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 |
Equity Residential
EQR
|
+$255M |
| 2 |
Autodesk
ADSK
|
+$107M |
| 3 |
WRK
WestRock Company
WRK
|
+$93.8M |
| 4 |
DuPont de Nemours
DD
|
+$91.5M |
| 5 |
Brookfield
BN
|
+$78.4M |
Top Sells
| 1 |
XEC
CIMAREX ENERGY CO
XEC
|
+$132M |
| 2 |
Camden Property Trust
CPT
|
+$124M |
| 3 |
Adobe
ADBE
|
+$116M |
| 4 |
Bausch Health
BHC
|
+$115M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$105M |
Sector Composition
| 1 | Financials | 17% |
| 2 | Real Estate | 15.4% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.7% |
| 5 | Healthcare | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Cboe Global Markets
CBOE
$24.4B
| $21M | 0.03% |
312,591
+51,536
| +20% | +$3.46M |
|
527
Huntington Bancshares
HBAN
$25.7B
| $20.9M | 0.03% |
1,973,541
+782,358
| +66% | +$8.29M |
|
528
Ashland
ASH
$2.42B
| $20.9M | 0.03% |
424,852
-1,209,461
| -74% | -$59.5M |
|
529
Clorox
CLX
$15.1B
| $20.9M | 0.03% |
180,886
-15,613
| -8% | -$1.8M |
|
530
Northern Trust
NTRS
$24.4B
| $20.9M | 0.03% |
306,088
-6,933
| -2% | -$473K |
|
531
ManpowerGroup
MAN
$1.75B
| $20.8M | 0.03% |
253,886
+17,344
| +7% | +$1.42M |
|
532
Crane NXT
CXT
$3.51B
| $20.8M | 0.03% |
1,284,014
+170,918
| +15% | +$2.77M |
|
533
Sinclair Inc
SBGI
$923M
| $20.7M | 0.03% |
816,487
+175,973
| +27% | +$4.46M |
|
534
Advance Auto Parts
AAP
$3.56B
| $20.7M | 0.03% |
109,059
-116,224
| -52% | -$22M |
|
|
ENDP
535
DELISTED
Endo International plc
ENDP
| $20.7M | 0.03% |
298,185
+25,158
| +9% | +$1.74M |
|
536
Lumen
LUMN
$6.12B
| $20.6M | 0.03% |
818,569
+19,011
| +2% | +$478K |
|
537
Evercore
EVR
$12.8B
| $20.6M | 0.03% |
409,240
-3,977
| -1% | -$200K |
|
538
Huntington Ingalls Industries
HII
$10.6B
| $20.5M | 0.03% |
191,231
+15,406
| +9% | +$1.65M |
|
539
Williams-Sonoma
WSM
$24.8B
| $20.5M | 0.03% |
535,742
+7,776
| +1% | +$297K |
|
|
PNY
540
DELISTED
PIEDMONT NATURAL GAS CO INC(NC
PNY
| $20.4M | 0.03% |
509,521
+16,226
| +3% | +$650K |
|
|
MSCC
541
DELISTED
Microsemi Corp
MSCC
| $20.3M | 0.03% |
619,938
+23,445
| +4% | +$769K |
|
|
VIAB
542
DELISTED
Viacom Inc. Class B
VIAB
| $20.3M | 0.03% |
471,512
-8,631
| -2% | -$372K |
|
543
Rockwell Automation
ROK
$38.7B
| $20.3M | 0.03% |
199,732
+6,627
| +3% | +$672K |
|
|
HUB.B
544
DELISTED
HUBBELL INC CL-B
HUB.B
| $20.2M | 0.03% |
238,127
+7,750
| +3% | +$658K |
|
545
Pool Corp
POOL
$11.9B
| $20.2M | 0.03% |
279,370
+6,086
| +2% | +$440K |
|
546
SEI Investments
SEIC
$10.8B
| $20.2M | 0.03% |
418,196
+39,325
| +10% | +$1.9M |
|
547
Provident Financial Services
PFS
$2.59B
| $20.2M | 0.03% |
1,033,721
+21,448
| +2% | +$418K |
|
|
548
Camden Property Trust
CPT
$11.9B
| $20M | 0.03% |
270,718
-1,676,847
| -86% | -$124M |
|
|
FMER
549
DELISTED
FIRSTMERIT CORP
FMER
| $20M | 0.03% |
1,131,509
-17,833
| -2% | -$315K |
|
550
Fortinet
FTNT
$60.9B
| $20M | 0.03% |
2,349,995
+93,510
| +4% | +$794K |
|