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 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
AptarGroup
ATR
$9.13B
| $39.4M | 0.04% |
453,947
+199,681
| +79% | +$17.3M |
|
477
Newell Brands
NWL
$2.68B
| $39.4M | 0.04% |
735,056
+4,229
| +0.6% | +$227K |
|
478
Zimmer Biomet
ZBH
$20.9B
| $39.3M | 0.04% |
315,322
+4,159
| +1% | +$518K |
|
|
SIVB
479
DELISTED
SVB Financial Group
SIVB
| $39.2M | 0.04% |
223,271
+14,145
| +7% | +$2.49M |
|
480
Hercules Capital
HTGC
$3.49B
| $39.2M | 0.04% |
2,957,591
+1,535,592
| +108% | +$20.3M |
|
481
Vishay Intertechnology
VSH
$2.11B
| $39.1M | 0.04% |
2,354,246
-109,502
| -4% | -$1.82M |
|
482
Omnicom Group
OMC
$15.4B
| $39.1M | 0.04% |
471,246
-159,253
| -25% | -$13.2M |
|
|
PXD
483
DELISTED
Pioneer Natural Resource Co.
PXD
| $39M | 0.04% |
244,292
+992
| +0.4% | +$158K |
|
484
United Airlines
UAL
$34.5B
| $38.8M | 0.04% |
516,060
+59,880
| +13% | +$4.51M |
|
485
Sysco
SYY
$39.4B
| $38.8M | 0.04% |
769,997
-12,691
| -2% | -$639K |
|
486
Williams Companies
WMB
$69.9B
| $38.4M | 0.04% |
1,268,055
+3,678
| +0.3% | +$111K |
|
487
Coherent
COHR
$15.2B
| $38.3M | 0.04% |
1,115,359
+26,037
| +2% | +$893K |
|
488
Fifth Third Bancorp
FITB
$30.2B
| $38.2M | 0.04% |
1,472,742
+68,859
| +5% | +$1.79M |
|
|
RPT
489
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $38.1M | 0.04% |
2,953,395
+2,934,995
| +15,951% | +$37.9M |
|
490
Waters Corp
WAT
$18.2B
| $37.9M | 0.04% |
206,157
+79,924
| +63% | +$14.7M |
|
491
Lear
LEA
$5.91B
| $37.7M | 0.04% |
265,681
-49,572
| -16% | -$7.04M |
|
492
American Airlines Group
AAL
$8.63B
| $37.7M | 0.04% |
748,986
-20,728
| -3% | -$1.04M |
|
|
CTB
493
DELISTED
Cooper Tire & Rubber Co.
CTB
| $37.6M | 0.04% |
1,042,210
+60,268
| +6% | +$2.18M |
|
494
Chipotle Mexican Grill
CMG
$55.1B
| $37.6M | 0.04% |
4,517,550
+2,426,800
| +116% | +$20.2M |
|
495
Consolidated Edison
ED
$35.4B
| $37.5M | 0.04% |
464,578
+5,323
| +1% | +$430K |
|
496
Cardinal Health
CAH
$35.7B
| $37.5M | 0.04% |
480,975
+17,181
| +4% | +$1.34M |
|
497
Central Pacific Financial
CPF
$841M
| $37.5M | 0.04% |
1,190,591
+58,683
| +5% | +$1.85M |
|
498
HCA Healthcare
HCA
$98.5B
| $37.3M | 0.04% |
427,410
-39,141
| -8% | -$3.41M |
|
|
ENLC
499
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $37M | 0.04% |
2,101,858
+523,482
| +33% | +$9.21M |
|
500
Vermilion Energy
VET
$1.12B
| $36.6M | 0.04% |
1,155,062
+398,999
| +53% | +$12.7M |
|