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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
General Mills
GIS
$26.8B
| $54.2M | 0.05% |
879,922
+31,238
| +4% | +$1.93M |
|
327
Valero Energy
VLO
$48.9B
| $54.2M | 0.05% |
921,187
+30,168
| +3% | +$1.77M |
|
328
Centene
CNC
$14.2B
| $53.8M | 0.05% |
846,710
-48,646
| -5% | -$3.09M |
|
329
Eaton
ETN
$136B
| $53.8M | 0.05% |
614,885
+8,448
| +1% | +$739K |
|
|
330
Alibaba
BABA
$337B
| $53.7M | 0.05% |
249,046
-1,940,948
| -89% | -$419M |
|
331
Emerson Electric
EMR
$74.7B
| $53.1M | 0.05% |
856,734
+2,823
| +0.3% | +$175K |
|
332
L3Harris
LHX
$51.2B
| $52.7M | 0.05% |
310,819
-17,876
| -5% | -$3.03M |
|
333
TE Connectivity
TEL
$61.4B
| $51.8M | 0.05% |
635,187
-41,252
| -6% | -$3.36M |
|
334
Monolithic Power Systems
MPWR
$41.4B
| $51.7M | 0.05% |
218,347
+6,707
| +3% | +$1.59M |
|
335
Huntington Ingalls Industries
HII
$10.6B
| $51.7M | 0.05% |
296,070
+35,786
| +14% | +$6.24M |
|
336
Phibro Animal Health
PAHC
$1.6B
| $51.5M | 0.05% |
1,959,332
-7,035
| -0.4% | -$185K |
|
337
McCormick & Company Non-Voting
MKC
$18.8B
| $51.4M | 0.05% |
573,274
+18,534
| +3% | +$1.66M |
|
338
Phillips 66
PSX
$52.6B
| $50.9M | 0.04% |
708,298
+20,989
| +3% | +$1.51M |
|
339
Raymond James Financial
RJF
$33.1B
| $50.9M | 0.04% |
1,108,755
+477,108
| +76% | +$21.9M |
|
340
BJs Wholesale Club
BJ
$13B
| $50.7M | 0.04% |
1,360,859
+74,429
| +6% | +$2.77M |
|
341
Ameriprise Financial
AMP
$46.4B
| $50.7M | 0.04% |
337,936
+32,005
| +10% | +$4.8M |
|
342
Kulicke & Soffa
KLIC
$1.99B
| $50.7M | 0.04% |
2,432,280
-334,618
| -12% | -$6.97M |
|
343
Exelon
EXC
$43.4B
| $50.5M | 0.04% |
1,951,744
+80,666
| +4% | +$2.09M |
|
344
General Dynamics
GD
$86.8B
| $50.4M | 0.04% |
337,196
+7,815
| +2% | +$1.17M |
|
345
Universal Health Services
UHS
$11.8B
| $50.4M | 0.04% |
542,301
+110,067
| +25% | +$10.2M |
|
|
LSXMA
346
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $49.4M | 0.04% |
1,947,011
-31,476
| -2% | -$798K |
|
|
WBA
347
DELISTED
Walgreens Boots Alliance
WBA
| $49.2M | 0.04% |
1,159,751
+15,732
| +1% | +$667K |
|
348
FedEx
FDX
$53.1B
| $48.2M | 0.04% |
343,610
+14,196
| +4% | +$1.99M |
|
349
Republic Services
RSG
$71.2B
| $47.7M | 0.04% |
581,810
+41,013
| +8% | +$3.37M |
|
|
AAT
350
American Assets Trust
AAT
$1.27B
| $47.3M | 0.04% |
1,698,504
+1,334,111
| +366% | +$37.1M |
|