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 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
| 2 |
Equinix
EQIX
|
+$402M |
| 3 |
Dollar Tree
DLTR
|
+$251M |
| 4 |
PayPal
PYPL
|
+$128M |
| 5 |
Synchrony
SYF
|
+$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$202M |
| 4 |
HES
Hess
HES
|
+$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
TSS
376
DELISTED
Total System Services, Inc.
TSS
| $31.9M | 0.05% |
641,371
+324,997
| +103% | +$16.2M |
|
377
Sempra
SRE
$51.8B
| $31.9M | 0.05% |
677,772
+20,070
| +3% | +$943K |
|
378
Eaton
ETN
$136B
| $31.7M | 0.05% |
608,530
+5,212
| +0.9% | +$271K |
|
379
Intuitive Surgical
ISRG
$168B
| $31.6M | 0.05% |
520,722
+34,515
| +7% | +$2.09M |
|
380
TD Synnex
SNX
$12.4B
| $31.4M | 0.05% |
699,420
-177,460
| -20% | -$7.98M |
|
381
Deere & Co
DE
$130B
| $31.4M | 0.05% |
412,301
+6,883
| +2% | +$525K |
|
382
iShares Core S&P Small-Cap ETF
IJR
$85.3B
| $31.2M | 0.05% |
566,500
+2,400
| +0.4% | +$132K |
|
383
Perrigo
PRGO
$3.07B
| $31.2M | 0.05% |
215,384
+6,111
| +3% | +$884K |
|
|
ATVI
384
DELISTED
Activision Blizzard Inc.
ATVI
| $31.1M | 0.05% |
803,188
+26,888
| +3% | +$1.04M |
|
385
Sysco
SYY
$39B
| $30.9M | 0.05% |
753,736
-21,748
| -3% | -$892K |
|
386
CDW
CDW
$22B
| $30.9M | 0.05% |
735,053
+16,900
| +2% | +$710K |
|
387
Packaging Corp of America
PKG
$19.4B
| $30.9M | 0.05% |
490,037
+7,062
| +1% | +$445K |
|
|
ARRS
388
DELISTED
ARRIS International plc Ordinary Shares
ARRS
| $30.8M | 0.05% |
1,009,055
+151,000
| +18% | +$4.62M |
|
|
DFS
389
DELISTED
Discover Financial Services
DFS
| $30.8M | 0.05% |
574,959
+507
| +0.1% | +$27.2K |
|
390
ICU Medical
ICUI
$3.22B
| $30.8M | 0.05% |
272,927
+12,453
| +5% | +$1.4M |
|
|
PNY
391
DELISTED
PIEDMONT NATURAL GAS CO INC(NC
PNY
| $30.7M | 0.05% |
537,981
+28,460
| +6% | +$1.62M |
|
392
Hologic
HOLX
$14.8B
| $30.7M | 0.05% |
792,780
+33,174
| +4% | +$1.28M |
|
393
Viatris
VTRS
$12.2B
| $30.6M | 0.05% |
566,744
+14,350
| +3% | +$776K |
|
394
Applied Materials
AMAT
$130B
| $30.6M | 0.05% |
1,640,101
-57,717
| -3% | -$1.08M |
|
|
CTB
395
DELISTED
Cooper Tire & Rubber Co.
CTB
| $30.5M | 0.05% |
806,708
+14,033
| +2% | +$531K |
|
396
Caleres
CAL
$528M
| $30.3M | 0.05% |
1,129,507
+41,783
| +4% | +$1.12M |
|
397
Hasbro
HAS
$11.1B
| $30.1M | 0.04% |
446,655
+5,794
| +1% | +$390K |
|
398
Snap-on
SNA
$17.1B
| $29.9M | 0.04% |
174,669
+3,861
| +2% | +$662K |
|
399
L3Harris
LHX
$51.2B
| $29.9M | 0.04% |
344,060
-14,947
| -4% | -$1.3M |
|
400
Mettler-Toledo International
MTD
$27.1B
| $29.9M | 0.04% |
88,024
+1,796
| +2% | +$609K |
|