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 |
Copart
CPRT
|
$844M |
| 2 |
Equinix
EQIX
|
$313M |
| 3 |
Welltower
WELL
|
$213M |
| 4 |
Brookfield
BN
|
$162M |
| 5 |
MSCI
MSCI
|
$146M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$373M |
| 2 |
Moody's
MCO
|
$178M |
| 3 |
Dollar General
DG
|
$169M |
| 4 |
CubeSmart
CUBE
|
$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Occidental Petroleum
OXY
$47.3B
| $47.4M | 0.03% |
730,942
-62,206
| -8% | -$4.04M |
|
427
Halliburton
HAL
$19.3B
| $47.3M | 0.03% |
1,168,071
+117,226
| +11% | +$4.75M |
|
428
Ovintiv
OVV
$11B
| $47.1M | 0.03% |
990,104
+23,040
| +2% | +$1.1M |
|
429
Howmet Aerospace
HWM
$69.8B
| $47M | 0.03% |
1,016,954
+47,457
| +5% | +$2.19M |
|
430
American Electric Power
AEP
$58.9B
| $46.8M | 0.03% |
622,387
+18,628
| +3% | +$1.4M |
|
431
H.B. Fuller
FUL
$3.24B
| $46.8M | 0.03% |
681,785
-25,754
| -4% | -$1.77M |
|
432
Graco
GGG
$14B
| $46.7M | 0.03% |
640,948
-8,756
| -1% | -$638K |
|
433
West Pharmaceutical
WST
$17.5B
| $46.6M | 0.03% |
124,100
-14,958
| -11% | -$5.61M |
|
434
Owens Corning
OC
$12.5B
| $46.5M | 0.03% |
340,899
-4,701
| -1% | -$641K |
|
435
General Mills
GIS
$26.4B
| $46.4M | 0.03% |
725,883
-15,442
| -2% | -$988K |
|
436
Trex
TREX
$6.46B
| $46.4M | 0.03% |
752,379
-238,867
| -24% | -$14.7M |
|
437
Jefferies Financial Group
JEF
$13.2B
| $46.3M | 0.03% |
1,265,002
+562,810
| +80% | +$20.6M |
|
438
Yum! Brands
YUM
$40.4B
| $46M | 0.03% |
367,893
+984
| +0.3% | +$123K |
|
439
Johnson Controls International
JCI
$69.3B
| $45.9M | 0.03% |
862,433
-1,429
| -0.2% | -$76K |
|
440
Janus Henderson
JHG
$6.91B
| $45.8M | 0.03% |
1,773,943
+34,791
| +2% | +$898K |
|
441
Constellation Brands
STZ
$26.7B
| $45.7M | 0.03% |
181,666
+706
| +0.4% | +$177K |
|
442
FNB Corp
FNB
$5.89B
| $45.3M | 0.03% |
4,197,496
-63,761
| -1% | -$688K |
|
443
Emcor
EME
$27.8B
| $45M | 0.03% |
213,890
-11,866
| -5% | -$2.5M |
|
|
BFS
444
Saul Centers
BFS
$815M
| $45M | 0.03% |
1,274,644
-18,867
| -1% | -$665K |
|
445
Fortinet
FTNT
$58.9B
| $44.6M | 0.03% |
760,368
-7,252
| -0.9% | -$426K |
|
446
IQVIA
IQV
$31.2B
| $44.4M | 0.03% |
225,891
+1,162
| +0.5% | +$229K |
|
447
Cognizant
CTSH
$35.1B
| $44.2M | 0.03% |
653,158
+971
| +0.1% | +$65.8K |
|
448
Lattice Semiconductor
LSCC
$9.14B
| $44.2M | 0.03% |
514,480
-8,405
| -2% | -$722K |
|
449
Valaris
VAL
$3.5B
| $44.1M | 0.03% |
587,780
+359,168
| +157% | +$26.9M |
|
450
MetLife
MET
$53.6B
| $44M | 0.03% |
698,903
-11,249
| -2% | -$708K |
|