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 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
| 2 |
Equinix
EQIX
|
+$402M |
| 3 |
Dollar Tree
DLTR
|
+$251M |
| 4 |
PayPal
PYPL
|
+$128M |
| 5 |
Synchrony
SYF
|
+$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$202M |
| 4 |
HES
Hess
HES
|
+$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Zimmer Biomet
ZBH
$20.4B
| $26.2M | 0.04% |
262,857
+11,300
| +4% | +$1.13M |
|
452
Kellanova
K
$27.5B
| $26.1M | 0.04% |
385,263
+8,298
| +2% | +$563K |
|
453
Sinclair Inc
SBGI
$921M
| $26.1M | 0.04% |
803,175
-13,312
| -2% | -$433K |
|
454
T Rowe Price
TROW
$23.4B
| $26.1M | 0.04% |
365,183
-11,044
| -3% | -$790K |
|
455
Gen Digital
GEN
$18.2B
| $26M | 0.04% |
1,238,303
+7,497
| +0.6% | +$157K |
|
|
CERN
456
DELISTED
Cerner Corp
CERN
| $26M | 0.04% |
432,096
-255
| -0.1% | -$15.3K |
|
457
ABM Industries
ABM
$2.79B
| $26M | 0.04% |
912,149
-15,298
| -2% | -$436K |
|
|
DST
458
DELISTED
DST Systems Inc.
DST
| $25.9M | 0.04% |
453,308
-237,562
| -34% | -$13.5M |
|
459
Baidu
BIDU
$36.9B
| $25.8M | 0.04% |
+136,414
| New | +$25.8M |
|
460
Cullen/Frost Bankers
CFR
$8.21B
| $25.7M | 0.04% |
428,587
+1,944
| +0.5% | +$117K |
|
461
ManpowerGroup
MAN
$1.75B
| $25.7M | 0.04% |
304,377
+50,491
| +20% | +$4.26M |
|
462
Analog Devices
ADI
$122B
| $25.6M | 0.04% |
462,184
-10,039
| -2% | -$555K |
|
463
Expedia Group
EXPE
$26.4B
| $25.2M | 0.04% |
202,960
+43,137
| +27% | +$5.36M |
|
464
UFP Industries
UFPI
$5.85B
| $25.2M | 0.04% |
1,105,626
+239,214
| +28% | +$5.45M |
|
465
NVIDIA
NVDA
$4.35T
| $25.2M | 0.04% |
30,565,960
-68,040
| -0.2% | -$56.1K |
|
466
Healthpeak Properties
DOC
$12.5B
| $25.2M | 0.04% |
722,969
-2,758
| -0.4% | -$96.1K |
|
|
POLY
467
DELISTED
Plantronics, Inc.
POLY
| $25.2M | 0.04% |
530,744
+5,057
| +1% | +$240K |
|
468
Masco
MAS
$15.3B
| $25.1M | 0.04% |
887,680
+392,289
| +79% | +$11.1M |
|
469
Royal Caribbean
RCL
$91.3B
| $24.9M | 0.04% |
246,213
+4,484
| +2% | +$454K |
|
470
Qorvo
QRVO
$8.1B
| $24.9M | 0.04% |
489,158
-24,438
| -5% | -$1.24M |
|
471
Dycom Industries
DY
$7.55B
| $24.8M | 0.04% |
354,391
-41,073
| -10% | -$2.87M |
|
|
SBNY
472
DELISTED
Signature Bank
SBNY
| $24.6M | 0.04% |
160,202
+425
| +0.3% | +$65.2K |
|
473
Interpublic Group of Companies
IPG
$9.48B
| $24.5M | 0.04% |
1,050,634
+295,055
| +39% | +$6.87M |
|
474
Icon
ICLR
$13.2B
| $24.3M | 0.04% |
313,018
+301,600
| +2,641% | +$23.4M |
|
475
PACCAR
PCAR
$51.5B
| $24.3M | 0.04% |
767,705
-322,804
| -30% | -$10.2M |
|