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 |
COR
Coresite Realty Corporation
COR
|
$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$202M |
| 3 |
Credit Acceptance
CACC
|
$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$187M |
| 5 |
Apple
AAPL
|
$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Dover
DOV
$24.4B
| $49.9M | 0.03% |
274,555
-24,204
| -8% | -$4.4M |
|
452
L3Harris
LHX
$51B
| $49.8M | 0.03% |
233,408
-10,140
| -4% | -$2.16M |
|
453
Copa Holdings
CPA
$4.85B
| $49.7M | 0.03% |
601,838
+17,299
| +3% | +$1.43M |
|
454
Valero Energy
VLO
$48.7B
| $49.7M | 0.03% |
662,139
-37,661
| -5% | -$2.83M |
|
|
WBA
455
DELISTED
Walgreens Boots Alliance
WBA
| $49.4M | 0.03% |
947,599
-21,256
| -2% | -$1.11M |
|
456
Travelers Companies
TRV
$62B
| $49.3M | 0.03% |
315,412
-10,787
| -3% | -$1.69M |
|
457
Cooper Companies
COO
$13.5B
| $49.2M | 0.03% |
469,844
+221,952
| +90% | +$23.2M |
|
458
Graco
GGG
$14.2B
| $49.2M | 0.03% |
610,183
-9,647
| -2% | -$778K |
|
459
Constellation Brands
STZ
$26.2B
| $49.1M | 0.03% |
195,818
-8,581
| -4% | -$2.15M |
|
460
DuPont de Nemours
DD
$32.6B
| $49.1M | 0.03% |
608,214
-21,645
| -3% | -$1.75M |
|
461
Select Medical
SEM
$1.62B
| $49.1M | 0.03% |
3,036,399
-6,882
| -0.2% | -$111K |
|
462
General Mills
GIS
$27B
| $49.1M | 0.03% |
728,537
-20,119
| -3% | -$1.36M |
|
463
West Pharmaceutical
WST
$18B
| $49M | 0.03% |
104,524
-2,007
| -2% | -$941K |
|
464
Sysco
SYY
$39.4B
| $49M | 0.03% |
623,290
-12,264
| -2% | -$963K |
|
465
Advanced Energy
AEIS
$5.8B
| $48.9M | 0.03% |
537,339
-25,164
| -4% | -$2.29M |
|
466
ResMed
RMD
$40.6B
| $48.8M | 0.03% |
187,294
-3,231
| -2% | -$842K |
|
467
Ametek
AME
$43.3B
| $48.8M | 0.03% |
331,554
-28,567
| -8% | -$4.2M |
|
468
Stifel
SF
$11.5B
| $48.7M | 0.03% |
691,693
-105,268
| -13% | -$7.41M |
|
469
WESCO International
WCC
$10.7B
| $48.6M | 0.03% |
369,220
-14,862
| -4% | -$1.96M |
|
470
Sprout Social
SPT
$891M
| $48.5M | 0.03% |
535,123
-228,944
| -30% | -$20.8M |
|
471
Trimble
TRMB
$19.2B
| $48.4M | 0.03% |
554,823
-11,632
| -2% | -$1.01M |
|
472
Hillenbrand
HI
$1.85B
| $48.3M | 0.03% |
928,413
-200,154
| -18% | -$10.4M |
|
473
Cencora
COR
$56.7B
| $48.2M | 0.03% |
363,009
+11,367
| +3% | +$1.51M |
|
474
Affiliated Managers Group
AMG
$6.54B
| $48.1M | 0.03% |
292,620
+150,170
| +105% | +$24.7M |
|
|
XM
475
DELISTED
Qualtrics International Inc. Class A Common Stock
XM
| $48.1M | 0.03% |
1,351,391
+135,429
| +11% | +$4.82M |
|