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 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$192M |
| 3 |
Charter Communications
CHTR
|
+$181M |
| 4 |
Park Hotels & Resorts
PK
|
+$157M |
| 5 |
Credit Acceptance
CACC
|
+$156M |
Top Sells
| 1 |
Albemarle
ALB
|
+$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 3 |
Apple
AAPL
|
+$117M |
| 4 |
CELG
Celgene Corp
CELG
|
+$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Exelon
EXC
$43.4B
| $61.2M | 0.05% |
1,883,472
-77,292
| -4% | -$2.51M |
|
|
HA
352
DELISTED
Hawaiian Holdings, Inc.
HA
| $60.5M | 0.05% |
2,065,972
-100,313
| -5% | -$2.94M |
|
353
Analog Devices
ADI
$122B
| $60.5M | 0.05% |
509,150
-21,206
| -4% | -$2.52M |
|
|
BPY
354
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $59.6M | 0.05% |
3,262,448
-36,291
| -1% | -$663K |
|
355
General Dynamics
GD
$86.8B
| $59.6M | 0.05% |
337,760
+1,235
| +0.4% | +$218K |
|
356
Donaldson
DCI
$9.47B
| $59.4M | 0.05% |
1,030,245
-3,443
| -0.3% | -$198K |
|
357
Bank of New York Mellon
BK
$73.4B
| $58.2M | 0.05% |
1,156,935
-59,134
| -5% | -$2.98M |
|
358
EastGroup Properties
EGP
$8.91B
| $58.2M | 0.05% |
438,790
-2,287
| -0.5% | -$303K |
|
359
Washington Trust Bancorp
WASH
$570M
| $58.1M | 0.05% |
1,079,338
+72,983
| +7% | +$3.93M |
|
360
Encompass Health
EHC
$12.7B
| $57.4M | 0.05% |
1,042,430
-8,089
| -0.8% | -$446K |
|
361
Aflac
AFL
$56.9B
| $57.3M | 0.05% |
1,082,445
-20,904
| -2% | -$1.11M |
|
362
Kinder Morgan
KMI
$58.8B
| $57.1M | 0.05% |
2,696,185
-913,840
| -25% | -$19.3M |
|
363
MetLife
MET
$52.9B
| $57.1M | 0.05% |
1,119,758
-55,294
| -5% | -$2.82M |
|
364
Amdocs
DOX
$9.44B
| $56.5M | 0.05% |
782,533
+3,900
| +0.5% | +$282K |
|
365
Albany International
AIN
$1.82B
| $56M | 0.05% |
738,052
+17,596
| +2% | +$1.34M |
|
366
Dow Inc
DOW
$17B
| $56M | 0.05% |
1,023,644
-34,340
| -3% | -$1.88M |
|
367
Newmont
NEM
$83.2B
| $55.5M | 0.05% |
1,276,459
-143,749
| -10% | -$6.25M |
|
|
AJRD
368
DELISTED
Aerojet Rocketdyne Holdings, Inc.
AJRD
| $55.4M | 0.05% |
1,212,978
-36,035
| -3% | -$1.65M |
|
369
CACI
CACI
$10.4B
| $55.2M | 0.05% |
221,006
-40,405
| -15% | -$10.1M |
|
370
Vipshop
VIPS
$8.72B
| $55.1M | 0.05% |
3,891,530
+890,764
| +30% | +$12.6M |
|
371
Broadridge
BR
$29.7B
| $54.4M | 0.05% |
440,067
+18,533
| +4% | +$2.29M |
|
372
Four Corners Property Trust
FCPT
$2.73B
| $54.3M | 0.05% |
1,927,363
-1,374
| -0.1% | -$38.7K |
|
|
SYNH
373
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $54.3M | 0.05% |
913,275
-155,981
| -15% | -$9.28M |
|
374
Eaton
ETN
$136B
| $54.2M | 0.05% |
572,198
-76,981
| -12% | -$7.29M |
|
375
T-Mobile US
TMUS
$273B
| $54M | 0.05% |
689,048
-22,766
| -3% | -$1.79M |
|