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 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$192M |
| 3 |
Charter Communications
CHTR
|
+$181M |
| 4 |
Park Hotels & Resorts
PK
|
+$157M |
| 5 |
Credit Acceptance
CACC
|
+$156M |
Top Sells
| 1 |
Albemarle
ALB
|
+$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 3 |
Apple
AAPL
|
+$117M |
| 4 |
CELG
Celgene Corp
CELG
|
+$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Teledyne Technologies
TDY
$25.6B
| $67.9M | 0.06% |
196,059
-1,377
| -0.7% | -$477K |
|
327
Teradyne
TER
$18.9B
| $66.8M | 0.06% |
979,645
-39,613
| -4% | -$2.7M |
|
328
L3Harris
LHX
$51.2B
| $66.4M | 0.06% |
335,577
-12,903
| -4% | -$2.55M |
|
329
Darling Ingredients
DAR
$4.94B
| $66M | 0.06% |
2,349,339
-37,255
| -2% | -$1.05M |
|
330
Universal Health Services
UHS
$11.8B
| $65.7M | 0.05% |
458,231
-2,012
| -0.4% | -$289K |
|
331
FMC
FMC
$4.73B
| $65.6M | 0.05% |
657,289
-5,145
| -0.8% | -$514K |
|
332
Estee Lauder
EL
$32B
| $65.1M | 0.05% |
314,994
-7,046
| -2% | -$1.46M |
|
333
ICICI Bank
IBN
$114B
| $65M | 0.05% |
4,307,805
-764,070
| -15% | -$11.5M |
|
334
HDFC Bank
HDB
$181B
| $65M | 0.05% |
1,025,627
+2,397
| +0.2% | +$152K |
|
335
Kimberly-Clark
KMB
$43.1B
| $64.9M | 0.05% |
471,889
-17,574
| -4% | -$2.42M |
|
336
American Electric Power
AEP
$57.5B
| $64.6M | 0.05% |
683,610
-80,149
| -10% | -$7.57M |
|
337
Emerson Electric
EMR
$74.7B
| $64.3M | 0.05% |
842,892
-88,571
| -10% | -$6.75M |
|
338
TE Connectivity
TEL
$61.4B
| $64.2M | 0.05% |
669,392
-60,370
| -8% | -$5.79M |
|
|
ATVI
339
DELISTED
Activision Blizzard Inc.
ATVI
| $63.9M | 0.05% |
1,075,908
-21,770
| -2% | -$1.29M |
|
340
Sysco
SYY
$39B
| $63.5M | 0.05% |
742,527
-18,882
| -2% | -$1.62M |
|
|
VAR
341
DELISTED
Varian Medical Systems, Inc.
VAR
| $63.4M | 0.05% |
446,313
-16,831
| -4% | -$2.39M |
|
342
General Motors
GM
$55.4B
| $63.2M | 0.05% |
1,726,348
-62,562
| -3% | -$2.29M |
|
|
TXNM
343
TXNM Energy, Inc.
TXNM
$5.98B
| $63.1M | 0.05% |
1,244,826
-68,359
| -5% | -$3.47M |
|
344
Brunswick
BC
$4.37B
| $62.1M | 0.05% |
1,034,731
+662,647
| +178% | +$39.7M |
|
345
Baxter International
BAX
$12.4B
| $62M | 0.05% |
741,448
-15,270
| -2% | -$1.28M |
|
346
Prudential Financial
PRU
$37.2B
| $61.8M | 0.05% |
659,649
-97,635
| -13% | -$9.15M |
|
|
AAN.A
347
DELISTED
AARON'S INC CL-A
AAN.A
| $61.8M | 0.05% |
1,082,653
-30,323
| -3% | -$1.73M |
|
348
American International
AIG
$43.6B
| $61.8M | 0.05% |
1,204,340
-28,408
| -2% | -$1.46M |
|
|
XYZ
349
Block, Inc.
XYZ
$46.2B
| $61.7M | 0.05% |
986,021
+50,865
| +5% | +$3.18M |
|
350
Occidental Petroleum
OXY
$44.7B
| $61.5M | 0.05% |
1,492,587
-43,333
| -3% | -$1.79M |
|