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 |
CoStar Group
CSGP
|
$317M |
| 2 |
Digital Realty Trust
DLR
|
$256M |
| 3 |
American Tower
AMT
|
$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
$358M |
| 2 |
Wayfair
W
|
$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$146M |
| 4 |
Welltower
WELL
|
$145M |
| 5 |
Host Hotels & Resorts
HST
|
$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Marriott International Class A Common Stock
MAR
$72.7B
| $29.3M | 0.03% |
391,428
-96,964
| -20% | -$7.25M |
|
|
CERN
427
DELISTED
Cerner Corp
CERN
| $29.2M | 0.03% |
463,495
-398
| -0.1% | -$25.1K |
|
428
American International
AIG
$45.1B
| $29M | 0.03% |
1,194,224
-10,116
| -0.8% | -$245K |
|
|
XLNX
429
DELISTED
Xilinx Inc
XLNX
| $28.9M | 0.03% |
370,985
+1,454
| +0.4% | +$113K |
|
430
Rockwell Automation
ROK
$38.6B
| $28.8M | 0.03% |
190,709
+7,196
| +4% | +$1.09M |
|
431
Johnson Controls International
JCI
$69.9B
| $28.8M | 0.03% |
1,067,061
+7,041
| +0.7% | +$190K |
|
432
Advanced Energy
AEIS
$5.65B
| $28.7M | 0.03% |
591,694
-23,235
| -4% | -$1.13M |
|
433
Idacorp
IDA
$6.76B
| $28.6M | 0.03% |
326,159
-58,573
| -15% | -$5.14M |
|
434
Edison International
EIX
$21.6B
| $28.6M | 0.03% |
521,543
+6,343
| +1% | +$348K |
|
435
Cogent Communications
CCOI
$1.88B
| $28.5M | 0.03% |
348,227
-14,094
| -4% | -$1.16M |
|
436
ONE Gas
OGS
$4.59B
| $28.5M | 0.03% |
341,064
-32,977
| -9% | -$2.76M |
|
437
State Street
STT
$32.6B
| $28.3M | 0.03% |
530,446
-13,338
| -2% | -$711K |
|
438
IQVIA
IQV
$32.4B
| $28.2M | 0.03% |
261,633
+2,193
| +0.8% | +$237K |
|
|
ALXN
439
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $28.2M | 0.03% |
313,948
+271
| +0.1% | +$24.3K |
|
|
TWTR
440
DELISTED
Twitter, Inc.
TWTR
| $28.1M | 0.03% |
1,145,941
+10,171
| +0.9% | +$250K |
|
441
Tetra Tech
TTEK
$9.57B
| $27.9M | 0.03% |
395,246
-75,926
| -16% | -$5.36M |
|
442
PPL Corp
PPL
$27B
| $27.8M | 0.03% |
1,124,518
+56,536
| +5% | +$1.4M |
|
443
Xylem
XYL
$34.5B
| $27.7M | 0.03% |
424,735
-15,317
| -3% | -$998K |
|
444
Take-Two Interactive
TTWO
$43B
| $27.6M | 0.03% |
233,110
+65,733
| +39% | +$7.8M |
|
445
Hanover Insurance
THG
$6.21B
| $27.6M | 0.03% |
305,135
-70,031
| -19% | -$6.34M |
|
446
Arrow Electronics
ARW
$6.51B
| $27.4M | 0.03% |
528,901
-106,501
| -17% | -$5.52M |
|
447
American States Water
AWR
$2.87B
| $27.3M | 0.03% |
334,434
-15,801
| -5% | -$1.29M |
|
448
Schlumberger
SLB
$53.6B
| $27.3M | 0.03% |
2,022,520
+5,492
| +0.3% | +$74.1K |
|
449
Molina Healthcare
MOH
$9.8B
| $27.2M | 0.03% |
194,981
-81,057
| -29% | -$11.3M |
|
450
Corpay
CPAY
$23B
| $27M | 0.03% |
144,709
+2,355
| +2% | +$439K |
|