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 |
Linde
LIN
|
+$216M |
| 2 |
WIX.com
WIX
|
+$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
+$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
+$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
+$229M |
| 2 |
Simon Property Group
SPG
|
+$190M |
| 3 |
PX
Praxair Inc
PX
|
+$171M |
| 4 |
Alibaba
BABA
|
+$149M |
| 5 |
O'Reilly Automotive
ORLY
|
+$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
L3Harris
LHX
$51.3B
| $24.3M | 0.03% |
180,274
-4,817
| -3% | -$649K |
|
602
Hartford Financial Services
HIG
$36.8B
| $24.2M | 0.03% |
545,375
-14,944
| -3% | -$664K |
|
603
Douglas Emmett
DEI
$2.74B
| $24.2M | 0.03% |
708,690
-11,536
| -2% | -$394K |
|
604
Bio-Techne
TECH
$7.98B
| $24.2M | 0.03% |
667,772
+236
| +0% | +$8.54K |
|
|
BDN
605
Brandywine Realty Trust
BDN
$757M
| $24.1M | 0.03% |
1,875,378
-345,244
| -16% | -$4.44M |
|
|
WRK
606
DELISTED
WestRock Company
WRK
| $24.1M | 0.03% |
638,287
-145,036
| -19% | -$5.48M |
|
607
Vanguard Mid-Cap ETF
VO
$87.3B
| $24.1M | 0.03% |
174,230
+153,071
| +723% | +$21.2M |
|
608
Charles River Laboratories
CRL
$7.65B
| $24M | 0.03% |
211,897
-4,465
| -2% | -$505K |
|
|
SBNY
609
DELISTED
Signature Bank
SBNY
| $24M | 0.03% |
233,007
-15,423
| -6% | -$1.59M |
|
610
RLI Corp
RLI
$6.07B
| $23.9M | 0.03% |
692,208
+51,392
| +8% | +$1.77M |
|
611
HF Sinclair
DINO
$9.59B
| $23.8M | 0.03% |
466,216
-250,350
| -35% | -$12.8M |
|
612
Haemonetics
HAE
$2.56B
| $23.8M | 0.03% |
237,931
-22,347
| -9% | -$2.24M |
|
613
Align Technology
ALGN
$9.67B
| $23.5M | 0.03% |
112,321
-1,505
| -1% | -$315K |
|
614
Gentex
GNTX
$6.16B
| $23.5M | 0.03% |
1,163,092
-58,669
| -5% | -$1.19M |
|
615
Zions Bancorporation
ZION
$8.46B
| $23.5M | 0.03% |
576,455
-53,104
| -8% | -$2.16M |
|
|
DNB
616
DELISTED
Dun & Bradstreet
DNB
| $23.5M | 0.03% |
164,418
-28,425
| -15% | -$4.06M |
|
617
Columbia Banking Systems
COLB
$7.87B
| $23.5M | 0.03% |
646,176
+2,628
| +0.4% | +$95.4K |
|
|
DNKN
618
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $23.4M | 0.02% |
364,666
-12,588
| -3% | -$807K |
|
619
Synovus
SNV
$7.15B
| $23.3M | 0.02% |
729,085
+198,964
| +38% | +$6.36M |
|
620
Cintas
CTAS
$80.7B
| $23.3M | 0.02% |
554,208
-14,204
| -2% | -$597K |
|
621
Piper Sandler
PIPR
$5.91B
| $23.3M | 0.02% |
353,429
-17,355
| -5% | -$1.14M |
|
622
Sonoco
SON
$4.5B
| $23.3M | 0.02% |
437,966
-6,521
| -1% | -$346K |
|
623
Masimo
MASI
$7.91B
| $23.2M | 0.02% |
216,077
-1,455
| -0.7% | -$156K |
|
624
RenaissanceRe
RNR
$11.2B
| $23.2M | 0.02% |
173,232
-6,745
| -4% | -$902K |
|
625
Hershey
HSY
$37.6B
| $23.1M | 0.02% |
215,920
-7,953
| -4% | -$852K |
|