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 |
O'Reilly Automotive
ORLY
|
$174M |
| 2 |
DuPont de Nemours
DD
|
$135M |
| 3 |
Healthpeak Properties
DOC
|
$98.5M |
| 4 |
Gartner
IT
|
$95.1M |
| 5 |
Air Products & Chemicals
APD
|
$94.4M |
Top Sells
| 1 |
AutoZone
AZO
|
$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$165M |
| 3 |
JPMorgan Chase
JPM
|
$118M |
| 4 |
Willis Towers Watson
WTW
|
$112M |
| 5 |
Welltower
WELL
|
$106M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
West Pharmaceutical
WST
$18B
| $29.8M | 0.03% |
309,889
-3,088
| -1% | -$297K |
|
|
WR
577
DELISTED
Westar Energy Inc
WR
| $29.8M | 0.03% |
600,588
+3,226
| +0.5% | +$160K |
|
578
Portland General Electric
POR
$4.69B
| $29.7M | 0.03% |
651,419
+26,746
| +4% | +$1.22M |
|
579
Tetra Tech
TTEK
$9.48B
| $29.6M | 0.03% |
3,184,335
+395,990
| +14% | +$3.69M |
|
|
VMW
580
DELISTED
VMware, Inc
VMW
| $29.6M | 0.03% |
270,673
+9,726
| +4% | +$1.06M |
|
581
Northern Trust
NTRS
$24.3B
| $29.5M | 0.03% |
321,023
-16,474
| -5% | -$1.51M |
|
|
SBNY
582
DELISTED
Signature Bank
SBNY
| $29.5M | 0.03% |
230,013
+3,535
| +2% | +$453K |
|
|
PRAH
583
DELISTED
PRA Health Sciences, Inc.
PRAH
| $29.4M | 0.03% |
385,409
-25,426
| -6% | -$1.94M |
|
584
Paychex
PAYX
$48.7B
| $29.1M | 0.03% |
485,024
-20,766
| -4% | -$1.25M |
|
585
Lennox International
LII
$20.3B
| $29M | 0.03% |
162,111
+2,371
| +1% | +$424K |
|
|
CXO
586
DELISTED
CONCHO RESOURCES INC.
CXO
| $29M | 0.03% |
220,092
-196,222
| -47% | -$25.8M |
|
587
Gen Digital
GEN
$18.2B
| $29M | 0.03% |
882,839
-18,015
| -2% | -$591K |
|
588
Toro Company
TTC
$7.99B
| $28.9M | 0.03% |
466,449
+1,147
| +0.2% | +$71.2K |
|
589
MarketAxess Holdings
MKTX
$7.01B
| $28.9M | 0.03% |
156,815
-4,287
| -3% | -$791K |
|
590
Lamb Weston
LW
$8.08B
| $28.9M | 0.03% |
616,391
+23,929
| +4% | +$1.12M |
|
591
Dana Inc
DAN
$2.7B
| $28.9M | 0.03% |
1,033,375
+54,474
| +6% | +$1.52M |
|
592
Skyworks Solutions
SWKS
$11.2B
| $28.8M | 0.03% |
283,041
-14,470
| -5% | -$1.47M |
|
593
Regions Financial
RF
$24.1B
| $28.8M | 0.03% |
1,889,168
-25,906
| -1% | -$395K |
|
594
Copa Holdings
CPA
$4.85B
| $28.6M | 0.03% |
229,725
-13,555
| -6% | -$1.69M |
|
595
Caesars Entertainment
CZR
$5.48B
| $28.5M | 0.03% |
1,112,727
-51,952
| -4% | -$1.33M |
|
596
Bio-Techne
TECH
$8.46B
| $28.5M | 0.03% |
942,236
+15,516
| +2% | +$469K |
|
597
Installed Building Products
IBP
$7.44B
| $28.1M | 0.03% |
433,784
-9,365
| -2% | -$607K |
|
598
Service Corp International
SCI
$10.9B
| $27.8M | 0.03% |
807,105
+417
| +0.1% | +$14.4K |
|
|
B
599
DELISTED
Barnes Group Inc.
B
| $27.8M | 0.03% |
394,242
-8,071
| -2% | -$569K |
|
600
Spire
SR
$4.46B
| $27.5M | 0.03% |
368,984
-6,725
| -2% | -$502K |
|