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 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
| 2 |
Equinix
EQIX
|
+$402M |
| 3 |
Dollar Tree
DLTR
|
+$251M |
| 4 |
PayPal
PYPL
|
+$128M |
| 5 |
Synchrony
SYF
|
+$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$202M |
| 4 |
HES
Hess
HES
|
+$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Essential Utilities
WTRG
$10.6B
| $16.6M | 0.02% |
556,721
+20,041
| +4% | +$597K |
|
652
Quest Diagnostics
DGX
$20.1B
| $16.6M | 0.02% |
232,846
+740
| +0.3% | +$52.6K |
|
653
Textron
TXT
$14.4B
| $16.6M | 0.02% |
394,066
-13,604
| -3% | -$572K |
|
654
OGE Energy
OGE
$8.85B
| $16.5M | 0.02% |
629,376
+2,638
| +0.4% | +$69.4K |
|
655
Service Corp International
SCI
$11B
| $16.5M | 0.02% |
635,669
+5,932
| +0.9% | +$154K |
|
656
Primerica
PRI
$8.74B
| $16.4M | 0.02% |
348,190
-27,038
| -7% | -$1.28M |
|
657
Donaldson
DCI
$9.34B
| $16.4M | 0.02% |
573,257
+1,105
| +0.2% | +$31.7K |
|
658
Arrow Electronics
ARW
$6.54B
| $16.4M | 0.02% |
302,465
+3,746
| +1% | +$203K |
|
|
ITC
659
DELISTED
ITC HOLDINGS CORP
ITC
| $16.4M | 0.02% |
417,201
+12,162
| +3% | +$477K |
|
660
Dentsply Sirona
XRAY
$2.73B
| $16.3M | 0.02% |
268,599
+62,014
| +30% | +$3.77M |
|
661
LiveRamp
RAMP
$1.74B
| $16.3M | 0.02% |
779,127
+24,756
| +3% | +$518K |
|
662
Waters Corp
WAT
$17.4B
| $16.3M | 0.02% |
121,101
+2,782
| +2% | +$374K |
|
663
Devon Energy
DVN
$22.5B
| $16.3M | 0.02% |
508,717
+14,361
| +3% | +$460K |
|
664
Kimco Realty
KIM
$15.1B
| $16.3M | 0.02% |
615,129
+10,659
| +2% | +$282K |
|
|
SVC
665
Service Properties Trust
SVC
$469M
| $16.2M | 0.02% |
619,594
-289,967
| -32% | -$7.58M |
|
666
United Bankshares
UBSI
$5.36B
| $16.1M | 0.02% |
436,333
+14,796
| +4% | +$547K |
|
667
Lennox International
LII
$19.6B
| $16.1M | 0.02% |
129,179
+7,736
| +6% | +$966K |
|
668
Advance Auto Parts
AAP
$3.55B
| $16M | 0.02% |
106,308
-2,751
| -3% | -$414K |
|
669
RLI Corp
RLI
$6.08B
| $15.9M | 0.02% |
516,176
+23,558
| +5% | +$727K |
|
670
D.R. Horton
DHI
$52.5B
| $15.9M | 0.02% |
496,134
+12,781
| +3% | +$409K |
|
671
Hormel Foods
HRL
$13.7B
| $15.9M | 0.02% |
401,184
+2,990
| +0.8% | +$118K |
|
|
ESL
672
DELISTED
Esterline Technologies
ESL
| $15.8M | 0.02% |
195,651
+3,251
| +2% | +$263K |
|
673
Coca-Cola Europacific Partners
CCEP
$40.3B
| $15.8M | 0.02% |
320,883
+1,826
| +0.6% | +$89.9K |
|
674
Macerich
MAC
$4.53B
| $15.8M | 0.02% |
195,547
-465,038
| -70% | -$37.5M |
|
675
RenaissanceRe
RNR
$11.2B
| $15.7M | 0.02% |
139,136
-2,081
| -1% | -$236K |
|