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 |
Equity Residential
EQR
|
+$255M |
| 2 |
Autodesk
ADSK
|
+$107M |
| 3 |
WRK
WestRock Company
WRK
|
+$93.8M |
| 4 |
DuPont de Nemours
DD
|
+$91.5M |
| 5 |
Brookfield
BN
|
+$78.4M |
Top Sells
| 1 |
XEC
CIMAREX ENERGY CO
XEC
|
+$132M |
| 2 |
Camden Property Trust
CPT
|
+$124M |
| 3 |
Adobe
ADBE
|
+$116M |
| 4 |
Bausch Health
BHC
|
+$115M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$105M |
Sector Composition
| 1 | Financials | 17% |
| 2 | Real Estate | 15.4% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.7% |
| 5 | Healthcare | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
United Therapeutics
UTHR
$18B
| $18.6M | 0.03% |
141,856
-386
| -0.3% | -$50.7K |
|
|
SIVB
577
DELISTED
SVB Financial Group
SIVB
| $18.6M | 0.03% |
161,042
+8,412
| +6% | +$972K |
|
|
LVLT
578
DELISTED
Level 3 Communications Inc
LVLT
| $18.6M | 0.03% |
424,793
+249
| +0.1% | +$10.9K |
|
579
NVR
NVR
$22.9B
| $18.5M | 0.03% |
12,151
+213
| +2% | +$325K |
|
|
UIL
580
DELISTED
UIL HOLDINGS
UIL
| $18.5M | 0.03% |
368,173
+10,195
| +3% | +$513K |
|
|
NBL
581
DELISTED
Noble Energy, Inc.
NBL
| $18.4M | 0.03% |
611,202
+69,931
| +13% | +$2.11M |
|
582
Allegiant Air
ALGT
$1.16B
| $18.4M | 0.03% |
85,271
+1,298
| +2% | +$281K |
|
583
Molson Coors Class B
TAP
$9.64B
| $18.4M | 0.03% |
222,077
-6,912
| -3% | -$574K |
|
584
Waste Connections
WCN
$45.4B
| $18.4M | 0.03% |
568,617
+19,230
| +4% | +$623K |
|
585
Whirlpool
WHR
$5.23B
| $18.4M | 0.03% |
124,819
+3,273
| +3% | +$482K |
|
586
Viasat
VSAT
$4.02B
| $18.3M | 0.03% |
285,345
+9,931
| +4% | +$638K |
|
587
Akamai
AKAM
$11.1B
| $18.3M | 0.03% |
265,579
+7,078
| +3% | +$489K |
|
588
Devon Energy
DVN
$22.4B
| $18.3M | 0.03% |
494,356
-87,901
| -15% | -$3.26M |
|
|
TXNM
589
TXNM Energy, Inc.
TXNM
$6B
| $18.3M | 0.03% |
651,830
+41,602
| +7% | +$1.17M |
|
590
Genuine Parts
GPC
$19.3B
| $18.2M | 0.03% |
219,585
-264
| -0.1% | -$21.9K |
|
591
Equity Lifestyle Properties
ELS
$11.7B
| $18.2M | 0.03% |
620,768
-21,348
| -3% | -$625K |
|
592
Carlisle Companies
CSL
$16.4B
| $18.2M | 0.03% |
207,979
+11,499
| +6% | +$1M |
|
|
EPE
593
DELISTED
EP Energy Corporation
EPE
| $18.2M | 0.03% |
3,528,378
+1,474,221
| +72% | +$7.59M |
|
594
Ametek
AME
$43.1B
| $18M | 0.03% |
344,606
-1,879
| -0.5% | -$98.3K |
|
595
Radian Group
RDN
$4.72B
| $17.8M | 0.03% |
1,119,937
+17,515
| +2% | +$279K |
|
596
Regions Financial
RF
$24.2B
| $17.8M | 0.03% |
1,977,521
+78,610
| +4% | +$708K |
|
597
Central Pacific Financial
CPF
$832M
| $17.7M | 0.03% |
845,690
+213,933
| +34% | +$4.49M |
|
598
Jack Henry & Associates
JKHY
$11.6B
| $17.7M | 0.03% |
254,590
+2,710
| +1% | +$189K |
|
599
Alcoa
AA
$8.11B
| $17.7M | 0.03% |
762,170
+39,225
| +5% | +$911K |
|
600
Cabot Corp
CBT
$4.23B
| $17.6M | 0.03% |
558,004
+80,685
| +17% | +$2.55M |
|