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 |
Equity Residential
EQR
|
+$255M |
| 2 |
Autodesk
ADSK
|
+$107M |
| 3 |
WRK
WestRock Company
WRK
|
+$93.8M |
| 4 |
DuPont de Nemours
DD
|
+$91.5M |
| 5 |
Brookfield
BN
|
+$78.4M |
Top Sells
| 1 |
XEC
CIMAREX ENERGY CO
XEC
|
+$132M |
| 2 |
Camden Property Trust
CPT
|
+$124M |
| 3 |
Adobe
ADBE
|
+$116M |
| 4 |
Bausch Health
BHC
|
+$115M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$105M |
Sector Composition
| 1 | Financials | 17% |
| 2 | Real Estate | 15.4% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.7% |
| 5 | Healthcare | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Under Armour
UAA
$2.16B
| $26.9M | 0.04% |
559,393
+56,452
| +11% | +$2.71M |
|
427
Wabtec
WAB
$32.5B
| $26.8M | 0.04% |
304,114
+6,851
| +2% | +$603K |
|
|
POLY
428
DELISTED
Plantronics, Inc.
POLY
| $26.7M | 0.04% |
525,687
+11,709
| +2% | +$595K |
|
|
ENH
429
DELISTED
Endurance Specialty Holdings Ltd
ENH
| $26.7M | 0.04% |
437,471
+355,831
| +436% | +$21.7M |
|
430
Analog Devices
ADI
$122B
| $26.6M | 0.04% |
472,223
+9,886
| +2% | +$558K |
|
|
FLG
431
Flagstar Financial, Inc.
FLG
$5.24B
| $26.6M | 0.04% |
491,214
+530
| +0.1% | +$28.7K |
|
432
Xcel Energy
XEL
$42.6B
| $26.6M | 0.04% |
750,454
+27,990
| +4% | +$991K |
|
|
CBM
433
DELISTED
Cambrex Corporation
CBM
| $26.4M | 0.04% |
665,561
+310,963
| +88% | +$12.3M |
|
434
L3Harris
LHX
$50.6B
| $26.3M | 0.04% |
359,007
+18,330
| +5% | +$1.34M |
|
|
STJ
435
DELISTED
St Jude Medical
STJ
| $26.2M | 0.04% |
414,523
-64,115
| -13% | -$4.04M |
|
436
T Rowe Price
TROW
$23.5B
| $26.1M | 0.04% |
376,227
-3,659
| -1% | -$254K |
|
437
RPM International
RPM
$16.1B
| $26.1M | 0.04% |
623,995
+45,652
| +8% | +$1.91M |
|
|
LHO
438
DELISTED
LaSalle Hotel Properties
LHO
| $26.1M | 0.04% |
920,317
-64,042
| -7% | -$1.82M |
|
439
TSMC
TSM
$1.3T
| $26.1M | 0.04% |
1,257,200
+37,005
| +3% | +$768K |
|
440
AB InBev
BUD
$116B
| $26M | 0.04% |
244,914
+44
| +0% | +$4.68K |
|
|
CERN
441
DELISTED
Cerner Corp
CERN
| $25.9M | 0.04% |
432,351
-6,733
| -2% | -$404K |
|
442
JetBlue
JBLU
$1.87B
| $25.8M | 0.04% |
1,001,593
+167,014
| +20% | +$4.3M |
|
443
Snap-on
SNA
$16.8B
| $25.8M | 0.04% |
170,808
-12,985
| -7% | -$1.96M |
|
444
Estee Lauder
EL
$31.9B
| $25.6M | 0.04% |
317,069
+18,193
| +6% | +$1.47M |
|
445
Applied Industrial Technologies
AIT
$9.88B
| $25.5M | 0.04% |
667,861
+76,840
| +13% | +$2.93M |
|
446
Vail Resorts
MTN
$5.48B
| $25.5M | 0.04% |
243,205
+2,641
| +1% | +$276K |
|
447
ABM Industries
ABM
$2.81B
| $25.3M | 0.04% |
927,447
+19,735
| +2% | +$539K |
|
|
PXD
448
DELISTED
Pioneer Natural Resource Co.
PXD
| $25.2M | 0.04% |
207,460
-1,282
| -0.6% | -$156K |
|
|
FNFV
449
DELISTED
Fidelity Natl Financial, Inc.
FNFV
| $25.1M | 0.04% |
2,143,926
+362,118
| +20% | +$4.24M |
|
|
TW
450
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
| $25.1M | 0.04% |
214,005
+1,417
| +0.7% | +$166K |
|