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 |
Hilton Worldwide
HLT
|
$323M |
| 2 |
FRC
First Republic Bank
FRC
|
$239M |
| 3 |
Mettler-Toledo International
MTD
|
$210M |
| 4 |
Baidu
BIDU
|
$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$183M |
Top Sells
| 1 |
Aon
AON
|
$326M |
| 2 |
Dollar Tree
DLTR
|
$319M |
| 3 |
Intuit
INTU
|
$280M |
| 4 |
Fidelity National Information Services
FIS
|
$206M |
| 5 |
Loews
L
|
$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CONE
326
DELISTED
CyrusOne Inc Common Stock
CONE
| $68.5M | 0.06% |
1,173,340
+761,968
| +185% | +$44.5M |
|
|
GGP
327
DELISTED
GGP Inc.
GGP
| $68M | 0.06% |
3,330,201
-90,478
| -3% | -$1.85M |
|
328
American International
AIG
$43.6B
| $67.7M | 0.06% |
1,276,775
-3,755
| -0.3% | -$199K |
|
|
LPT
329
DELISTED
Liberty Property Trust
LPT
| $67.5M | 0.06% |
1,523,562
+195,884
| +15% | +$8.68M |
|
|
LSXMA
330
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $66.7M | 0.06% |
2,049,147
-3,373
| -0.2% | -$110K |
|
331
Southern Company
SO
$99.9B
| $66.4M | 0.06% |
1,433,254
+1,360
| +0.1% | +$63K |
|
332
Ametek
AME
$43.6B
| $66.2M | 0.06% |
917,672
+130,701
| +17% | +$9.43M |
|
333
Kinder Morgan
KMI
$58.8B
| $66.1M | 0.06% |
3,738,290
-282,885
| -7% | -$5M |
|
334
Boston Scientific
BSX
$160B
| $65.6M | 0.06% |
2,007,070
+11,234
| +0.6% | +$367K |
|
335
Ryanair
RYAAY
$31.7B
| $65.6M | 0.06% |
1,435,825
-248,853
| -15% | -$11.4M |
|
336
Regions Financial
RF
$24.1B
| $65.2M | 0.06% |
3,667,988
+570,888
| +18% | +$10.2M |
|
337
Capital One
COF
$141B
| $65.2M | 0.06% |
709,290
-3,355
| -0.5% | -$308K |
|
338
Edwards Lifesciences
EW
$47.1B
| $64.4M | 0.06% |
1,327,221
-57,741
| -4% | -$2.8M |
|
|
UMPQ
339
DELISTED
Umpqua Holdings Corp
UMPQ
| $64.4M | 0.06% |
2,850,017
+517,853
| +22% | +$11.7M |
|
340
Illinois Tool Works
ITW
$77.7B
| $64.2M | 0.06% |
463,114
-485
| -0.1% | -$67.2K |
|
341
Vertex Pharmaceuticals
VRTX
$101B
| $64M | 0.06% |
376,471
-461
| -0.1% | -$78.4K |
|
342
MetLife
MET
$52.9B
| $63.3M | 0.06% |
1,452,415
-34,703
| -2% | -$1.51M |
|
343
Electronic Arts
EA
$42B
| $63.2M | 0.06% |
448,466
+2,599
| +0.6% | +$367K |
|
344
Dominion Energy
D
$49.5B
| $63.2M | 0.06% |
926,524
-5,777
| -0.6% | -$394K |
|
345
Emerson Electric
EMR
$74.7B
| $63.1M | 0.06% |
912,122
+6,663
| +0.7% | +$461K |
|
346
Baxter International
BAX
$12.4B
| $63M | 0.06% |
853,074
-7,880
| -0.9% | -$582K |
|
347
Energizer
ENR
$1.96B
| $63M | 0.06% |
1,000,426
+30,742
| +3% | +$1.94M |
|
|
LEXEA
348
DELISTED
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
| $63M | 0.06% |
1,433,299
-129,637
| -8% | -$5.7M |
|
349
DXC Technology
DXC
$2.62B
| $62.9M | 0.06% |
780,895
-262,063
| -25% | -$21.1M |
|
350
HF Sinclair
DINO
$9.56B
| $62.6M | 0.06% |
915,471
-1,690,009
| -65% | -$116M |
|