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 |
Microsoft
MSFT
|
+$146M |
| 2 |
American International
AIG
|
+$104M |
| 3 |
Ross Stores
ROST
|
+$103M |
| 4 |
Bank of America
BAC
|
+$103M |
| 5 |
Tyson Foods
TSN
|
+$90.6M |
Top Sells
| 1 |
Liberty Media Series A
FWONA
|
+$196M |
| 2 |
MCRS
MICROS SYSTEMS INC
MCRS
|
+$131M |
| 3 |
Fidelity National Financial
FNF
|
+$130M |
| 4 |
Walmart
WMT
|
+$71.1M |
| 5 |
Williams Companies
WMB
|
+$71.1M |
Sector Composition
| 1 | Financials | 15.74% |
| 2 | Real Estate | 12.9% |
| 3 | Technology | 11.93% |
| 4 | Healthcare | 10.85% |
| 5 | Industrials | 9.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Cummins
CMI
$53.9B
| $28.5M | 0.05% |
215,981
+3,008
| +1% | +$397K |
|
377
Caleres
CAL
$528M
| $28.3M | 0.05% |
1,044,026
-9,556
| -0.9% | -$259K |
|
378
iShares MSCI EAFE ETF
EFA
$66.6B
| $28.3M | 0.05% |
441,495
+110,688
| +33% | +$7.1M |
|
379
A.O. Smith
AOS
$10B
| $28.2M | 0.05% |
1,193,890
-16,172
| -1% | -$382K |
|
380
Henry Schein
HSIC
$8.18B
| $28.1M | 0.05% |
615,884
+20,946
| +4% | +$957K |
|
|
VVC
381
DELISTED
Vectren Corporation
VVC
| $28.1M | 0.05% |
704,657
-823,821
| -54% | -$32.9M |
|
382
T Rowe Price
TROW
$23.7B
| $28.1M | 0.05% |
357,881
+6,134
| +2% | +$481K |
|
383
Medical Properties Trust
MPW
$2.75B
| $27.9M | 0.05% |
2,278,444
+160,673
| +8% | +$1.97M |
|
384
NetApp
NTAP
$24.3B
| $27.6M | 0.05% |
643,600
+189,820
| +42% | +$8.15M |
|
385
PACCAR
PCAR
$51.2B
| $27.6M | 0.05% |
727,830
+12,991
| +2% | +$493K |
|
386
Prestige Consumer Healthcare
PBH
$3.23B
| $27.5M | 0.05% |
850,701
+27,933
| +3% | +$904K |
|
387
Omega Healthcare
OHI
$12.7B
| $27.5M | 0.05% |
805,035
-29,133
| -3% | -$996K |
|
388
Sysco
SYY
$38.5B
| $27.4M | 0.05% |
723,131
+24,530
| +4% | +$931K |
|
389
Moog
MOG.A
$6.06B
| $27.4M | 0.05% |
399,976
+118,222
| +42% | +$8.09M |
|
390
Intercontinental Exchange
ICE
$99.5B
| $27.3M | 0.05% |
700,900
+4,900
| +0.7% | +$191K |
|
391
Lumen
LUMN
$5.38B
| $27.3M | 0.05% |
668,211
+4,577
| +0.7% | +$187K |
|
392
Brookfield Renewable
BEP
$7.13B
| $27.3M | 0.05% |
1,682,571
+25,333
| +2% | +$411K |
|
393
International Paper
IP
$24.7B
| $27.2M | 0.05% |
602,365
-5,179
| -0.9% | -$234K |
|
394
SLM Corp
SLM
$6.13B
| $27.2M | 0.05% |
3,179,239
-841,985
| -21% | -$7.21M |
|
395
Seagate
STX
$40.6B
| $27.1M | 0.05% |
472,674
-17,730
| -4% | -$1.02M |
|
396
Advance Auto Parts
AAP
$3.55B
| $27M | 0.05% |
206,854
+8,215
| +4% | +$1.07M |
|
397
Humana
HUM
$36.6B
| $26.7M | 0.05% |
205,241
-1,266
| -0.6% | -$165K |
|
398
Church & Dwight Co
CHD
$23B
| $26.7M | 0.05% |
762,140
+27,206
| +4% | +$954K |
|
399
Arthur J. Gallagher & Co
AJG
$76.7B
| $26.6M | 0.05% |
586,858
+40,843
| +7% | +$1.85M |
|
400
Polaris
PII
$3.28B
| $26.5M | 0.05% |
177,218
-1,796
| -1% | -$269K |
|