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 | |
|---|---|---|---|---|---|---|
|
VAL
601
DELISTED
Valspar
VAL
| $18.7M | 0.03% |
225,666
-4,605
| -2% | -$382K |
|
|
ENDP
602
DELISTED
Endo International plc
ENDP
| $18.6M | 0.03% |
304,208
+6,023
| +2% | +$369K |
|
603
Franklin Resources
BEN
$12.6B
| $18.5M | 0.03% |
502,308
+1,140
| +0.2% | +$42K |
|
604
Alcoa
AA
$8.01B
| $18.4M | 0.03% |
777,350
+15,180
| +2% | +$360K |
|
605
Labcorp
LH
$22.7B
| $18.4M | 0.03% |
173,176
+2,720
| +2% | +$289K |
|
|
MDSO
606
DELISTED
Medidata Solutions, Inc.
MDSO
| $18.3M | 0.03% |
372,108
+12,610
| +4% | +$622K |
|
|
XLNX
607
DELISTED
Xilinx Inc
XLNX
| $18.3M | 0.03% |
389,892
+18,903
| +5% | +$888K |
|
608
Carlisle Companies
CSL
$16.2B
| $18.3M | 0.03% |
206,454
-1,525
| -0.7% | -$135K |
|
609
Viasat
VSAT
$3.91B
| $18.2M | 0.03% |
298,761
+13,416
| +5% | +$818K |
|
|
PPS
610
DELISTED
Post Properties
PPS
| $18.2M | 0.03% |
307,822
-180,166
| -37% | -$10.7M |
|
611
Tyler Technologies
TYL
$23.6B
| $18.2M | 0.03% |
104,249
-1,456
| -1% | -$254K |
|
612
Vulcan Materials
VMC
$38.9B
| $18.1M | 0.03% |
190,687
-1,908
| -1% | -$181K |
|
613
Newell Brands
NWL
$2.54B
| $18.1M | 0.03% |
410,618
+6,172
| +2% | +$272K |
|
614
Whirlpool
WHR
$5.24B
| $18.1M | 0.03% |
123,209
-1,610
| -1% | -$236K |
|
615
Helen of Troy
HELE
$550M
| $18M | 0.03% |
191,401
+4,658
| +2% | +$439K |
|
616
NiSource
NI
$19.2B
| $18M | 0.03% |
922,569
+438,228
| +90% | +$8.55M |
|
|
ULTI
617
DELISTED
Ultimate Software Group Inc
ULTI
| $18M | 0.03% |
91,908
+2,645
| +3% | +$517K |
|
|
NUVA
618
DELISTED
NuVasive, Inc.
NUVA
| $17.9M | 0.03% |
330,134
+15,216
| +5% | +$823K |
|
619
Regions Financial
RF
$24.1B
| $17.8M | 0.03% |
1,853,962
-123,559
| -6% | -$1.19M |
|
620
NorthWestern Energy
NWE
$3.47B
| $17.7M | 0.03% |
326,351
+20,604
| +7% | +$1.12M |
|
621
NNN REIT
NNN
$8.06B
| $17.7M | 0.03% |
441,537
+17,902
| +4% | +$717K |
|
|
COL
622
DELISTED
Rockwell Collins
COL
| $17.6M | 0.03% |
190,867
+3,174
| +2% | +$293K |
|
623
ProAssurance
PRA
$1.22B
| $17.6M | 0.03% |
362,513
+23,985
| +7% | +$1.16M |
|
624
Tractor Supply
TSCO
$31B
| $17.6M | 0.03% |
1,026,670
-10,580
| -1% | -$181K |
|
625
Campbell Soup
CPB
$9.98B
| $17.6M | 0.03% |
334,040
+67,430
| +25% | +$3.54M |
|