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 |
Dentsply Sirona
XRAY
|
+$309M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
+$162M |
| 3 |
Regency Centers
REG
|
+$148M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$111M |
| 5 |
Invitation Homes
INVH
|
+$89.3M |
Top Sells
| 1 |
Zoetis
ZTS
|
+$438M |
| 2 |
EQY
Equity One
EQY
|
+$208M |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
+$82.7M |
| 4 |
SL Green Realty
SLG
|
+$62M |
| 5 |
CVS Health
CVS
|
+$59.7M |
Sector Composition
| 1 | Financials | 17.51% |
| 2 | Real Estate | 15.76% |
| 3 | Technology | 12.09% |
| 4 | Consumer Discretionary | 10.35% |
| 5 | Industrials | 9.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Intuitive Surgical
ISRG
$168B
| $43M | 0.05% |
504,621
-44,388
| -8% | -$3.78M |
|
377
Hubbell
HUBB
$23.2B
| $42.7M | 0.05% |
356,066
+22,928
| +7% | +$2.75M |
|
378
Allstate
ALL
$52.7B
| $42.7M | 0.05% |
523,481
+4,497
| +0.9% | +$366K |
|
379
Visteon
VC
$3.46B
| $42.6M | 0.05% |
435,226
+71,996
| +20% | +$7.05M |
|
380
Alliant Energy
LNT
$16.4B
| $42.5M | 0.05% |
1,073,283
+93,994
| +10% | +$3.72M |
|
|
AFSI
381
DELISTED
AmTrust Financial Services, Inc.
AFSI
| $42.4M | 0.05% |
2,298,469
+767,278
| +50% | +$14.2M |
|
382
Aflac
AFL
$56.8B
| $42.4M | 0.05% |
1,171,704
+2,432
| +0.2% | +$88.1K |
|
383
Prestige Consumer Healthcare
PBH
$3.25B
| $42.4M | 0.05% |
763,583
+1,221
| +0.2% | +$67.8K |
|
384
Avista
AVA
$2.94B
| $42.4M | 0.05% |
1,084,769
-17,334
| -2% | -$677K |
|
385
Constellation Brands
STZ
$25.7B
| $41.9M | 0.05% |
258,458
-2,102
| -0.8% | -$341K |
|
386
Synchrony
SYF
$28.3B
| $41.8M | 0.05% |
1,219,860
-1,021
| -0.1% | -$35K |
|
387
Sempra
SRE
$52.4B
| $41.7M | 0.05% |
754,182
+11,176
| +2% | +$617K |
|
388
HDFC Bank
HDB
$179B
| $41.6M | 0.05% |
1,105,224
+45,790
| +4% | +$1.72M |
|
389
HCA Healthcare
HCA
$96.7B
| $41.5M | 0.05% |
466,551
+33,810
| +8% | +$3.01M |
|
|
VVC
390
DELISTED
Vectren Corporation
VVC
| $41.5M | 0.05% |
708,356
+47,545
| +7% | +$2.79M |
|
391
AMN Healthcare
AMN
$798M
| $41.4M | 0.05% |
1,019,928
-456,937
| -31% | -$18.6M |
|
392
Fiserv
FI
$74.2B
| $41.2M | 0.05% |
714,902
+2,170
| +0.3% | +$125K |
|
393
Huntington Ingalls Industries
HII
$10.5B
| $41.1M | 0.05% |
205,281
-2,571
| -1% | -$515K |
|
|
CXO
394
DELISTED
CONCHO RESOURCES INC.
CXO
| $41M | 0.05% |
319,676
-7,149
| -2% | -$917K |
|
395
UFP Industries
UFPI
$5.88B
| $40.9M | 0.05% |
1,244,310
+265,812
| +27% | +$8.73M |
|
396
DigitalBridge
DBRG
$2.05B
| $40.9M | 0.05% |
791,280
+782,775
| +9,204% | +$40.4M |
|
397
Sysco
SYY
$38.7B
| $40.6M | 0.05% |
782,688
+36,780
| +5% | +$1.91M |
|
398
Vishay Intertechnology
VSH
$2.07B
| $40.5M | 0.05% |
2,463,748
+158,196
| +7% | +$2.6M |
|
|
DFS
399
DELISTED
Discover Financial Services
DFS
| $40.4M | 0.05% |
591,268
-3,108
| -0.5% | -$213K |
|
400
Vertex Pharmaceuticals
VRTX
$102B
| $40.4M | 0.05% |
369,367
+5,907
| +2% | +$646K |
|