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 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$192M |
| 3 |
Charter Communications
CHTR
|
+$181M |
| 4 |
Park Hotels & Resorts
PK
|
+$157M |
| 5 |
Credit Acceptance
CACC
|
+$156M |
Top Sells
| 1 |
Albemarle
ALB
|
+$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 3 |
Apple
AAPL
|
+$117M |
| 4 |
CELG
Celgene Corp
CELG
|
+$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
West Pharmaceutical
WST
$18.1B
| $48.6M | 0.04% |
322,959
-232
| -0.1% | -$34.9K |
|
402
Camden Property Trust
CPT
$12B
| $48.3M | 0.04% |
455,402
-367
| -0.1% | -$38.9K |
|
403
TD Synnex
SNX
$12.4B
| $48M | 0.04% |
745,084
-74,982
| -9% | -$4.83M |
|
404
General Mills
GIS
$26.7B
| $47.7M | 0.04% |
891,208
-12,437
| -1% | -$666K |
|
405
Oneok
OKE
$45.8B
| $47.7M | 0.04% |
630,689
-16,468
| -3% | -$1.25M |
|
406
Ametek
AME
$43.6B
| $46.4M | 0.04% |
464,728
-97,490
| -17% | -$9.72M |
|
407
Amphenol
APH
$144B
| $46.3M | 0.04% |
1,711,640
-101,952
| -6% | -$2.76M |
|
408
Spire
SR
$4.49B
| $46.2M | 0.04% |
554,977
+206,758
| +59% | +$17.2M |
|
|
UCB
409
United Community Banks, Inc.
UCB
$3.98B
| $46M | 0.04% |
1,491,126
-22,404
| -1% | -$692K |
|
410
Monolithic Power Systems
MPWR
$41.5B
| $45.5M | 0.04% |
255,550
+82,830
| +48% | +$14.7M |
|
411
Trimble
TRMB
$19.2B
| $45.2M | 0.04% |
1,084,877
-16,118
| -1% | -$672K |
|
412
Electronic Arts
EA
$41.9B
| $45.1M | 0.04% |
419,140
-7,167
| -2% | -$771K |
|
413
Public Service Enterprise Group
PEG
$40.4B
| $45.1M | 0.04% |
762,978
+22,170
| +3% | +$1.31M |
|
414
eBay
EBAY
$42B
| $45M | 0.04% |
1,246,546
-198,373
| -14% | -$7.16M |
|
415
Stifel
SF
$11.5B
| $44.9M | 0.04% |
1,109,411
-6,679
| -0.6% | -$270K |
|
416
Reinsurance Group of America
RGA
$12.6B
| $44.5M | 0.04% |
272,943
-943
| -0.3% | -$154K |
|
417
Southwest Gas
SWX
$5.64B
| $44.4M | 0.04% |
584,240
-10,585
| -2% | -$804K |
|
418
Constellation Brands
STZ
$25.5B
| $44.4M | 0.04% |
233,902
-7,302
| -3% | -$1.39M |
|
419
Hope Bancorp
HOPE
$1.42B
| $44.4M | 0.04% |
2,985,875
-1,818,705
| -38% | -$27M |
|
|
LPT
420
DELISTED
Liberty Property Trust
LPT
| $44.3M | 0.04% |
738,488
-151,737
| -17% | -$9.11M |
|
421
Zimmer Biomet
ZBH
$20.5B
| $44.1M | 0.04% |
303,761
-6,079
| -2% | -$883K |
|
|
PRSP
422
DELISTED
Perspecta Inc. Common Stock
PRSP
| $44M | 0.04% |
1,663,242
+181,975
| +12% | +$4.81M |
|
423
MasTec
MTZ
$14.1B
| $44M | 0.04% |
685,199
-65,383
| -9% | -$4.19M |
|
424
Advanced Energy
AEIS
$5.89B
| $43.8M | 0.04% |
614,929
+36,265
| +6% | +$2.58M |
|
425
Factset
FDS
$14B
| $43.7M | 0.04% |
163,027
-4,565
| -3% | -$1.22M |
|