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 | |
|---|---|---|---|---|---|---|
526
ResMed
RMD
$39.6B
| $33.1M | 0.03% |
213,365
-4,273
| -2% | -$662K |
|
527
Hewlett Packard
HPE
$32.2B
| $33M | 0.03% |
2,081,410
-82,595
| -4% | -$1.31M |
|
|
LHCG
528
DELISTED
LHC Group LLC
LHCG
| $33M | 0.03% |
239,437
-16,459
| -6% | -$2.27M |
|
529
Las Vegas Sands
LVS
$37.4B
| $33M | 0.03% |
477,287
+462,494
| +3,126% | +$31.9M |
|
530
Ventas
VTR
$31.5B
| $32.8M | 0.03% |
568,863
-11,397
| -2% | -$658K |
|
531
Cable One
CABO
$893M
| $32.8M | 0.03% |
22,022
+75
| +0.3% | +$112K |
|
|
CZR
532
DELISTED
Caesars Entertainment Corporation
CZR
| $32.8M | 0.03% |
2,408,453
+19,961
| +0.8% | +$271K |
|
533
Charles River Laboratories
CRL
$7.54B
| $32.6M | 0.03% |
213,620
+162
| +0.1% | +$24.7K |
|
534
Hershey
HSY
$37.6B
| $32.6M | 0.03% |
221,911
-17,172
| -7% | -$2.52M |
|
535
Royal Caribbean
RCL
$92.8B
| $32.5M | 0.03% |
243,585
-8,172
| -3% | -$1.09M |
|
536
Arrowhead Research
ARWR
$3.99B
| $32.3M | 0.03% |
509,670
-314,425
| -38% | -$19.9M |
|
537
KeyCorp
KEY
$21.1B
| $32.3M | 0.03% |
1,595,856
-36,286
| -2% | -$734K |
|
538
Fortive
FTV
$16.2B
| $32.3M | 0.03% |
504,878
-28,020
| -5% | -$1.79M |
|
539
AptarGroup
ATR
$8.98B
| $32.3M | 0.03% |
279,073
-346
| -0.1% | -$40K |
|
540
Dover
DOV
$24.1B
| $32.2M | 0.03% |
279,513
+44,260
| +19% | +$5.1M |
|
541
Dollar Tree
DLTR
$20.2B
| $32.1M | 0.03% |
341,650
-12,495
| -4% | -$1.18M |
|
542
New Oriental
EDU
$9.04B
| $32M | 0.03% |
263,610
-114,873
| -30% | -$13.9M |
|
543
ServisFirst Bancshares
SFBS
$4.6B
| $31.8M | 0.03% |
843,686
+455,143
| +117% | +$17.1M |
|
544
Freeport-McMoran
FCX
$64.4B
| $31.8M | 0.03% |
2,420,097
-207,200
| -8% | -$2.72M |
|
545
Best Buy
BBY
$16.1B
| $31.7M | 0.03% |
360,744
-17,791
| -5% | -$1.56M |
|
546
Synovus
SNV
$7.13B
| $31.6M | 0.03% |
807,192
-323,612
| -29% | -$12.7M |
|
547
Skyworks Solutions
SWKS
$10.9B
| $31.6M | 0.03% |
261,689
-4,772
| -2% | -$577K |
|
548
Independence Realty Trust
IRT
$4.06B
| $31.6M | 0.03% |
2,245,949
-53,904
| -2% | -$759K |
|
549
Douglas Emmett
DEI
$2.75B
| $31.6M | 0.03% |
720,304
+148
| +0% | +$6.5K |
|
550
XPO
XPO
$15.3B
| $31.6M | 0.03% |
1,146,747
+14,645
| +1% | +$404K |
|