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 |
O'Reilly Automotive
ORLY
|
$174M |
| 2 |
DuPont de Nemours
DD
|
$135M |
| 3 |
Healthpeak Properties
DOC
|
$98.5M |
| 4 |
Gartner
IT
|
$95.1M |
| 5 |
Air Products & Chemicals
APD
|
$94.4M |
Top Sells
| 1 |
AutoZone
AZO
|
$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$165M |
| 3 |
JPMorgan Chase
JPM
|
$118M |
| 4 |
Willis Towers Watson
WTW
|
$112M |
| 5 |
Welltower
WELL
|
$106M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
SITE Centers
SITC
$490M
| $65.3M | 0.06% |
5,534,306
+274,368
| +5% | +$3.24M |
|
352
Huntington Ingalls Industries
HII
$10.6B
| $65.1M | 0.06% |
287,477
+68,842
| +31% | +$15.6M |
|
353
CME Group
CME
$94.4B
| $64.7M | 0.06% |
477,151
-11,326
| -2% | -$1.54M |
|
354
Trane Technologies
TT
$92.1B
| $64.5M | 0.06% |
722,939
-20,815
| -3% | -$1.86M |
|
355
Oshkosh
OSK
$8.93B
| $63.8M | 0.06% |
772,858
+179,180
| +30% | +$14.8M |
|
356
Take-Two Interactive
TTWO
$44.2B
| $63.6M | 0.06% |
622,379
+46
| +0% | +$4.7K |
|
357
Washington Trust Bancorp
WASH
$574M
| $63.6M | 0.06% |
1,111,262
+16,317
| +1% | +$934K |
|
358
Kite Realty
KRG
$5.11B
| $63.5M | 0.06% |
3,135,037
-216,428
| -6% | -$4.38M |
|
|
BFS
359
Saul Centers
BFS
$812M
| $63.3M | 0.06% |
1,022,120
-22,560
| -2% | -$1.4M |
|
360
Garmin
GRMN
$45.7B
| $63.2M | 0.06% |
1,170,507
+11,894
| +1% | +$642K |
|
361
Western Digital
WDC
$31.9B
| $62.9M | 0.06% |
963,169
+125,176
| +15% | +$8.17M |
|
|
LSXMA
362
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $62.8M | 0.06% |
2,076,189
-41,668
| -2% | -$1.26M |
|
363
Marsh & McLennan
MMC
$100B
| $62.8M | 0.06% |
748,990
-15,562
| -2% | -$1.3M |
|
364
Cognizant
CTSH
$35.1B
| $62.6M | 0.06% |
862,832
-10,378
| -1% | -$753K |
|
|
ENLK
365
DELISTED
EnLink Midstream Partners, LP
ENLK
| $62.4M | 0.06% |
3,723,348
-42,705
| -1% | -$716K |
|
366
McKesson
MCK
$85.5B
| $62.1M | 0.06% |
404,452
-22,170
| -5% | -$3.41M |
|
367
Acushnet Holdings
GOLF
$4.49B
| $61.9M | 0.06% |
3,485,832
+1,070,023
| +44% | +$19M |
|
368
Camden Property Trust
CPT
$11.9B
| $60.5M | 0.06% |
661,602
+93,083
| +16% | +$8.51M |
|
369
BOK Financial
BOKF
$7.18B
| $59.9M | 0.06% |
671,875
+9,624
| +1% | +$857K |
|
370
HDFC Bank
HDB
$361B
| $59.8M | 0.06% |
1,240,128
+84,374
| +7% | +$4.07M |
|
371
Comerica
CMA
$8.85B
| $59.8M | 0.06% |
783,559
+353,270
| +82% | +$26.9M |
|
372
Encompass Health
EHC
$12.6B
| $59.6M | 0.06% |
1,616,193
+174,150
| +12% | +$6.42M |
|
373
Freeport-McMoran
FCX
$66.5B
| $59.5M | 0.06% |
4,234,538
+1,260,011
| +42% | +$17.7M |
|
|
TXNM
374
TXNM Energy, Inc.
TXNM
$5.99B
| $59.4M | 0.06% |
1,474,174
+31,163
| +2% | +$1.26M |
|
375
Oneok
OKE
$45.7B
| $59.2M | 0.06% |
1,068,941
+11,331
| +1% | +$628K |
|