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 |
Hilton Worldwide
HLT
|
+$323M |
| 2 |
FRC
First Republic Bank
FRC
|
+$239M |
| 3 |
Mettler-Toledo International
MTD
|
+$210M |
| 4 |
Baidu
BIDU
|
+$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$183M |
Top Sells
| 1 |
Aon
AON
|
+$326M |
| 2 |
Dollar Tree
DLTR
|
+$319M |
| 3 |
Intuit
INTU
|
+$280M |
| 4 |
Fidelity National Information Services
FIS
|
+$206M |
| 5 |
Loews
L
|
+$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Estee Lauder
EL
$32B
| $46.8M | 0.04% |
328,053
-8,335
| -2% | -$1.19M |
|
427
Cathay General Bancorp
CATY
$3.44B
| $46.6M | 0.04% |
1,151,382
-185,975
| -14% | -$7.53M |
|
428
Arrow Electronics
ARW
$6.49B
| $46.3M | 0.04% |
614,942
+1,023
| +0.2% | +$77K |
|
|
AEL
429
DELISTED
American Equity Investment Life Holding Company
AEL
| $46.2M | 0.04% |
1,283,580
+124,956
| +11% | +$4.5M |
|
430
T Rowe Price
TROW
$23.8B
| $45.9M | 0.04% |
395,171
-7,050
| -2% | -$818K |
|
431
Fiserv
FI
$74.2B
| $45.7M | 0.04% |
616,710
-31,302
| -5% | -$2.32M |
|
432
Southwest Gas
SWX
$5.58B
| $45.6M | 0.04% |
597,568
+35,169
| +6% | +$2.68M |
|
433
Archer Daniels Midland
ADM
$29.9B
| $45.6M | 0.04% |
993,908
+40,926
| +4% | +$1.88M |
|
|
SYNH
434
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $45.4M | 0.04% |
968,916
+250,676
| +35% | +$11.8M |
|
435
Old Dominion Freight Line
ODFL
$31.8B
| $45.4M | 0.04% |
914,001
+11,358
| +1% | +$564K |
|
|
CNSL
436
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $45.3M | 0.04% |
3,661,960
+405,122
| +12% | +$5.01M |
|
437
Public Service Enterprise Group
PEG
$40B
| $45.2M | 0.04% |
834,101
+6,412
| +0.8% | +$347K |
|
438
Jack Henry & Associates
JKHY
$11.9B
| $44.9M | 0.04% |
344,486
+2,658
| +0.8% | +$346K |
|
439
Reinsurance Group of America
RGA
$12.7B
| $44.9M | 0.04% |
336,033
-341,002
| -50% | -$45.5M |
|
440
Capri Holdings
CPRI
$2.54B
| $44.6M | 0.04% |
669,528
+58,125
| +10% | +$3.87M |
|
441
Zurn Elkay Water Solutions
ZWS
$7.82B
| $44.5M | 0.04% |
3,177,700
+634,970
| +25% | +$8.89M |
|
442
Brink's
BCO
$4.79B
| $44.4M | 0.04% |
557,187
+7,884
| +1% | +$629K |
|
|
BFS
443
Saul Centers
BFS
$794M
| $44.4M | 0.04% |
829,120
-1,192
| -0.1% | -$63.9K |
|
444
Teledyne Technologies
TDY
$25.5B
| $44.2M | 0.04% |
221,880
-830
| -0.4% | -$165K |
|
445
Zions Bancorporation
ZION
$8.42B
| $44.1M | 0.04% |
837,041
+242,178
| +41% | +$12.8M |
|
446
Lamb Weston
LW
$8.02B
| $44.1M | 0.04% |
643,660
+5,127
| +0.8% | +$351K |
|
447
Independence Realty Trust
IRT
$4.18B
| $44.1M | 0.04% |
4,276,899
+1,009,616
| +31% | +$10.4M |
|
448
Johnson Controls International
JCI
$70.1B
| $43.9M | 0.04% |
1,312,840
-3,907
| -0.3% | -$131K |
|
449
lululemon athletica
LULU
$19.6B
| $43.8M | 0.04% |
351,098
-67,626
| -16% | -$8.44M |
|
450
Albany International
AIN
$1.82B
| $43.8M | 0.04% |
728,394
+124,405
| +21% | +$7.48M |
|