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 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$192M |
| 3 |
Charter Communications
CHTR
|
+$181M |
| 4 |
Park Hotels & Resorts
PK
|
+$157M |
| 5 |
Credit Acceptance
CACC
|
+$156M |
Top Sells
| 1 |
Albemarle
ALB
|
+$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 3 |
Apple
AAPL
|
+$117M |
| 4 |
CELG
Celgene Corp
CELG
|
+$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
McCormick & Company Non-Voting
MKC
$18.8B
| $43.7M | 0.04% |
515,032
-20,662
| -4% | -$1.75M |
|
427
Consolidated Edison
ED
$34.9B
| $43.6M | 0.04% |
481,930
-16,293
| -3% | -$1.47M |
|
428
Brink's
BCO
$4.79B
| $43.5M | 0.04% |
480,257
-3,060
| -0.6% | -$277K |
|
429
AutoZone
AZO
$71B
| $43.3M | 0.04% |
36,383
-1,002
| -3% | -$1.19M |
|
430
Kemper
KMPR
$3.35B
| $43.2M | 0.04% |
557,165
-4,902
| -0.9% | -$380K |
|
431
Johnson Controls International
JCI
$70.1B
| $43.2M | 0.04% |
1,060,020
-197,558
| -16% | -$8.04M |
|
|
HMSY
432
DELISTED
HMS Holdings Corp.
HMSY
| $43M | 0.04% |
1,453,312
+89,428
| +7% | +$2.65M |
|
433
State Street
STT
$31.7B
| $43M | 0.04% |
543,784
-31,690
| -6% | -$2.51M |
|
434
Deckers Outdoor
DECK
$17.1B
| $42.9M | 0.04% |
1,523,910
+58,326
| +4% | +$1.64M |
|
435
Manhattan Associates
MANH
$13.3B
| $42.7M | 0.04% |
535,137
-50,144
| -9% | -$4M |
|
436
Pebblebrook Hotel Trust
PEB
$1.37B
| $42.5M | 0.04% |
1,584,316
-15,206
| -1% | -$408K |
|
437
Steel Dynamics
STLD
$19.8B
| $41.9M | 0.03% |
1,229,904
-17,884
| -1% | -$609K |
|
438
KLA
KLAC
$121B
| $41.8M | 0.03% |
234,732
-9,992
| -4% | -$1.78M |
|
439
Regeneron Pharmaceuticals
REGN
$59B
| $41.7M | 0.03% |
111,034
-3,453
| -3% | -$1.3M |
|
440
First American
FAF
$6.94B
| $41.6M | 0.03% |
713,744
+334
| +0% | +$19.5K |
|
|
PXD
441
DELISTED
Pioneer Natural Resource Co.
PXD
| $41.4M | 0.03% |
273,500
-14,712
| -5% | -$2.23M |
|
442
Williams Companies
WMB
$69.4B
| $41.3M | 0.03% |
1,740,470
-61,450
| -3% | -$1.46M |
|
443
LyondellBasell Industries
LYB
$17.5B
| $41.3M | 0.03% |
436,755
-13,752
| -3% | -$1.3M |
|
444
Dayforce
DAY
$10.9B
| $41.2M | 0.03% |
607,283
+420,636
| +225% | +$28.6M |
|
445
Archer Daniels Midland
ADM
$29.9B
| $41.2M | 0.03% |
888,793
-55,900
| -6% | -$2.59M |
|
446
Cummins
CMI
$54.8B
| $41.1M | 0.03% |
229,655
-35,344
| -13% | -$6.33M |
|
447
Idacorp
IDA
$6.68B
| $41.1M | 0.03% |
384,732
+55,314
| +17% | +$5.91M |
|
448
T Rowe Price
TROW
$23.8B
| $41M | 0.03% |
336,411
-13,827
| -4% | -$1.68M |
|
449
Corpay
CPAY
$22B
| $41M | 0.03% |
142,354
-1,864
| -1% | -$536K |
|
450
FirstEnergy
FE
$25B
| $40.8M | 0.03% |
839,494
-4,969
| -0.6% | -$241K |
|