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 | |
|---|---|---|---|---|---|---|
601
Tractor Supply
TSCO
$31B
| $17.5M | 0.03% |
1,037,250
+26,975
| +3% | +$455K |
|
602
Toll Brothers
TOL
$13.8B
| $17.5M | 0.03% |
510,457
+16,505
| +3% | +$565K |
|
|
OA
603
DELISTED
Orbital ATK, Inc.
OA
| $17.5M | 0.03% |
243,167
+63,270
| +35% | +$4.55M |
|
604
Nucor
NUE
$32.6B
| $17.3M | 0.03% |
461,756
+14,404
| +3% | +$541K |
|
605
J.M. Smucker
SJM
$11.7B
| $17.2M | 0.03% |
150,614
+11,587
| +8% | +$1.32M |
|
606
Vulcan Materials
VMC
$38.9B
| $17.2M | 0.03% |
192,595
-27
| -0% | -$2.41K |
|
607
OGE Energy
OGE
$8.85B
| $17.1M | 0.03% |
626,738
+36,618
| +6% | +$1M |
|
608
Service Corp International
SCI
$11B
| $17.1M | 0.03% |
629,737
+40,232
| +7% | +$1.09M |
|
609
East-West Bancorp
EWBC
$14.9B
| $17M | 0.03% |
443,383
+13,375
| +3% | +$514K |
|
610
Entergy
ETR
$39.5B
| $17M | 0.03% |
522,822
-472,980
| -47% | -$15.4M |
|
611
Seagate
STX
$41.1B
| $17M | 0.03% |
378,943
-15,666
| -4% | -$702K |
|
612
Primerica
PRI
$8.74B
| $16.9M | 0.03% |
375,228
+3,506
| +0.9% | +$158K |
|
|
WFM
613
DELISTED
Whole Foods Market Inc
WFM
| $16.8M | 0.03% |
531,993
+14,434
| +3% | +$457K |
|
|
SRCL
614
DELISTED
Stericycle Inc
SRCL
| $16.8M | 0.03% |
120,826
-5,890
| -5% | -$821K |
|
615
Penske Automotive Group
PAG
$12.2B
| $16.7M | 0.03% |
345,651
+2,144
| +0.6% | +$104K |
|
616
New Jersey Resources
NJR
$4.71B
| $16.7M | 0.03% |
557,472
+19,194
| +4% | +$576K |
|
|
XL
617
DELISTED
XL Group Ltd.
XL
| $16.7M | 0.03% |
460,334
+9,341
| +2% | +$339K |
|
618
Lithia Motors
LAD
$8.64B
| $16.7M | 0.03% |
154,352
+10,813
| +8% | +$1.17M |
|
619
Helen of Troy
HELE
$550M
| $16.7M | 0.03% |
186,743
+18,583
| +11% | +$1.66M |
|
|
WR
620
DELISTED
Westar Energy Inc
WR
| $16.7M | 0.03% |
433,685
+36,026
| +9% | +$1.38M |
|
621
UFP Industries
UFPI
$5.84B
| $16.7M | 0.03% |
866,412
+77,748
| +10% | +$1.49M |
|
622
ProAssurance
PRA
$1.22B
| $16.6M | 0.03% |
338,528
+3,406
| +1% | +$167K |
|
623
Avery Dennison
AVY
$12.8B
| $16.6M | 0.03% |
293,348
+9,100
| +3% | +$515K |
|
624
Hanesbrands
HBI
$2.21B
| $16.6M | 0.03% |
572,940
-72,726
| -11% | -$2.1M |
|
625
PRA Group
PRAA
$653M
| $16.6M | 0.03% |
313,325
+10,578
| +3% | +$560K |
|