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 |
Equity Residential
EQR
|
+$255M |
| 2 |
Autodesk
ADSK
|
+$107M |
| 3 |
WRK
WestRock Company
WRK
|
+$93.8M |
| 4 |
DuPont de Nemours
DD
|
+$91.5M |
| 5 |
Brookfield
BN
|
+$78.4M |
Top Sells
| 1 |
XEC
CIMAREX ENERGY CO
XEC
|
+$132M |
| 2 |
Camden Property Trust
CPT
|
+$124M |
| 3 |
Adobe
ADBE
|
+$116M |
| 4 |
Bausch Health
BHC
|
+$115M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$105M |
Sector Composition
| 1 | Financials | 17% |
| 2 | Real Estate | 15.4% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.7% |
| 5 | Healthcare | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Packaging Corp of America
PKG
$19.3B
| $29.1M | 0.05% |
482,975
+14,217
| +3% | +$855K |
|
402
Southwest Gas
SWX
$5.55B
| $29M | 0.05% |
497,782
+17,427
| +4% | +$1.02M |
|
|
BHI
403
DELISTED
Baker Hughes
BHI
| $29M | 0.05% |
557,636
+4,760
| +0.9% | +$248K |
|
404
Keysight
KEYS
$29.1B
| $28.9M | 0.05% |
935,932
-51,519
| -5% | -$1.59M |
|
405
Matsons
MATX
$3.29B
| $28.8M | 0.05% |
749,114
+7,249
| +1% | +$279K |
|
406
Steris
STE
$24.5B
| $28.8M | 0.05% |
443,459
+31,073
| +8% | +$2.02M |
|
407
Owens Corning
OC
$12.5B
| $28.7M | 0.05% |
685,506
+662,590
| +2,891% | +$27.8M |
|
408
iShares MSCI EAFE ETF
EFA
$66.6B
| $28.7M | 0.05% |
501,109
+33,790
| +7% | +$1.94M |
|
|
CONE
409
DELISTED
CyrusOne Inc Common Stock
CONE
| $28.7M | 0.05% |
879,372
+169,398
| +24% | +$5.53M |
|
410
Allete
ALE
$3.69B
| $28.7M | 0.05% |
567,583
+39,648
| +8% | +$2M |
|
411
Dycom Industries
DY
$7.3B
| $28.6M | 0.05% |
395,464
-24,933
| -6% | -$1.8M |
|
412
ICU Medical
ICUI
$3.22B
| $28.5M | 0.04% |
260,474
+8,678
| +3% | +$950K |
|
|
PPS
413
DELISTED
Post Properties
PPS
| $28.4M | 0.04% |
487,988
+11,556
| +2% | +$674K |
|
|
CMCSK
414
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
| $28M | 0.04% |
489,879
+455,624
| +1,330% | +$26.1M |
|
415
Ameriprise Financial
AMP
$46.5B
| $27.9M | 0.04% |
255,528
-9,828
| -4% | -$1.07M |
|
416
SM Energy
SM
$3B
| $27.8M | 0.04% |
868,092
+553,277
| +176% | +$17.7M |
|
|
NPBC
417
DELISTED
NATL PENN BANCSHARES INC
NPBC
| $27.7M | 0.04% |
2,358,505
-86,995
| -4% | -$1.02M |
|
418
Corning
GLW
$62B
| $27.4M | 0.04% |
1,601,141
-3,548
| -0.2% | -$60.7K |
|
419
Cal-Maine
CALM
$5.27B
| $27.4M | 0.04% |
501,244
+34,305
| +7% | +$1.87M |
|
420
The GEO Group
GEO
$3.05B
| $27.2M | 0.04% |
1,372,979
+4,437
| +0.3% | +$88K |
|
421
LKQ Corp
LKQ
$8.31B
| $27.2M | 0.04% |
958,852
+26,724
| +3% | +$758K |
|
422
Waste Management
WM
$88.3B
| $27.2M | 0.04% |
545,881
-3,109
| -0.6% | -$155K |
|
423
Western Digital
WDC
$32.8B
| $27.2M | 0.04% |
452,163
-1,633,482
| -78% | -$98.1M |
|
424
Cullen/Frost Bankers
CFR
$8.27B
| $27.1M | 0.04% |
426,643
+31,670
| +8% | +$2.01M |
|
425
Teleflex
TFX
$5.76B
| $27.1M | 0.04% |
217,942
-7,283
| -3% | -$905K |
|