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 |
Equity Residential
EQR
|
+$255M |
| 2 |
Autodesk
ADSK
|
+$107M |
| 3 |
WRK
WestRock Company
WRK
|
+$93.8M |
| 4 |
DuPont de Nemours
DD
|
+$91.5M |
| 5 |
Brookfield
BN
|
+$78.4M |
Top Sells
| 1 |
XEC
CIMAREX ENERGY CO
XEC
|
+$132M |
| 2 |
Camden Property Trust
CPT
|
+$124M |
| 3 |
Adobe
ADBE
|
+$116M |
| 4 |
Bausch Health
BHC
|
+$115M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$105M |
Sector Composition
| 1 | Financials | 17% |
| 2 | Real Estate | 15.4% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.7% |
| 5 | Healthcare | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
B&G Foods
BGS
$366M
| $25M | 0.04% |
684,827
+40,003
| +6% | +$1.46M |
|
452
Applied Materials
AMAT
$130B
| $24.9M | 0.04% |
1,697,818
-76,745
| -4% | -$1.13M |
|
453
DTE Energy
DTE
$28B
| $24.9M | 0.04% |
364,255
+63,795
| +21% | +$4.36M |
|
454
Intuitive Surgical
ISRG
$168B
| $24.8M | 0.04% |
486,207
+2,826
| +0.6% | +$144K |
|
455
Cummins
CMI
$54.4B
| $24.8M | 0.04% |
228,188
+5,027
| +2% | +$546K |
|
456
Healthpeak Properties
DOC
$12.6B
| $24.6M | 0.04% |
725,727
+6,724
| +0.9% | +$228K |
|
457
Mettler-Toledo International
MTD
$26.5B
| $24.6M | 0.04% |
86,228
+153
| +0.2% | +$43.6K |
|
|
ANSS
458
DELISTED
Ansys
ANSS
| $24.5M | 0.04% |
278,393
+8,960
| +3% | +$790K |
|
459
Omnicom Group
OMC
$15.1B
| $24.4M | 0.04% |
370,997
+19,518
| +6% | +$1.29M |
|
|
AMSG
460
DELISTED
Amsurg Corp
AMSG
| $24.4M | 0.04% |
313,606
+10,407
| +3% | +$809K |
|
461
Acuity Brands
AYI
$10.1B
| $24.3M | 0.04% |
138,469
+9,543
| +7% | +$1.68M |
|
462
Conagra Brands
CAG
$9.3B
| $24.3M | 0.04% |
770,372
+6,970
| +0.9% | +$220K |
|
463
Bread Financial
BFH
$3B
| $24.2M | 0.04% |
117,295
+5,180
| +5% | +$1.07M |
|
|
VVC
464
DELISTED
Vectren Corporation
VVC
| $24.2M | 0.04% |
576,441
+41,841
| +8% | +$1.76M |
|
|
GXP
465
DELISTED
Great Plains Energy Incorporated
GXP
| $24.2M | 0.04% |
893,906
+79,817
| +10% | +$2.16M |
|
|
SIAL
466
DELISTED
SIGMA - ALDRICH CORP
SIAL
| $24.1M | 0.04% |
173,163
-1,030
| -0.6% | -$143K |
|
467
The Mosaic Company
MOS
$10.2B
| $24M | 0.04% |
772,473
-97,842
| -11% | -$3.04M |
|
|
ATVI
468
DELISTED
Activision Blizzard Inc.
ATVI
| $24M | 0.04% |
776,300
+558,915
| +257% | +$17.3M |
|
469
Gen Digital
GEN
$18.1B
| $24M | 0.04% |
1,230,806
-190,413
| -13% | -$3.71M |
|
|
PARA
470
DELISTED
Paramount Global Class B
PARA
| $23.8M | 0.04% |
595,893
-12,845
| -2% | -$512K |
|
471
Edwards Lifesciences
EW
$46.9B
| $23.7M | 0.04% |
1,001,508
+42,372
| +4% | +$1M |
|
472
International Paper
IP
$24.8B
| $23.7M | 0.04% |
663,156
+12,541
| +2% | +$449K |
|
473
Global Payments
GPN
$21.1B
| $23.6M | 0.04% |
411,228
+1,870
| +0.5% | +$107K |
|
474
Kellanova
K
$27.6B
| $23.6M | 0.04% |
376,965
+4,716
| +1% | +$295K |
|
475
Weyerhaeuser
WY
$18.2B
| $23.5M | 0.04% |
861,239
+702
| +0.1% | +$19.2K |
|