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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$202M |
| 3 |
Credit Acceptance
CACC
|
$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$187M |
| 5 |
Apple
AAPL
|
$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
HP
HPQ
$26.8B
| $58.5M | 0.03% |
1,553,144
-97,387
| -6% | -$3.67M |
|
402
LKQ Corp
LKQ
$8.23B
| $58.4M | 0.03% |
972,633
-9,141
| -0.9% | -$549K |
|
403
Crane NXT
CXT
$3.49B
| $58.3M | 0.03% |
578,653
-66,956
| -10% | -$6.75M |
|
404
Kimberly-Clark
KMB
$42.5B
| $58.2M | 0.03% |
407,329
-9,368
| -2% | -$1.34M |
|
405
Carrier Global
CARR
$53.2B
| $58.2M | 0.03% |
1,072,740
-29,267
| -3% | -$1.59M |
|
406
Albemarle
ALB
$9.43B
| $58.2M | 0.03% |
248,864
-4,663
| -2% | -$1.09M |
|
407
Alcoa
AA
$8.05B
| $57.8M | 0.03% |
970,291
+623,144
| +180% | +$37.1M |
|
408
Hanover Insurance
THG
$6.35B
| $57.7M | 0.03% |
440,059
-98,560
| -18% | -$12.9M |
|
409
Allete
ALE
$3.68B
| $57.1M | 0.03% |
872,216
-7,203
| -0.8% | -$471K |
|
410
Idacorp
IDA
$6.74B
| $57M | 0.03% |
507,790
-42,512
| -8% | -$4.77M |
|
411
MYR Group
MYRG
$2.84B
| $56.9M | 0.03% |
514,827
-2,863
| -0.6% | -$316K |
|
412
Life Time Group Holdings
LTH
$6.11B
| $56.9M | 0.03% |
+3,306,011
| New | +$56.9M |
|
413
Dow Inc
DOW
$17B
| $56.8M | 0.03% |
1,001,190
+10,844
| +1% | +$615K |
|
414
Match Group
MTCH
$9.04B
| $56M | 0.03% |
423,290
+1,865
| +0.4% | +$247K |
|
415
Hasbro
HAS
$11.1B
| $55.9M | 0.03% |
560,946
-387,115
| -41% | -$38.6M |
|
416
Mine Safety
MSA
$6.62B
| $55.7M | 0.03% |
370,467
-4,413
| -1% | -$663K |
|
417
American International
AIG
$45.1B
| $55.5M | 0.03% |
976,742
-54,519
| -5% | -$3.1M |
|
418
Packaging Corp of America
PKG
$19.2B
| $55.5M | 0.03% |
407,146
-13,364
| -3% | -$1.82M |
|
419
AutoZone
AZO
$70.1B
| $55M | 0.03% |
26,221
-1,479
| -5% | -$3.1M |
|
420
Marriott International Class A Common Stock
MAR
$72B
| $55M | 0.03% |
332,644
-7,983
| -2% | -$1.32M |
|
421
DiamondRock Hospitality
DRH
$1.74B
| $54.9M | 0.03% |
5,719,747
+272,122
| +5% | +$2.61M |
|
422
Schlumberger
SLB
$52.2B
| $54.7M | 0.03% |
1,826,361
-94,472
| -5% | -$2.83M |
|
|
AAT
423
American Assets Trust
AAT
$1.28B
| $54.6M | 0.03% |
1,454,721
-1,126,720
| -44% | -$42.3M |
|
424
Aptiv
APTV
$17.3B
| $54.6M | 0.03% |
330,938
-9,070
| -3% | -$1.5M |
|
425
lululemon athletica
LULU
$23.8B
| $54.5M | 0.03% |
139,219
+5,187
| +4% | +$2.03M |
|