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 | |
|---|---|---|---|---|---|---|
576
Viatris
VTRS
$11.9B
| $25.8M | 0.03% |
660,533
+4,602
| +0.7% | +$179K |
|
577
Teradyne
TER
$18.7B
| $25.7M | 0.03% |
825,399
+22,818
| +3% | +$710K |
|
578
Reliance Steel & Aluminium
RS
$15.4B
| $25.6M | 0.03% |
319,935
+26,127
| +9% | +$2.09M |
|
579
Lamar Advertising Co
LAMR
$12.8B
| $25.5M | 0.03% |
341,578
+10,151
| +3% | +$759K |
|
|
TXNM
580
TXNM Energy, Inc.
TXNM
$5.99B
| $25.5M | 0.03% |
689,282
+51,022
| +8% | +$1.89M |
|
581
Fortive
FTV
$16.2B
| $25.5M | 0.03% |
505,375
-2,051
| -0.4% | -$103K |
|
582
Gentex
GNTX
$6.15B
| $25.4M | 0.03% |
1,192,040
+37,260
| +3% | +$795K |
|
583
Equifax
EFX
$30.3B
| $25.4M | 0.03% |
185,520
-44,661
| -19% | -$6.11M |
|
584
Healthcare Services Group
HCSG
$1.14B
| $25.2M | 0.03% |
585,532
+21,608
| +4% | +$931K |
|
|
VIAB
585
DELISTED
Viacom Inc. Class B
VIAB
| $25.2M | 0.03% |
540,746
+9,822
| +2% | +$458K |
|
586
Old Republic International
ORI
$9.92B
| $25.2M | 0.03% |
1,230,770
+25,570
| +2% | +$524K |
|
587
T Rowe Price
TROW
$23.4B
| $25.2M | 0.03% |
369,475
-117
| -0% | -$7.97K |
|
|
LVLT
588
DELISTED
Level 3 Communications Inc
LVLT
| $25.2M | 0.03% |
439,829
-3,436
| -0.8% | -$197K |
|
|
CERN
589
DELISTED
Cerner Corp
CERN
| $25.1M | 0.03% |
426,538
-41,477
| -9% | -$2.44M |
|
590
Take-Two Interactive
TTWO
$45B
| $25M | 0.03% |
421,877
-235,822
| -36% | -$14M |
|
591
Bunge Global
BG
$16.5B
| $25M | 0.03% |
315,106
+271,252
| +619% | +$21.5M |
|
592
Pentair
PNR
$17.9B
| $24.9M | 0.03% |
590,353
+19,814
| +3% | +$835K |
|
|
MJN
593
DELISTED
Mead Johnson Nutrition Company
MJN
| $24.9M | 0.03% |
279,414
-927,957
| -77% | -$82.7M |
|
594
United Therapeutics
UTHR
$17.9B
| $24.8M | 0.03% |
183,339
+14,197
| +8% | +$1.92M |
|
595
ProAssurance
PRA
$1.22B
| $24.8M | 0.03% |
411,564
+11,912
| +3% | +$718K |
|
|
MDSO
596
DELISTED
Medidata Solutions, Inc.
MDSO
| $24.7M | 0.03% |
428,301
+15,515
| +4% | +$895K |
|
597
PTC
PTC
$24.5B
| $24.7M | 0.03% |
470,065
+10,329
| +2% | +$543K |
|
|
TSS
598
DELISTED
Total System Services, Inc.
TSS
| $24.6M | 0.03% |
460,142
-220,973
| -32% | -$11.8M |
|
599
West Pharmaceutical
WST
$18.4B
| $24.6M | 0.03% |
301,079
+16,432
| +6% | +$1.34M |
|
|
MSCC
600
DELISTED
Microsemi Corp
MSCC
| $24.5M | 0.03% |
475,051
+12,869
| +3% | +$663K |
|