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 |
Dentsply Sirona
XRAY
|
+$309M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
+$162M |
| 3 |
Regency Centers
REG
|
+$148M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$111M |
| 5 |
Invitation Homes
INVH
|
+$89.3M |
Top Sells
| 1 |
Zoetis
ZTS
|
+$438M |
| 2 |
EQY
Equity One
EQY
|
+$208M |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
+$82.7M |
| 4 |
SL Green Realty
SLG
|
+$62M |
| 5 |
CVS Health
CVS
|
+$59.7M |
Sector Composition
| 1 | Financials | 17.51% |
| 2 | Real Estate | 15.76% |
| 3 | Technology | 12.09% |
| 4 | Consumer Discretionary | 10.35% |
| 5 | Industrials | 9.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Conagra Brands
CAG
$9.27B
| $27.2M | 0.03% |
673,148
+23,766
| +4% | +$959K |
|
552
Monster Beverage
MNST
$61.3B
| $27.1M | 0.03% |
1,174,938
+11,556
| +1% | +$267K |
|
|
MDCO
553
DELISTED
Medicines Co
MDCO
| $27.1M | 0.03% |
554,133
+32,301
| +6% | +$1.58M |
|
554
Quest Diagnostics
DGX
$20.1B
| $27.1M | 0.03% |
275,506
+31,464
| +13% | +$3.09M |
|
555
Keysight
KEYS
$29.3B
| $27M | 0.03% |
748,199
+67,472
| +10% | +$2.44M |
|
556
Ulta Beauty
ULTA
$23.1B
| $27M | 0.03% |
94,590
+405
| +0.4% | +$116K |
|
|
STL
557
DELISTED
Sterling Bancorp
STL
| $27M | 0.03% |
1,137,565
+70,492
| +7% | +$1.67M |
|
558
VF Corp
VFC
$5.85B
| $26.9M | 0.03% |
520,427
+9,612
| +2% | +$498K |
|
559
Arrow Electronics
ARW
$6.54B
| $26.9M | 0.03% |
365,802
+6,462
| +2% | +$474K |
|
560
National Storage Affiliates Trust
NSA
$2.45B
| $26.7M | 0.03% |
1,117,857
-154,907
| -12% | -$3.7M |
|
561
Factset
FDS
$13.7B
| $26.6M | 0.03% |
161,514
+2,167
| +1% | +$357K |
|
|
BEAV
562
DELISTED
B/E Aerospace Inc
BEAV
| $26.6M | 0.03% |
414,648
+4,696
| +1% | +$301K |
|
563
Lennox International
LII
$19.6B
| $26.6M | 0.03% |
158,863
+1,766
| +1% | +$295K |
|
564
Pediatrix Medical
MD
$1.44B
| $26.5M | 0.03% |
382,124
+13,638
| +4% | +$946K |
|
565
Garmin
GRMN
$45.4B
| $26.5M | 0.03% |
518,480
+106,946
| +26% | +$5.47M |
|
566
Home BancShares
HOMB
$5.82B
| $26.5M | 0.03% |
978,476
+47,059
| +5% | +$1.27M |
|
567
Molson Coors Class B
TAP
$9.7B
| $26.4M | 0.03% |
276,111
-6,111
| -2% | -$585K |
|
568
United Bankshares
UBSI
$5.36B
| $26.4M | 0.03% |
624,622
+23,025
| +4% | +$973K |
|
569
Flowserve
FLS
$7.35B
| $26.4M | 0.03% |
544,417
+35,823
| +7% | +$1.73M |
|
570
Weibo
WB
$2.98B
| $26.3M | 0.03% |
+504,805
| New | +$26.3M |
|
571
Itron
ITRI
$5.41B
| $26.3M | 0.03% |
433,526
+9,350
| +2% | +$568K |
|
572
NCR Voyix
VYX
$1.73B
| $26.2M | 0.03% |
934,252
+119,658
| +15% | +$3.35M |
|
573
NNN REIT
NNN
$8.06B
| $26M | 0.03% |
595,002
+5,437
| +0.9% | +$237K |
|
574
Royal Caribbean
RCL
$92.8B
| $25.9M | 0.03% |
263,833
+10,114
| +4% | +$992K |
|
575
BGC Group
BGC
$4.76B
| $25.9M | 0.03% |
3,541,893
+706,088
| +25% | +$5.16M |
|