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 |
S&P Global
SPGI
|
$343M |
| 2 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
$163M |
| 3 |
Entergy
ETR
|
$126M |
| 4 |
Murphy Oil
MUR
|
$124M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
$97.2M |
Top Sells
| 1 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
$325M |
| 2 |
Becton Dickinson
BDX
|
$158M |
| 3 |
Crown Castle
CCI
|
$148M |
| 4 |
TJX Companies
TJX
|
$136M |
| 5 |
Public Service Enterprise Group
PEG
|
$122M |
Sector Composition
| 1 | Real Estate | 17.25% |
| 2 | Financials | 16.06% |
| 3 | Technology | 11.28% |
| 4 | Healthcare | 10.24% |
| 5 | Consumer Discretionary | 9.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Advanced Energy
AEIS
$5.66B
| $30.4M | 0.04% |
800,619
+933
| +0.1% | +$35.4K |
|
427
Nordson
NDSN
$12.7B
| $30.3M | 0.04% |
361,889
+11,128
| +3% | +$930K |
|
|
WR
428
DELISTED
Westar Energy Inc
WR
| $30.1M | 0.04% |
537,405
+68,609
| +15% | +$3.85M |
|
|
CBPO
429
DELISTED
China Biologic Products Holdings, Inc.
CBPO
| $30.1M | 0.04% |
283,202
+93,796
| +50% | +$9.97M |
|
430
HF Sinclair
DINO
$9.65B
| $30.1M | 0.04% |
1,265,478
+317,803
| +34% | +$7.55M |
|
431
WEC Energy
WEC
$34.6B
| $30M | 0.04% |
459,280
+3,158
| +0.7% | +$206K |
|
432
Corning
GLW
$59.7B
| $30M | 0.04% |
1,462,756
-23,635
| -2% | -$484K |
|
433
Albemarle
ALB
$9.33B
| $29.9M | 0.04% |
377,305
-309,082
| -45% | -$24.5M |
|
434
APA Corp
APA
$8.39B
| $29.9M | 0.04% |
536,551
+31,108
| +6% | +$1.73M |
|
435
Old Republic International
ORI
$10.2B
| $29.8M | 0.04% |
1,544,477
+195,135
| +14% | +$3.76M |
|
|
DO
436
DELISTED
Diamond Offshore Drilling
DO
| $29.8M | 0.04% |
1,223,756
+771,936
| +171% | +$18.8M |
|
|
LPT
437
DELISTED
Liberty Property Trust
LPT
| $29.8M | 0.04% |
749,254
+97,756
| +15% | +$3.88M |
|
438
L3Harris
LHX
$51.1B
| $29.5M | 0.04% |
353,960
+2,002
| +0.6% | +$167K |
|
439
HP
HPQ
$27B
| $29.5M | 0.04% |
2,347,641
+11,142
| +0.5% | +$140K |
|
440
Paychex
PAYX
$49.4B
| $29.4M | 0.04% |
494,267
-27,735
| -5% | -$1.65M |
|
441
Clorox
CLX
$15.2B
| $29.3M | 0.04% |
211,798
+627
| +0.3% | +$86.8K |
|
442
UGI
UGI
$7.4B
| $29.3M | 0.04% |
647,613
+48,319
| +8% | +$2.19M |
|
443
Snap-on
SNA
$17.1B
| $29.3M | 0.04% |
185,637
+7,069
| +4% | +$1.12M |
|
444
VF Corp
VFC
$5.85B
| $29.3M | 0.04% |
505,680
+2,475
| +0.5% | +$143K |
|
|
VAL
445
DELISTED
Valspar
VAL
| $29.1M | 0.04% |
269,756
+31,120
| +13% | +$3.36M |
|
446
Principal Active High Yield ETF
YLD
$368M
| $29.1M | 0.04% |
1,500,000
+1,099,998
| +275% | +$21.4M |
|
447
Camden Property Trust
CPT
$11.8B
| $29.1M | 0.04% |
328,953
+33,512
| +11% | +$2.96M |
|
448
EastGroup Properties
EGP
$8.97B
| $29.1M | 0.04% |
421,620
+13,213
| +3% | +$911K |
|
449
State Street
STT
$32.4B
| $29M | 0.04% |
538,573
+3,837
| +0.7% | +$207K |
|
450
Crane NXT
CXT
$3.54B
| $28.8M | 0.04% |
1,461,798
+100,261
| +7% | +$1.98M |
|