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 |
CoStar Group
CSGP
|
$317M |
| 2 |
Digital Realty Trust
DLR
|
$256M |
| 3 |
American Tower
AMT
|
$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
$358M |
| 2 |
Wayfair
W
|
$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$146M |
| 4 |
Welltower
WELL
|
$145M |
| 5 |
Host Hotels & Resorts
HST
|
$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Donaldson
DCI
$9.28B
| $32.4M | 0.04% |
839,803
-190,442
| -18% | -$7.36M |
|
402
H.B. Fuller
FUL
$3.24B
| $32.4M | 0.04% |
1,161,061
-910,552
| -44% | -$25.4M |
|
|
LHCG
403
DELISTED
LHC Group LLC
LHCG
| $32.2M | 0.04% |
230,005
-9,432
| -4% | -$1.32M |
|
404
Clorox
CLX
$14.7B
| $32.2M | 0.04% |
185,883
+1,027
| +0.6% | +$178K |
|
405
Deckers Outdoor
DECK
$18.2B
| $32M | 0.04% |
238,887
-15,098
| -6% | -$2.02M |
|
406
Amphenol
APH
$133B
| $31.9M | 0.04% |
437,845
+9,935
| +2% | +$724K |
|
407
Agilent Technologies
A
$35.6B
| $31.8M | 0.04% |
444,238
+1,655
| +0.4% | +$119K |
|
408
Archer Daniels Midland
ADM
$29.8B
| $31.8M | 0.04% |
903,008
+14,215
| +2% | +$500K |
|
409
Cadence Design Systems
CDNS
$93.4B
| $31.5M | 0.03% |
477,271
-43,912
| -8% | -$2.9M |
|
410
Ameriprise Financial
AMP
$48.3B
| $31.4M | 0.03% |
305,931
-6,021
| -2% | -$617K |
|
411
Cummins
CMI
$54.5B
| $31.3M | 0.03% |
231,669
+2,014
| +0.9% | +$273K |
|
412
ResMed
RMD
$39.7B
| $31.2M | 0.03% |
211,953
-1,412
| -0.7% | -$208K |
|
413
Willis Towers Watson
WTW
$31.7B
| $31.2M | 0.03% |
183,679
+1,396
| +0.8% | +$237K |
|
414
Kemper
KMPR
$3.41B
| $31.1M | 0.03% |
417,820
-139,345
| -25% | -$10.4M |
|
415
iShares MSCI EAFE ETF
EFA
$65.3B
| $30.7M | 0.03% |
575,100
+563,200
| +4,733% | +$30.1M |
|
416
Exponent
EXPO
$3.63B
| $30.7M | 0.03% |
426,583
-17,778
| -4% | -$1.28M |
|
417
Prudential Financial
PRU
$37.8B
| $30.6M | 0.03% |
587,181
-72,468
| -11% | -$3.78M |
|
418
Factset
FDS
$13.9B
| $30.5M | 0.03% |
117,185
-45,842
| -28% | -$12M |
|
419
Zimmer Biomet
ZBH
$20.8B
| $30.1M | 0.03% |
298,236
+3,322
| +1% | +$336K |
|
420
AutoZone
AZO
$69.9B
| $30.1M | 0.03% |
35,614
-769
| -2% | -$651K |
|
421
Dow Inc
DOW
$17.3B
| $29.9M | 0.03% |
1,023,954
+310
| +0% | +$9.06K |
|
422
Ametek
AME
$42.7B
| $29.8M | 0.03% |
413,703
-51,025
| -11% | -$3.67M |
|
423
Paychex
PAYX
$49B
| $29.7M | 0.03% |
471,300
-1,402
| -0.3% | -$88.2K |
|
424
Darling Ingredients
DAR
$5.21B
| $29.6M | 0.03% |
1,544,429
-804,910
| -34% | -$15.4M |
|
425
Hershey
HSY
$37.7B
| $29.4M | 0.03% |
221,992
+81
| +0% | +$10.7K |
|