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 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
| 2 |
Equinix
EQIX
|
+$402M |
| 3 |
Dollar Tree
DLTR
|
+$251M |
| 4 |
PayPal
PYPL
|
+$128M |
| 5 |
Synchrony
SYF
|
+$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$202M |
| 4 |
HES
Hess
HES
|
+$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
TYC
576
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
| $19.7M | 0.03% |
589,680
+24,077
| +4% | +$804K |
|
577
Parker-Hannifin
PH
$96.9B
| $19.7M | 0.03% |
202,995
-1,140
| -0.6% | -$111K |
|
578
Rockwell Automation
ROK
$38.2B
| $19.7M | 0.03% |
191,770
-7,962
| -4% | -$817K |
|
579
Realty Income
O
$54.4B
| $19.4M | 0.03% |
388,307
+34,599
| +10% | +$1.73M |
|
|
SYKE
580
DELISTED
SYKES Enterprises Inc
SYKE
| $19.4M | 0.03% |
630,856
+372,224
| +144% | +$11.5M |
|
|
SVU
581
DELISTED
SUPERVALU Inc.
SVU
| $19.4M | 0.03% |
407,756
-233,679
| -36% | -$11.1M |
|
|
HR
582
DELISTED
Healthcare Realty Trust Incorporated
HR
| $19.3M | 0.03% |
682,899
+30,572
| +5% | +$866K |
|
583
Domino's
DPZ
$15.3B
| $19.3M | 0.03% |
173,793
+166
| +0.1% | +$18.5K |
|
|
WR
584
DELISTED
Westar Energy Inc
WR
| $19.3M | 0.03% |
455,215
+21,530
| +5% | +$913K |
|
585
NOV
NOV
$4.85B
| $19.3M | 0.03% |
576,260
+13,821
| +2% | +$463K |
|
|
SIVB
586
DELISTED
SVB Financial Group
SIVB
| $19.3M | 0.03% |
162,074
+1,032
| +0.6% | +$123K |
|
587
Macy's
M
$4.56B
| $19.3M | 0.03% |
550,394
-531,359
| -49% | -$18.6M |
|
588
Central Pacific Financial
CPF
$834M
| $19.2M | 0.03% |
873,070
+27,380
| +3% | +$603K |
|
589
A.O. Smith
AOS
$10.2B
| $19.2M | 0.03% |
501,438
+10,634
| +2% | +$407K |
|
|
IPXL
590
DELISTED
Impax Laboratories, Inc.
IPXL
| $19.2M | 0.03% |
449,086
+8,659
| +2% | +$370K |
|
591
Nucor
NUE
$32.6B
| $19.2M | 0.03% |
476,342
+14,586
| +3% | +$588K |
|
592
New Jersey Resources
NJR
$4.71B
| $19.2M | 0.03% |
582,027
+24,555
| +4% | +$809K |
|
593
Genuine Parts
GPC
$19.4B
| $19.1M | 0.03% |
222,929
+3,344
| +2% | +$287K |
|
594
Ametek
AME
$43.3B
| $19M | 0.03% |
354,333
+9,727
| +3% | +$521K |
|
595
Hershey
HSY
$37.6B
| $19M | 0.03% |
212,557
+5,219
| +3% | +$466K |
|
|
TXNM
596
TXNM Energy, Inc.
TXNM
$5.99B
| $18.9M | 0.03% |
618,718
-33,112
| -5% | -$1.01M |
|
597
East-West Bancorp
EWBC
$14.9B
| $18.9M | 0.03% |
454,919
+11,536
| +3% | +$479K |
|
598
Marriott International Class A Common Stock
MAR
$71.2B
| $18.9M | 0.03% |
281,729
+1,761
| +0.6% | +$118K |
|
599
Lincoln National
LNC
$7.88B
| $18.9M | 0.03% |
375,627
-97,567
| -21% | -$4.9M |
|
600
G-III Apparel Group
GIII
$1.13B
| $18.8M | 0.03% |
425,435
-207,140
| -33% | -$9.17M |
|