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 |
iShares Core S&P 500 ETF
IVV
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
Extra Space Storage
EXR
|
$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Alliant Energy
LNT
$16.6B
| $59.4M | 0.04% |
1,111,945
+193,217
| +21% | +$10.3M |
|
377
Albemarle
ALB
$9.6B
| $59.2M | 0.04% |
267,776
+33,142
| +14% | +$7.33M |
|
378
Targa Resources
TRGP
$34.9B
| $59.1M | 0.04% |
809,911
+55,167
| +7% | +$4.02M |
|
379
General Motors
GM
$55.5B
| $58.9M | 0.04% |
1,607,068
-86,314
| -5% | -$3.17M |
|
380
General Dynamics
GD
$86.8B
| $58.9M | 0.04% |
258,262
+3,836
| +2% | +$875K |
|
381
Johnson Controls International
JCI
$69.5B
| $58.7M | 0.04% |
974,064
+4,313
| +0.4% | +$260K |
|
382
Caleres
CAL
$531M
| $58.3M | 0.04% |
2,697,562
+164,661
| +7% | +$3.56M |
|
383
Moderna
MRNA
$9.78B
| $58.3M | 0.04% |
379,515
+5,614
| +2% | +$862K |
|
384
Simply Good Foods
SMPL
$2.86B
| $58M | 0.04% |
1,458,061
+32,836
| +2% | +$1.31M |
|
385
Ulta Beauty
ULTA
$23.1B
| $57.8M | 0.04% |
105,952
-13,878
| -12% | -$7.57M |
|
386
Comfort Systems
FIX
$24.9B
| $57.8M | 0.04% |
396,042
+7,656
| +2% | +$1.12M |
|
387
US Bancorp
USB
$75.9B
| $57.5M | 0.04% |
1,596,302
+71,100
| +5% | +$2.56M |
|
388
McKesson
MCK
$85.5B
| $57.4M | 0.04% |
161,217
-3,296
| -2% | -$1.17M |
|
|
PXD
389
DELISTED
Pioneer Natural Resource Co.
PXD
| $56.9M | 0.04% |
278,477
-30,452
| -10% | -$6.22M |
|
390
American Electric Power
AEP
$57.8B
| $56.7M | 0.04% |
623,399
+12,610
| +2% | +$1.15M |
|
391
Ford
F
$46.7B
| $56.6M | 0.04% |
4,492,431
+35,964
| +0.8% | +$453K |
|
392
Visteon
VC
$3.41B
| $56.4M | 0.04% |
359,472
+188
| +0.1% | +$29.5K |
|
393
National Health Investors
NHI
$3.72B
| $55.8M | 0.04% |
+1,082,334
| New | +$55.8M |
|
394
Norfolk Southern
NSC
$62.3B
| $55.7M | 0.04% |
262,785
+1,620
| +0.6% | +$343K |
|
395
Hershey
HSY
$37.6B
| $55.7M | 0.04% |
218,869
-43,947
| -17% | -$11.2M |
|
396
Kimberly-Clark
KMB
$43.1B
| $55.5M | 0.04% |
413,643
+4,044
| +1% | +$543K |
|
397
Advanced Energy
AEIS
$5.8B
| $55.5M | 0.04% |
566,267
+58,342
| +11% | +$5.72M |
|
398
Charter Communications
CHTR
$35.7B
| $55.3M | 0.04% |
154,697
+2,031
| +1% | +$726K |
|
399
Archer Daniels Midland
ADM
$30.2B
| $55.1M | 0.04% |
691,459
+3,808
| +0.6% | +$303K |
|
400
Dominion Energy
D
$49.7B
| $54.9M | 0.04% |
982,447
+14,965
| +2% | +$837K |
|