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 |
Zoetis
ZTS
|
+$182M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$175M |
| 3 |
STI
SunTrust Banks, Inc.
STI
|
+$120M |
| 4 |
Cisco
CSCO
|
+$114M |
| 5 |
American Tower
AMT
|
+$114M |
Top Sells
| 1 |
Labcorp
LH
|
+$127M |
| 2 |
DFS
Discover Financial Services
DFS
|
+$96.7M |
| 3 |
Bank of America
BAC
|
+$96.2M |
| 4 |
TCO
Taubman Centers Inc.
TCO
|
+$91M |
| 5 |
Jones Lang LaSalle
JLL
|
+$89.5M |
Sector Composition
| 1 | Financials | 15.86% |
| 2 | Real Estate | 15.38% |
| 3 | Technology | 11.87% |
| 4 | Healthcare | 11.21% |
| 5 | Consumer Discretionary | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Digital Realty Trust
DLR
$59.2B
| $16.4M | 0.02% |
249,290
-139,500
| -36% | -$9.2M |
|
652
UGI
UGI
$7.47B
| $16.4M | 0.02% |
504,098
+12,791
| +3% | +$417K |
|
653
NetApp
NTAP
$24.8B
| $16.4M | 0.02% |
461,903
-226,461
| -33% | -$8.03M |
|
|
XLNX
654
DELISTED
Xilinx Inc
XLNX
| $16.3M | 0.02% |
385,962
+16,160
| +4% | +$684K |
|
655
Vulcan Materials
VMC
$39B
| $16.3M | 0.02% |
192,945
+8,513
| +5% | +$718K |
|
656
Atmos Energy
ATO
$26.7B
| $16.3M | 0.02% |
294,054
+8,121
| +3% | +$449K |
|
657
Gentex
GNTX
$6.25B
| $16.2M | 0.02% |
886,460
+45,062
| +5% | +$825K |
|
|
EGN
658
DELISTED
Energen
EGN
| $16.2M | 0.02% |
245,676
+47,293
| +24% | +$3.12M |
|
659
Best Buy
BBY
$15.9B
| $16.2M | 0.02% |
428,997
+12,262
| +3% | +$463K |
|
660
Equifax
EFX
$31.6B
| $16.2M | 0.02% |
173,733
+8,728
| +5% | +$812K |
|
|
HCC
661
DELISTED
HCC INSURANCES HOLDINGS INC
HCC
| $16.1M | 0.02% |
284,153
-140,720
| -33% | -$7.98M |
|
662
NorthWestern Energy
NWE
$3.51B
| $16.1M | 0.02% |
299,013
+15,218
| +5% | +$819K |
|
663
Dillards
DDS
$8.97B
| $16.1M | 0.02% |
117,694
-5,982
| -5% | -$817K |
|
664
Western Union
WU
$2.71B
| $16M | 0.02% |
770,007
+2,918
| +0.4% | +$60.7K |
|
665
Lam Research
LRCX
$148B
| $16M | 0.02% |
2,274,940
-145,210
| -6% | -$1.02M |
|
666
NVIDIA
NVDA
$4.33T
| $16M | 0.02% |
30,505,920
+1,115,520
| +4% | +$584K |
|
667
Kimco Realty
KIM
$15.2B
| $15.9M | 0.02% |
593,009
+15,816
| +3% | +$425K |
|
668
NNN REIT
NNN
$8.12B
| $15.9M | 0.02% |
388,601
+22,950
| +6% | +$940K |
|
|
SUSQ
669
DELISTED
SUSQUEHANNA BANCSHARES INC
SUSQ
| $15.9M | 0.02% |
1,158,885
+33,591
| +3% | +$460K |
|
670
ProAssurance
PRA
$1.22B
| $15.9M | 0.02% |
345,836
-546
| -0.2% | -$25.1K |
|
671
Oceaneering
OII
$2.43B
| $15.9M | 0.02% |
294,384
-5,105
| -2% | -$275K |
|
672
WEC Energy
WEC
$35.6B
| $15.8M | 0.02% |
320,112
+17,184
| +6% | +$851K |
|
673
C.H. Robinson
CHRW
$15.6B
| $15.8M | 0.02% |
216,213
+4,321
| +2% | +$316K |
|
674
Newell Brands
NWL
$2.48B
| $15.8M | 0.02% |
405,107
-216,379
| -35% | -$8.45M |
|
675
Coterra Energy
CTRA
$18.6B
| $15.8M | 0.02% |
535,786
-23,896
| -4% | -$706K |
|