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 |
iShares MBS ETF
MBB
|
+$250M |
| 2 |
Host Hotels & Resorts
HST
|
+$201M |
| 3 |
Wayfair
W
|
+$173M |
| 4 |
AerCap
AER
|
+$120M |
| 5 |
Fastenal
FAST
|
+$104M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$223M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
+$182M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
Scotiabank
BNS
|
+$129M |
| 5 |
Applied Materials
AMAT
|
+$111M |
Sector Composition
| 1 | Real Estate | 16.64% |
| 2 | Financials | 16.14% |
| 3 | Technology | 14.77% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ATVI
351
DELISTED
Activision Blizzard Inc.
ATVI
| $58.1M | 0.05% |
1,097,678
+7,983
| +0.7% | +$422K |
|
352
FMC
FMC
$4.6B
| $58.1M | 0.05% |
662,434
+19,531
| +3% | +$1.71M |
|
|
XYZ
353
Block, Inc.
XYZ
$46B
| $57.9M | 0.05% |
935,156
+924,460
| +8,643% | +$57.3M |
|
354
Openlane
KAR
$3.14B
| $57.8M | 0.05% |
2,352,863
+389,206
| +20% | +$9.55M |
|
355
Aflac
AFL
$56.8B
| $57.7M | 0.05% |
1,103,349
-5,218
| -0.5% | -$273K |
|
356
Monster Beverage
MNST
$61.9B
| $57.7M | 0.05% |
1,987,756
+8,684
| +0.4% | +$252K |
|
357
American Water Works
AWK
$27.3B
| $57.3M | 0.05% |
460,966
+53,521
| +13% | +$6.65M |
|
|
SYNH
358
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $56.9M | 0.05% |
1,069,256
-162,437
| -13% | -$8.64M |
|
|
HA
359
DELISTED
Hawaiian Holdings, Inc.
HA
| $56.9M | 0.05% |
2,166,285
-39,177
| -2% | -$1.03M |
|
360
eBay
EBAY
$42.2B
| $56.3M | 0.05% |
1,444,919
+219,933
| +18% | +$8.57M |
|
361
T-Mobile US
TMUS
$273B
| $56.1M | 0.05% |
711,814
+444,754
| +167% | +$35M |
|
362
Travelers Companies
TRV
$61.6B
| $56.1M | 0.05% |
377,031
-13,620
| -3% | -$2.03M |
|
363
MetLife
MET
$52.7B
| $55.4M | 0.05% |
1,175,052
-207,962
| -15% | -$9.81M |
|
364
Johnson Controls International
JCI
$69.6B
| $55.2M | 0.05% |
1,257,578
+32,794
| +3% | +$1.44M |
|
365
Portland General Electric
POR
$4.64B
| $55.2M | 0.05% |
978,645
-12,392
| -1% | -$699K |
|
|
VAR
366
DELISTED
Varian Medical Systems, Inc.
VAR
| $55.2M | 0.05% |
463,144
+14,001
| +3% | +$1.67M |
|
367
EastGroup Properties
EGP
$8.8B
| $55.1M | 0.05% |
441,077
-5,732
| -1% | -$717K |
|
368
Bank of New York Mellon
BK
$73.9B
| $55M | 0.05% |
1,216,069
-31,635
| -3% | -$1.43M |
|
369
Four Corners Property Trust
FCPT
$2.72B
| $54.5M | 0.05% |
1,928,737
-15,965
| -0.8% | -$451K |
|
370
Southwest Gas
SWX
$5.55B
| $54.2M | 0.05% |
594,825
-7,424
| -1% | -$676K |
|
371
Chipotle Mexican Grill
CMG
$52.9B
| $54.1M | 0.05% |
3,221,150
+3,200
| +0.1% | +$53.8K |
|
372
Garmin
GRMN
$45.9B
| $54.1M | 0.05% |
638,339
+40,674
| +7% | +$3.44M |
|
373
Eaton
ETN
$136B
| $54M | 0.05% |
649,179
-342
| -0.1% | -$28.4K |
|
374
Newmont
NEM
$83.4B
| $53.9M | 0.05% |
1,420,208
+73,553
| +5% | +$2.79M |
|
375
Donaldson
DCI
$9.35B
| $53.8M | 0.05% |
1,033,688
-28,124
| -3% | -$1.46M |
|