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 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$791M |
| 2 |
Invitation Homes
INVH
|
+$309M |
| 3 |
Gartner
IT
|
+$248M |
| 4 |
GDVD
Principal Active Global Dividend Income ETF
GDVD
|
+$157M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$156M |
Top Sells
| 1 |
Fidelity National Financial
FNF
|
+$303M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
+$302M |
| 3 |
DaVita
DVA
|
+$195M |
| 4 |
Crown Castle
CCI
|
+$180M |
| 5 |
Wells Fargo
WFC
|
+$164M |
Sector Composition
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.27% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Kimberly-Clark
KMB
$43.1B
| $65.6M | 0.06% |
543,660
-258,995
| -32% | -$31.3M |
|
352
Devon Energy
DVN
$21.9B
| $64.8M | 0.06% |
1,565,574
+430,183
| +38% | +$17.8M |
|
353
iShares Core S&P 500 ETF
IVV
$666B
| $64.8M | 0.06% |
240,998
+104,458
| +77% | +$28.1M |
|
|
LPT
354
DELISTED
Liberty Property Trust
LPT
| $64.5M | 0.06% |
1,498,779
-150,287
| -9% | -$6.46M |
|
355
Emerson Electric
EMR
$74.7B
| $64.3M | 0.06% |
921,955
-122,388
| -12% | -$8.53M |
|
356
Cognizant
CTSH
$34.8B
| $63.6M | 0.06% |
895,178
+32,346
| +4% | +$2.3M |
|
|
TUP
357
DELISTED
Tupperware Brands Corporation
TUP
| $63.4M | 0.06% |
1,011,648
-124,194
| -11% | -$7.79M |
|
358
Trane Technologies
TT
$92.3B
| $62.8M | 0.06% |
704,484
-18,455
| -3% | -$1.65M |
|
359
HDFC Bank
HDB
$181B
| $62.8M | 0.06% |
1,234,904
-5,224
| -0.4% | -$266K |
|
360
Best Buy
BBY
$16.4B
| $62.7M | 0.06% |
916,044
+308,742
| +51% | +$21.1M |
|
361
TE Connectivity
TEL
$61.4B
| $62.7M | 0.06% |
659,327
+77,451
| +13% | +$7.36M |
|
|
BPY
362
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $62.6M | 0.06% |
2,823,737
+16,796
| +0.6% | +$372K |
|
363
Humana
HUM
$37.3B
| $62.3M | 0.06% |
251,152
-135,624
| -35% | -$33.6M |
|
364
Aflac
AFL
$56.9B
| $62.3M | 0.06% |
1,419,020
-392,940
| -22% | -$17.2M |
|
|
ENLK
365
DELISTED
EnLink Midstream Partners, LP
ENLK
| $62.3M | 0.06% |
4,051,472
+328,124
| +9% | +$5.04M |
|
366
Freeport-McMoran
FCX
$67B
| $62.2M | 0.06% |
3,281,631
-952,907
| -23% | -$18.1M |
|
367
McKesson
MCK
$86.7B
| $62M | 0.06% |
397,765
-6,687
| -2% | -$1.04M |
|
|
ESRX
368
DELISTED
Express Scripts Holding Company
ESRX
| $61.6M | 0.06% |
825,773
+2,913
| +0.4% | +$217K |
|
369
Target
TGT
$41.6B
| $61.2M | 0.06% |
938,274
+12,397
| +1% | +$809K |
|
370
Intuitive Surgical
ISRG
$168B
| $61M | 0.06% |
501,816
+7,185
| +1% | +$874K |
|
|
STI
371
DELISTED
SunTrust Banks, Inc.
STI
| $60.9M | 0.06% |
942,994
-472,126
| -33% | -$30.5M |
|
372
Marsh & McLennan
MMC
$100B
| $60.8M | 0.06% |
746,429
-2,561
| -0.3% | -$208K |
|
373
BOK Financial
BOKF
$7.18B
| $60.7M | 0.06% |
657,732
-14,143
| -2% | -$1.31M |
|
374
General Mills
GIS
$26.8B
| $60.5M | 0.06% |
1,020,844
-76,925
| -7% | -$4.56M |
|
|
WRK
375
DELISTED
WestRock Company
WRK
| $60.5M | 0.06% |
956,578
+68,488
| +8% | +$4.33M |
|