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
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Avista
AVA
$2.99B
| $46.6M | 0.05% |
1,097,400
+12,631
| +1% | +$536K |
|
427
Aflac
AFL
$57.2B
| $46.2M | 0.05% |
1,190,128
+18,424
| +2% | +$716K |
|
428
ASGN Inc
ASGN
$2.32B
| $46M | 0.05% |
849,237
+470,054
| +124% | +$25.5M |
|
429
Rexford Industrial Realty
REXR
$10.2B
| $45.9M | 0.05% |
1,672,960
+2,783
| +0.2% | +$76.4K |
|
430
OGE Energy
OGE
$8.89B
| $45.8M | 0.05% |
1,315,175
+202,440
| +18% | +$7.04M |
|
431
DTE Energy
DTE
$28.4B
| $45.7M | 0.05% |
507,579
+4,416
| +0.9% | +$398K |
|
432
Corning
GLW
$61B
| $45.7M | 0.05% |
1,520,112
+209,796
| +16% | +$6.3M |
|
433
Take-Two Interactive
TTWO
$44.2B
| $45.7M | 0.05% |
622,333
+200,456
| +48% | +$14.7M |
|
434
Public Service Enterprise Group
PEG
$40.5B
| $45.6M | 0.05% |
1,059,600
-1,539,264
| -59% | -$66.2M |
|
435
Magna International
MGA
$12.9B
| $45.4M | 0.05% |
+979,010
| New | +$45.4M |
|
436
Blackbaud
BLKB
$3.23B
| $45.3M | 0.05% |
528,780
-168,510
| -24% | -$14.4M |
|
437
Fair Isaac
FICO
$36.8B
| $45.3M | 0.05% |
324,590
+195,488
| +151% | +$27.3M |
|
438
Weyerhaeuser
WY
$18.9B
| $45M | 0.05% |
1,342,018
+15,977
| +1% | +$535K |
|
|
WRK
439
DELISTED
WestRock Company
WRK
| $44.3M | 0.04% |
781,728
+337,582
| +76% | +$19.1M |
|
440
Advanced Energy
AEIS
$5.8B
| $44.3M | 0.04% |
684,523
-174,481
| -20% | -$11.3M |
|
441
Analog Devices
ADI
$122B
| $44.1M | 0.04% |
567,261
+14,168
| +3% | +$1.1M |
|
442
WIX.com
WIX
$8.52B
| $44.1M | 0.04% |
633,163
+274,833
| +77% | +$19.1M |
|
443
Icon
ICLR
$13.6B
| $43.8M | 0.04% |
448,115
+64,456
| +17% | +$6.3M |
|
444
Domino's
DPZ
$15.7B
| $43.8M | 0.04% |
207,159
+7,807
| +4% | +$1.65M |
|
445
Royal Caribbean
RCL
$95.7B
| $43.7M | 0.04% |
400,074
+136,241
| +52% | +$14.9M |
|
446
LyondellBasell Industries
LYB
$17.7B
| $43.7M | 0.04% |
517,693
-8,075
| -2% | -$681K |
|
447
Realty Income
O
$54.2B
| $43.6M | 0.04% |
815,433
+392,551
| +93% | +$21M |
|
|
TFCFA
448
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $43.5M | 0.04% |
1,534,247
-73,584
| -5% | -$2.09M |
|
449
CNO Financial Group
CNO
$3.85B
| $43.4M | 0.04% |
2,076,649
-160,554
| -7% | -$3.35M |
|
450
Carnival Corp
CCL
$42.8B
| $43.3M | 0.04% |
660,397
+70,430
| +12% | +$4.62M |
|