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 |
Linde
LIN
|
+$216M |
| 2 |
WIX.com
WIX
|
+$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
+$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
+$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
+$229M |
| 2 |
Simon Property Group
SPG
|
+$190M |
| 3 |
PX
Praxair Inc
PX
|
+$171M |
| 4 |
Alibaba
BABA
|
+$149M |
| 5 |
O'Reilly Automotive
ORLY
|
+$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
JWN
501
DELISTED
Nordstrom
JWN
| $31.1M | 0.03% |
666,534
+333,101
| +100% | +$15.5M |
|
502
Spire
SR
$4.47B
| $31M | 0.03% |
418,443
+4,725
| +1% | +$350K |
|
503
Graco
GGG
$14B
| $31M | 0.03% |
740,299
-19,197
| -3% | -$803K |
|
504
Hewlett Packard
HPE
$31.5B
| $31M | 0.03% |
2,342,958
-220,681
| -9% | -$2.92M |
|
505
Realty Income
O
$54.4B
| $30.9M | 0.03% |
506,363
-1,300,433
| -72% | -$79.4M |
|
506
Portland General Electric
POR
$4.64B
| $30.9M | 0.03% |
674,245
-89,684
| -12% | -$4.11M |
|
|
CXO
507
DELISTED
CONCHO RESOURCES INC.
CXO
| $30.4M | 0.03% |
295,642
-3,797
| -1% | -$390K |
|
508
Fortive
FTV
$16.1B
| $30.2M | 0.03% |
534,258
-82,942
| -13% | -$4.7M |
|
509
DTE Energy
DTE
$28B
| $30.2M | 0.03% |
321,689
-5,578
| -2% | -$524K |
|
510
PPL Corp
PPL
$26.4B
| $30.2M | 0.03% |
1,065,794
+17,528
| +2% | +$497K |
|
511
VICI Properties
VICI
$35.3B
| $30.1M | 0.03% |
1,601,842
+594,816
| +59% | +$11.2M |
|
|
AMED
512
DELISTED
Amedisys
AMED
| $30.1M | 0.03% |
256,667
+863
| +0.3% | +$101K |
|
513
Omnicell
OMCL
$1.51B
| $30M | 0.03% |
489,214
-6,698
| -1% | -$410K |
|
|
LLL
514
DELISTED
L3 Technologies, Inc.
LLL
| $30M | 0.03% |
172,509
-158,023
| -48% | -$27.4M |
|
515
Clorox
CLX
$15.4B
| $29.9M | 0.03% |
194,137
-5,478
| -3% | -$844K |
|
516
HNI Corp
HNI
$2.09B
| $29.9M | 0.03% |
843,780
-73,179
| -8% | -$2.59M |
|
517
Best Buy
BBY
$16.2B
| $29.8M | 0.03% |
563,339
-100,626
| -15% | -$5.33M |
|
518
Selective Insurance
SIGI
$4.79B
| $29.6M | 0.03% |
485,121
-14,416
| -3% | -$879K |
|
519
United Airlines
UAL
$34.2B
| $29.4M | 0.03% |
351,258
+7,866
| +2% | +$659K |
|
520
Xylem
XYL
$33.5B
| $29.2M | 0.03% |
437,215
+22,186
| +5% | +$1.48M |
|
521
EchoStar
SATS
$24B
| $29.1M | 0.03% |
979,260
-20,888
| -2% | -$622K |
|
522
Willis Towers Watson
WTW
$32.1B
| $29.1M | 0.03% |
191,700
-3,713
| -2% | -$564K |
|
523
iShares Core S&P 500 ETF
IVV
$668B
| $29M | 0.03% |
115,147
-282,919
| -71% | -$71.2M |
|
524
Coherent
COHR
$15.5B
| $28.9M | 0.03% |
891,539
-25,353
| -3% | -$823K |
|
525
Freeport-McMoran
FCX
$63B
| $28.9M | 0.03% |
2,806,788
-278,845
| -9% | -$2.87M |
|