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 |
O'Reilly Automotive
ORLY
|
$174M |
| 2 |
DuPont de Nemours
DD
|
$135M |
| 3 |
Healthpeak Properties
DOC
|
$98.5M |
| 4 |
Gartner
IT
|
$95.1M |
| 5 |
Air Products & Chemicals
APD
|
$94.4M |
Top Sells
| 1 |
AutoZone
AZO
|
$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$165M |
| 3 |
JPMorgan Chase
JPM
|
$118M |
| 4 |
Willis Towers Watson
WTW
|
$112M |
| 5 |
Welltower
WELL
|
$106M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Owens Corning
OC
$13B
| $33.8M | 0.03% |
436,865
+297,311
| +213% | +$23M |
|
527
Universal Health Services
UHS
$12.1B
| $33.7M | 0.03% |
304,202
-18,912
| -6% | -$2.1M |
|
|
CERN
528
DELISTED
Cerner Corp
CERN
| $33.7M | 0.03% |
473,140
+19,182
| +4% | +$1.37M |
|
529
Entegris
ENTG
$12.4B
| $33.7M | 0.03% |
1,169,309
-26,796
| -2% | -$773K |
|
530
Expeditors International
EXPD
$16.4B
| $33.7M | 0.03% |
562,524
-8,866
| -2% | -$531K |
|
531
Insperity
NSP
$2.03B
| $33.6M | 0.03% |
764,546
-33,100
| -4% | -$1.46M |
|
|
TWO
532
Two Harbors Investment
TWO
$1.08B
| $33.6M | 0.03% |
416,621
+19,140
| +5% | +$1.54M |
|
533
MSC Industrial Direct
MSM
$5.14B
| $33.4M | 0.03% |
441,321
+246,659
| +127% | +$18.6M |
|
534
HCA Healthcare
HCA
$98.5B
| $33.3M | 0.03% |
418,337
-9,073
| -2% | -$722K |
|
535
Itron
ITRI
$5.51B
| $33.3M | 0.03% |
429,774
-3,694
| -0.9% | -$286K |
|
536
Essential Utilities
WTRG
$11B
| $33.2M | 0.03% |
1,000,136
+8,898
| +0.9% | +$295K |
|
537
EXL Service
EXLS
$7.26B
| $33.2M | 0.03% |
2,845,175
-4,340
| -0.2% | -$50.6K |
|
538
Omnicom Group
OMC
$15.4B
| $33.1M | 0.03% |
446,582
-24,664
| -5% | -$1.83M |
|
539
Omnicell
OMCL
$1.47B
| $33M | 0.03% |
647,066
-13,737
| -2% | -$701K |
|
|
CNSL
540
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $33M | 0.03% |
1,730,061
+229,836
| +15% | +$4.39M |
|
541
Mid-America Apartment Communities
MAA
$17B
| $32.9M | 0.03% |
307,833
+134,212
| +77% | +$14.3M |
|
|
ESL
542
DELISTED
Esterline Technologies
ESL
| $32.9M | 0.03% |
364,754
-14,029
| -4% | -$1.26M |
|
543
Tyson Foods
TSN
$20B
| $32.8M | 0.03% |
465,736
-285,324
| -38% | -$20.1M |
|
|
COL
544
DELISTED
Rockwell Collins
COL
| $32.8M | 0.03% |
250,892
-10,761
| -4% | -$1.41M |
|
545
WaFd
WAFD
$2.5B
| $32.8M | 0.03% |
973,517
+29,294
| +3% | +$986K |
|
546
Keysight
KEYS
$28.9B
| $32.7M | 0.03% |
783,939
+7,384
| +1% | +$308K |
|
547
T Rowe Price
TROW
$23.8B
| $32.6M | 0.03% |
359,648
-12,341
| -3% | -$1.12M |
|
|
OA
548
DELISTED
Orbital ATK, Inc.
OA
| $32.5M | 0.03% |
243,690
+1,057
| +0.4% | +$141K |
|
549
Lear
LEA
$5.91B
| $32.4M | 0.03% |
187,078
-78,603
| -30% | -$13.6M |
|
550
Old Dominion Freight Line
ODFL
$31.7B
| $32.3M | 0.03% |
880,662
-4,296
| -0.5% | -$158K |
|