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 |
iShares Core S&P 500 ETF
IVV
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
Extra Space Storage
EXR
|
$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Toro Company
TTC
$7.99B
| $46.1M | 0.03% |
414,957
+2,917
| +0.7% | +$324K |
|
452
IQVIA
IQV
$31.9B
| $45.9M | 0.03% |
230,556
+32
| +0% | +$6.36K |
|
453
CNO Financial Group
CNO
$3.85B
| $45.8M | 0.03% |
2,065,950
+113,112
| +6% | +$2.51M |
|
454
Yum! Brands
YUM
$40.1B
| $45.7M | 0.03% |
346,184
+3,965
| +1% | +$524K |
|
|
HES
455
DELISTED
Hess
HES
| $45.7M | 0.03% |
345,069
-1,176
| -0.3% | -$156K |
|
456
Leidos
LDOS
$23B
| $45.4M | 0.03% |
492,766
+57,896
| +13% | +$5.33M |
|
457
Kroger
KR
$44.8B
| $45.3M | 0.03% |
918,480
+17,567
| +2% | +$867K |
|
458
SiTime
SITM
$6.1B
| $45.3M | 0.03% |
318,233
-65,027
| -17% | -$9.25M |
|
459
Coterra Energy
CTRA
$18.3B
| $45.1M | 0.03% |
1,837,048
-235,845
| -11% | -$5.79M |
|
460
Enovis
ENOV
$1.84B
| $44.9M | 0.03% |
839,972
-10,618
| -1% | -$568K |
|
461
ICF International
ICFI
$1.75B
| $44.8M | 0.03% |
408,662
+10,954
| +3% | +$1.2M |
|
462
Dow Inc
DOW
$17.4B
| $44.3M | 0.03% |
807,740
+13,604
| +2% | +$746K |
|
|
LSI
463
DELISTED
Life Storage, Inc.
LSI
| $44.1M | 0.03% |
336,310
+3,006
| +0.9% | +$394K |
|
464
Federal Agricultural Mortgage
AGM
$2.25B
| $43.8M | 0.03% |
328,860
+50,169
| +18% | +$6.68M |
|
465
Matador Resources
MTDR
$6.01B
| $43.8M | 0.03% |
918,443
+17,612
| +2% | +$839K |
|
466
MetLife
MET
$52.9B
| $43.8M | 0.03% |
755,296
-82,831
| -10% | -$4.8M |
|
467
Otis Worldwide
OTIS
$34.1B
| $43.4M | 0.03% |
513,804
+3,112
| +0.6% | +$263K |
|
468
STAAR Surgical
STAA
$1.38B
| $43.3M | 0.03% |
677,715
-7,879
| -1% | -$504K |
|
469
First Solar
FSLR
$22B
| $43.2M | 0.03% |
198,663
-9,713
| -5% | -$2.11M |
|
470
Primerica
PRI
$8.85B
| $43.2M | 0.03% |
250,530
-7,652
| -3% | -$1.32M |
|
471
GE HealthCare
GEHC
$34.6B
| $42.9M | 0.03% |
+522,748
| New | +$42.9M |
|
472
American International
AIG
$43.9B
| $42.9M | 0.03% |
851,395
+13,059
| +2% | +$658K |
|
|
GRP.U
473
Granite Real Estate Investment Trust
GRP.U
$3.43B
| $42.9M | 0.03% |
692,980
+63,184
| +10% | +$3.91M |
|
474
L3Harris
LHX
$51B
| $42.8M | 0.03% |
218,288
+3,316
| +2% | +$651K |
|
475
Devon Energy
DVN
$22.1B
| $42.7M | 0.03% |
843,850
+7,723
| +0.9% | +$391K |
|