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 |
Alibaba
BABA
|
$205M |
| 2 |
Boston Properties
BXP
|
$179M |
| 3 |
Domino's
DPZ
|
$178M |
| 4 |
VICI Properties
VICI
|
$124M |
| 5 |
Vail Resorts
MTN
|
$115M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
$127M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
$124M |
| 3 |
SBA Communications
SBAC
|
$118M |
| 4 |
Steris
STE
|
$116M |
| 5 |
Equinix
EQIX
|
$111M |
Sector Composition
| 1 | Real Estate | 16.13% |
| 2 | Financials | 15.66% |
| 3 | Technology | 14.58% |
| 4 | Consumer Discretionary | 11.38% |
| 5 | Industrials | 9.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
VIAB
451
DELISTED
Viacom Inc. Class B
VIAB
| $40M | 0.04% |
1,424,657
-44,229
| -3% | -$1.24M |
|
452
OGE Energy
OGE
$8.87B
| $40M | 0.04% |
927,077
+6,994
| +0.8% | +$302K |
|
|
PARA
453
DELISTED
Paramount Global Class B
PARA
| $39.8M | 0.04% |
838,094
+81,183
| +11% | +$3.86M |
|
454
Omnicell
OMCL
$1.49B
| $39.8M | 0.04% |
492,103
+2,889
| +0.6% | +$234K |
|
455
Southwest Airlines
LUV
$16.3B
| $39.7M | 0.04% |
765,278
+24,133
| +3% | +$1.25M |
|
456
Reinsurance Group of America
RGA
$12.8B
| $39.7M | 0.04% |
279,531
+1,751
| +0.6% | +$249K |
|
457
Synchrony
SYF
$28.1B
| $39.7M | 0.04% |
1,242,945
+45,676
| +4% | +$1.46M |
|
458
AutoZone
AZO
$70.4B
| $39.1M | 0.04% |
38,204
-584
| -2% | -$598K |
|
|
Y
459
DELISTED
Alleghany Corporation
Y
| $39.1M | 0.04% |
63,830
-1,184
| -2% | -$725K |
|
460
Atmos Energy
ATO
$26.6B
| $38.9M | 0.04% |
377,455
-362,117
| -49% | -$37.3M |
|
461
AMN Healthcare
AMN
$786M
| $38.8M | 0.04% |
824,876
+3,955
| +0.5% | +$186K |
|
462
Capri Holdings
CPRI
$2.56B
| $38.8M | 0.04% |
+848,055
| New | +$38.8M |
|
|
ADSW
463
DELISTED
Advanced Disposal Services, Inc.
ADSW
| $38.6M | 0.04% |
1,378,487
-3,460
| -0.3% | -$96.9K |
|
464
Best Buy
BBY
$16.2B
| $38.5M | 0.04% |
541,406
-21,933
| -4% | -$1.56M |
|
465
Zimmer Biomet
ZBH
$20.8B
| $38.2M | 0.04% |
308,497
-6,443
| -2% | -$799K |
|
466
Corning
GLW
$60.9B
| $38.2M | 0.04% |
1,153,617
-39,099
| -3% | -$1.29M |
|
467
Royal Caribbean
RCL
$95.5B
| $37.6M | 0.04% |
327,658
-8,328
| -2% | -$955K |
|
468
Arista Networks
ANET
$179B
| $37.3M | 0.03% |
1,899,616
-236,896
| -11% | -$4.66M |
|
469
Fortive
FTV
$16.2B
| $37.3M | 0.03% |
531,593
-2,665
| -0.5% | -$187K |
|
470
WEX
WEX
$5.85B
| $37.2M | 0.03% |
193,980
+331
| +0.2% | +$63.5K |
|
471
EnerSys
ENS
$3.86B
| $37.2M | 0.03% |
570,806
+365,977
| +179% | +$23.8M |
|
|
APC
472
DELISTED
Anadarko Petroleum
APC
| $37M | 0.03% |
813,608
-1,012
| -0.1% | -$46K |
|
473
Graco
GGG
$14.2B
| $36.9M | 0.03% |
744,300
+4,001
| +0.5% | +$198K |
|
474
Realty Income
O
$53.9B
| $36.7M | 0.03% |
515,407
+9,044
| +2% | +$645K |
|
|
TCF
475
DELISTED
TCF Financial Corporation
TCF
| $36.6M | 0.03% |
1,769,969
-15,863
| -0.9% | -$328K |
|