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
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Edison International
EIX
$21B
| $51.2M | 0.05% |
655,277
+12,086
| +2% | +$945K |
|
402
Electronic Arts
EA
$42.2B
| $51.1M | 0.05% |
483,631
-25,390
| -5% | -$2.68M |
|
403
Credicorp
BAP
$20.7B
| $51M | 0.05% |
284,481
-64,796
| -19% | -$11.6M |
|
404
PPL Corp
PPL
$26.6B
| $50.8M | 0.05% |
1,313,003
+266,470
| +25% | +$10.3M |
|
405
Constellation Brands
STZ
$26.2B
| $50.7M | 0.05% |
261,589
+3,131
| +1% | +$607K |
|
|
CXO
406
DELISTED
CONCHO RESOURCES INC.
CXO
| $50.6M | 0.05% |
416,314
+96,638
| +30% | +$11.7M |
|
407
HDFC Bank
HDB
$181B
| $50.3M | 0.05% |
1,155,754
+50,530
| +5% | +$2.2M |
|
408
H.B. Fuller
FUL
$3.37B
| $50M | 0.05% |
977,899
+572,177
| +141% | +$29.2M |
|
409
EchoStar
SATS
$19.3B
| $49.8M | 0.05% |
1,012,581
-3,356
| -0.3% | -$165K |
|
410
PG&E
PCG
$33.2B
| $49.6M | 0.05% |
747,912
+25,258
| +3% | +$1.68M |
|
411
Zoetis
ZTS
$67.9B
| $49.4M | 0.05% |
792,143
-169,937
| -18% | -$10.6M |
|
412
Campbell Soup
CPB
$10.1B
| $49.2M | 0.05% |
943,109
+640,237
| +211% | +$33.4M |
|
413
Assured Guaranty
AGO
$3.91B
| $49.1M | 0.05% |
1,176,758
+255,081
| +28% | +$10.6M |
|
414
Waste Connections
WCN
$46.1B
| $49M | 0.05% |
+760,970
| New | +$49M |
|
415
Highwoods Properties
HIW
$3.44B
| $49M | 0.05% |
966,043
-552,940
| -36% | -$28M |
|
416
Vertex Pharmaceuticals
VRTX
$102B
| $49M | 0.05% |
379,838
+10,471
| +3% | +$1.35M |
|
417
Camden Property Trust
CPT
$11.9B
| $48.6M | 0.05% |
568,519
+205,440
| +57% | +$17.6M |
|
418
Acushnet Holdings
GOLF
$4.49B
| $47.9M | 0.05% |
+2,415,809
| New | +$47.9M |
|
419
TD Synnex
SNX
$12.3B
| $47.6M | 0.05% |
794,028
+8,668
| +1% | +$520K |
|
420
Micron Technology
MU
$147B
| $47.4M | 0.05% |
1,588,980
-8,976
| -0.6% | -$268K |
|
421
Tyson Foods
TSN
$20B
| $47M | 0.05% |
751,060
-161,051
| -18% | -$10.1M |
|
422
Citizens Financial Group
CFG
$22.3B
| $47M | 0.05% |
1,317,447
+487,854
| +59% | +$17.4M |
|
423
ResMed
RMD
$40.6B
| $47M | 0.05% |
603,012
-6,349
| -1% | -$494K |
|
424
TE Connectivity
TEL
$61.7B
| $46.8M | 0.05% |
595,432
+101,458
| +21% | +$7.98M |
|
425
Trimble
TRMB
$19.2B
| $46.6M | 0.05% |
1,307,351
+269,710
| +26% | +$9.62M |
|