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 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
$173M |
| 2 |
FRC
First Republic Bank
FRC
|
$124M |
| 3 |
Equinix
EQIX
|
$94.5M |
| 4 |
Brookfield
BN
|
$89.3M |
| 5 |
Hilton Worldwide
HLT
|
$84.9M |
Top Sells
Sector Composition
| 1 | Financials | 18.07% |
| 2 | Real Estate | 14.09% |
| 3 | Technology | 13.37% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Industrials | 10.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Albemarle
ALB
$9.6B
| $68.8M | 0.07% |
741,798
+570,899
| +334% | +$52.9M |
|
327
Intuitive Surgical
ISRG
$167B
| $68.7M | 0.07% |
499,173
-2,643
| -0.5% | -$364K |
|
328
TE Connectivity
TEL
$61.7B
| $68.6M | 0.07% |
686,822
+27,495
| +4% | +$2.75M |
|
329
Capital One
COF
$142B
| $68.3M | 0.07% |
712,645
-2,913
| -0.4% | -$279K |
|
330
MetLife
MET
$52.9B
| $68.2M | 0.07% |
1,487,118
-18,306
| -1% | -$840K |
|
331
Best Buy
BBY
$16.1B
| $67.9M | 0.06% |
970,027
+53,983
| +6% | +$3.78M |
|
332
SITE Centers
SITC
$490M
| $67.6M | 0.06% |
7,161,504
+1,038,690
| +17% | +$9.81M |
|
333
HDFC Bank
HDB
$361B
| $67.4M | 0.06% |
1,364,506
+129,602
| +10% | +$6.4M |
|
|
ESRX
334
DELISTED
Express Scripts Holding Company
ESRX
| $67M | 0.06% |
969,252
+143,479
| +17% | +$9.91M |
|
335
Citizens Financial Group
CFG
$22.3B
| $66.8M | 0.06% |
1,590,746
+266,714
| +20% | +$11.2M |
|
336
Oneok
OKE
$45.7B
| $66.7M | 0.06% |
1,172,259
+247,125
| +27% | +$14.1M |
|
337
Target
TGT
$42.3B
| $65.8M | 0.06% |
947,868
+9,594
| +1% | +$666K |
|
338
Lam Research
LRCX
$130B
| $65.7M | 0.06% |
3,235,350
-364,490
| -10% | -$7.4M |
|
339
Synchrony
SYF
$28.1B
| $65.6M | 0.06% |
1,957,384
-248,940
| -11% | -$8.35M |
|
340
American Electric Power
AEP
$57.8B
| $65.4M | 0.06% |
952,877
-45,209
| -5% | -$3.1M |
|
341
Hubbell
HUBB
$23.2B
| $65.3M | 0.06% |
536,332
-62,456
| -10% | -$7.61M |
|
342
General Motors
GM
$55.5B
| $65.3M | 0.06% |
1,796,257
-52,021
| -3% | -$1.89M |
|
343
Marriott International Class A Common Stock
MAR
$71.9B
| $65M | 0.06% |
477,992
-9,435
| -2% | -$1.28M |
|
344
Agree Realty
ADC
$8.08B
| $64.9M | 0.06% |
1,351,388
+429,009
| +47% | +$20.6M |
|
345
Zoetis
ZTS
$67.9B
| $64.8M | 0.06% |
776,500
+10,446
| +1% | +$872K |
|
346
Edwards Lifesciences
EW
$47.5B
| $64.4M | 0.06% |
1,384,962
+70,956
| +5% | +$3.3M |
|
347
Southern Company
SO
$101B
| $63.9M | 0.06% |
1,431,894
-7,245
| -0.5% | -$324K |
|
348
Ameriprise Financial
AMP
$46.1B
| $63.9M | 0.06% |
431,864
-139,227
| -24% | -$20.6M |
|
349
Dominion Energy
D
$49.7B
| $62.9M | 0.06% |
932,301
+11,234
| +1% | +$758K |
|
350
Pebblebrook Hotel Trust
PEB
$1.4B
| $62.6M | 0.06% |
1,821,222
-235,665
| -11% | -$8.1M |
|