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 Core S&P 500 ETF
IVV
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
Extra Space Storage
EXR
|
$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Church & Dwight Co
CHD
$23.3B
| $62.3M | 0.04% |
704,128
+120,863
| +21% | +$10.7M |
|
352
HF Sinclair
DINO
$9.56B
| $62.2M | 0.04% |
1,284,709
+50,106
| +4% | +$2.42M |
|
353
Select Medical
SEM
$1.62B
| $62.1M | 0.04% |
4,457,399
+392,653
| +10% | +$5.47M |
|
354
Valero Energy
VLO
$48.7B
| $62.1M | 0.04% |
444,634
+9,652
| +2% | +$1.35M |
|
355
Five Below
FIVE
$8.46B
| $61.9M | 0.04% |
300,654
-9,267
| -3% | -$1.91M |
|
356
Emerson Electric
EMR
$74.6B
| $61.9M | 0.04% |
710,178
-10,326
| -1% | -$900K |
|
357
Eversource Energy
ES
$23.6B
| $61.4M | 0.04% |
784,797
-330,721
| -30% | -$25.9M |
|
358
Quanta Services
PWR
$55.5B
| $61.3M | 0.04% |
367,647
+21,686
| +6% | +$3.61M |
|
359
AutoZone
AZO
$70.6B
| $61.2M | 0.04% |
24,913
-41
| -0.2% | -$101K |
|
360
DoubleVerify
DV
$2.45B
| $61.2M | 0.04% |
2,030,211
+805,203
| +66% | +$24.3M |
|
361
Donaldson
DCI
$9.44B
| $61.1M | 0.04% |
935,115
+42,916
| +5% | +$2.8M |
|
362
Phillips 66
PSX
$53.2B
| $61M | 0.04% |
601,724
+27,087
| +5% | +$2.75M |
|
363
Bloomin' Brands
BLMN
$605M
| $61M | 0.04% |
2,377,844
+455,833
| +24% | +$11.7M |
|
364
FedEx
FDX
$53.7B
| $60.9M | 0.04% |
266,731
-5,545
| -2% | -$1.27M |
|
365
InvenTrust Properties
IVT
$2.33B
| $60.9M | 0.04% |
2,603,633
+203,783
| +8% | +$4.77M |
|
|
NEX
366
DELISTED
NexTier Oilfield Solutions Inc.
NEX
| $60.6M | 0.04% |
7,628,565
+5,203,008
| +215% | +$41.4M |
|
367
Progress Software
PRGS
$1.88B
| $60.4M | 0.04% |
1,050,744
+778,377
| +286% | +$44.7M |
|
368
Mine Safety
MSA
$6.67B
| $60.3M | 0.04% |
451,424
+36,120
| +9% | +$4.82M |
|
369
Axon Enterprise
AXON
$57.2B
| $60.2M | 0.04% |
267,885
+1,101
| +0.4% | +$248K |
|
370
Kinsale Capital Group
KNSL
$10.6B
| $60.2M | 0.04% |
200,643
-121
| -0.1% | -$36.3K |
|
371
NiSource
NI
$19B
| $60.2M | 0.04% |
2,151,681
+188,692
| +10% | +$5.28M |
|
372
Modine Manufacturing
MOD
$7.1B
| $60.1M | 0.04% |
2,607,010
+751,916
| +41% | +$17.3M |
|
373
TE Connectivity
TEL
$61.7B
| $60M | 0.04% |
457,438
+81,785
| +22% | +$10.7M |
|
374
WNS Holdings
WNS
$3.24B
| $59.9M | 0.04% |
643,398
-25,574
| -4% | -$2.38M |
|
375
Reliance Steel & Aluminium
RS
$15.7B
| $59.6M | 0.04% |
232,261
+2,072
| +0.9% | +$532K |
|