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 |
Welltower
WELL
|
+$193M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
+$130M |
| 3 |
Regency Centers
REG
|
+$128M |
| 4 |
Extra Space Storage
EXR
|
+$115M |
| 5 |
Walmart
WMT
|
+$91.2M |
Top Sells
| 1 |
Ventas
VTR
|
+$223M |
| 2 |
Public Storage
PSA
|
+$177M |
| 3 |
Signet Jewelers
SIG
|
+$144M |
| 4 |
Host Hotels & Resorts
HST
|
+$128M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$128M |
Sector Composition
| 1 | Real Estate | 16.66% |
| 2 | Financials | 16.07% |
| 3 | Technology | 11.9% |
| 4 | Consumer Discretionary | 10.37% |
| 5 | Healthcare | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
GXP
426
DELISTED
Great Plains Energy Incorporated
GXP
| $28.6M | 0.04% |
887,336
+30,561
| +4% | +$986K |
|
427
Conagra Brands
CAG
$9.3B
| $28.6M | 0.04% |
822,766
+23,807
| +3% | +$827K |
|
|
VVC
428
DELISTED
Vectren Corporation
VVC
| $28.4M | 0.04% |
561,976
+21,548
| +4% | +$1.09M |
|
429
Stanley Black & Decker
SWK
$11.9B
| $28.3M | 0.04% |
269,312
-2,423
| -0.9% | -$255K |
|
430
Paychex
PAYX
$48.3B
| $28.2M | 0.04% |
522,002
+21,797
| +4% | +$1.18M |
|
431
Snap-on
SNA
$16.8B
| $28M | 0.04% |
178,568
+3,899
| +2% | +$612K |
|
432
Teradyne
TER
$18.3B
| $28M | 0.04% |
1,297,058
+635,582
| +96% | +$13.7M |
|
|
NLSN
433
DELISTED
Nielsen Holdings plc
NLSN
| $28M | 0.04% |
530,973
+13,931
| +3% | +$734K |
|
434
Baidu
BIDU
$37.3B
| $27.9M | 0.04% |
146,141
+9,727
| +7% | +$1.86M |
|
435
Advanced Energy
AEIS
$5.84B
| $27.8M | 0.04% |
799,686
+521,808
| +188% | +$18.2M |
|
436
Cboe Global Markets
CBOE
$24.3B
| $27.8M | 0.04% |
424,954
-249,149
| -37% | -$16.3M |
|
437
EXL Service
EXLS
$7.13B
| $27.7M | 0.04% |
2,676,570
+1,543,970
| +136% | +$16M |
|
438
Perrigo
PRGO
$3.07B
| $27.7M | 0.04% |
216,360
+976
| +0.5% | +$125K |
|
|
ATVI
439
DELISTED
Activision Blizzard Inc.
ATVI
| $27.7M | 0.04% |
817,731
+14,543
| +2% | +$492K |
|
440
Masco
MAS
$15.4B
| $27.7M | 0.04% |
879,708
-7,972
| -0.9% | -$251K |
|
|
SE
441
DELISTED
Spectra Energy Corp Wi
SE
| $27.6M | 0.04% |
902,199
+26,118
| +3% | +$799K |
|
442
Vertex Pharmaceuticals
VRTX
$102B
| $27.5M | 0.04% |
345,623
+8,413
| +2% | +$669K |
|
443
Zimmer Biomet
ZBH
$20.6B
| $27.5M | 0.04% |
265,264
+2,407
| +0.9% | +$249K |
|
444
ResMed
RMD
$40.9B
| $27.4M | 0.04% |
474,484
+24,513
| +5% | +$1.42M |
|
445
L3Harris
LHX
$50.6B
| $27.4M | 0.04% |
351,958
+7,898
| +2% | +$615K |
|
446
WEC Energy
WEC
$34.6B
| $27.4M | 0.04% |
456,122
+8,834
| +2% | +$531K |
|
447
Lamar Advertising Co
LAMR
$12.9B
| $27.3M | 0.04% |
443,233
+64,112
| +17% | +$3.94M |
|
448
Cencora
COR
$57.9B
| $27.3M | 0.04% |
314,943
-83,417
| -21% | -$7.22M |
|
449
Eastman Chemical
EMN
$7.76B
| $27.2M | 0.04% |
375,939
-137,213
| -27% | -$9.91M |
|
450
Sabre
SABR
$698M
| $27M | 0.04% |
935,034
-99,058
| -10% | -$2.86M |
|