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 |
iShares MBS ETF
MBB
|
+$250M |
| 2 |
Host Hotels & Resorts
HST
|
+$201M |
| 3 |
Wayfair
W
|
+$173M |
| 4 |
AerCap
AER
|
+$120M |
| 5 |
Fastenal
FAST
|
+$104M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$223M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
+$182M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
Scotiabank
BNS
|
+$129M |
| 5 |
Applied Materials
AMAT
|
+$111M |
Sector Composition
| 1 | Real Estate | 16.64% |
| 2 | Financials | 16.14% |
| 3 | Technology | 14.77% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Arrow Electronics
ARW
$6.5B
| $47.9M | 0.04% |
641,900
-3,573
| -0.6% | -$266K |
|
402
Old Dominion Freight Line
ODFL
$31.2B
| $47.8M | 0.04% |
843,936
-24,357
| -3% | -$1.38M |
|
403
Oneok
OKE
$45.2B
| $47.7M | 0.04% |
647,157
+10,822
| +2% | +$797K |
|
404
Cognizant
CTSH
$34.6B
| $47.7M | 0.04% |
790,929
-27,794
| -3% | -$1.67M |
|
405
BOK Financial
BOKF
$7.03B
| $47.4M | 0.04% |
599,234
-3,938
| -0.7% | -$312K |
|
406
Manhattan Associates
MANH
$13B
| $47.2M | 0.04% |
585,281
-45,050
| -7% | -$3.63M |
|
407
HP
HPQ
$27.1B
| $47.2M | 0.04% |
2,494,225
-130,502
| -5% | -$2.47M |
|
408
Trane Technologies
TT
$91.1B
| $47.1M | 0.04% |
382,471
+5,292
| +1% | +$652K |
|
409
Consolidated Edison
ED
$35B
| $47.1M | 0.04% |
498,223
+8,713
| +2% | +$823K |
|
|
HMSY
410
DELISTED
HMS Holdings Corp.
HMSY
| $47M | 0.04% |
1,363,884
-13,557
| -1% | -$467K |
|
411
Advanced Micro Devices
AMD
$253B
| $46.8M | 0.04% |
1,614,121
+273,778
| +20% | +$7.94M |
|
412
TD Synnex
SNX
$12.3B
| $46.3M | 0.04% |
820,066
-21,564
| -3% | -$1.22M |
|
413
Public Service Enterprise Group
PEG
$39.9B
| $46M | 0.04% |
740,808
-253,895
| -26% | -$15.8M |
|
414
West Pharmaceutical
WST
$18.1B
| $45.8M | 0.04% |
323,191
-5,370
| -2% | -$762K |
|
|
LPT
415
DELISTED
Liberty Property Trust
LPT
| $45.7M | 0.04% |
890,225
+55,314
| +7% | +$2.84M |
|
416
Darling Ingredients
DAR
$5.01B
| $45.7M | 0.04% |
2,386,594
-5,767
| -0.2% | -$110K |
|
417
W.R. Berkley
WRB
$27.4B
| $45.5M | 0.04% |
1,417,104
-14,204
| -1% | -$456K |
|
418
UGI
UGI
$7.36B
| $45.4M | 0.04% |
903,140
+136,611
| +18% | +$6.87M |
|
419
Tetra Tech
TTEK
$9.22B
| $45.1M | 0.04% |
2,598,695
-1,588,770
| -38% | -$27.6M |
|
|
IBKC
420
DELISTED
IBERIABANK Corp
IBKC
| $44.9M | 0.04% |
594,734
+5,279
| +0.9% | +$399K |
|
421
Pebblebrook Hotel Trust
PEB
$1.36B
| $44.5M | 0.04% |
1,599,522
-8,569
| -0.5% | -$238K |
|
422
Tyler Technologies
TYL
$24.2B
| $44.4M | 0.04% |
169,152
+2,050
| +1% | +$538K |
|
423
Kemper
KMPR
$3.38B
| $43.8M | 0.04% |
562,067
-9,156
| -2% | -$714K |
|
424
Reinsurance Group of America
RGA
$12.6B
| $43.8M | 0.04% |
273,886
-9,862
| -3% | -$1.58M |
|
425
Amphenol
APH
$143B
| $43.8M | 0.04% |
1,813,592
+27,860
| +2% | +$672K |
|