Truist Financial
TFC
$59.8B
| $43.6M | 0.06% |
1,154,731
+20,945
| +2% | +$790K |
|
330
Delta Air Lines
DAL
$39.9B
| $43.5M | 0.06% |
1,105,796
-39,461
| -3% | -$1.55M |
|
331
Constellation Brands
STZ
$26.7B
| $43.5M | 0.06% |
261,174
+133
| +0.1% | +$22.1K |
|
332
Humana
HUM
$37.3B
| $43.2M | 0.06% |
244,429
+10,562
| +5% | +$1.87M |
|
333
PPG Industries
PPG
$24.7B
| $43.2M | 0.06% |
418,293
-9,972
| -2% | -$1.03M |
|
|
CLGX
334
DELISTED
Corelogic, Inc.
CLGX
| $42.9M | 0.06% |
1,094,196
+56,772
| +5% | +$2.23M |
|
335
Bank OZK
OZK
$5.9B
| $42.7M | 0.06% |
1,112,212
+466,095
| +72% | +$17.9M |
|
336
Fifth Third Bancorp
FITB
$30.2B
| $42.7M | 0.06% |
2,086,471
+122,586
| +6% | +$2.51M |
|
337
Newmont
NEM
$83.3B
| $42.6M | 0.06% |
1,084,922
+287,228
| +36% | +$11.3M |
|
338
LyondellBasell Industries
LYB
$18B
| $42.4M | 0.06% |
525,552
-223,987
| -30% | -$18.1M |
|
339
Macy's
M
$3.67B
| $42.4M | 0.06% |
1,143,821
+580,665
| +103% | +$21.5M |
|
340
PG&E
PCG
$33.7B
| $42.4M | 0.06% |
692,484
+17,677
| +3% | +$1.08M |
|
341
Highwoods Properties
HIW
$3.38B
| $42.3M | 0.06% |
812,358
-95,133
| -10% | -$4.96M |
|
|
SE
342
DELISTED
Spectra Energy Corp Wi
SE
| $42.3M | 0.06% |
989,582
+41,949
| +4% | +$1.79M |
|
343
Cognizant
CTSH
$35.1B
| $42.1M | 0.06% |
883,261
+29,409
| +3% | +$1.4M |
|
344
Avnet
AVT
$4.34B
| $42.1M | 0.06% |
1,025,901
+78,809
| +8% | +$3.24M |
|
345
CACI
CACI
$10.6B
| $41.9M | 0.06% |
414,983
+43,815
| +12% | +$4.42M |
|
346
Weyerhaeuser
WY
$18B
| $41.6M | 0.05% |
1,302,182
+57,073
| +5% | +$1.82M |
|
|
RBS.PRL.CL
347
DELISTED
Royal Bank Of Scotland Group Plc
RBS.PRL.CL
| $41.6M | 0.05% |
1,658,051
+10,887
| +0.7% | +$273K |
|
348
Trane Technologies
TT
$91.4B
| $41.5M | 0.05% |
610,974
-25,839
| -4% | -$1.76M |
|
349
Liberty Media Series C
FWONK
$25.3B
| $41.3M | 0.05% |
1,468,567
+124,029
| +9% | +$3.49M |
|
|
NFX
350
DELISTED
Newfield Exploration
NFX
| $41.3M | 0.05% |
949,561
+8,372
| +0.9% | +$364K |
|