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 | +$556M | |
| 2 | +$493M | |
| 3 | +$464M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$453M |
| 5 |
Brookfield Asset Management
BAM
|
+$238M |
Top Sells
| 1 | +$839M | |
| 2 | +$633M | |
| 3 | +$440M | |
| 4 |
O'Reilly Automotive
ORLY
|
+$334M |
| 5 |
Liberty Media Series C
FWONK
|
+$329M |
Sector Composition
| 1 | Technology | 20.41% |
| 2 | Financials | 14.41% |
| 3 | Real Estate | 11.67% |
| 4 | Industrials | 10.62% |
| 5 | Consumer Discretionary | 10.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
Allstate
ALL
$55.4B
| $65.8M | 0.04% |
317,464
+3,783
|
|
||
402
Gulfport Energy Corp
GPOR
$3B
| $65.6M | 0.04% |
310,017
-40,594
|
|
||
403
Zoetis
ZTS
$33B
| $65.3M | 0.03% |
552,331
-1,505,449
|
|
||
|
SEI
404
Solaris Energy Infrastructure
SEI
$4.22B
| $64.7M | 0.03% |
1,144,652
-321,691
|
|
||
405
Credo Technology Group
CRDO
$41B
| $64.5M | 0.03% |
687,447
-19,574
|
|
||
406
Truist Financial
TFC
$60.8B
| $64.4M | 0.03% |
1,401,234
-9,657
|
|
||
407
Alliant Energy
LNT
$18.5B
| $64.4M | 0.03% |
897,535
-42,074
|
|
||
408
DoorDash
DASH
$66.4B
| $64.3M | 0.03% |
428,040
+5,571
|
|
||
409
Dominion Energy
D
$57.6B
| $64M | 0.03% |
1,035,413
-7,161
|
|
||
410
FNB Corp
FNB
$6.3B
| $63.9M | 0.03% |
3,822,899
-73,854
|
|
||
411
Timken Company
TKR
$9.36B
| $63.6M | 0.03% |
632,826
-57,720
|
|
||
412
Assured Guaranty
AGO
$3.31B
| $63.6M | 0.03% |
780,573
-25,376
|
|
||
413
Public Storage
PSA
$54.6B
| $63.6M | 0.03% |
234,612
-11,390
|
|
||
414
Watsco Inc
WSO
$15.3B
| $63.5M | 0.03% |
174,551
+96,788
|
|
||
415
Avery Dennison
AVY
$11.7B
| $62.7M | 0.03% |
363,250
-4,044
|
|
||
416
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.3B
| $62.7M | 0.03% |
575,000
+358,600
|
|
||
417
TechnipFMC
FTI
$27.4B
| $62.4M | 0.03% |
902,663
+32,784
|
|
||
418
Franklin FTSE Taiwan ETF
FLTW
$2.73B
| $62.4M | 0.03% |
916,005
+197,716
|
|
||
419
Natera
NTRA
$30.6B
| $62.2M | 0.03% |
311,068
-8,430
|
|
||
420
RadNet
RDNT
$4.26B
| $62.1M | 0.03% |
1,111,277
-21,812
|
|
||
421
Robinhood
HOOD
$76.6B
| $61.7M | 0.03% |
890,302
+296
|
|
||
422
Cardinal Health
CAH
$47.9B
| $61.7M | 0.03% |
291,833
+4,300
|
|
||
423
CNO Financial Group
CNO
$4.48B
| $61.3M | 0.03% |
1,492,497
+114,000
|
|
||
424
Exelon
EXC
$45.8B
| $61.1M | 0.03% |
1,247,111
+9,435
|
|
||
425
Electronic Arts
EA
$51B
| $61M | 0.03% |
299,117
-28,333
|
|