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 |
Welltower
WELL
|
+$193M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
+$130M |
| 3 |
Regency Centers
REG
|
+$128M |
| 4 |
Extra Space Storage
EXR
|
+$115M |
| 5 |
Walmart
WMT
|
+$91.2M |
Top Sells
| 1 |
Ventas
VTR
|
+$223M |
| 2 |
Public Storage
PSA
|
+$177M |
| 3 |
Signet Jewelers
SIG
|
+$144M |
| 4 |
Host Hotels & Resorts
HST
|
+$128M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$128M |
Sector Composition
| 1 | Real Estate | 16.66% |
| 2 | Financials | 16.07% |
| 3 | Technology | 11.9% |
| 4 | Consumer Discretionary | 10.37% |
| 5 | Healthcare | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Red Robin
RRGB
$111M
| $18.4M | 0.03% |
285,225
+990
| +0.3% | +$63.8K |
|
|
AHL
627
DELISTED
ASPEN Insurance Holding Limited
AHL
| $18.4M | 0.03% |
385,082
+87,700
| +29% | +$4.18M |
|
628
Church & Dwight Co
CHD
$22.7B
| $18.3M | 0.03% |
397,774
+4,316
| +1% | +$199K |
|
629
Hershey
HSY
$37.6B
| $18.3M | 0.03% |
199,084
-13,473
| -6% | -$1.24M |
|
630
Alcoa
AA
$8.01B
| $18.3M | 0.03% |
795,099
+17,749
| +2% | +$409K |
|
631
W.R. Berkley
WRB
$27.4B
| $18.2M | 0.03% |
1,094,901
+17,226
| +2% | +$287K |
|
632
NOV
NOV
$4.85B
| $18.1M | 0.03% |
581,767
+5,507
| +1% | +$171K |
|
633
Jones Lang LaSalle
JLL
$14.6B
| $18.1M | 0.03% |
153,869
-137,000
| -47% | -$16.1M |
|
|
CMD
634
DELISTED
Cantel Medical Corporation
CMD
| $18M | 0.03% |
252,676
+9,956
| +4% | +$710K |
|
635
NETSCOUT
NTCT
$1.8B
| $18M | 0.03% |
784,256
-105,939
| -12% | -$2.43M |
|
|
COL
636
DELISTED
Rockwell Collins
COL
| $18M | 0.03% |
195,343
+4,476
| +2% | +$413K |
|
637
RLI Corp
RLI
$6.08B
| $18M | 0.03% |
538,458
+22,282
| +4% | +$745K |
|
|
DF
638
DELISTED
Dean Foods Company
DF
| $18M | 0.03% |
1,038,423
+743,187
| +252% | +$12.9M |
|
639
CMS Energy
CMS
$21.3B
| $17.9M | 0.03% |
422,100
+25,805
| +7% | +$1.1M |
|
640
American Water Works
AWK
$27B
| $17.9M | 0.03% |
259,473
+223,770
| +627% | +$15.4M |
|
641
Align Technology
ALGN
$9.64B
| $17.8M | 0.03% |
245,498
+11,880
| +5% | +$864K |
|
642
Hormel Foods
HRL
$13.7B
| $17.8M | 0.03% |
411,699
+10,515
| +3% | +$455K |
|
643
Newell Brands
NWL
$2.54B
| $17.8M | 0.03% |
401,482
-9,136
| -2% | -$405K |
|
644
Ametek
AME
$43.3B
| $17.7M | 0.03% |
355,068
+735
| +0.2% | +$36.7K |
|
645
Lennox International
LII
$19.6B
| $17.6M | 0.03% |
130,309
+1,130
| +0.9% | +$153K |
|
646
Home BancShares
HOMB
$5.82B
| $17.5M | 0.03% |
856,826
+30,858
| +4% | +$632K |
|
|
AEL
647
DELISTED
American Equity Investment Life Holding Company
AEL
| $17.5M | 0.03% |
1,040,877
+97,605
| +10% | +$1.64M |
|
648
Acadia Realty Trust
AKR
$2.54B
| $17.5M | 0.03% |
497,132
+33,306
| +7% | +$1.17M |
|
649
Labcorp
LH
$22.7B
| $17.5M | 0.03% |
173,448
+272
| +0.2% | +$27.4K |
|
|
TFCF
650
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $17.4M | 0.03% |
618,710
+7,745
| +1% | +$218K |
|