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
Top Sells
| 1 |
Equity Lifestyle Properties
ELS
|
$271M |
| 2 |
Moody's
MCO
|
$168M |
| 3 |
CubeSmart
CUBE
|
$165M |
| 4 |
Franco-Nevada
FNV
|
$149M |
| 5 |
TransUnion
TRU
|
$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Southwest Gas
SWX
$5.68B
| $74.1M | 0.05% |
1,170,254
-8,800
| -0.7% | -$557K |
|
327
Tractor Supply
TSCO
$32.6B
| $74.1M | 0.05% |
344,414
-7,364
| -2% | -$1.58M |
|
328
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.3B
| $74M | 0.05% |
668,531
+200,000
| +43% | +$22.1M |
|
329
US Bancorp
USB
$75.5B
| $73.8M | 0.05% |
1,704,516
-6,587
| -0.4% | -$285K |
|
330
Charter Communications
CHTR
$36.1B
| $73.6M | 0.05% |
189,479
-8,132
| -4% | -$3.16M |
|
331
Arista Networks
ANET
$171B
| $73.6M | 0.05% |
312,402
-2,639
| -0.8% | -$622K |
|
332
Emerson Electric
EMR
$73.9B
| $73.5M | 0.05% |
754,688
+72,647
| +11% | +$7.07M |
|
333
Humana
HUM
$37.3B
| $73.2M | 0.05% |
159,907
+14,997
| +10% | +$6.87M |
|
334
Civitas Resources
CIVI
$3.46B
| $72.8M | 0.05% |
1,064,242
+735,325
| +224% | +$50.3M |
|
335
3M
MMM
$82.2B
| $72.2M | 0.05% |
660,772
-2,156
| -0.3% | -$236K |
|
336
Entegris
ENTG
$12.4B
| $72M | 0.05% |
601,268
+133,350
| +28% | +$16M |
|
337
Raymond James Financial
RJF
$33.6B
| $71.6M | 0.05% |
641,932
-30,346
| -5% | -$3.38M |
|
338
Leidos
LDOS
$23.2B
| $71M | 0.05% |
655,677
+68,475
| +12% | +$7.41M |
|
339
Targa Resources
TRGP
$35.9B
| $70.5M | 0.04% |
811,488
-26,550
| -3% | -$2.31M |
|
340
Pinnacle Financial Partners
PNFP
$7.56B
| $70.5M | 0.04% |
808,135
+525,101
| +186% | +$45.8M |
|
341
Hubbell
HUBB
$22.9B
| $69.2M | 0.04% |
210,471
-146,168
| -41% | -$48.1M |
|
342
Packaging Corp of America
PKG
$19.5B
| $69.1M | 0.04% |
424,015
-14,547
| -3% | -$2.37M |
|
|
343
Equity Lifestyle Properties
ELS
$11.5B
| $68.8M | 0.04% |
974,886
-3,842,302
| -80% | -$271M |
|
344
GE HealthCare
GEHC
$32.7B
| $68.7M | 0.04% |
888,617
-3,826
| -0.4% | -$296K |
|
345
Caleres
CAL
$500M
| $67.8M | 0.04% |
2,206,333
-431,294
| -16% | -$13.3M |
|
346
FNB Corp
FNB
$5.89B
| $67.8M | 0.04% |
4,921,251
+723,755
| +17% | +$9.97M |
|
347
Hanover Insurance
THG
$6.29B
| $67.7M | 0.04% |
557,832
+12,351
| +2% | +$1.5M |
|
348
Motorola Solutions
MSI
$79.8B
| $67.7M | 0.04% |
216,189
-3,425
| -2% | -$1.07M |
|
349
Interpublic Group of Companies
IPG
$9.63B
| $67.4M | 0.04% |
2,064,699
-70,775
| -3% | -$2.31M |
|
350
Nasdaq
NDAQ
$53.7B
| $66.9M | 0.04% |
1,150,735
-70,275
| -6% | -$4.09M |
|