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 |
O'Reilly Automotive
ORLY
|
$174M |
| 2 |
DuPont de Nemours
DD
|
$135M |
| 3 |
Healthpeak Properties
DOC
|
$98.5M |
| 4 |
Gartner
IT
|
$95.1M |
| 5 |
Air Products & Chemicals
APD
|
$94.4M |
Top Sells
| 1 |
AutoZone
AZO
|
$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$165M |
| 3 |
JPMorgan Chase
JPM
|
$118M |
| 4 |
Willis Towers Watson
WTW
|
$112M |
| 5 |
Welltower
WELL
|
$106M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Capital One
COF
$142B
| $59.2M | 0.06% |
698,813
-409,207
| -37% | -$34.6M |
|
377
HNI Corp
HNI
$2.14B
| $59.2M | 0.06% |
1,426,449
+34,442
| +2% | +$1.43M |
|
378
Magna International
MGA
$12.9B
| $58.9M | 0.06% |
1,102,508
+123,498
| +13% | +$6.59M |
|
379
Synchrony
SYF
$28.1B
| $58.3M | 0.06% |
1,879,209
+684,049
| +57% | +$21.2M |
|
380
Intercontinental Exchange
ICE
$99.8B
| $57.8M | 0.06% |
841,893
-31,329
| -4% | -$2.15M |
|
381
American Homes 4 Rent
AMH
$12.9B
| $57.7M | 0.06% |
2,659,300
+86,402
| +3% | +$1.88M |
|
382
Halliburton
HAL
$18.8B
| $57.6M | 0.06% |
1,251,048
-39,077
| -3% | -$1.8M |
|
383
Boston Scientific
BSX
$159B
| $57.5M | 0.06% |
1,972,331
-59,280
| -3% | -$1.73M |
|
384
Intuitive Surgical
ISRG
$167B
| $57.5M | 0.06% |
494,631
-11,286
| -2% | -$1.31M |
|
385
CACI
CACI
$10.4B
| $57M | 0.06% |
409,373
-7,374
| -2% | -$1.03M |
|
386
General Mills
GIS
$27B
| $56.8M | 0.06% |
1,097,769
-76,073
| -6% | -$3.94M |
|
387
Vertex Pharmaceuticals
VRTX
$102B
| $56.5M | 0.05% |
371,804
-8,034
| -2% | -$1.22M |
|
|
COR
388
DELISTED
Coresite Realty Corporation
COR
| $56.1M | 0.05% |
501,736
-34,988
| -7% | -$3.92M |
|
389
Royal Caribbean
RCL
$95.7B
| $55.8M | 0.05% |
470,665
+70,591
| +18% | +$8.37M |
|
390
State Street
STT
$32B
| $55.5M | 0.05% |
581,115
-133,480
| -19% | -$12.8M |
|
391
Everest Group
EG
$14.3B
| $55.4M | 0.05% |
242,636
-277,371
| -53% | -$63.3M |
|
392
Electronic Arts
EA
$42.2B
| $55.2M | 0.05% |
467,901
-15,730
| -3% | -$1.86M |
|
393
Truist Financial
TFC
$60B
| $54.9M | 0.05% |
1,168,908
-40,646
| -3% | -$1.91M |
|
394
Atmos Energy
ATO
$26.7B
| $54.8M | 0.05% |
653,063
+142,352
| +28% | +$11.9M |
|
395
Target
TGT
$42.3B
| $54.6M | 0.05% |
925,877
+124,409
| +16% | +$7.34M |
|
396
EastGroup Properties
EGP
$8.97B
| $54.6M | 0.05% |
619,444
-49,999
| -7% | -$4.41M |
|
|
OAK
397
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
| $54.4M | 0.05% |
1,157,215
-2,638
| -0.2% | -$124K |
|
398
MKS Inc. Common Stock
MKSI
$7.02B
| $53.8M | 0.05% |
569,835
+146,476
| +35% | +$13.8M |
|
399
Donaldson
DCI
$9.44B
| $53.8M | 0.05% |
1,171,135
-81,556
| -7% | -$3.75M |
|
400
Steel Dynamics
STLD
$19.8B
| $53.5M | 0.05% |
1,552,082
-400,988
| -21% | -$13.8M |
|