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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Donaldson
DCI
$9.35B
| $50.7M | 0.05% |
1,124,603
+14,872
| +1% | +$671K |
|
402
Terreno Realty
TRNO
$5.96B
| $50.7M | 0.05% |
1,346,160
+144,100
| +12% | +$5.43M |
|
403
Expeditors International
EXPD
$16.4B
| $50M | 0.05% |
683,960
+9,998
| +1% | +$731K |
|
|
ENLC
404
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $49.9M | 0.05% |
3,032,912
+64,972
| +2% | +$1.07M |
|
405
Eaton
ETN
$136B
| $49.7M | 0.05% |
665,086
-7,473
| -1% | -$559K |
|
406
Keysight
KEYS
$29.1B
| $49.4M | 0.05% |
836,489
+12,845
| +2% | +$758K |
|
407
First American
FAF
$6.8B
| $49.3M | 0.05% |
953,081
-13,751
| -1% | -$711K |
|
408
Sysco
SYY
$38.7B
| $49.2M | 0.05% |
721,036
+643
| +0.1% | +$43.9K |
|
409
Tetra Tech
TTEK
$9.22B
| $49.1M | 0.05% |
4,195,230
-51,920
| -1% | -$607K |
|
410
KeyCorp
KEY
$20.9B
| $48.9M | 0.04% |
2,502,654
+884,533
| +55% | +$17.3M |
|
411
State Street
STT
$31.8B
| $48.8M | 0.04% |
524,285
-46,597
| -8% | -$4.34M |
|
|
BTEC
412
DELISTED
Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
| $48.6M | 0.04% |
1,400,000
-150,001
| -10% | -$5.21M |
|
|
TWTR
413
DELISTED
Twitter, Inc.
TWTR
| $48.6M | 0.04% |
1,112,443
+1,047,336
| +1,609% | +$45.7M |
|
414
PTC
PTC
$24.4B
| $48.5M | 0.04% |
516,545
+18,840
| +4% | +$1.77M |
|
415
Nucor
NUE
$32.4B
| $48.1M | 0.04% |
769,842
-108,344
| -12% | -$6.77M |
|
416
Caesars Entertainment
CZR
$5.28B
| $47.8M | 0.04% |
1,223,032
+424,880
| +53% | +$16.6M |
|
417
eBay
EBAY
$42.2B
| $47.8M | 0.04% |
1,317,636
-70,128
| -5% | -$2.54M |
|
|
WRK
418
DELISTED
WestRock Company
WRK
| $47.6M | 0.04% |
834,188
-244,780
| -23% | -$14M |
|
419
Best Buy
BBY
$16.2B
| $47.5M | 0.04% |
636,750
-333,277
| -34% | -$24.9M |
|
420
COPT Defense Properties
CDP
$3.44B
| $47.3M | 0.04% |
1,631,898
+105,024
| +7% | +$3.04M |
|
421
Travelers Companies
TRV
$61.6B
| $47.1M | 0.04% |
385,028
-17,064
| -4% | -$2.09M |
|
|
AUD
422
DELISTED
Audacy, Inc.
AUD
| $47.1M | 0.04% |
6,235,857
+32,420
| +0.5% | +$245K |
|
|
GPT
423
DELISTED
Gramercy Property Trust
GPT
| $47.1M | 0.04% |
1,723,132
-4,245,976
| -71% | -$116M |
|
424
TD Synnex
SNX
$12.3B
| $46.9M | 0.04% |
971,414
+270,096
| +39% | +$13M |
|
425
HNI Corp
HNI
$2.09B
| $46.8M | 0.04% |
1,259,109
-299,514
| -19% | -$11.1M |
|