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 |
Air Products & Chemicals
APD
|
+$203M |
| 2 |
Pfizer
PFE
|
+$117M |
| 3 |
Johnson & Johnson
JNJ
|
+$94.3M |
| 4 |
STJ
St Jude Medical
STJ
|
+$70.6M |
| 5 |
Patterson-UTI
PTEN
|
+$68.8M |
Top Sells
| 1 |
Allstate
ALL
|
+$125M |
| 2 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
+$120M |
| 3 |
ADT
ADT CORP
ADT
|
+$102M |
| 4 |
Service Corp International
SCI
|
+$63.6M |
| 5 |
Everest Group
EG
|
+$62.6M |
Sector Composition
| 1 | Financials | 16.67% |
| 2 | Real Estate | 11.52% |
| 3 | Technology | 11.36% |
| 4 | Healthcare | 10.45% |
| 5 | Consumer Discretionary | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Compañía de Minas Buenaventura
BVN
$5.09B
| $16.1M | 0.03% |
+1,278,659
| New | +$16.1M |
|
627
DaVita
DVA
$9.46B
| $16M | 0.03% |
233,059
+26,024
| +13% | +$1.79M |
|
628
Snap-on
SNA
$16.9B
| $16M | 0.03% |
141,264
+9,430
| +7% | +$1.07M |
|
629
Idexx Laboratories
IDXX
$51B
| $16M | 0.03% |
263,944
-6,372
| -2% | -$387K |
|
630
Williams-Sonoma
WSM
$24.7B
| $16M | 0.03% |
480,860
+12,682
| +3% | +$423K |
|
631
L3Harris
LHX
$51.6B
| $16M | 0.03% |
218,922
-10,149
| -4% | -$742K |
|
632
Avnet
AVT
$4.5B
| $16M | 0.03% |
344,182
+7,032
| +2% | +$327K |
|
633
Cooper Companies
COO
$13.5B
| $15.9M | 0.03% |
464,048
-42,824
| -8% | -$1.47M |
|
|
CVD
634
DELISTED
COVANCE INC.
CVD
| $15.9M | 0.03% |
152,744
+4,065
| +3% | +$422K |
|
635
Gartner
IT
$17.6B
| $15.8M | 0.03% |
228,168
-11,549
| -5% | -$802K |
|
|
SIAL
636
DELISTED
SIGMA - ALDRICH CORP
SIAL
| $15.8M | 0.03% |
169,286
+905
| +0.5% | +$84.5K |
|
|
SVC
637
Service Properties Trust
SVC
$469M
| $15.8M | 0.03% |
552,567
+14,792
| +3% | +$422K |
|
638
Enerpac Tool Group
EPAC
$2.28B
| $15.7M | 0.03% |
461,114
+14,481
| +3% | +$495K |
|
639
Arthur J. Gallagher & Co
AJG
$75.2B
| $15.7M | 0.03% |
330,636
-9,693
| -3% | -$461K |
|
|
CBL
640
DELISTED
CBL& Associates Properties, Inc.
CBL
| $15.7M | 0.03% |
881,797
+844,940
| +2,292% | +$15M |
|
641
Coca-Cola Europacific Partners
CCEP
$40.3B
| $15.6M | 0.03% |
327,536
+4,957
| +2% | +$237K |
|
642
TEGNA Inc
TGNA
$3.37B
| $15.6M | 0.03% |
1,082,889
+10,837
| +1% | +$156K |
|
643
Kirby Corp
KEX
$4.85B
| $15.6M | 0.03% |
154,183
+7,231
| +5% | +$732K |
|
|
VAL
644
DELISTED
Valspar
VAL
| $15.6M | 0.03% |
215,776
+3,920
| +2% | +$283K |
|
645
Tyler Technologies
TYL
$23.6B
| $15.6M | 0.03% |
185,922
+9,951
| +6% | +$833K |
|
646
CMS Energy
CMS
$21.3B
| $15.5M | 0.03% |
530,549
-1,446
| -0.3% | -$42.3K |
|
647
Flowserve
FLS
$7.35B
| $15.5M | 0.03% |
197,465
-6,233
| -3% | -$488K |
|
648
Stanley Black & Decker
SWK
$11.9B
| $15.4M | 0.03% |
189,976
+4,224
| +2% | +$343K |
|
649
H.B. Fuller
FUL
$3.33B
| $15.4M | 0.03% |
319,476
+9,955
| +3% | +$481K |
|
650
Arrow Electronics
ARW
$6.54B
| $15.4M | 0.03% |
259,645
+11,881
| +5% | +$705K |
|