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 |
Welltower
WELL
|
+$193M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
+$130M |
| 3 |
Regency Centers
REG
|
+$128M |
| 4 |
Extra Space Storage
EXR
|
+$115M |
| 5 |
Walmart
WMT
|
+$91.2M |
Top Sells
| 1 |
Ventas
VTR
|
+$223M |
| 2 |
Public Storage
PSA
|
+$177M |
| 3 |
Signet Jewelers
SIG
|
+$144M |
| 4 |
Host Hotels & Resorts
HST
|
+$128M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$128M |
Sector Composition
| 1 | Real Estate | 16.66% |
| 2 | Financials | 16.07% |
| 3 | Technology | 11.9% |
| 4 | Consumer Discretionary | 10.37% |
| 5 | Healthcare | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Bunge Global
BG
$16.9B
| $35M | 0.05% |
618,128
+317,949
| +106% | +$18M |
|
352
Alaska Air
ALK
$7.34B
| $34.8M | 0.05% |
424,438
+16,608
| +4% | +$1.36M |
|
353
Hasbro
HAS
$11.1B
| $34.8M | 0.05% |
434,621
-12,034
| -3% | -$964K |
|
|
CLGX
354
DELISTED
Corelogic, Inc.
CLGX
| $34.8M | 0.05% |
1,002,423
-4,018
| -0.4% | -$139K |
|
355
Keurig Dr Pepper
KDP
$37.5B
| $34.6M | 0.05% |
387,277
-58,784
| -13% | -$5.26M |
|
356
Consolidated Edison
ED
$34.9B
| $34.6M | 0.05% |
451,907
+9,920
| +2% | +$760K |
|
357
TD Synnex
SNX
$12.4B
| $34.5M | 0.05% |
746,102
+46,682
| +7% | +$2.16M |
|
358
Allstate
ALL
$52.8B
| $34.4M | 0.05% |
511,042
-5,472
| -1% | -$369K |
|
359
Bath & Body Works
BBWI
$5.87B
| $34.4M | 0.05% |
484,235
+3,314
| +0.7% | +$235K |
|
|
PNY
360
DELISTED
PIEDMONT NATURAL GAS CO INC(NC
PNY
| $34.3M | 0.05% |
572,983
+35,002
| +7% | +$2.09M |
|
361
Brookfield Renewable
BEP
$7.1B
| $34.1M | 0.05% |
2,134,817
+6,907
| +0.3% | +$110K |
|
362
Johnson Controls International
JCI
$70.1B
| $34M | 0.05% |
832,897
+19,944
| +2% | +$814K |
|
363
CSX Corp
CSX
$60.5B
| $33.9M | 0.05% |
3,953,541
+81,594
| +2% | +$700K |
|
364
HF Sinclair
DINO
$9.56B
| $33.5M | 0.05% |
947,675
+15,101
| +2% | +$533K |
|
365
Manhattan Associates
MANH
$13.3B
| $33.4M | 0.05% |
587,648
+10,409
| +2% | +$592K |
|
|
PXD
366
DELISTED
Pioneer Natural Resource Co.
PXD
| $33.4M | 0.05% |
237,316
+25,698
| +12% | +$3.62M |
|
367
IDEX
IEX
$12.4B
| $33.4M | 0.05% |
402,704
-21,745
| -5% | -$1.8M |
|
368
Norfolk Southern
NSC
$61.8B
| $33.2M | 0.05% |
398,571
+8,831
| +2% | +$735K |
|
369
LKQ Corp
LKQ
$8.39B
| $33.1M | 0.05% |
1,037,007
+48,459
| +5% | +$1.55M |
|
370
UFP Industries
UFPI
$6.01B
| $33M | 0.05% |
1,155,231
+49,605
| +4% | +$1.42M |
|
|
JNPR
371
DELISTED
Juniper Networks
JNPR
| $33M | 0.05% |
1,292,218
+120,307
| +10% | +$3.07M |
|
372
Illumina
ILMN
$15.1B
| $32.9M | 0.05% |
208,554
+2,247
| +1% | +$354K |
|
|
PARA
373
DELISTED
Paramount Global Class B
PARA
| $32.8M | 0.05% |
595,810
+1,718
| +0.3% | +$94.6K |
|
374
Allete
ALE
$3.68B
| $32.7M | 0.05% |
583,991
+23,560
| +4% | +$1.32M |
|
375
Littelfuse
LFUS
$6.5B
| $32.7M | 0.05% |
265,588
+8,723
| +3% | +$1.07M |
|