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 |
S&P Global
SPGI
|
$343M |
| 2 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
$163M |
| 3 |
Entergy
ETR
|
$126M |
| 4 |
Murphy Oil
MUR
|
$124M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
$97.2M |
Top Sells
| 1 |
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
|
$325M |
| 2 |
Becton Dickinson
BDX
|
$158M |
| 3 |
Crown Castle
CCI
|
$148M |
| 4 |
TJX Companies
TJX
|
$136M |
| 5 |
Public Service Enterprise Group
PEG
|
$122M |
Sector Composition
| 1 | Real Estate | 17.25% |
| 2 | Financials | 16.06% |
| 3 | Technology | 11.28% |
| 4 | Healthcare | 10.24% |
| 5 | Consumer Discretionary | 9.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BHI
451
DELISTED
Baker Hughes
BHI
| $28.8M | 0.04% |
637,315
+49,114
| +8% | +$2.22M |
|
452
Wintrust Financial
WTFC
$9.34B
| $28.7M | 0.04% |
562,743
-45,799
| -8% | -$2.34M |
|
|
VRE
453
Veris Residential
VRE
$1.52B
| $28.6M | 0.04% |
1,060,215
+758,224
| +251% | +$20.5M |
|
454
Estee Lauder
EL
$32.1B
| $28.6M | 0.04% |
313,722
-2,216
| -0.7% | -$202K |
|
|
WOOF
455
DELISTED
VCA Inc.
WOOF
| $28.5M | 0.04% |
421,683
+147,647
| +54% | +$9.98M |
|
456
NNN REIT
NNN
$8.18B
| $28.4M | 0.04% |
548,293
+69,782
| +15% | +$3.61M |
|
457
EXL Service
EXLS
$7.26B
| $28.1M | 0.04% |
2,676,870
+300
| +0% | +$3.15K |
|
458
First American
FAF
$6.83B
| $28M | 0.04% |
696,250
+39,338
| +6% | +$1.58M |
|
459
PACCAR
PCAR
$52B
| $28M | 0.04% |
808,430
+23,184
| +3% | +$802K |
|
460
J.M. Smucker
SJM
$12B
| $28M | 0.04% |
183,395
-1,676
| -0.9% | -$255K |
|
|
FLG
461
Flagstar Financial, Inc.
FLG
$5.39B
| $27.9M | 0.04% |
621,349
-22,345
| -3% | -$1M |
|
|
NLSN
462
DELISTED
Nielsen Holdings plc
NLSN
| $27.9M | 0.04% |
537,618
+6,645
| +1% | +$345K |
|
463
Cadence Design Systems
CDNS
$95.6B
| $27.8M | 0.04% |
1,145,527
+109,550
| +11% | +$2.66M |
|
|
IBKC
464
DELISTED
IBERIABANK Corp
IBKC
| $27.8M | 0.04% |
465,917
+14,980
| +3% | +$895K |
|
465
Devon Energy
DVN
$22.1B
| $27.8M | 0.04% |
767,521
+82,051
| +12% | +$2.97M |
|
|
GXP
466
DELISTED
Great Plains Energy Incorporated
GXP
| $27.7M | 0.04% |
911,688
+24,352
| +3% | +$740K |
|
467
Eversource Energy
ES
$23.6B
| $27.7M | 0.04% |
462,313
+3,141
| +0.7% | +$188K |
|
468
Caleres
CAL
$531M
| $27.5M | 0.04% |
1,137,370
-4,825
| -0.4% | -$117K |
|
469
Molson Coors Class B
TAP
$9.96B
| $27.5M | 0.04% |
272,256
+2,515
| +0.9% | +$254K |
|
470
TE Connectivity
TEL
$61.7B
| $27.3M | 0.04% |
478,800
-8,307
| -2% | -$474K |
|
471
Sabre
SABR
$675M
| $27.3M | 0.04% |
1,020,513
+85,479
| +9% | +$2.29M |
|
472
Realty Income
O
$54.2B
| $27.3M | 0.04% |
405,896
+11,680
| +3% | +$785K |
|
473
Ulta Beauty
ULTA
$23.1B
| $27.3M | 0.04% |
111,870
+81,741
| +271% | +$19.9M |
|
474
AB InBev
BUD
$118B
| $27.2M | 0.04% |
206,672
+3,040
| +1% | +$400K |
|
475
Amphenol
APH
$135B
| $27.2M | 0.04% |
1,897,608
+62,408
| +3% | +$894K |
|