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 MBS ETF
MBB
|
+$250M |
| 2 |
Host Hotels & Resorts
HST
|
+$201M |
| 3 |
Wayfair
W
|
+$173M |
| 4 |
AerCap
AER
|
+$120M |
| 5 |
Fastenal
FAST
|
+$104M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$223M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
+$182M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
Scotiabank
BNS
|
+$129M |
| 5 |
Applied Materials
AMAT
|
+$111M |
Sector Composition
| 1 | Real Estate | 16.64% |
| 2 | Financials | 16.14% |
| 3 | Technology | 14.77% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Willis Towers Watson
WTW
$32.1B
| $36.5M | 0.03% |
189,001
-85
| -0% | -$16.4K |
|
477
Ball Corp
BALL
$13.9B
| $36.4M | 0.03% |
499,312
-11,733
| -2% | -$854K |
|
|
PXD
478
DELISTED
Pioneer Natural Resource Co.
PXD
| $36.2M | 0.03% |
288,212
+2,869
| +1% | +$361K |
|
479
Carlisle Companies
CSL
$16.8B
| $36.2M | 0.03% |
248,855
-7,155
| -3% | -$1.04M |
|
480
Deckers Outdoor
DECK
$17.1B
| $36M | 0.03% |
1,465,584
-6,102
| -0.4% | -$150K |
|
481
Synopsys
SNPS
$112B
| $35.8M | 0.03% |
260,494
+22,306
| +9% | +$3.06M |
|
482
Xylem
XYL
$34.1B
| $35.4M | 0.03% |
444,755
+41,582
| +10% | +$3.31M |
|
483
Pool Corp
POOL
$12.5B
| $35.2M | 0.03% |
174,280
-3,081
| -2% | -$621K |
|
484
Cadence Design Systems
CDNS
$98.6B
| $35.1M | 0.03% |
531,085
+21,022
| +4% | +$1.39M |
|
485
Agilent Technologies
A
$36.3B
| $35.1M | 0.03% |
457,671
-8,586
| -2% | -$658K |
|
486
Kroger
KR
$44.7B
| $34.9M | 0.03% |
1,355,464
-20,156
| -1% | -$520K |
|
487
Royal Gold
RGLD
$12.3B
| $34.9M | 0.03% |
283,184
-3,520
| -1% | -$434K |
|
|
COR
488
DELISTED
Coresite Realty Corporation
COR
| $34.9M | 0.03% |
286,286
+6,312
| +2% | +$769K |
|
489
Synchrony
SYF
$28B
| $34.8M | 0.03% |
1,022,038
-31,906
| -3% | -$1.09M |
|
490
Caesars Entertainment
CZR
$5.28B
| $34.6M | 0.03% |
868,618
-3,911
| -0.4% | -$156K |
|
491
Ameren
AEE
$27B
| $34.6M | 0.03% |
432,331
-8,028
| -2% | -$643K |
|
492
Graco
GGG
$14.2B
| $34.5M | 0.03% |
748,646
-16,487
| -2% | -$759K |
|
493
Entegris
ENTG
$12.3B
| $34.4M | 0.03% |
731,274
-111,135
| -13% | -$5.23M |
|
494
Toro Company
TTC
$7.96B
| $34.3M | 0.03% |
468,307
-18,257
| -4% | -$1.34M |
|
495
FTI Consulting
FCN
$5.41B
| $34.2M | 0.03% |
322,943
-5,518
| -2% | -$585K |
|
496
State Street
STT
$31.8B
| $34.1M | 0.03% |
575,474
+11,495
| +2% | +$680K |
|
497
PPL Corp
PPL
$26.4B
| $33.8M | 0.03% |
1,072,509
-12,184
| -1% | -$384K |
|
498
Cintas
CTAS
$81.7B
| $33.7M | 0.03% |
503,188
-23,252
| -4% | -$1.56M |
|
|
QD
499
Qudian
QD
$692M
| $33.7M | 0.03% |
4,887,808
-173,203
| -3% | -$1.19M |
|
500
ONE Gas
OGS
$4.47B
| $33.6M | 0.03% |
349,808
+117,551
| +51% | +$11.3M |
|