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 |
Sherwin-Williams
SHW
|
$109M |
| 2 |
Brookfield Infrastructure Partners
BIP
|
$106M |
| 3 |
SFR
Starwood Waypoint Homes
SFR
|
$84.9M |
| 4 |
Charter Communications
CHTR
|
$82.2M |
| 5 |
DRE
Duke Realty Corp.
DRE
|
$77.3M |
Top Sells
| 1 |
Equity Residential
EQR
|
$133M |
| 2 |
Entergy
ETR
|
$105M |
| 3 |
PayPal
PYPL
|
$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$90.2M |
| 5 |
Goodyear
GT
|
$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
TSMC
TSM
$1.19T
| $38M | 0.05% |
1,241,279
-192,148
| -13% | -$5.88M |
|
377
Fiserv
FI
$74.1B
| $37.9M | 0.05% |
381,298
-24,235
| -6% | -$2.41M |
|
378
Oneok
OKE
$46.6B
| $37.8M | 0.05% |
735,591
-359,744
| -33% | -$18.5M |
|
379
Hasbro
HAS
$11.1B
| $37.8M | 0.05% |
476,353
+30,964
| +7% | +$2.46M |
|
380
Sysco
SYY
$38.7B
| $37.8M | 0.05% |
770,364
+6,241
| +0.8% | +$306K |
|
|
GXP
381
DELISTED
Great Plains Energy Incorporated
GXP
| $37.7M | 0.05% |
1,380,744
+469,056
| +51% | +$12.8M |
|
382
Advanced Energy
AEIS
$5.47B
| $37.6M | 0.05% |
793,804
-6,815
| -0.9% | -$322K |
|
383
Alliant Energy
LNT
$16.5B
| $37.4M | 0.05% |
975,794
-25,512
| -3% | -$977K |
|
|
TFCFA
384
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $37.3M | 0.05% |
1,539,561
-9,795
| -0.6% | -$237K |
|
385
HDFC Bank
HDB
$180B
| $37.3M | 0.05% |
518,211
+19,410
| +4% | +$1.4M |
|
386
Sinclair Inc
SBGI
$986M
| $37.2M | 0.05% |
1,289,527
+436,544
| +51% | +$12.6M |
|
387
Prestige Consumer Healthcare
PBH
$3.3B
| $36.8M | 0.05% |
762,894
+45,925
| +6% | +$2.22M |
|
388
NVR
NVR
$22.8B
| $36.6M | 0.05% |
22,288
+8,315
| +60% | +$13.6M |
|
389
Ziff Davis
ZD
$1.56B
| $36.5M | 0.05% |
548,451
+30,702
| +6% | +$2.05M |
|
390
ResMed
RMD
$39.2B
| $36.5M | 0.05% |
563,215
+29,680
| +6% | +$1.92M |
|
391
BWX Technologies
BWXT
$14.6B
| $36.3M | 0.05% |
946,397
-10,753
| -1% | -$413K |
|
392
Allstate
ALL
$53.4B
| $36.3M | 0.05% |
524,327
+9,621
| +2% | +$666K |
|
393
HF Sinclair
DINO
$9.66B
| $36.1M | 0.05% |
1,474,010
+208,532
| +16% | +$5.11M |
|
394
Consolidated Edison
ED
$35B
| $36.1M | 0.05% |
479,573
+8,864
| +2% | +$667K |
|
|
TSS
395
DELISTED
Total System Services, Inc.
TSS
| $36.1M | 0.05% |
765,374
+188,023
| +33% | +$8.87M |
|
|
STJ
396
DELISTED
St Jude Medical
STJ
| $36.1M | 0.05% |
452,330
+30,859
| +7% | +$2.46M |
|
|
CLNY
397
DELISTED
Colony Capital, Inc.
CLNY
| $36M | 0.05% |
1,976,353
+399,195
| +25% | +$7.28M |
|
398
Marriott Vacations Worldwide
VAC
$2.68B
| $36M | 0.05% |
491,263
+22,383
| +5% | +$1.64M |
|
|
PNY
399
DELISTED
PIEDMONT NATURAL GAS CO INC(NC
PNY
| $35.9M | 0.05% |
598,029
+16,963
| +3% | +$1.02M |
|
400
Southwest Airlines
LUV
$17B
| $35.8M | 0.05% |
921,775
-19,601
| -2% | -$762K |
|