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 |
Linde
LIN
|
$216M |
| 2 |
WIX.com
WIX
|
$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
$229M |
| 2 |
Simon Property Group
SPG
|
$190M |
| 3 |
PX
Praxair Inc
PX
|
$171M |
| 4 |
Alibaba
BABA
|
$149M |
| 5 |
O'Reilly Automotive
ORLY
|
$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Entergy
ETR
$39.2B
| $56.3M | 0.06% |
1,308,960
-441,520
| -25% | -$19M |
|
327
Waste Management
WM
$88.6B
| $56.1M | 0.06% |
630,434
-558,790
| -47% | -$49.7M |
|
|
SUM
328
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $56M | 0.06% |
4,594,070
+492,902
| +12% | +$6.01M |
|
329
Kinder Morgan
KMI
$59.1B
| $55.6M | 0.06% |
3,618,205
-195,571
| -5% | -$3.01M |
|
330
EastGroup Properties
EGP
$8.97B
| $55.1M | 0.06% |
600,755
-16,062
| -3% | -$1.47M |
|
331
Micron Technology
MU
$147B
| $54M | 0.06% |
1,703,410
-72,325
| -4% | -$2.29M |
|
332
Hubbell
HUBB
$23.2B
| $53.9M | 0.06% |
543,068
+12,342
| +2% | +$1.23M |
|
333
Fair Isaac
FICO
$36.8B
| $53.7M | 0.06% |
287,254
-11,712
| -4% | -$2.19M |
|
|
HA
334
DELISTED
Hawaiian Holdings, Inc.
HA
| $53.4M | 0.06% |
2,021,825
-124,684
| -6% | -$3.29M |
|
|
LEXEA
335
DELISTED
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
| $53.3M | 0.06% |
1,362,447
-75,129
| -5% | -$2.94M |
|
336
Centene
CNC
$14.2B
| $53.2M | 0.06% |
923,252
-58,096
| -6% | -$3.35M |
|
337
Ziff Davis
ZD
$1.56B
| $53.1M | 0.06% |
880,523
-174,727
| -17% | -$10.5M |
|
338
Baxter International
BAX
$12.5B
| $52.9M | 0.06% |
804,421
-75,526
| -9% | -$4.97M |
|
339
General Mills
GIS
$27B
| $52.9M | 0.06% |
1,358,042
+440,075
| +48% | +$17.1M |
|
340
American Electric Power
AEP
$57.8B
| $52.9M | 0.06% |
707,383
-258,588
| -27% | -$19.3M |
|
341
Delek US
DK
$1.88B
| $52.7M | 0.06% |
1,620,258
+1,082,837
| +201% | +$35.2M |
|
342
Capital One
COF
$142B
| $52.6M | 0.06% |
695,440
-13,739
| -2% | -$1.04M |
|
|
SYNH
343
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $52.5M | 0.06% |
1,334,541
+304,408
| +30% | +$12M |
|
|
BPY
344
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $52.3M | 0.06% |
3,246,543
-71,701
| -2% | -$1.16M |
|
345
Aflac
AFL
$57.2B
| $52.3M | 0.06% |
1,147,134
-200,435
| -15% | -$9.13M |
|
|
ATVI
346
DELISTED
Activision Blizzard Inc.
ATVI
| $52M | 0.06% |
1,116,239
-13,617
| -1% | -$634K |
|
|
LSXMA
347
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $52M | 0.06% |
1,954,345
-96,928
| -5% | -$2.58M |
|
348
HP
HPQ
$27.4B
| $51.5M | 0.05% |
2,518,990
-284,662
| -10% | -$5.82M |
|
349
Encompass Health
EHC
$12.6B
| $51.5M | 0.05% |
1,048,224
-120,682
| -10% | -$5.92M |
|
350
Hope Bancorp
HOPE
$1.43B
| $51.3M | 0.05% |
4,327,713
+83,086
| +2% | +$985K |
|