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 |
Exxon Mobil
XOM
|
+$592M |
| 2 |
Simon Property Group
SPG
|
+$512M |
| 3 |
Apple
AAPL
|
+$484M |
| 4 |
JPMorgan Chase
JPM
|
+$466M |
| 5 |
Wells Fargo
WFC
|
+$398M |
Top Sells
Sector Composition
| 1 | Financials | 16.25% |
| 2 | Real Estate | 11.42% |
| 3 | Technology | 11.13% |
| 4 | Consumer Discretionary | 10.25% |
| 5 | Healthcare | 9.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Boston Scientific
BSX
$161B
| $15.1M | 0.03% |
+1,629,488
| New | +$15.1M |
|
552
Trimble
TRMB
$19.2B
| $15.1M | 0.03% |
+580,482
| New | +$15.1M |
|
|
LLL
553
DELISTED
L3 Technologies, Inc.
LLL
| $15.1M | 0.03% |
+175,746
| New | +$15.1M |
|
|
DST
554
DELISTED
DST Systems Inc.
DST
| $15M | 0.03% |
+460,470
| New | +$15M |
|
555
Toro Company
TTC
$7.75B
| $15M | 0.03% |
+661,458
| New | +$15M |
|
556
Universal Health Services
UHS
$11.8B
| $15M | 0.03% |
+223,751
| New | +$15M |
|
557
Align Technology
ALGN
$10.1B
| $15M | 0.03% |
+404,058
| New | +$15M |
|
558
Eastman Chemical
EMN
$7.77B
| $14.9M | 0.03% |
+213,424
| New | +$14.9M |
|
|
FLG
559
Flagstar Financial, Inc.
FLG
$5.31B
| $14.9M | 0.03% |
+355,093
| New | +$14.9M |
|
|
LPT
560
DELISTED
Liberty Property Trust
LPT
| $14.9M | 0.03% |
+402,607
| New | +$14.9M |
|
561
JB Hunt Transport Services
JBHT
$13.8B
| $14.9M | 0.03% |
+205,575
| New | +$14.9M |
|
|
KATE
562
DELISTED
Kate Spade & Company
KATE
| $14.8M | 0.03% |
+664,550
| New | +$14.8M |
|
|
QCOR
563
DELISTED
QUESTCOR PHARMA INC
QCOR
| $14.8M | 0.03% |
+326,297
| New | +$14.8M |
|
564
Arthur J. Gallagher & Co
AJG
$76.9B
| $14.8M | 0.03% |
+338,471
| New | +$14.8M |
|
|
PPS
565
DELISTED
Post Properties
PPS
| $14.8M | 0.03% |
+298,385
| New | +$14.8M |
|
566
Fiserv
FI
$73.9B
| $14.8M | 0.03% |
+675,124
| New | +$14.8M |
|
567
KB Home
KBH
$4.49B
| $14.6M | 0.03% |
+746,021
| New | +$14.6M |
|
568
PRA Group
PRAA
$672M
| $14.6M | 0.03% |
+285,615
| New | +$14.6M |
|
569
Perrigo
PRGO
$3.06B
| $14.6M | 0.03% |
+120,769
| New | +$14.6M |
|
|
CSC
570
DELISTED
Computer Sciences
CSC
| $14.6M | 0.03% |
+791,388
| New | +$14.6M |
|
|
CTXS
571
DELISTED
Citrix Systems Inc
CTXS
| $14.6M | 0.03% |
+303,337
| New | +$14.6M |
|
572
Packaging Corp of America
PKG
$19.3B
| $14.6M | 0.03% |
+297,248
| New | +$14.6M |
|
573
PVH
PVH
$3.99B
| $14.5M | 0.03% |
+116,285
| New | +$14.5M |
|
574
Horace Mann Educators
HMN
$1.89B
| $14.5M | 0.03% |
+593,169
| New | +$14.5M |
|
575
Chipotle Mexican Grill
CMG
$52.9B
| $14.4M | 0.03% |
+1,972,800
| New | +$14.4M |
|