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 |
Brookfield
BN
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
HF Sinclair
DINO
$9.56B
| $63M | 0.04% |
1,582,171
+146,371
| +10% | +$5.83M |
|
377
LCI Industries
LCII
$2.57B
| $63M | 0.04% |
606,967
-11,152
| -2% | -$1.16M |
|
378
Commercial Metals
CMC
$6.63B
| $62.8M | 0.04% |
1,509,265
+967,546
| +179% | +$40.3M |
|
379
NiSource
NI
$19B
| $62.7M | 0.04% |
1,971,051
+271,498
| +16% | +$8.63M |
|
380
Taylor Morrison
TMHC
$7.1B
| $62.3M | 0.04% |
2,290,183
+29,856
| +1% | +$813K |
|
381
Dow Inc
DOW
$17.4B
| $61.7M | 0.04% |
968,038
-33,152
| -3% | -$2.11M |
|
382
Ball Corp
BALL
$13.9B
| $61.3M | 0.04% |
681,342
+7,736
| +1% | +$696K |
|
383
Johnson Controls International
JCI
$69.5B
| $61.3M | 0.04% |
934,614
-11,137
| -1% | -$730K |
|
384
Centene
CNC
$14.2B
| $61.2M | 0.04% |
727,224
-6,935
| -0.9% | -$584K |
|
385
Albany International
AIN
$1.84B
| $61.1M | 0.04% |
725,011
-5,818
| -0.8% | -$491K |
|
386
Cintas
CTAS
$82.4B
| $61.1M | 0.04% |
574,312
-46,304
| -7% | -$4.92M |
|
387
Helmerich & Payne
HP
$2.01B
| $61.1M | 0.04% |
1,427,650
+417,731
| +41% | +$17.9M |
|
388
Independence Realty Trust
IRT
$4.22B
| $61M | 0.04% |
2,307,115
+632,774
| +38% | +$16.7M |
|
389
Amphenol
APH
$135B
| $60.7M | 0.04% |
1,612,154
-30,780
| -2% | -$1.16M |
|
390
American International
AIG
$43.9B
| $60.6M | 0.04% |
966,044
-10,698
| -1% | -$672K |
|
391
Cathay General Bancorp
CATY
$3.43B
| $60.4M | 0.04% |
1,350,025
-40,884
| -3% | -$1.83M |
|
392
Cooper Companies
COO
$13.5B
| $60.1M | 0.04% |
576,140
+106,296
| +23% | +$11.1M |
|
393
American Electric Power
AEP
$57.8B
| $60M | 0.04% |
601,791
-3,537
| -0.6% | -$353K |
|
394
Phillips 66
PSX
$53.2B
| $59.9M | 0.04% |
693,116
+39,099
| +6% | +$3.38M |
|
395
Paychex
PAYX
$48.7B
| $59.7M | 0.04% |
437,753
-12,526
| -3% | -$1.71M |
|
396
Allete
ALE
$3.69B
| $59.7M | 0.04% |
890,653
+18,437
| +2% | +$1.23M |
|
|
FOCS
397
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $59.6M | 0.04% |
1,302,626
+154,394
| +13% | +$7.06M |
|
398
Federal Realty Investment Trust
FRT
$8.86B
| $59.3M | 0.04% |
+485,984
| New | +$59.3M |
|
399
Universal Health Services
UHS
$12.1B
| $59.3M | 0.04% |
409,170
+75,502
| +23% | +$10.9M |
|
400
Prudential Financial
PRU
$37.2B
| $59.1M | 0.04% |
499,778
+22,963
| +5% | +$2.71M |
|