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 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$225M |
| 2 |
Cousins Properties
CUZ
|
+$225M |
| 3 |
Americold
COLD
|
+$147M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
+$138M |
| 5 |
Domino's
DPZ
|
+$129M |
Top Sells
| 1 |
SBA Communications
SBAC
|
+$180M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
+$138M |
| 3 |
Hilton Grand Vacations
HGV
|
+$111M |
| 4 |
Openlane
KAR
|
+$103M |
| 5 |
Prologis
PLD
|
+$93.9M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.93% |
| 3 | Technology | 14.95% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Phillips 66
PSX
$53.5B
| $65.2M | 0.06% |
697,347
+27,483
| +4% | +$2.57M |
|
327
Kimberly-Clark
KMB
$43.5B
| $65.2M | 0.06% |
489,025
-43,095
| -8% | -$5.74M |
|
328
Lam Research
LRCX
$133B
| $64.6M | 0.06% |
3,441,170
-547,450
| -14% | -$10.3M |
|
329
Capital One
COF
$141B
| $63.7M | 0.06% |
701,954
+9,072
| +1% | +$823K |
|
330
Emerson Electric
EMR
$74.7B
| $63.2M | 0.06% |
946,821
-26,858
| -3% | -$1.79M |
|
331
Monster Beverage
MNST
$61.5B
| $63.2M | 0.06% |
1,979,072
+234,268
| +13% | +$7.48M |
|
|
SYNH
332
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $62.9M | 0.06% |
1,231,693
-227,286
| -16% | -$11.6M |
|
|
BPY
333
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $62.8M | 0.06% |
3,314,843
-1,992
| -0.1% | -$37.7K |
|
334
Micron Technology
MU
$151B
| $62.6M | 0.06% |
1,621,590
-1,449
| -0.1% | -$55.9K |
|
335
TE Connectivity
TEL
$61.4B
| $62.4M | 0.06% |
651,213
-2,033
| -0.3% | -$195K |
|
|
VAR
336
DELISTED
Varian Medical Systems, Inc.
VAR
| $61.1M | 0.06% |
449,143
+86,537
| +24% | +$11.8M |
|
337
Aflac
AFL
$56.9B
| $60.8M | 0.05% |
1,108,567
-7,909
| -0.7% | -$433K |
|
|
HA
338
DELISTED
Hawaiian Holdings, Inc.
HA
| $60.5M | 0.05% |
2,205,462
-24,236
| -1% | -$665K |
|
339
Universal Health Services
UHS
$11.8B
| $60.1M | 0.05% |
461,035
+26,667
| +6% | +$3.48M |
|
340
Albany International
AIN
$1.82B
| $60M | 0.05% |
724,171
+5,861
| +0.8% | +$486K |
|
341
CONMED
CNMD
$1.67B
| $59.9M | 0.05% |
700,363
+152,021
| +28% | +$13M |
|
342
B&G Foods
BGS
$366M
| $59.8M | 0.05% |
2,875,895
-2,873,938
| -50% | -$59.8M |
|
343
Analog Devices
ADI
$122B
| $59.5M | 0.05% |
527,514
-20,350
| -4% | -$2.3M |
|
344
Energizer
ENR
$1.96B
| $59M | 0.05% |
1,525,721
+249,435
| +20% | +$9.64M |
|
345
Estee Lauder
EL
$32B
| $58.8M | 0.05% |
321,034
+2,273
| +0.7% | +$416K |
|
346
Baxter International
BAX
$12.4B
| $58.7M | 0.05% |
716,323
-10,592
| -1% | -$867K |
|
347
Vornado Realty Trust
VNO
$7.81B
| $58.6M | 0.05% |
914,918
+148,256
| +19% | +$9.5M |
|
348
Public Service Enterprise Group
PEG
$40B
| $58.5M | 0.05% |
994,703
-90,602
| -8% | -$5.33M |
|
349
Washington Trust Bancorp
WASH
$576M
| $58.4M | 0.05% |
1,119,865
+71,636
| +7% | +$3.74M |
|
350
Travelers Companies
TRV
$61.8B
| $58.4M | 0.05% |
390,651
+8,223
| +2% | +$1.23M |
|