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 | |
|---|---|---|---|---|---|---|
501
Align Technology
ALGN
$10.1B
| $28.3M | 0.04% |
301,526
+20,470
| +7% | +$1.92M |
|
502
Ares Capital
ARCC
$15.8B
| $28.3M | 0.04% |
1,823,239
+251,922
| +16% | +$3.9M |
|
503
Vail Resorts
MTN
$5.87B
| $28.3M | 0.04% |
180,142
-55,573
| -24% | -$8.72M |
|
504
Donaldson
DCI
$9.44B
| $28.2M | 0.04% |
754,820
+98,602
| +15% | +$3.68M |
|
505
Estee Lauder
EL
$32.1B
| $28.2M | 0.04% |
318,053
+4,331
| +1% | +$384K |
|
506
Targa Resources
TRGP
$34.9B
| $28.1M | 0.04% |
572,095
+70,960
| +14% | +$3.48M |
|
507
Kimco Realty
KIM
$15.4B
| $28M | 0.04% |
968,195
-2,470,057
| -72% | -$71.5M |
|
508
Old Republic International
ORI
$10B
| $28M | 0.04% |
1,589,003
+44,526
| +3% | +$785K |
|
509
HNI Corp
HNI
$2.14B
| $27.9M | 0.04% |
700,074
+138,584
| +25% | +$5.52M |
|
|
VR
510
DELISTED
Validus Hold Ltd
VR
| $27.8M | 0.04% |
558,127
+76,897
| +16% | +$3.83M |
|
511
Ashland
ASH
$2.51B
| $27.8M | 0.04% |
489,354
+20,315
| +4% | +$1.15M |
|
512
Mine Safety
MSA
$6.67B
| $27.6M | 0.04% |
475,497
+52,379
| +12% | +$3.04M |
|
513
AB InBev
BUD
$118B
| $27.4M | 0.04% |
208,219
+1,547
| +0.7% | +$203K |
|
514
Fortive
FTV
$16.2B
| $27.2M | 0.04% |
+639,490
| New | +$27.2M |
|
515
EXL Service
EXLS
$7.27B
| $27.2M | 0.04% |
2,726,940
+50,070
| +2% | +$499K |
|
516
VF Corp
VFC
$5.86B
| $27.1M | 0.04% |
514,142
+8,462
| +2% | +$447K |
|
517
Evercore
EVR
$12.3B
| $27.1M | 0.04% |
526,579
+4,265
| +0.8% | +$220K |
|
|
JWN
518
DELISTED
Nordstrom
JWN
| $27.1M | 0.04% |
522,714
-34,797
| -6% | -$1.81M |
|
519
Jack Henry & Associates
JKHY
$11.8B
| $27.1M | 0.04% |
316,916
+10,156
| +3% | +$869K |
|
520
Kohl's
KSS
$1.86B
| $27.1M | 0.04% |
618,818
+341,341
| +123% | +$14.9M |
|
|
FLG
521
Flagstar Financial, Inc.
FLG
$5.39B
| $27.1M | 0.04% |
633,744
+12,395
| +2% | +$529K |
|
|
BRSL
522
Brightstar Lottery PLC
BRSL
$3.18B
| $27M | 0.04% |
1,107,775
+1,091,103
| +6,545% | +$26.6M |
|
523
Icon
ICLR
$13.6B
| $26.9M | 0.04% |
347,824
+5,418
| +2% | +$419K |
|
524
Clorox
CLX
$15.5B
| $26.8M | 0.04% |
214,414
+2,616
| +1% | +$327K |
|
525
Aramark
ARMK
$10.2B
| $26.8M | 0.04% |
977,404
+898,639
| +1,141% | +$24.7M |
|