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 |
ANSS
Ansys
ANSS
|
+$196M |
| 2 |
Hyatt Hotels
H
|
+$166M |
| 3 |
Prologis
PLD
|
+$160M |
| 4 |
RP
RealPage, Inc.
RP
|
+$160M |
| 5 |
WIX.com
WIX
|
+$147M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
+$367M |
| 2 |
Moody's
MCO
|
+$303M |
| 3 |
Ross Stores
ROST
|
+$252M |
| 4 |
Dentsply Sirona
XRAY
|
+$213M |
| 5 |
Autodesk
ADSK
|
+$167M |
Sector Composition
| 1 | Financials | 16.51% |
| 2 | Technology | 14.46% |
| 3 | Real Estate | 14.24% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 9.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Entergy
ETR
$38.8B
| $71M | 0.06% |
1,750,480
-193,272
| -10% | -$7.84M |
|
327
Hubbell
HUBB
$23.2B
| $70.9M | 0.06% |
530,726
-4,805
| -0.9% | -$642K |
|
328
Kulicke & Soffa
KLIC
$1.98B
| $70.4M | 0.06% |
2,954,803
+2,414,215
| +447% | +$57.6M |
|
|
LLL
329
DELISTED
L3 Technologies, Inc.
LLL
| $70.3M | 0.06% |
330,532
-54,957
| -14% | -$11.7M |
|
330
American Financial Group
AFG
$11.5B
| $69.9M | 0.06% |
629,517
-100,452
| -14% | -$11.1M |
|
|
BPY
331
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $69.3M | 0.06% |
3,318,244
+523,017
| +19% | +$10.9M |
|
332
Ametek
AME
$43.3B
| $69.1M | 0.06% |
873,358
-44,314
| -5% | -$3.51M |
|
333
Hope Bancorp
HOPE
$1.41B
| $68.6M | 0.06% |
4,244,627
-90,578
| -2% | -$1.46M |
|
334
American Electric Power
AEP
$58B
| $68.5M | 0.06% |
965,971
-172,687
| -15% | -$12.2M |
|
335
American International
AIG
$43.5B
| $68.4M | 0.06% |
1,285,028
+8,253
| +0.6% | +$439K |
|
336
Fair Isaac
FICO
$37.1B
| $68.3M | 0.06% |
298,966
-23,135
| -7% | -$5.29M |
|
|
ENLK
337
DELISTED
EnLink Midstream Partners, LP
ENLK
| $67.9M | 0.06% |
3,644,811
-173,695
| -5% | -$3.24M |
|
338
Broadridge
BR
$29.6B
| $67.9M | 0.06% |
514,353
-166,914
| -25% | -$22M |
|
339
Baxter International
BAX
$12.6B
| $67.8M | 0.06% |
879,947
+26,873
| +3% | +$2.07M |
|
340
Bank of New York Mellon
BK
$73.9B
| $67.7M | 0.06% |
1,327,821
-117,296
| -8% | -$5.98M |
|
|
LEXEA
341
DELISTED
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
| $67.6M | 0.06% |
1,437,576
+4,277
| +0.3% | +$201K |
|
342
Kinder Morgan
KMI
$59.2B
| $67.6M | 0.06% |
3,813,776
+75,486
| +2% | +$1.34M |
|
343
MetLife
MET
$52.7B
| $67.4M | 0.06% |
1,443,689
-8,726
| -0.6% | -$408K |
|
344
Capital One
COF
$142B
| $67.3M | 0.06% |
709,179
-111
| -0% | -$10.5K |
|
|
PRSP
345
DELISTED
Perspecta Inc. Common Stock
PRSP
| $66.7M | 0.06% |
2,594,967
+1,904,994
| +276% | +$49M |
|
346
Dominion Energy
D
$50.2B
| $66.3M | 0.06% |
943,494
+16,970
| +2% | +$1.19M |
|
347
FirstEnergy
FE
$25B
| $65.9M | 0.06% |
1,773,302
+73,144
| +4% | +$2.72M |
|
348
Hanover Insurance
THG
$6.41B
| $65.7M | 0.06% |
532,794
+82,069
| +18% | +$10.1M |
|
349
Donaldson
DCI
$9.35B
| $65.5M | 0.06% |
1,124,169
-434
| -0% | -$25.3K |
|
350
DXC Technology
DXC
$2.58B
| $65.3M | 0.06% |
698,732
-82,163
| -11% | -$7.68M |
|