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 |
O'Reilly Automotive
ORLY
|
$174M |
| 2 |
DuPont de Nemours
DD
|
$135M |
| 3 |
Healthpeak Properties
DOC
|
$98.5M |
| 4 |
Gartner
IT
|
$95.1M |
| 5 |
Air Products & Chemicals
APD
|
$94.4M |
Top Sells
| 1 |
AutoZone
AZO
|
$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$165M |
| 3 |
JPMorgan Chase
JPM
|
$118M |
| 4 |
Willis Towers Watson
WTW
|
$112M |
| 5 |
Welltower
WELL
|
$106M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ATVI
326
DELISTED
Activision Blizzard Inc.
ATVI
| $74M | 0.07% |
1,147,554
+70,182
| +7% | +$4.53M |
|
327
Lincoln Electric
LECO
$13.5B
| $73.8M | 0.07% |
804,549
-39,156
| -5% | -$3.59M |
|
328
Aflac
AFL
$57.2B
| $73.7M | 0.07% |
1,811,960
+621,832
| +52% | +$25.3M |
|
329
Targa Resources
TRGP
$34.9B
| $73.1M | 0.07% |
1,544,522
+45,064
| +3% | +$2.13M |
|
330
Mine Safety
MSA
$6.67B
| $72.7M | 0.07% |
914,562
+63,465
| +7% | +$5.05M |
|
331
CSX Corp
CSX
$60.6B
| $72.6M | 0.07% |
4,015,614
-531,126
| -12% | -$9.61M |
|
332
Hilton Grand Vacations
HGV
$4.15B
| $72.2M | 0.07% |
1,869,105
+309,690
| +20% | +$12M |
|
|
LHO
333
DELISTED
LaSalle Hotel Properties
LHO
| $72.1M | 0.07% |
2,483,070
+29,861
| +1% | +$867K |
|
334
Hubbell
HUBB
$23.2B
| $71.6M | 0.07% |
617,262
+29,260
| +5% | +$3.39M |
|
335
Ryanair
RYAAY
$32.1B
| $71.5M | 0.07% |
1,694,823
-165,847
| -9% | -$6.99M |
|
336
Southwest Airlines
LUV
$16.5B
| $71.4M | 0.07% |
1,275,554
-167,610
| -12% | -$9.38M |
|
|
TUP
337
DELISTED
Tupperware Brands Corporation
TUP
| $70.2M | 0.07% |
1,135,842
+8,594
| +0.8% | +$531K |
|
338
Automatic Data Processing
ADP
$120B
| $69.9M | 0.07% |
639,473
-24,736
| -4% | -$2.7M |
|
339
Dominion Energy
D
$49.7B
| $69.3M | 0.07% |
900,907
-7,464
| -0.8% | -$574K |
|
340
Southern Company
SO
$101B
| $68.9M | 0.07% |
1,402,831
-26,955
| -2% | -$1.32M |
|
341
American Financial Group
AFG
$11.6B
| $68.8M | 0.07% |
665,119
+44,918
| +7% | +$4.65M |
|
342
American Electric Power
AEP
$57.8B
| $68.7M | 0.07% |
977,996
+44,239
| +5% | +$3.11M |
|
|
LPT
343
DELISTED
Liberty Property Trust
LPT
| $67.7M | 0.07% |
1,649,066
-339,943
| -17% | -$14M |
|
344
Illinois Tool Works
ITW
$77.6B
| $67.5M | 0.07% |
455,991
-22,987
| -5% | -$3.4M |
|
345
Stryker
SYK
$150B
| $67M | 0.07% |
472,008
-824
| -0.2% | -$117K |
|
346
Axalta
AXTA
$6.89B
| $66.8M | 0.06% |
2,309,651
+22,515
| +1% | +$651K |
|
|
INN
347
Summit Hotel Properties
INN
$614M
| $66.1M | 0.06% |
4,135,461
+191,859
| +5% | +$3.07M |
|
348
Ford
F
$46.7B
| $65.7M | 0.06% |
5,490,366
-134,390
| -2% | -$1.61M |
|
349
Emerson Electric
EMR
$74.6B
| $65.6M | 0.06% |
1,044,343
-254,707
| -20% | -$16M |
|
|
BPY
350
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $65.5M | 0.06% |
2,806,941
-20,798
| -0.7% | -$486K |
|