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 |
Sherwin-Williams
SHW
|
$109M |
| 2 |
Brookfield Infrastructure Partners
BIP
|
$106M |
| 3 |
SFR
Starwood Waypoint Homes
SFR
|
$84.9M |
| 4 |
Charter Communications
CHTR
|
$82.2M |
| 5 |
DRE
Duke Realty Corp.
DRE
|
$77.3M |
Top Sells
| 1 |
Equity Residential
EQR
|
$133M |
| 2 |
Entergy
ETR
|
$105M |
| 3 |
PayPal
PYPL
|
$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$90.2M |
| 5 |
Goodyear
GT
|
$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Zimmer Biomet
ZBH
$20.8B
| $41.1M | 0.05% |
316,252
+5,109
| +2% | +$664K |
|
352
Idexx Laboratories
IDXX
$51.2B
| $41.1M | 0.05% |
364,434
+12,539
| +4% | +$1.41M |
|
353
Edwards Lifesciences
EW
$48B
| $41.1M | 0.05% |
340,662
-27,038
| -7% | -$3.26M |
|
354
International Paper
IP
$26B
| $40.9M | 0.05% |
851,598
+46,604
| +6% | +$2.24M |
|
355
Illumina
ILMN
$15.5B
| $40.7M | 0.05% |
224,241
+3,541
| +2% | +$643K |
|
356
Electronic Arts
EA
$42.9B
| $40.7M | 0.05% |
476,734
-8,083
| -2% | -$690K |
|
357
ICU Medical
ICUI
$3.14B
| $40.7M | 0.05% |
321,793
+13,305
| +4% | +$1.68M |
|
358
CSX Corp
CSX
$60B
| $40.4M | 0.05% |
1,324,570
+13,610
| +1% | +$415K |
|
359
Allete
ALE
$3.7B
| $40.4M | 0.05% |
676,908
+75,135
| +12% | +$4.48M |
|
|
ALXN
360
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $40.2M | 0.05% |
327,819
+7,006
| +2% | +$859K |
|
361
Charles River Laboratories
CRL
$7.94B
| $40M | 0.05% |
480,125
-17,770
| -4% | -$1.48M |
|
362
RPM International
RPM
$15.8B
| $39.9M | 0.05% |
743,182
+51,848
| +7% | +$2.79M |
|
363
Norfolk Southern
NSC
$62.4B
| $39.9M | 0.05% |
411,193
+5,147
| +1% | +$500K |
|
364
Sempra
SRE
$54.1B
| $39.9M | 0.05% |
372,132
+25,334
| +7% | +$2.72M |
|
365
EchoStar
SATS
$18.8B
| $39.7M | 0.05% |
906,642
-495,412
| -35% | -$21.7M |
|
366
World Kinect Corp
WKC
$1.5B
| $39.3M | 0.05% |
849,460
+3,589
| +0.4% | +$166K |
|
367
Nordson
NDSN
$12.5B
| $39.3M | 0.05% |
394,241
+32,352
| +9% | +$3.22M |
|
368
Newell Brands
NWL
$2.45B
| $39.2M | 0.05% |
745,113
+38,028
| +5% | +$2M |
|
369
KKR & Co
KKR
$124B
| $39M | 0.05% |
2,732,574
-60,356
| -2% | -$861K |
|
|
TTM
370
DELISTED
Tata Motors Limited
TTM
| $38.8M | 0.05% |
971,152
+43,227
| +5% | +$1.73M |
|
|
GWB
371
DELISTED
Great Western Bancorp, Inc.
GWB
| $38.7M | 0.05% |
1,162,511
-79,829
| -6% | -$2.66M |
|
372
UFP Industries
UFPI
$5.87B
| $38.3M | 0.05% |
389,260
+7,519
| +2% | +$741K |
|
373
Omnicom Group
OMC
$14.9B
| $38.3M | 0.05% |
450,928
+61,125
| +16% | +$5.2M |
|
374
Littelfuse
LFUS
$6.33B
| $38.3M | 0.05% |
297,524
+22,928
| +8% | +$2.95M |
|
|
WWAV
375
DELISTED
The WhiteWave Foods Company
WWAV
| $38M | 0.05% |
697,947
+28,112
| +4% | +$1.53M |
|