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 |
Aon
AON
|
+$237M |
| 2 |
Intel
INTC
|
+$146M |
| 3 |
RTX Corp
RTX
|
+$142M |
| 4 |
Adobe
ADBE
|
+$116M |
| 5 |
Entergy
ETR
|
+$116M |
Top Sells
| 1 |
Lamar Advertising Co
LAMR
|
+$148M |
| 2 |
BRE
BRE PROPERTIES INC CL A
BRE
|
+$122M |
| 3 |
Norfolk Southern
NSC
|
+$111M |
| 4 |
OA
Orbital ATK, Inc.
OA
|
+$100M |
| 5 |
Gentex
GNTX
|
+$91.6M |
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Real Estate | 12.39% |
| 3 | Technology | 11.3% |
| 4 | Healthcare | 10.5% |
| 5 | Industrials | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
LKQ Corp
LKQ
$8.31B
| $21.9M | 0.04% |
818,951
+6,823
| +0.8% | +$182K |
|
477
RPM International
RPM
$16.1B
| $21.8M | 0.04% |
472,188
+14,841
| +3% | +$685K |
|
478
Tanger
SKT
$3.9B
| $21.7M | 0.04% |
620,786
+5,895
| +1% | +$206K |
|
479
Wabtec
WAB
$32.5B
| $21.7M | 0.04% |
262,606
+2,889
| +1% | +$239K |
|
|
DISCA
480
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $21.7M | 0.04% |
570,536
-6,979
| -1% | -$265K |
|
481
Darling Ingredients
DAR
$5.01B
| $21.6M | 0.04% |
1,033,113
-8,395
| -0.8% | -$175K |
|
|
LPT
482
DELISTED
Liberty Property Trust
LPT
| $21.6M | 0.04% |
568,629
+25,702
| +5% | +$975K |
|
483
Zoetis
ZTS
$66.4B
| $21.6M | 0.04% |
668,277
+5,601
| +0.8% | +$181K |
|
|
POLY
484
DELISTED
Plantronics, Inc.
POLY
| $21.5M | 0.04% |
448,002
+2,060
| +0.5% | +$99K |
|
485
EQT Corp
EQT
$31.4B
| $21.5M | 0.04% |
369,468
+1,243
| +0.3% | +$72.3K |
|
486
Invesco
IVZ
$9.91B
| $21.5M | 0.04% |
568,649
+22,878
| +4% | +$864K |
|
487
Flotek Industries
FTK
$330M
| $21.4M | 0.04% |
110,681
+1,115
| +1% | +$215K |
|
488
Alaska Air
ALK
$7.18B
| $21.3M | 0.04% |
449,168
+77,366
| +21% | +$3.68M |
|
|
SWN
489
DELISTED
Southwestern Energy Company
SWN
| $21.3M | 0.04% |
469,076
-272
| -0.1% | -$12.4K |
|
|
AVIV
490
DELISTED
AVIV REIT INC COM STK (MD)
AVIV
| $21.3M | 0.04% |
+755,908
| New | +$21.3M |
|
491
Consolidated Edison
ED
$35B
| $21.3M | 0.04% |
368,362
-2,143
| -0.6% | -$124K |
|
|
MBT
492
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $21.2M | 0.04% |
+1,075,599
| New | +$21.2M |
|
493
Kellanova
K
$27.6B
| $21.1M | 0.04% |
342,271
+5,416
| +2% | +$334K |
|
494
Lincoln Electric
LECO
$13.2B
| $21.1M | 0.04% |
302,001
+10,863
| +4% | +$759K |
|
495
Edgewell Personal Care
EPC
$1.04B
| $21.1M | 0.04% |
233,002
-669,262
| -74% | -$60.5M |
|
496
AGCO
AGCO
$8.03B
| $21.1M | 0.04% |
374,520
+39,754
| +12% | +$2.24M |
|
|
CHK
497
DELISTED
Chesapeake Energy Corporation
CHK
| $21.1M | 0.04% |
3,581
+114
| +3% | +$670K |
|
498
Analog Devices
ADI
$122B
| $21M | 0.04% |
389,226
+21,841
| +6% | +$1.18M |
|
499
Vipshop
VIPS
$8.72B
| $21M | 0.04% |
1,117,910
-2,292,950
| -67% | -$43M |
|
|
SIVB
500
DELISTED
SVB Financial Group
SIVB
| $20.9M | 0.04% |
179,181
+10,334
| +6% | +$1.21M |
|