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 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
$173M |
| 2 |
FRC
First Republic Bank
FRC
|
$124M |
| 3 |
Equinix
EQIX
|
$94.5M |
| 4 |
Brookfield
BN
|
$89.3M |
| 5 |
Hilton Worldwide
HLT
|
$84.9M |
Top Sells
Sector Composition
| 1 | Financials | 18.07% |
| 2 | Real Estate | 14.09% |
| 3 | Technology | 13.37% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Industrials | 10.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Vornado Realty Trust
VNO
$7.93B
| $62M | 0.06% |
921,057
-11,800
| -1% | -$794K |
|
352
Emerson Electric
EMR
$74.6B
| $61.8M | 0.06% |
905,459
-16,496
| -2% | -$1.13M |
|
353
Humana
HUM
$37B
| $61.7M | 0.06% |
229,639
-21,513
| -9% | -$5.78M |
|
354
Ford
F
$46.7B
| $61.6M | 0.06% |
5,556,652
-33,817
| -0.6% | -$375K |
|
355
Intercontinental Exchange
ICE
$99.8B
| $61.5M | 0.06% |
848,207
-7,390
| -0.9% | -$536K |
|
356
Vertex Pharmaceuticals
VRTX
$102B
| $61.4M | 0.06% |
376,932
-322
| -0.1% | -$52.5K |
|
|
LEXEA
357
DELISTED
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
| $61.4M | 0.06% |
1,562,936
-623,263
| -29% | -$24.5M |
|
358
CACI
CACI
$10.4B
| $61.4M | 0.06% |
405,585
-6,893
| -2% | -$1.04M |
|
359
BOK Financial
BOKF
$7.18B
| $61.1M | 0.06% |
617,347
-40,385
| -6% | -$4M |
|
|
LSXMA
360
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $60.9M | 0.06% |
2,052,520
-7,689
| -0.4% | -$228K |
|
361
Marsh & McLennan
MMC
$100B
| $60.9M | 0.06% |
737,490
-8,939
| -1% | -$738K |
|
362
Kimberly-Clark
KMB
$43.1B
| $60.6M | 0.06% |
550,693
+7,033
| +1% | +$775K |
|
363
Kennedy-Wilson Holdings
KW
$1.21B
| $60.6M | 0.06% |
3,480,739
+1,702,404
| +96% | +$29.6M |
|
364
Kinder Morgan
KMI
$59.1B
| $60.6M | 0.06% |
4,021,175
-170,630
| -4% | -$2.57M |
|
|
AUD
365
DELISTED
Audacy, Inc.
AUD
| $59.9M | 0.06% |
6,203,437
+723,811
| +13% | +$6.98M |
|
366
Ametek
AME
$43.3B
| $59.8M | 0.06% |
786,971
+259,545
| +49% | +$19.7M |
|
367
Truist Financial
TFC
$60B
| $59.6M | 0.06% |
1,145,433
-22,915
| -2% | -$1.19M |
|
368
Energizer
ENR
$1.96B
| $57.8M | 0.06% |
969,684
+470,010
| +94% | +$28M |
|
369
Washington Trust Bancorp
WASH
$574M
| $57.6M | 0.06% |
1,071,035
-6,502
| -0.6% | -$349K |
|
370
Aflac
AFL
$57.2B
| $57.6M | 0.06% |
1,315,406
-103,614
| -7% | -$4.53M |
|
371
Regions Financial
RF
$24.1B
| $57.5M | 0.06% |
3,097,100
+1,183,688
| +62% | +$22M |
|
372
Royal Caribbean
RCL
$95.7B
| $57M | 0.05% |
484,214
+12,603
| +3% | +$1.48M |
|
373
State Street
STT
$32B
| $56.9M | 0.05% |
570,882
-31,233
| -5% | -$3.11M |
|
374
Freeport-McMoran
FCX
$66.5B
| $56.9M | 0.05% |
3,238,304
-43,327
| -1% | -$761K |
|
375
Constellation Brands
STZ
$26.2B
| $56.9M | 0.05% |
249,444
-6,842
| -3% | -$1.56M |
|