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 |
CoStar Group
CSGP
|
$317M |
| 2 |
Digital Realty Trust
DLR
|
$256M |
| 3 |
American Tower
AMT
|
$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
$358M |
| 2 |
Wayfair
W
|
$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$146M |
| 4 |
Welltower
WELL
|
$145M |
| 5 |
Host Hotels & Resorts
HST
|
$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
HP
HPQ
$27.1B
| $36.9M | 0.04% |
2,124,478
-375,375
| -15% | -$6.52M |
|
377
Phillips 66
PSX
$54.1B
| $36.9M | 0.04% |
687,309
+6,407
| +0.9% | +$344K |
|
378
McKesson
MCK
$86B
| $36.8M | 0.04% |
272,388
-15,261
| -5% | -$2.06M |
|
379
Kroger
KR
$45.4B
| $36.6M | 0.04% |
1,216,362
-88,378
| -7% | -$2.66M |
|
|
HMSY
380
DELISTED
HMS Holdings Corp.
HMSY
| $36M | 0.04% |
1,424,507
-28,805
| -2% | -$728K |
|
381
General Motors
GM
$55.7B
| $35.8M | 0.04% |
1,725,107
-1,241
| -0.1% | -$25.8K |
|
382
Aflac
AFL
$56.5B
| $35.5M | 0.04% |
1,037,576
-44,869
| -4% | -$1.54M |
|
383
HF Sinclair
DINO
$9.74B
| $35.5M | 0.04% |
1,449,157
+945,224
| +188% | +$23.2M |
|
384
Monolithic Power Systems
MPWR
$39.4B
| $35.4M | 0.04% |
211,640
-43,910
| -17% | -$7.35M |
|
385
Public Service Enterprise Group
PEG
$40.8B
| $35.4M | 0.04% |
787,254
+24,276
| +3% | +$1.09M |
|
386
Monster Beverage
MNST
$61.2B
| $34.9M | 0.04% |
620,205
+901
| +0.1% | +$50.7K |
|
387
West Pharmaceutical
WST
$17.5B
| $34.7M | 0.04% |
228,130
-94,829
| -29% | -$14.4M |
|
388
Southwest Gas
SWX
$5.68B
| $34.6M | 0.04% |
497,017
-87,223
| -15% | -$6.07M |
|
389
FirstEnergy
FE
$25.1B
| $34.4M | 0.04% |
857,668
+18,174
| +2% | +$728K |
|
390
Sysco
SYY
$38.5B
| $34.1M | 0.04% |
746,329
+3,802
| +0.5% | +$173K |
|
391
KLA
KLAC
$112B
| $33.9M | 0.04% |
235,679
+947
| +0.4% | +$136K |
|
392
Entergy
ETR
$39B
| $33.9M | 0.04% |
360,285
+33,263
| +10% | +$3.13M |
|
393
MetLife
MET
$53.6B
| $33.7M | 0.04% |
1,103,295
-16,463
| -1% | -$503K |
|
394
Synopsys
SNPS
$110B
| $33.6M | 0.04% |
261,260
-591
| -0.2% | -$76.1K |
|
395
Constellation Brands
STZ
$26.7B
| $33.2M | 0.04% |
231,274
-2,628
| -1% | -$377K |
|
396
T Rowe Price
TROW
$23.2B
| $33M | 0.04% |
338,144
+1,733
| +0.5% | +$169K |
|
397
Capital One
COF
$143B
| $33M | 0.04% |
654,851
-19,569
| -3% | -$987K |
|
398
Broadridge
BR
$29.5B
| $33M | 0.04% |
348,051
-92,016
| -21% | -$8.73M |
|
|
CTXS
399
DELISTED
Citrix Systems Inc
CTXS
| $33M | 0.04% |
232,789
+48,440
| +26% | +$6.86M |
|
400
BJs Wholesale Club
BJ
$13B
| $32.8M | 0.04% |
1,286,430
-267,010
| -17% | -$6.8M |
|