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 |
ANSS
Ansys
ANSS
|
+$196M |
| 2 |
Hyatt Hotels
H
|
+$166M |
| 3 |
Prologis
PLD
|
+$160M |
| 4 |
RP
RealPage, Inc.
RP
|
+$160M |
| 5 |
WIX.com
WIX
|
+$147M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
+$367M |
| 2 |
Moody's
MCO
|
+$303M |
| 3 |
Ross Stores
ROST
|
+$252M |
| 4 |
Dentsply Sirona
XRAY
|
+$213M |
| 5 |
Autodesk
ADSK
|
+$167M |
Sector Composition
| 1 | Financials | 16.51% |
| 2 | Technology | 14.46% |
| 3 | Real Estate | 14.24% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 9.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Consolidated Edison
ED
$34.9B
| $54M | 0.05% |
708,230
-53,820
| -7% | -$4.1M |
|
402
Sysco
SYY
$39B
| $53.9M | 0.05% |
736,233
+15,197
| +2% | +$1.11M |
|
403
Constellation Brands
STZ
$25.7B
| $53.8M | 0.05% |
249,296
+4,040
| +2% | +$871K |
|
404
Darling Ingredients
DAR
$4.94B
| $53.4M | 0.05% |
2,762,469
+55,257
| +2% | +$1.07M |
|
|
SYNH
405
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $53.1M | 0.05% |
1,030,133
+61,217
| +6% | +$3.16M |
|
406
Ford
F
$45.7B
| $52.8M | 0.05% |
5,707,113
+115,643
| +2% | +$1.07M |
|
407
Best Buy
BBY
$16.3B
| $52.7M | 0.05% |
663,965
+27,215
| +4% | +$2.16M |
|
408
Devon Energy
DVN
$21.8B
| $52.5M | 0.05% |
1,313,325
-50,977
| -4% | -$2.04M |
|
409
Southwest Gas
SWX
$5.58B
| $52.1M | 0.05% |
658,933
+61,365
| +10% | +$4.85M |
|
410
Ligand Pharmaceuticals
LGND
$3.23B
| $51.8M | 0.05% |
302,409
+8,861
| +3% | +$1.52M |
|
|
BTEC
411
DELISTED
Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
| $51.8M | 0.05% |
1,400,000
| – | – |
|
|
PXD
412
DELISTED
Pioneer Natural Resource Co.
PXD
| $51M | 0.04% |
292,704
+6,760
| +2% | +$1.18M |
|
413
PTC
PTC
$25.5B
| $50.9M | 0.04% |
479,227
-37,318
| -7% | -$3.96M |
|
414
Travelers Companies
TRV
$61.8B
| $50.8M | 0.04% |
391,688
+6,660
| +2% | +$864K |
|
|
MXIM
415
DELISTED
Maxim Integrated Products
MXIM
| $50.7M | 0.04% |
899,108
+24,228
| +3% | +$1.37M |
|
416
Citizens Financial Group
CFG
$22.3B
| $50.4M | 0.04% |
1,307,015
-249,829
| -16% | -$9.64M |
|
417
Blackbaud
BLKB
$3.29B
| $50.3M | 0.04% |
496,041
-4,566
| -0.9% | -$463K |
|
418
HF Sinclair
DINO
$9.56B
| $50.1M | 0.04% |
716,566
-198,905
| -22% | -$13.9M |
|
419
AMN Healthcare
AMN
$806M
| $49.8M | 0.04% |
910,009
-56,885
| -6% | -$3.11M |
|
420
Archer Daniels Midland
ADM
$29.9B
| $49.6M | 0.04% |
987,230
-6,678
| -0.7% | -$336K |
|
421
Terreno Realty
TRNO
$6.07B
| $49.5M | 0.04% |
1,313,804
-32,356
| -2% | -$1.22M |
|
422
Williams Companies
WMB
$69.4B
| $49.1M | 0.04% |
1,806,322
+583,213
| +48% | +$15.9M |
|
423
Church & Dwight Co
CHD
$23.1B
| $49M | 0.04% |
825,075
+10,386
| +1% | +$617K |
|
424
KeyCorp
KEY
$21B
| $48.9M | 0.04% |
2,457,239
-45,415
| -2% | -$903K |
|
425
COPT Defense Properties
CDP
$3.44B
| $48.7M | 0.04% |
1,631,835
-63
| -0% | -$1.88K |
|