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 |
Sherwin-Williams
SHW
|
$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
$84.9M |
| 3 |
Charter Communications
CHTR
|
$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
$133M |
| 2 |
Entergy
ETR
|
$105M |
| 3 |
PayPal
PYPL
|
$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$90.2M |
| 5 |
Goodyear
GT
|
$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Analog Devices
ADI
$121B
| $29.5M | 0.04% |
457,423
+10,311
| +2% | +$665K |
|
|
CYNO
477
DELISTED
Cynosure, Inc. Class A
CYNO
| $29.4M | 0.04% |
577,910
+186,455
| +48% | +$9.5M |
|
478
Carnival Corp
CCL
$42.7B
| $29.3M | 0.04% |
600,773
-156,291
| -21% | -$7.63M |
|
479
WEC Energy
WEC
$34.5B
| $29.3M | 0.04% |
489,529
+30,249
| +7% | +$1.81M |
|
480
Vulcan Materials
VMC
$38.8B
| $29.3M | 0.04% |
257,447
+52,600
| +26% | +$5.98M |
|
481
Wabtec
WAB
$32.9B
| $29.1M | 0.04% |
356,421
+10,110
| +3% | +$825K |
|
482
Take-Two Interactive
TTWO
$44.2B
| $29.1M | 0.04% |
645,109
+31,252
| +5% | +$1.41M |
|
483
iShares Core S&P 500 ETF
IVV
$663B
| $29.1M | 0.04% |
133,663
-42,662
| -24% | -$9.28M |
|
484
American Airlines Group
AAL
$8.61B
| $29.1M | 0.04% |
794,107
-46,918
| -6% | -$1.72M |
|
|
SLCA
485
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $28.9M | 0.04% |
621,662
+162,730
| +35% | +$7.58M |
|
486
Camden Property Trust
CPT
$11.9B
| $28.9M | 0.04% |
345,017
+16,064
| +5% | +$1.35M |
|
487
Gartner
IT
$18.4B
| $28.9M | 0.04% |
326,603
+8,844
| +3% | +$782K |
|
488
Monster Beverage
MNST
$60.9B
| $28.8M | 0.04% |
1,178,958
-27,732
| -2% | -$679K |
|
489
Caleres
CAL
$531M
| $28.8M | 0.04% |
1,138,478
+1,108
| +0.1% | +$28K |
|
490
Masco
MAS
$15.8B
| $28.7M | 0.04% |
837,659
-154,465
| -16% | -$5.3M |
|
491
D.R. Horton
DHI
$54.2B
| $28.7M | 0.04% |
950,489
+419,326
| +79% | +$12.7M |
|
|
GPT
492
DELISTED
Gramercy Property Trust
GPT
| $28.7M | 0.04% |
990,901
+140,894
| +17% | +$4.07M |
|
|
AZPN
493
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $28.6M | 0.04% |
611,746
+32,378
| +6% | +$1.51M |
|
494
Trimble
TRMB
$19.1B
| $28.6M | 0.04% |
1,000,225
+38,942
| +4% | +$1.11M |
|
|
CSC
495
DELISTED
Computer Sciences
CSC
| $28.6M | 0.04% |
546,944
+28,148
| +5% | +$1.47M |
|
496
Raymond James Financial
RJF
$32.7B
| $28.5M | 0.04% |
735,260
+19,506
| +3% | +$757K |
|
|
PRAH
497
DELISTED
PRA Health Sciences, Inc.
PRAH
| $28.5M | 0.04% |
504,400
+35,719
| +8% | +$2.02M |
|
498
Micron Technology
MU
$145B
| $28.5M | 0.04% |
1,602,166
+50,561
| +3% | +$899K |
|
|
CERN
499
DELISTED
Cerner Corp
CERN
| $28.3M | 0.04% |
458,114
+8,430
| +2% | +$521K |
|
|
NLSN
500
DELISTED
Nielsen Holdings plc
NLSN
| $28.3M | 0.04% |
528,055
-9,563
| -2% | -$512K |
|