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 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
| 2 |
Equinix
EQIX
|
+$402M |
| 3 |
Dollar Tree
DLTR
|
+$251M |
| 4 |
PayPal
PYPL
|
+$128M |
| 5 |
Synchrony
SYF
|
+$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$202M |
| 4 |
HES
Hess
HES
|
+$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Williams Companies
WMB
$71.8B
| $24.3M | 0.04% |
943,766
+17,606
| +2% | +$452K |
|
477
Murphy USA
MUSA
$7.26B
| $24.2M | 0.04% |
399,151
+270,325
| +210% | +$16.4M |
|
|
RAD
478
DELISTED
Rite Aid Corporation
RAD
| $24.2M | 0.04% |
154,374
-3,022
| -2% | -$474K |
|
479
ResMed
RMD
$39.6B
| $24.2M | 0.04% |
449,971
+14,894
| +3% | +$800K |
|
|
NLSN
480
DELISTED
Nielsen Holdings plc
NLSN
| $24.1M | 0.04% |
517,042
+6,027
| +1% | +$281K |
|
481
Bread Financial
BFH
$2.99B
| $24.1M | 0.04% |
109,045
-8,250
| -7% | -$1.82M |
|
482
Gartner
IT
$17.6B
| $24M | 0.04% |
264,244
+6,319
| +2% | +$573K |
|
483
Raymond James Financial
RJF
$33.2B
| $23.8M | 0.04% |
616,242
+13,089
| +2% | +$506K |
|
484
Fifth Third Bancorp
FITB
$30.1B
| $23.8M | 0.04% |
1,183,664
+25,987
| +2% | +$522K |
|
485
International Paper
IP
$24.5B
| $23.8M | 0.04% |
665,784
+2,628
| +0.4% | +$93.8K |
|
|
ABMD
486
DELISTED
Abiomed Inc
ABMD
| $23.7M | 0.04% |
262,842
+10,851
| +4% | +$980K |
|
|
FNFV
487
DELISTED
Fidelity Natl Financial, Inc.
FNFV
| $23.7M | 0.04% |
2,111,352
-32,574
| -2% | -$366K |
|
|
LVLT
488
DELISTED
Level 3 Communications Inc
LVLT
| $23.5M | 0.03% |
431,848
+7,055
| +2% | +$384K |
|
|
HPY
489
DELISTED
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
| $23.4M | 0.03% |
247,233
+10,770
| +5% | +$1.02M |
|
|
GXP
490
DELISTED
Great Plains Energy Incorporated
GXP
| $23.4M | 0.03% |
856,775
-37,131
| -4% | -$1.01M |
|
491
Pool Corp
POOL
$11.9B
| $23.4M | 0.03% |
289,429
+10,059
| +4% | +$813K |
|
492
Amphenol
APH
$145B
| $23.4M | 0.03% |
1,790,024
+29,568
| +2% | +$386K |
|
493
JetBlue
JBLU
$1.85B
| $23.4M | 0.03% |
1,030,981
+29,388
| +3% | +$666K |
|
494
Cal-Maine
CALM
$5.31B
| $23.3M | 0.03% |
503,581
+2,337
| +0.5% | +$108K |
|
|
PDCE
495
DELISTED
PDC Energy, Inc.
PDCE
| $23.3M | 0.03% |
437,019
+15,589
| +4% | +$832K |
|
496
SEI Investments
SEIC
$10.7B
| $23.3M | 0.03% |
444,933
+26,737
| +6% | +$1.4M |
|
|
LPNT
497
DELISTED
LifePoint Health, Inc.
LPNT
| $23.2M | 0.03% |
316,002
+176,122
| +126% | +$12.9M |
|
498
Interface
TILE
$1.6B
| $23.1M | 0.03% |
1,207,295
+245,698
| +26% | +$4.7M |
|
499
Eversource Energy
ES
$23.8B
| $23M | 0.03% |
449,471
+7,951
| +2% | +$406K |
|
500
WEC Energy
WEC
$35.2B
| $23M | 0.03% |
447,288
+8,644
| +2% | +$444K |
|