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 |
Sherwin-Williams
SHW
|
$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
$84.9M |
| 3 |
Charter Communications
CHTR
|
$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
$133M |
| 2 |
Entergy
ETR
|
$105M |
| 3 |
PayPal
PYPL
|
$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$90.2M |
| 5 |
Goodyear
GT
|
$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Crane NXT
CXT
$3.49B
| $35.8M | 0.05% |
568,534
+60,789
| +12% | +$3.83M |
|
402
Albemarle
ALB
$9.43B
| $35.8M | 0.05% |
418,643
+41,338
| +11% | +$3.53M |
|
|
IM
403
DELISTED
Ingram Micro
IM
| $35.7M | 0.05% |
1,000,179
+28,696
| +3% | +$1.02M |
|
|
PRXL
404
DELISTED
Parexel International Corp
PRXL
| $35.6M | 0.05% |
512,355
+5,075
| +1% | +$352K |
|
|
VRE
405
Veris Residential
VRE
$1.47B
| $35.6M | 0.05% |
1,306,634
+246,419
| +23% | +$6.71M |
|
|
PDCE
406
DELISTED
PDC Energy, Inc.
PDCE
| $35.6M | 0.05% |
530,328
+92,090
| +21% | +$6.18M |
|
407
Burlington
BURL
$18.5B
| $35.4M | 0.05% |
437,443
+415,548
| +1,898% | +$33.7M |
|
408
Hubbell
HUBB
$22.8B
| $35.4M | 0.05% |
328,272
+20,063
| +7% | +$2.16M |
|
409
Darden Restaurants
DRI
$24.3B
| $35.3M | 0.05% |
576,133
-252,547
| -30% | -$15.5M |
|
|
AFSI
410
DELISTED
AmTrust Financial Services, Inc.
AFSI
| $35.3M | 0.05% |
1,315,051
+261,770
| +25% | +$7.02M |
|
411
Devon Energy
DVN
$22.3B
| $35.1M | 0.05% |
795,353
+27,832
| +4% | +$1.23M |
|
412
APA Corp
APA
$8.11B
| $35M | 0.05% |
547,737
+11,186
| +2% | +$714K |
|
413
PPL Corp
PPL
$26.8B
| $34.9M | 0.05% |
1,008,990
-877,576
| -47% | -$30.3M |
|
414
Deere & Co
DE
$127B
| $34.9M | 0.05% |
408,489
-1,724
| -0.4% | -$147K |
|
415
Archer Daniels Midland
ADM
$29.7B
| $34.8M | 0.05% |
824,623
+18,157
| +2% | +$766K |
|
416
iShares Core S&P Small-Cap ETF
IJR
$84.4B
| $34.7M | 0.05% |
279,371
+1,221
| +0.4% | +$152K |
|
417
Southwest Gas
SWX
$5.71B
| $34.6M | 0.05% |
495,981
+18,703
| +4% | +$1.31M |
|
418
Rexford Industrial Realty
REXR
$9.7B
| $34.6M | 0.05% |
1,513,344
+22,201
| +1% | +$508K |
|
419
Keurig Dr Pepper
KDP
$39.5B
| $34.6M | 0.05% |
379,311
+10,381
| +3% | +$948K |
|
420
ABM Industries
ABM
$3.03B
| $34.6M | 0.05% |
871,118
-45,538
| -5% | -$1.81M |
|
421
MarketAxess Holdings
MKTX
$6.78B
| $34.5M | 0.05% |
208,637
+68,606
| +49% | +$11.4M |
|
|
DFS
422
DELISTED
Discover Financial Services
DFS
| $34.5M | 0.05% |
610,317
+11,008
| +2% | +$622K |
|
423
Synchrony
SYF
$28.1B
| $34.5M | 0.05% |
1,231,758
-424,065
| -26% | -$11.9M |
|
424
Corning
GLW
$59.4B
| $34.1M | 0.04% |
1,441,156
-21,600
| -1% | -$511K |
|
425
AMN Healthcare
AMN
$760M
| $34.1M | 0.04% |
1,069,267
+483,207
| +82% | +$15.4M |
|