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 |
iShares Core S&P 500 ETF
IVV
|
+$742M |
| 2 |
Healthpeak Properties
DOC
|
+$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
+$256M |
| 5 |
TransDigm Group
TDG
|
+$235M |
Top Sells
| 1 |
Adobe
ADBE
|
+$508M |
| 2 |
SBA Communications
SBAC
|
+$445M |
| 3 |
Brookfield
BN
|
+$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$291M |
| 5 |
Sun Communities
SUI
|
+$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Interpublic Group of Companies
IPG
$9.45B
| $38M | 0.02% |
1,357,618
-920,153
| -40% | -$25.8M |
|
552
Brinker International
EAT
$6.79B
| $38M | 0.02% |
287,456
+14,634
| +5% | +$1.94M |
|
553
Occidental Petroleum
OXY
$44.6B
| $38M | 0.02% |
769,486
-4,276
| -0.6% | -$211K |
|
554
DoubleVerify
DV
$2.26B
| $38M | 0.02% |
1,978,542
-56,113
| -3% | -$1.08M |
|
555
ATI
ATI
$10.6B
| $38M | 0.02% |
690,215
+104,267
| +18% | +$5.74M |
|
556
SPDR S&P 500 ETF Trust
SPY
$666B
| $37.9M | 0.02% |
64,743
-5,892
| -8% | -$3.45M |
|
557
Hartford Financial Services
HIG
$36.8B
| $37.9M | 0.02% |
346,538
-7,335
| -2% | -$802K |
|
558
Charter Communications
CHTR
$35.8B
| $37.7M | 0.02% |
110,022
-2,081
| -2% | -$713K |
|
559
American States Water
AWR
$2.82B
| $37.7M | 0.02% |
484,470
+102,489
| +27% | +$7.97M |
|
560
OneMain Financial
OMF
$7.19B
| $37.6M | 0.02% |
721,500
-83,756
| -10% | -$4.37M |
|
561
Celestica
CLS
$28.6B
| $37.2M | 0.02% |
403,220
-126,170
| -24% | -$11.6M |
|
562
Simply Good Foods
SMPL
$2.74B
| $37.2M | 0.02% |
953,821
-44,885
| -4% | -$1.75M |
|
563
DuPont de Nemours
DD
$32B
| $36.9M | 0.02% |
483,578
-7,126
| -1% | -$543K |
|
564
M&T Bank
MTB
$31.1B
| $36.7M | 0.02% |
195,209
-3,902
| -2% | -$734K |
|
565
eBay
EBAY
$42B
| $36.7M | 0.02% |
592,244
-1,917
| -0.3% | -$119K |
|
566
Nucor
NUE
$32.7B
| $36.7M | 0.02% |
314,037
+28,622
| +10% | +$3.34M |
|
567
HP
HPQ
$26.4B
| $36.6M | 0.02% |
1,123,085
-30,839
| -3% | -$1.01M |
|
568
Sprouts Farmers Market
SFM
$13.3B
| $36.5M | 0.02% |
287,621
+3,922
| +1% | +$498K |
|
569
Jackson Financial
JXN
$6.65B
| $36.4M | 0.02% |
417,984
+10,880
| +3% | +$947K |
|
570
Edison International
EIX
$20.9B
| $36.4M | 0.02% |
455,386
-3,808
| -0.8% | -$304K |
|
571
United Airlines
UAL
$34.7B
| $36.3M | 0.02% |
374,297
-3,917
| -1% | -$380K |
|
572
TopBuild
BLD
$11.8B
| $36.3M | 0.02% |
116,612
+1,265
| +1% | +$394K |
|
573
Equifax
EFX
$30.8B
| $36.2M | 0.02% |
142,008
-5,440
| -4% | -$1.39M |
|
574
Gulfport Energy Corp
GPOR
$3.03B
| $36.2M | 0.02% |
196,443
+176,514
| +886% | +$32.5M |
|
575
US Foods
USFD
$17.6B
| $36M | 0.02% |
533,787
-31,574
| -6% | -$2.13M |
|