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 |
iShares Core S&P 500 ETF
IVV
|
+$742M |
| 2 |
Healthpeak Properties
DOC
|
+$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
+$256M |
| 5 |
TransDigm Group
TDG
|
+$235M |
Top Sells
| 1 |
Adobe
ADBE
|
+$508M |
| 2 |
SBA Communications
SBAC
|
+$445M |
| 3 |
Brookfield
BN
|
+$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$291M |
| 5 |
Sun Communities
SUI
|
+$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
PG&E
PCG
$32.7B
| $57.2M | 0.03% |
2,832,997
+110,887
| +4% | +$2.24M |
|
427
Dell
DELL
$85.1B
| $56.9M | 0.03% |
493,959
+34,626
| +8% | +$3.99M |
|
428
Sterling Infrastructure
STRL
$9.11B
| $56.9M | 0.03% |
337,932
-17,614
| -5% | -$2.97M |
|
429
iShares MSCI World ETF
URTH
$5.69B
| $56.9M | 0.03% |
365,827
+256,230
| +234% | +$39.8M |
|
430
American Electric Power
AEP
$57.9B
| $56.8M | 0.03% |
616,098
-23,931
| -4% | -$2.21M |
|
431
Agilysys
AGYS
$3.1B
| $56.2M | 0.03% |
426,474
+310,573
| +268% | +$40.9M |
|
432
Boston Properties
BXP
$11.5B
| $56M | 0.03% |
752,835
+112,702
| +18% | +$8.38M |
|
433
Timken Company
TKR
$5.33B
| $55.9M | 0.03% |
783,560
+30,411
| +4% | +$2.17M |
|
434
Advanced Energy
AEIS
$5.94B
| $55M | 0.03% |
475,672
-8,176
| -2% | -$945K |
|
435
Crown Castle
CCI
$41.1B
| $54.6M | 0.03% |
601,740
+55,117
| +10% | +$5M |
|
436
United Rentals
URI
$61.3B
| $54.4M | 0.03% |
77,257
-1,978
| -2% | -$1.39M |
|
437
Kimberly-Clark
KMB
$42.8B
| $54.1M | 0.03% |
412,588
-3,831
| -0.9% | -$502K |
|
438
Magnolia Oil & Gas
MGY
$4.4B
| $54M | 0.03% |
2,308,825
+292,865
| +15% | +$6.85M |
|
439
MetLife
MET
$52.6B
| $54M | 0.03% |
659,255
-11,310
| -2% | -$926K |
|
440
Webster Financial
WBS
$10.3B
| $53.9M | 0.03% |
976,415
-57,937
| -6% | -$3.2M |
|
441
Kroger
KR
$44.5B
| $53.6M | 0.03% |
876,051
-8,558
| -1% | -$523K |
|
442
Jones Lang LaSalle
JLL
$14.7B
| $52.9M | 0.03% |
208,995
-23,831
| -10% | -$6.03M |
|
443
Emcor
EME
$28.3B
| $52.5M | 0.03% |
115,662
-2,456
| -2% | -$1.11M |
|
444
Howmet Aerospace
HWM
$73.2B
| $52.1M | 0.03% |
476,593
-7,752
| -2% | -$848K |
|
445
American International
AIG
$43.4B
| $51.4M | 0.03% |
706,586
-27,874
| -4% | -$2.03M |
|
|
CHX
446
DELISTED
ChampionX
CHX
| $51.1M | 0.03% |
1,878,754
-108,830
| -5% | -$2.96M |
|
447
Western Alliance Bancorporation
WAL
$9.84B
| $51M | 0.03% |
609,941
+95,173
| +18% | +$7.95M |
|
448
Dominion Energy
D
$50B
| $50.8M | 0.03% |
943,660
-8,103
| -0.9% | -$436K |
|
449
Amkor Technology
AMKR
$6.14B
| $50.7M | 0.03% |
1,972,293
+611,209
| +45% | +$15.7M |
|
450
Cognizant
CTSH
$34B
| $50.6M | 0.03% |
657,396
-7,909
| -1% | -$608K |
|