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 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$225M |
| 2 |
Cousins Properties
CUZ
|
+$225M |
| 3 |
Americold
COLD
|
+$147M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
+$138M |
| 5 |
Domino's
DPZ
|
+$129M |
Top Sells
| 1 |
SBA Communications
SBAC
|
+$180M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
+$138M |
| 3 |
Hilton Grand Vacations
HGV
|
+$111M |
| 4 |
Openlane
KAR
|
+$103M |
| 5 |
Prologis
PLD
|
+$93.9M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.93% |
| 3 | Technology | 14.95% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Electronic Arts
EA
$42B
| $43.7M | 0.04% |
431,149
-4,742
| -1% | -$480K |
|
|
UCB
427
United Community Banks, Inc.
UCB
$4.02B
| $43.5M | 0.04% |
1,521,512
+247,810
| +19% | +$7.08M |
|
|
Y
428
DELISTED
Alleghany Corporation
Y
| $43.3M | 0.04% |
63,628
-202
| -0.3% | -$138K |
|
429
Lennox International
LII
$20.4B
| $43.3M | 0.04% |
157,579
-3,220
| -2% | -$885K |
|
430
Old Dominion Freight Line
ODFL
$31.8B
| $43.2M | 0.04% |
868,293
-714
| -0.1% | -$35.5K |
|
431
Deckers Outdoor
DECK
$17.1B
| $43.2M | 0.04% |
1,471,686
-176,100
| -11% | -$5.16M |
|
432
lululemon athletica
LULU
$19.6B
| $43M | 0.04% |
238,493
-17,860
| -7% | -$3.22M |
|
433
Consolidated Edison
ED
$34.9B
| $42.9M | 0.04% |
489,510
+8,544
| +2% | +$749K |
|
434
McCormick & Company Non-Voting
MKC
$18.8B
| $42.9M | 0.04% |
553,070
-148,182
| -21% | -$11.5M |
|
435
Amphenol
APH
$143B
| $42.8M | 0.04% |
1,785,732
-5,900
| -0.3% | -$142K |
|
436
Cummins
CMI
$54.8B
| $42.7M | 0.04% |
249,432
-23,766
| -9% | -$4.07M |
|
437
Synovus
SNV
$7.2B
| $42.5M | 0.04% |
1,213,393
+506,183
| +72% | +$17.7M |
|
438
COPT Defense Properties
CDP
$3.44B
| $42.2M | 0.04% |
1,601,697
-1,800,649
| -53% | -$47.5M |
|
439
W.R. Berkley
WRB
$27.5B
| $41.9M | 0.04% |
1,431,308
+1,125
| +0.1% | +$33K |
|
|
LPT
440
DELISTED
Liberty Property Trust
LPT
| $41.8M | 0.04% |
834,911
-471,540
| -36% | -$23.6M |
|
441
AutoZone
AZO
$71B
| $41.4M | 0.04% |
37,663
-541
| -1% | -$595K |
|
442
TD Synnex
SNX
$12.4B
| $41.4M | 0.04% |
841,630
-191,256
| -19% | -$9.41M |
|
443
West Pharmaceutical
WST
$18.2B
| $41.1M | 0.04% |
328,561
+466
| +0.1% | +$58.3K |
|
444
McKesson
MCK
$87.8B
| $41.1M | 0.04% |
305,838
+27,094
| +10% | +$3.64M |
|
445
UGI
UGI
$7.37B
| $40.9M | 0.04% |
766,529
-2,131
| -0.3% | -$114K |
|
446
Advanced Micro Devices
AMD
$253B
| $40.7M | 0.04% |
1,340,343
-4,788
| -0.4% | -$145K |
|
447
WEX
WEX
$5.91B
| $40.6M | 0.04% |
195,004
+1,024
| +0.5% | +$213K |
|
448
PTC
PTC
$25.5B
| $40.5M | 0.04% |
451,310
-14,041
| -3% | -$1.26M |
|
449
Caesars Entertainment
CZR
$5.28B
| $40.2M | 0.04% |
872,529
-243,135
| -22% | -$11.2M |
|
450
Molina Healthcare
MOH
$9.51B
| $40.1M | 0.04% |
280,247
-8,986
| -3% | -$1.29M |
|