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
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Agree Realty
ADC
$8.08B
| $43M | 0.04% |
937,979
-217,809
| -19% | -$9.99M |
|
452
Hewlett Packard
HPE
$31B
| $42.5M | 0.04% |
3,302,957
-778,865
| -19% | -$10M |
|
453
Applied Industrial Technologies
AIT
$10B
| $42.4M | 0.04% |
717,817
+242,556
| +51% | +$14.3M |
|
454
Atmos Energy
ATO
$26.7B
| $42.4M | 0.04% |
510,711
+42,053
| +9% | +$3.49M |
|
455
Reliance Steel & Aluminium
RS
$15.7B
| $42M | 0.04% |
576,515
+256,580
| +80% | +$18.7M |
|
456
Target
TGT
$42.3B
| $41.9M | 0.04% |
801,468
-11,683
| -1% | -$611K |
|
457
Prestige Consumer Healthcare
PBH
$3.2B
| $41.6M | 0.04% |
787,926
+24,343
| +3% | +$1.29M |
|
458
Cabot Corp
CBT
$4.31B
| $41.6M | 0.04% |
778,473
-627,826
| -45% | -$33.5M |
|
459
International Paper
IP
$25.7B
| $41.4M | 0.04% |
773,073
+62,582
| +9% | +$3.35M |
|
460
Southwest Gas
SWX
$5.66B
| $41.2M | 0.04% |
564,272
+26,839
| +5% | +$1.96M |
|
461
Aptiv
APTV
$17.5B
| $41.1M | 0.04% |
469,225
+29,299
| +7% | +$2.57M |
|
462
Oshkosh
OSK
$8.93B
| $40.9M | 0.04% |
593,678
+287,560
| +94% | +$19.8M |
|
|
ALXN
463
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $40.8M | 0.04% |
335,525
+4,115
| +1% | +$501K |
|
464
Illumina
ILMN
$15.7B
| $40.8M | 0.04% |
241,656
+12,175
| +5% | +$2.06M |
|
465
American Water Works
AWK
$28B
| $40.7M | 0.04% |
522,269
+81,098
| +18% | +$6.32M |
|
466
Huntington Ingalls Industries
HII
$10.6B
| $40.7M | 0.04% |
218,635
+13,354
| +7% | +$2.49M |
|
467
Liberty Global Class A
LBTYA
$4.05B
| $40.7M | 0.04% |
1,266,635
-18,437
| -1% | -$592K |
|
468
Cadence Design Systems
CDNS
$95.6B
| $40.4M | 0.04% |
1,205,644
+48,727
| +4% | +$1.63M |
|
469
Fiserv
FI
$73.4B
| $40.2M | 0.04% |
657,756
-57,146
| -8% | -$3.5M |
|
|
EDR
470
DELISTED
Education Realty Trust Inc
EDR
| $39.7M | 0.04% |
1,023,744
-1,753,140
| -63% | -$67.9M |
|
471
A.O. Smith
AOS
$10.3B
| $39.7M | 0.04% |
703,942
+39,169
| +6% | +$2.21M |
|
472
Franklin Resources
BEN
$13B
| $39.6M | 0.04% |
884,495
+397,794
| +82% | +$17.8M |
|
473
Arrow Electronics
ARW
$6.57B
| $39.6M | 0.04% |
504,821
+139,019
| +38% | +$10.9M |
|
|
ANDV
474
DELISTED
Andeavor
ANDV
| $39.6M | 0.04% |
422,887
-21,228
| -5% | -$1.99M |
|
475
Universal Health Services
UHS
$12.1B
| $39.4M | 0.04% |
323,114
+183,495
| +131% | +$22.4M |
|