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 |
Sherwin-Williams
SHW
|
$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
$84.9M |
| 3 |
Charter Communications
CHTR
|
$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
$133M |
| 2 |
Entergy
ETR
|
$105M |
| 3 |
PayPal
PYPL
|
$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$90.2M |
| 5 |
Goodyear
GT
|
$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Gentex
GNTX
$6.25B
| $21.7M | 0.03% |
1,234,183
+124,943
| +11% | +$2.19M |
|
602
Spire
SR
$4.46B
| $21.6M | 0.03% |
339,495
+9,454
| +3% | +$603K |
|
603
Grupo Cibest S.A. American Depositary Shares (each representing four (4) Preferred Shares)
CIB
$12.5B
| $21.6M | 0.03% |
553,664
-32
| -0% | -$1.25K |
|
604
West Pharmaceutical
WST
$18B
| $21.6M | 0.03% |
289,920
+9,401
| +3% | +$700K |
|
605
Fortinet
FTNT
$60.4B
| $21.6M | 0.03% |
2,919,835
+129,665
| +5% | +$958K |
|
606
Dycom Industries
DY
$7.19B
| $21.6M | 0.03% |
263,596
-88,806
| -25% | -$7.26M |
|
607
Northern Trust
NTRS
$24.3B
| $21.5M | 0.03% |
316,887
-2,371
| -0.7% | -$161K |
|
|
TCF
608
DELISTED
TCF Financial Corporation
TCF
| $21.5M | 0.03% |
1,484,344
+840,175
| +130% | +$12.2M |
|
609
Lamar Advertising Co
LAMR
$13B
| $21.5M | 0.03% |
329,425
-158,364
| -32% | -$10.3M |
|
610
Chemours
CC
$2.34B
| $21.5M | 0.03% |
1,341,396
+39,904
| +3% | +$638K |
|
611
NOV
NOV
$4.95B
| $21.4M | 0.03% |
583,805
+6,666
| +1% | +$245K |
|
612
Acadia Realty Trust
AKR
$2.63B
| $21.4M | 0.03% |
590,903
+71,935
| +14% | +$2.61M |
|
613
Wintrust Financial
WTFC
$9.34B
| $21.4M | 0.03% |
384,212
-178,531
| -32% | -$9.92M |
|
614
Antero Resources
AR
$10.1B
| $21.3M | 0.03% |
791,428
-432,861
| -35% | -$11.7M |
|
615
Healthcare Services Group
HCSG
$1.15B
| $21.3M | 0.03% |
538,354
+19,391
| +4% | +$767K |
|
616
Keysight
KEYS
$28.9B
| $21.2M | 0.03% |
670,235
+25,183
| +4% | +$798K |
|
617
iShares MSCI EAFE ETF
EFA
$66.2B
| $21.2M | 0.03% |
359,059
+107,233
| +43% | +$6.34M |
|
|
CMD
618
DELISTED
Cantel Medical Corporation
CMD
| $21.2M | 0.03% |
272,064
+12,417
| +5% | +$968K |
|
619
Henry Schein
HSIC
$8.42B
| $21.2M | 0.03% |
331,334
+5,383
| +2% | +$344K |
|
620
Cathay General Bancorp
CATY
$3.43B
| $21.2M | 0.03% |
687,296
+406,825
| +145% | +$12.5M |
|
|
VIAB
621
DELISTED
Viacom Inc. Class B
VIAB
| $21.1M | 0.03% |
553,315
+13,972
| +3% | +$532K |
|
622
Installed Building Products
IBP
$7.44B
| $21.1M | 0.03% |
587,340
+28,481
| +5% | +$1.02M |
|
|
ARRS
623
DELISTED
ARRIS International plc Ordinary Shares
ARRS
| $21M | 0.03% |
742,263
+82,868
| +13% | +$2.35M |
|
624
FirstEnergy
FE
$25.1B
| $20.9M | 0.03% |
632,681
-18,256
| -3% | -$604K |
|
|
BEAV
625
DELISTED
B/E Aerospace Inc
BEAV
| $20.9M | 0.03% |
405,079
+14,046
| +4% | +$726K |
|