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 |
Dentsply Sirona
XRAY
|
+$309M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
+$162M |
| 3 |
Regency Centers
REG
|
+$148M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$111M |
| 5 |
Invitation Homes
INVH
|
+$89.3M |
Top Sells
| 1 |
Zoetis
ZTS
|
+$438M |
| 2 |
EQY
Equity One
EQY
|
+$208M |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
+$82.7M |
| 4 |
SL Green Realty
SLG
|
+$62M |
| 5 |
CVS Health
CVS
|
+$59.7M |
Sector Composition
| 1 | Financials | 17.51% |
| 2 | Real Estate | 15.76% |
| 3 | Technology | 12.09% |
| 4 | Consumer Discretionary | 10.35% |
| 5 | Industrials | 9.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
CACI
CACI
$10.4B
| $50M | 0.06% |
426,495
-22,247
| -5% | -$2.61M |
|
327
Liberty Media Series C
FWONK
$25.5B
| $49.9M | 0.06% |
1,512,740
+5,340
| +0.4% | +$176K |
|
|
ATVI
328
DELISTED
Activision Blizzard Inc.
ATVI
| $49.9M | 0.06% |
1,000,820
-41,885
| -4% | -$2.09M |
|
329
General Mills
GIS
$26.8B
| $49.9M | 0.06% |
845,267
-25,890
| -3% | -$1.53M |
|
330
Broadridge
BR
$29.7B
| $49.9M | 0.06% |
733,789
+4,919
| +0.7% | +$334K |
|
|
APC
331
DELISTED
Anadarko Petroleum
APC
| $49.4M | 0.06% |
796,054
+6,577
| +0.8% | +$408K |
|
332
Boston Scientific
BSX
$160B
| $49.3M | 0.06% |
1,983,944
+33,763
| +2% | +$840K |
|
333
HP
HPQ
$27.4B
| $49.2M | 0.06% |
2,753,509
-986,208
| -26% | -$17.6M |
|
334
Nabors Industries
NBR
$570M
| $49.1M | 0.06% |
75,192
+6,756
| +10% | +$4.42M |
|
335
Nordson
NDSN
$12.7B
| $49M | 0.06% |
398,695
-55
| -0% | -$6.76K |
|
336
KKR & Co
KKR
$124B
| $48.5M | 0.06% |
2,660,212
-15,615
| -0.6% | -$285K |
|
337
Marriott International Class A Common Stock
MAR
$72.8B
| $48.4M | 0.06% |
514,160
+5,570
| +1% | +$525K |
|
338
Marathon Petroleum
MPC
$55.1B
| $48.4M | 0.06% |
957,296
+138,616
| +17% | +$7.01M |
|
339
Patterson-UTI
PTEN
$2.16B
| $48M | 0.06% |
1,979,118
+1,326,968
| +203% | +$32.2M |
|
340
PG&E
PCG
$32B
| $48M | 0.06% |
722,654
+11,804
| +2% | +$783K |
|
341
LyondellBasell Industries
LYB
$17.6B
| $47.9M | 0.06% |
525,768
+9,075
| +2% | +$828K |
|
342
Eaton
ETN
$136B
| $47.5M | 0.06% |
640,887
-184,748
| -22% | -$13.7M |
|
343
RPM International
RPM
$16.4B
| $46.9M | 0.06% |
852,948
+111,113
| +15% | +$6.11M |
|
344
EchoStar
SATS
$23.2B
| $46.9M | 0.06% |
1,015,937
-8,442
| -0.8% | -$390K |
|
|
WAGE
345
DELISTED
WageWorks, Inc.
WAGE
| $46.8M | 0.06% |
647,285
+358,667
| +124% | +$25.9M |
|
346
American Electric Power
AEP
$57.5B
| $46.6M | 0.06% |
693,553
+11,149
| +2% | +$748K |
|
347
McKesson
MCK
$86.7B
| $46.3M | 0.06% |
312,583
-14,348
| -4% | -$2.13M |
|
348
Micron Technology
MU
$147B
| $46.2M | 0.06% |
1,597,956
+13,177
| +0.8% | +$381K |
|
349
Liberty Global Class A
LBTYA
$3.99B
| $46.1M | 0.06% |
1,285,072
-72,548
| -5% | -$2.6M |
|
350
Deere & Co
DE
$130B
| $46.1M | 0.06% |
423,358
+3,831
| +0.9% | +$417K |
|