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 |
Dentsply Sirona
XRAY
|
+$309M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
+$162M |
| 3 |
Regency Centers
REG
|
+$148M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$111M |
| 5 |
Invitation Homes
INVH
|
+$89.3M |
Top Sells
| 1 |
Zoetis
ZTS
|
+$438M |
| 2 |
EQY
Equity One
EQY
|
+$208M |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
+$82.7M |
| 4 |
SL Green Realty
SLG
|
+$62M |
| 5 |
CVS Health
CVS
|
+$59.7M |
Sector Composition
| 1 | Financials | 17.51% |
| 2 | Real Estate | 15.76% |
| 3 | Technology | 12.09% |
| 4 | Consumer Discretionary | 10.35% |
| 5 | Industrials | 9.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Cencora
COR
$57.4B
| $23.6M | 0.03% |
266,368
-78,948
| -23% | -$6.99M |
|
|
GWB
627
DELISTED
Great Western Bancorp, Inc.
GWB
| $23.5M | 0.03% |
554,457
-401,836
| -42% | -$17M |
|
628
Installed Building Products
IBP
$7.21B
| $23.5M | 0.03% |
445,506
-166,782
| -27% | -$8.8M |
|
629
KLA
KLAC
$123B
| $23.5M | 0.03% |
247,026
+7,766
| +3% | +$738K |
|
|
CMD
630
DELISTED
Cantel Medical Corporation
CMD
| $23.5M | 0.03% |
293,079
+9,960
| +4% | +$798K |
|
631
Fortinet
FTNT
$60.9B
| $23.4M | 0.03% |
3,055,620
+105,090
| +4% | +$806K |
|
|
NBL
632
DELISTED
Noble Energy, Inc.
NBL
| $23.4M | 0.03% |
680,307
+27,487
| +4% | +$944K |
|
|
VMW
633
DELISTED
VMware, Inc
VMW
| $23.2M | 0.03% |
252,113
+18,386
| +8% | +$1.69M |
|
|
PNRA
634
DELISTED
Panera Bread Co
PNRA
| $23.2M | 0.03% |
88,611
+43
| +0% | +$11.3K |
|
635
NOV
NOV
$4.85B
| $23.2M | 0.03% |
577,988
+12,209
| +2% | +$489K |
|
|
WRK
636
DELISTED
WestRock Company
WRK
| $23.1M | 0.03% |
444,146
+56,173
| +14% | +$2.92M |
|
|
SJI
637
DELISTED
South Jersey Industries, Inc.
SJI
| $23.1M | 0.03% |
647,440
+16,935
| +3% | +$604K |
|
638
Post Holdings
POST
$5.69B
| $23M | 0.03% |
402,150
+6,021
| +2% | +$345K |
|
|
FCB
639
DELISTED
FCB Financial Holdings, Inc.
FCB
| $23M | 0.03% |
464,817
+77,771
| +20% | +$3.85M |
|
640
Brunswick
BC
$4.23B
| $23M | 0.03% |
375,750
+10,324
| +3% | +$632K |
|
|
TFCF
641
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $22.9M | 0.03% |
719,510
+8,220
| +1% | +$261K |
|
|
OA
642
DELISTED
Orbital ATK, Inc.
OA
| $22.8M | 0.03% |
232,912
+193
| +0.1% | +$18.9K |
|
643
Douglas Emmett
DEI
$2.75B
| $22.8M | 0.03% |
593,492
+20,614
| +4% | +$792K |
|
644
Brixmor Property Group
BRX
$8.51B
| $22.8M | 0.03% |
1,061,328
+139,049
| +15% | +$2.98M |
|
645
Aecom
ACM
$16.6B
| $22.7M | 0.03% |
637,182
-468,303
| -42% | -$16.7M |
|
646
Best Buy
BBY
$16.1B
| $22.7M | 0.03% |
461,304
+31,595
| +7% | +$1.55M |
|
|
XLNX
647
DELISTED
Xilinx Inc
XLNX
| $22.6M | 0.03% |
391,017
-2,772
| -0.7% | -$160K |
|
648
Selective Insurance
SIGI
$4.75B
| $22.5M | 0.03% |
478,086
+17,090
| +4% | +$806K |
|
649
Expedia Group
EXPE
$26.7B
| $22.5M | 0.03% |
178,641
-8,372
| -4% | -$1.06M |
|
650
Autoliv
ALV
$9.63B
| $22.5M | 0.03% |
304,944
+72,349
| +31% | +$5.33M |
|