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 |
Linde
LIN
|
+$216M |
| 2 |
WIX.com
WIX
|
+$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
+$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
+$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
+$229M |
| 2 |
Simon Property Group
SPG
|
+$190M |
| 3 |
PX
Praxair Inc
PX
|
+$171M |
| 4 |
Alibaba
BABA
|
+$149M |
| 5 |
O'Reilly Automotive
ORLY
|
+$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
RPT
376
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $45.8M | 0.05% |
3,829,427
-330,823
| -8% | -$3.95M |
|
377
Caesars Entertainment
CZR
$5.49B
| $45.6M | 0.05% |
1,260,055
-36,126
| -3% | -$1.31M |
|
378
FMC
FMC
$4.73B
| $45.6M | 0.05% |
711,245
-52,547
| -7% | -$3.37M |
|
379
Domino's
DPZ
$15.8B
| $45.6M | 0.05% |
183,853
-4,851
| -3% | -$1.2M |
|
380
Eaton
ETN
$136B
| $45.6M | 0.05% |
664,005
-5,722
| -0.9% | -$393K |
|
381
Sysco
SYY
$39B
| $45.5M | 0.05% |
726,447
-9,786
| -1% | -$613K |
|
382
Trane Technologies
TT
$92.3B
| $45.3M | 0.05% |
496,924
-134,626
| -21% | -$12.3M |
|
383
Marriott International Class A Common Stock
MAR
$72.8B
| $45M | 0.05% |
414,966
-27,882
| -6% | -$3.03M |
|
384
Teledyne Technologies
TDY
$25.6B
| $45M | 0.05% |
217,465
-10,938
| -5% | -$2.26M |
|
385
American Financial Group
AFG
$11.5B
| $44.9M | 0.05% |
495,981
-133,536
| -21% | -$12.1M |
|
386
Terreno Realty
TRNO
$6.07B
| $44.7M | 0.05% |
1,270,281
-43,523
| -3% | -$1.53M |
|
387
Albany International
AIN
$1.82B
| $44.6M | 0.05% |
714,662
-25,936
| -4% | -$1.62M |
|
388
Fiserv
FI
$73.5B
| $44.3M | 0.05% |
603,308
-84,626
| -12% | -$6.22M |
|
389
Expeditors International
EXPD
$16.5B
| $44.1M | 0.05% |
648,309
-3,651
| -0.6% | -$249K |
|
390
Ameren
AEE
$27B
| $43.2M | 0.05% |
662,642
+286,093
| +76% | +$18.7M |
|
391
Ford
F
$46.5B
| $43.1M | 0.05% |
5,628,581
-78,532
| -1% | -$601K |
|
392
Korn Ferry
KFY
$3.79B
| $43M | 0.05% |
1,088,209
-98,372
| -8% | -$3.89M |
|
393
Archer Daniels Midland
ADM
$29.9B
| $43M | 0.05% |
1,049,549
+62,319
| +6% | +$2.55M |
|
394
Regeneron Pharmaceuticals
REGN
$59.2B
| $43M | 0.05% |
115,088
-1,543
| -1% | -$576K |
|
395
Arrow Electronics
ARW
$6.49B
| $42.7M | 0.05% |
619,083
-4,448
| -0.7% | -$307K |
|
396
Energizer
ENR
$1.96B
| $42.6M | 0.05% |
942,503
-57,129
| -6% | -$2.58M |
|
397
Four Corners Property Trust
FCPT
$2.73B
| $42.5M | 0.05% |
1,621,534
+25,260
| +2% | +$662K |
|
398
TD Synnex
SNX
$12.4B
| $42.4M | 0.05% |
1,048,818
+78,380
| +8% | +$3.17M |
|
399
Public Service Enterprise Group
PEG
$40B
| $42.3M | 0.05% |
813,210
-25,657
| -3% | -$1.34M |
|
400
Broadridge
BR
$29.7B
| $42.1M | 0.04% |
437,916
-76,437
| -15% | -$7.36M |
|