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 |
Sherwin-Williams
SHW
|
$109M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
$84.9M |
| 3 |
Charter Communications
CHTR
|
$82.2M |
| 4 |
DRE
Duke Realty Corp.
DRE
|
$77.3M |
| 5 |
DHC
Diversified Healthcare Trust
DHC
|
$71.4M |
Top Sells
| 1 |
Equity Residential
EQR
|
$133M |
| 2 |
Entergy
ETR
|
$105M |
| 3 |
PayPal
PYPL
|
$96.5M |
| 4 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
$90.2M |
| 5 |
Goodyear
GT
|
$79.2M |
Sector Composition
| 1 | Real Estate | 16.8% |
| 2 | Financials | 16.34% |
| 3 | Technology | 11.85% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Healthcare | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Bread Financial
BFH
$3.09B
| $20.1M | 0.03% |
117,614
+1,348
| +1% | +$231K |
|
652
PTC
PTC
$25.6B
| $20M | 0.03% |
451,680
+31,373
| +7% | +$1.39M |
|
|
TCF
653
DELISTED
TCF Financial Corporation Common Stock
TCF
| $20M | 0.03% |
453,320
+293,858
| +184% | +$13M |
|
654
Jones Lang LaSalle
JLL
$14.8B
| $20M | 0.03% |
175,570
+7,302
| +4% | +$831K |
|
|
DCT
655
DELISTED
DCT Industrial Trust Inc.
DCT
| $20M | 0.03% |
411,508
+19,886
| +5% | +$965K |
|
656
Alcoa
AA
$8.24B
| $19.9M | 0.03% |
816,367
+15,367
| +2% | +$374K |
|
657
Quest Diagnostics
DGX
$20.5B
| $19.9M | 0.03% |
234,692
+1,108
| +0.5% | +$93.8K |
|
658
Post Holdings
POST
$5.88B
| $19.9M | 0.03% |
393,122
+19,845
| +5% | +$1M |
|
659
MKS Inc. Common Stock
MKSI
$7.02B
| $19.8M | 0.03% |
399,076
+13,913
| +4% | +$692K |
|
660
Royal Gold
RGLD
$12.2B
| $19.8M | 0.03% |
256,032
+13,514
| +6% | +$1.05M |
|
661
Perrigo
PRGO
$3.12B
| $19.7M | 0.03% |
213,640
+5,926
| +3% | +$547K |
|
662
Regions Financial
RF
$24.1B
| $19.7M | 0.03% |
1,997,726
+27,384
| +1% | +$270K |
|
663
Freeport-McMoran
FCX
$66.5B
| $19.7M | 0.03% |
1,814,595
-67,360
| -4% | -$732K |
|
664
Masimo
MASI
$8B
| $19.7M | 0.03% |
330,754
+11,314
| +4% | +$673K |
|
665
Advanced Micro Devices
AMD
$245B
| $19.7M | 0.03% |
2,844,611
+443,392
| +18% | +$3.06M |
|
|
HA
666
DELISTED
Hawaiian Holdings, Inc.
HA
| $19.6M | 0.03% |
403,135
+55,606
| +16% | +$2.7M |
|
667
ManpowerGroup
MAN
$1.91B
| $19.6M | 0.03% |
271,052
-1,549
| -0.6% | -$112K |
|
668
Primerica
PRI
$8.85B
| $19.5M | 0.03% |
368,577
+10,605
| +3% | +$562K |
|
|
USCR
669
DELISTED
U S Concrete, Inc.
USCR
| $19.5M | 0.03% |
423,775
+84,840
| +25% | +$3.91M |
|
670
W.W. Grainger
GWW
$47.5B
| $19.5M | 0.03% |
86,599
-1,805
| -2% | -$406K |
|
671
RenaissanceRe
RNR
$11.3B
| $19.5M | 0.03% |
162,006
+1,279
| +0.8% | +$154K |
|
672
EQT Corp
EQT
$32.2B
| $19.5M | 0.03% |
492,053
+12,488
| +3% | +$494K |
|
|
MDCO
673
DELISTED
Medicines Co
MDCO
| $19.4M | 0.03% |
514,686
+15,867
| +3% | +$599K |
|
674
Treehouse Foods
THS
$917M
| $19.4M | 0.03% |
222,402
+9,175
| +4% | +$800K |
|
675
Invesco
IVZ
$9.81B
| $19.4M | 0.03% |
619,818
-16,584
| -3% | -$519K |
|