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 |
Intuit
INTU
|
+$210M |
| 2 |
Truist Financial
TFC
|
+$192M |
| 3 |
Charter Communications
CHTR
|
+$181M |
| 4 |
Park Hotels & Resorts
PK
|
+$157M |
| 5 |
Credit Acceptance
CACC
|
+$156M |
Top Sells
| 1 |
Albemarle
ALB
|
+$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
+$162M |
| 3 |
Apple
AAPL
|
+$117M |
| 4 |
CELG
Celgene Corp
CELG
|
+$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
+$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
EnerSys
ENS
$3.92B
| $35.6M | 0.03% |
476,126
-570
| -0.1% | -$42.7K |
|
|
CTLT
502
DELISTED
CATALENT, INC.
CTLT
| $35.6M | 0.03% |
632,174
+1,211
| +0.2% | +$68.2K |
|
503
BJs Wholesale Club
BJ
$12.8B
| $35.3M | 0.03% |
1,553,440
+523,860
| +51% | +$11.9M |
|
504
Halliburton
HAL
$19.3B
| $35.3M | 0.03% |
1,441,613
-83,103
| -5% | -$2.03M |
|
505
Synchrony
SYF
$27.8B
| $35.1M | 0.03% |
973,934
-48,104
| -5% | -$1.73M |
|
506
Bio-Rad Laboratories Class A
BIO
$7.49B
| $35M | 0.03% |
94,712
+923
| +1% | +$342K |
|
507
Fifth Third Bancorp
FITB
$30.1B
| $35M | 0.03% |
1,140,049
-49,578
| -4% | -$1.52M |
|
508
ONE Gas
OGS
$4.5B
| $35M | 0.03% |
374,041
+24,233
| +7% | +$2.27M |
|
509
Aptiv
APTV
$17.8B
| $34.9M | 0.03% |
367,598
-9,030
| -2% | -$858K |
|
510
Xylem
XYL
$33.5B
| $34.7M | 0.03% |
440,052
-4,703
| -1% | -$371K |
|
511
Royal Gold
RGLD
$12.3B
| $34.6M | 0.03% |
282,778
-406
| -0.1% | -$49.6K |
|
512
EXL Service
EXLS
$6.9B
| $34.2M | 0.03% |
2,463,245
-3,325
| -0.1% | -$46.2K |
|
|
CERN
513
DELISTED
Cerner Corp
CERN
| $34M | 0.03% |
463,893
-20,421
| -4% | -$1.5M |
|
514
Masimo
MASI
$7.92B
| $34M | 0.03% |
215,178
-185
| -0.1% | -$29.2K |
|
515
PTC
PTC
$24.5B
| $34M | 0.03% |
453,722
+8,697
| +2% | +$651K |
|
516
Gentex
GNTX
$6.15B
| $33.9M | 0.03% |
1,170,796
+30,123
| +3% | +$873K |
|
|
ALXN
517
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $33.9M | 0.03% |
313,677
-25,354
| -7% | -$2.74M |
|
518
Lamar Advertising Co
LAMR
$12.8B
| $33.5M | 0.03% |
375,792
-13
| -0% | -$1.16K |
|
519
Cintas
CTAS
$81.2B
| $33.4M | 0.03% |
497,048
-6,140
| -1% | -$413K |
|
|
PARA
520
DELISTED
Paramount Global Class B
PARA
| $33.3M | 0.03% |
792,604
+273,574
| +53% | +$11.5M |
|
|
HRC
521
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $33.2M | 0.03% |
292,308
-630
| -0.2% | -$71.5K |
|
|
SBNY
522
DELISTED
Signature Bank
SBNY
| $33.2M | 0.03% |
242,819
-3,559
| -1% | -$486K |
|
523
Hartford Financial Services
HIG
$36.9B
| $33.1M | 0.03% |
545,417
-6,776
| -1% | -$412K |
|
524
Northern Trust
NTRS
$24.2B
| $33.1M | 0.03% |
311,563
-15,065
| -5% | -$1.6M |
|
525
International Paper
IP
$24.5B
| $33.1M | 0.03% |
758,317
-51,311
| -6% | -$2.24M |
|