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 |
Sherwin-Williams
SHW
|
$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
$84.9M |
| 3 |
Charter Communications
CHTR
|
$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
$133M |
| 2 |
Entergy
ETR
|
$105M |
| 3 |
PayPal
PYPL
|
$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$90.2M |
| 5 |
Goodyear
GT
|
$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
EastGroup Properties
EGP
$8.97B
| $34.1M | 0.04% |
463,270
+41,650
| +10% | +$3.06M |
|
427
Steel Dynamics
STLD
$19.3B
| $34.1M | 0.04% |
1,363,224
+65,683
| +5% | +$1.64M |
|
428
Agree Realty
ADC
$7.97B
| $34M | 0.04% |
688,041
-46,670
| -6% | -$2.31M |
|
429
HCA Healthcare
HCA
$96.3B
| $33.8M | 0.04% |
447,166
-28,198
| -6% | -$2.13M |
|
430
Interpublic Group of Companies
IPG
$9.83B
| $33.6M | 0.04% |
1,503,749
-642,593
| -30% | -$14.4M |
|
|
431
Entergy
ETR
$39.4B
| $33.5M | 0.04% |
872,954
-2,742,198
| -76% | -$105M |
|
432
Marriott International Class A Common Stock
MAR
$73B
| $33.5M | 0.04% |
497,352
+205,034
| +70% | +$13.8M |
|
433
Aecom
ACM
$16.7B
| $33.4M | 0.04% |
1,122,061
+541,250
| +93% | +$16.1M |
|
434
Applied Industrial Technologies
AIT
$10.1B
| $33.2M | 0.04% |
709,890
+22,257
| +3% | +$1.04M |
|
435
Marathon Petroleum
MPC
$54.4B
| $33M | 0.04% |
813,407
-1,463
| -0.2% | -$59.4K |
|
436
L3Harris
LHX
$51.1B
| $32.9M | 0.04% |
359,273
+5,313
| +2% | +$487K |
|
437
EnerSys
ENS
$3.86B
| $32.8M | 0.04% |
474,062
-117,981
| -20% | -$8.16M |
|
|
BHI
438
DELISTED
Baker Hughes
BHI
| $32.4M | 0.04% |
642,344
+5,029
| +0.8% | +$254K |
|
439
Kite Realty
KRG
$5.06B
| $32.3M | 0.04% |
1,165,345
+17,530
| +2% | +$486K |
|
|
VVC
440
DELISTED
Vectren Corporation
VVC
| $32.3M | 0.04% |
643,359
+54,414
| +9% | +$2.73M |
|
|
ANSS
441
DELISTED
Ansys
ANSS
| $32.3M | 0.04% |
348,577
+13,450
| +4% | +$1.25M |
|
442
Cummins
CMI
$55.2B
| $32.2M | 0.04% |
251,178
+11,963
| +5% | +$1.53M |
|
443
Manhattan Associates
MANH
$12.7B
| $32.1M | 0.04% |
556,740
-36,860
| -6% | -$2.12M |
|
444
NETGEAR
NTGR
$812M
| $32M | 0.04% |
529,702
+207,092
| +64% | +$12.5M |
|
445
Vishay Intertechnology
VSH
$2.08B
| $31.8M | 0.04% |
2,258,776
+168,845
| +8% | +$2.38M |
|
446
Vertex Pharmaceuticals
VRTX
$102B
| $31.8M | 0.04% |
364,736
+10,094
| +3% | +$880K |
|
|
WR
447
DELISTED
Westar Energy Inc
WR
| $31.8M | 0.04% |
559,846
+22,441
| +4% | +$1.27M |
|
448
PACCAR
PCAR
$51.6B
| $31.7M | 0.04% |
810,180
+1,750
| +0.2% | +$68.6K |
|
449
Public Service Enterprise Group
PEG
$40.8B
| $31.5M | 0.04% |
753,345
-313,197
| -29% | -$13.1M |
|
450
Paychex
PAYX
$49.4B
| $31.5M | 0.04% |
544,969
+50,702
| +10% | +$2.93M |
|