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 |
Exxon Mobil
XOM
|
$592M |
| 2 |
Simon Property Group
SPG
|
$512M |
| 3 |
Apple
AAPL
|
$484M |
| 4 |
JPMorgan Chase
JPM
|
$466M |
| 5 |
Wells Fargo
WFC
|
$398M |
Top Sells
Sector Composition
| 1 | Financials | 16.25% |
| 2 | Real Estate | 11.42% |
| 3 | Technology | 11.13% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Healthcare | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Coterra Energy
CTRA
$18.6B
| $21M | 0.05% |
+591,122
| New | +$21M |
|
427
Public Service Enterprise Group
PEG
$40.8B
| $20.9M | 0.05% |
+639,759
| New | +$20.9M |
|
428
Equinix
EQIX
$75.2B
| $20.8M | 0.05% |
+112,707
| New | +$20.8M |
|
429
Tractor Supply
TSCO
$32.1B
| $20.7M | 0.05% |
+1,764,140
| New | +$20.7M |
|
430
Sherwin-Williams
SHW
$91.2B
| $20.7M | 0.05% |
+352,422
| New | +$20.7M |
|
|
RAD
431
DELISTED
Rite Aid Corporation
RAD
| $20.7M | 0.05% |
+362,623
| New | +$20.7M |
|
|
SNDK
432
DELISTED
SANDISK CORP
SNDK
| $20.7M | 0.05% |
+338,886
| New | +$20.7M |
|
433
Huntington Bancshares
HBAN
$26.1B
| $20.7M | 0.05% |
+2,627,371
| New | +$20.7M |
|
434
LiveRamp
RAMP
$1.82B
| $20.6M | 0.05% |
+906,961
| New | +$20.6M |
|
435
Southwest Gas
SWX
$5.69B
| $20.3M | 0.05% |
+434,494
| New | +$20.3M |
|
|
MGLN
436
DELISTED
Magellan Health Services, Inc.
MGLN
| $20.3M | 0.05% |
+361,998
| New | +$20.3M |
|
|
CAM
437
DELISTED
CAMERON INTERNATIONAL CORPORATION
CAM
| $20.2M | 0.04% |
+331,043
| New | +$20.2M |
|
438
TSMC
TSM
$1.22T
| $20.2M | 0.04% |
+1,103,983
| New | +$20.2M |
|
|
CONN
439
DELISTED
Conn's Inc.
CONN
| $20.2M | 0.04% |
+389,922
| New | +$20.2M |
|
440
Regal Rexnord
RRX
$9.78B
| $20.1M | 0.04% |
+310,633
| New | +$20.1M |
|
|
SLXP
441
DELISTED
SALIX PHARMACEUTICALS LTD DEL
SLXP
| $20.1M | 0.04% |
+304,079
| New | +$20.1M |
|
442
ODP
ODP
$641M
| $20.1M | 0.04% |
+519,711
| New | +$20.1M |
|
443
Entergy
ETR
$39.4B
| $20.1M | 0.04% |
+576,672
| New | +$20.1M |
|
|
OMG
444
DELISTED
OM GROUP INC.
OMG
| $20.1M | 0.04% |
+649,741
| New | +$20.1M |
|
|
HSBC.PRA
445
DELISTED
HSBC Holdings PLC, Inc. ADS(1/40 shr. 6.2% Non-Cum. Dlr. Pref. Shrs., Ser.A)
HSBC.PRA
| $20.1M | 0.04% |
+807,202
| New | +$20.1M |
|
|
CLGX
446
DELISTED
Corelogic, Inc.
CLGX
| $19.9M | 0.04% |
+860,903
| New | +$19.9M |
|
447
Realty Income
O
$53.3B
| $19.9M | 0.04% |
+490,949
| New | +$19.9M |
|
448
Oceaneering
OII
$2.47B
| $19.9M | 0.04% |
+275,800
| New | +$19.9M |
|
449
Everest Group
EG
$14.5B
| $19.7M | 0.04% |
+153,957
| New | +$19.7M |
|
450
Ross Stores
ROST
$50B
| $19.6M | 0.04% |
+604,836
| New | +$19.6M |
|