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 | |
|---|---|---|---|---|---|---|
526
DTE Energy
DTE
$28.4B
| $26.8M | 0.04% |
335,960
+28,594
| +9% | +$2.28M |
|
527
Insperity
NSP
$2.03B
| $26.7M | 0.04% |
734,866
+51,326
| +8% | +$1.86M |
|
528
Carlisle Companies
CSL
$16.9B
| $26.6M | 0.04% |
259,727
+12,052
| +5% | +$1.24M |
|
529
Eastman Chemical
EMN
$7.93B
| $26.5M | 0.03% |
390,927
+5,040
| +1% | +$341K |
|
530
Healthpeak Properties
DOC
$12.8B
| $26.4M | 0.03% |
763,838
+17,586
| +2% | +$608K |
|
531
Hartford Financial Services
HIG
$37B
| $26.2M | 0.03% |
612,745
+19,854
| +3% | +$850K |
|
|
FNFV
532
DELISTED
Fidelity Natl Financial, Inc.
FNFV
| $26.1M | 0.03% |
2,093,503
+20,820
| +1% | +$260K |
|
533
Bath & Body Works
BBWI
$6.06B
| $25.8M | 0.03% |
450,561
-10,966
| -2% | -$627K |
|
534
Western Digital
WDC
$31.9B
| $25.7M | 0.03% |
582,467
+14,404
| +3% | +$637K |
|
535
Brown-Forman Class B
BF.B
$13.7B
| $25.7M | 0.03% |
846,339
+365,642
| +76% | +$11.1M |
|
536
Eversource Energy
ES
$23.6B
| $25.6M | 0.03% |
472,784
+10,471
| +2% | +$567K |
|
537
Encompass Health
EHC
$12.6B
| $25.5M | 0.03% |
790,911
-2,289
| -0.3% | -$73.9K |
|
|
UMPQ
538
DELISTED
Umpqua Holdings Corp
UMPQ
| $25.5M | 0.03% |
1,695,515
+147,538
| +10% | +$2.22M |
|
539
Rockwell Automation
ROK
$38.2B
| $25.5M | 0.03% |
208,185
+12,523
| +6% | +$1.53M |
|
540
T Rowe Price
TROW
$23.8B
| $25.5M | 0.03% |
382,953
-51,092
| -12% | -$3.4M |
|
541
Ameriprise Financial
AMP
$46.1B
| $25.5M | 0.03% |
255,228
+3,303
| +1% | +$330K |
|
542
Viatris
VTRS
$12.2B
| $25.4M | 0.03% |
666,698
+57,272
| +9% | +$2.18M |
|
543
East-West Bancorp
EWBC
$14.8B
| $25.4M | 0.03% |
692,249
+142,251
| +26% | +$5.22M |
|
|
SVU
544
DELISTED
SUPERVALU Inc.
SVU
| $25.2M | 0.03% |
722,012
+172,149
| +31% | +$6.01M |
|
545
The GEO Group
GEO
$2.92B
| $25M | 0.03% |
1,576,784
+512,702
| +48% | +$8.13M |
|
546
Huntsman Corp
HUN
$1.95B
| $25M | 0.03% |
1,535,074
+206,632
| +16% | +$3.36M |
|
547
Lam Research
LRCX
$130B
| $24.9M | 0.03% |
2,632,840
-59,770
| -2% | -$566K |
|
|
TUP
548
DELISTED
Tupperware Brands Corporation
TUP
| $24.9M | 0.03% |
380,854
+5,832
| +2% | +$381K |
|
|
CRZO
549
DELISTED
Carrizo Oil & Gas Inc
CRZO
| $24.9M | 0.03% |
612,571
+39,621
| +7% | +$1.61M |
|
|
SBNY
550
DELISTED
Signature Bank
SBNY
| $24.9M | 0.03% |
209,850
+7,895
| +4% | +$935K |
|