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 |
Linde
LIN
|
$216M |
| 2 |
WIX.com
WIX
|
$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
$229M |
| 2 |
Simon Property Group
SPG
|
$190M |
| 3 |
PX
Praxair Inc
PX
|
$171M |
| 4 |
Alibaba
BABA
|
$149M |
| 5 |
O'Reilly Automotive
ORLY
|
$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Church & Dwight Co
CHD
$23.1B
| $51.2M | 0.05% |
778,727
-46,348
| -6% | -$3.05M |
|
352
TE Connectivity
TEL
$61.5B
| $51.1M | 0.05% |
675,181
-7,577
| -1% | -$573K |
|
353
Ametek
AME
$43.5B
| $50.7M | 0.05% |
748,599
-124,759
| -14% | -$8.45M |
|
|
AAN.A
354
DELISTED
AARON'S INC CL-A
AAN.A
| $50.6M | 0.05% |
1,202,997
+190,580
| +19% | +$8.01M |
|
|
MXIM
355
DELISTED
Maxim Integrated Products
MXIM
| $50.4M | 0.05% |
990,210
+91,102
| +10% | +$4.63M |
|
356
American International
AIG
$43.5B
| $50.2M | 0.05% |
1,274,803
-10,225
| -0.8% | -$403K |
|
357
Washington Trust Bancorp
WASH
$573M
| $49.4M | 0.05% |
1,039,125
-33,380
| -3% | -$1.59M |
|
358
Truist Financial
TFC
$59.1B
| $49.1M | 0.05% |
1,132,333
-32,375
| -3% | -$1.4M |
|
359
Universal Health Services
UHS
$11.9B
| $48.6M | 0.05% |
416,816
+66,641
| +19% | +$7.77M |
|
360
SAP
SAP
$314B
| $48.2M | 0.05% |
484,405
+129,110
| +36% | +$12.9M |
|
361
Oneok
OKE
$45.1B
| $48.1M | 0.05% |
891,029
-156,476
| -15% | -$8.44M |
|
362
Host Hotels & Resorts
HST
$12B
| $48.1M | 0.05% |
2,883,544
-211,390
| -7% | -$3.52M |
|
363
Darling Ingredients
DAR
$4.9B
| $47.9M | 0.05% |
2,491,283
-271,186
| -10% | -$5.22M |
|
364
Huntsman Corp
HUN
$1.91B
| $47.8M | 0.05% |
2,475,631
-472,827
| -16% | -$9.12M |
|
365
Analog Devices
ADI
$122B
| $47.5M | 0.05% |
553,092
-35,895
| -6% | -$3.08M |
|
366
National Health Investors
NHI
$3.73B
| $47.2M | 0.05% |
624,583
+52,775
| +9% | +$3.99M |
|
367
LyondellBasell Industries
LYB
$17.3B
| $47M | 0.05% |
564,996
-8,658
| -2% | -$720K |
|
368
Donaldson
DCI
$9.44B
| $46.8M | 0.05% |
1,077,701
-46,468
| -4% | -$2.02M |
|
369
Monster Beverage
MNST
$61.4B
| $46.7M | 0.05% |
1,896,506
-11,154
| -0.6% | -$275K |
|
370
McCormick & Company Non-Voting
MKC
$18.8B
| $46.6M | 0.05% |
669,722
+69,382
| +12% | +$4.83M |
|
371
Southwest Gas
SWX
$5.61B
| $46.6M | 0.05% |
608,617
-50,316
| -8% | -$3.85M |
|
372
AMN Healthcare
AMN
$784M
| $46.5M | 0.05% |
820,921
-89,088
| -10% | -$5.05M |
|
373
Arthur J. Gallagher & Co
AJG
$76.5B
| $46.4M | 0.05% |
629,501
-404,711
| -39% | -$29.8M |
|
374
Regions Financial
RF
$23.9B
| $46.3M | 0.05% |
3,463,982
-637,976
| -16% | -$8.54M |
|
375
Travelers Companies
TRV
$61.8B
| $46M | 0.05% |
384,521
-7,167
| -2% | -$858K |
|