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
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Grupo Cibest S.A. American Depositary Shares (each representing four (4) Preferred Shares)
CIB
$12.5B
| $24.7M | 0.02% |
554,055
+391
| +0.1% | +$17.4K |
|
652
Selective Insurance
SIGI
$4.86B
| $24.6M | 0.02% |
492,042
+13,956
| +3% | +$698K |
|
|
STL
653
DELISTED
Sterling Bancorp
STL
| $24.5M | 0.02% |
1,054,436
-83,129
| -7% | -$1.93M |
|
654
NetApp
NTAP
$23.7B
| $24.4M | 0.02% |
608,731
+88,744
| +17% | +$3.55M |
|
655
Evercore
EVR
$12.3B
| $24.3M | 0.02% |
345,259
-221,758
| -39% | -$15.6M |
|
|
USCR
656
DELISTED
U S Concrete, Inc.
USCR
| $24.3M | 0.02% |
309,199
-2,043
| -0.7% | -$160K |
|
657
RenaissanceRe
RNR
$11.3B
| $24.2M | 0.02% |
173,944
+7,978
| +5% | +$1.11M |
|
658
Molson Coors Class B
TAP
$9.96B
| $24.1M | 0.02% |
279,587
+3,476
| +1% | +$300K |
|
659
Brunswick
BC
$4.35B
| $24.1M | 0.02% |
384,246
+8,496
| +2% | +$533K |
|
660
Timken Company
TKR
$5.42B
| $24M | 0.02% |
519,897
+194,538
| +60% | +$9M |
|
661
Douglas Emmett
DEI
$2.83B
| $24M | 0.02% |
628,314
+34,822
| +6% | +$1.33M |
|
662
Fortinet
FTNT
$60.4B
| $24M | 0.02% |
3,198,535
+142,915
| +5% | +$1.07M |
|
663
Hershey
HSY
$37.6B
| $23.9M | 0.02% |
222,900
+2,209
| +1% | +$237K |
|
664
First Financial Bankshares
FFIN
$5.22B
| $23.9M | 0.02% |
1,081,090
+25,708
| +2% | +$568K |
|
665
Pediatrix Medical
MD
$1.49B
| $23.9M | 0.02% |
395,392
+13,268
| +3% | +$801K |
|
666
Sanmina
SANM
$6.44B
| $23.9M | 0.02% |
626,480
+30,503
| +5% | +$1.16M |
|
667
Masco
MAS
$15.9B
| $23.9M | 0.02% |
624,605
+60,641
| +11% | +$2.32M |
|
|
OA
668
DELISTED
Orbital ATK, Inc.
OA
| $23.9M | 0.02% |
242,633
+9,721
| +4% | +$956K |
|
669
Healthpeak Properties
DOC
$12.8B
| $23.8M | 0.02% |
745,163
-11,763
| -2% | -$376K |
|
|
LOGM
670
DELISTED
LogMein, Inc.
LOGM
| $23.8M | 0.02% |
227,705
-1,287
| -0.6% | -$134K |
|
671
Jones Lang LaSalle
JLL
$14.8B
| $23.8M | 0.02% |
190,343
+5,902
| +3% | +$738K |
|
|
COHR
672
DELISTED
Coherent Inc
COHR
| $23.7M | 0.02% |
105,527
-3,458
| -3% | -$778K |
|
673
NETGEAR
NTGR
$811M
| $23.7M | 0.02% |
548,980
-12,800
| -2% | -$552K |
|
|
ILG
674
DELISTED
ILG, Inc Common Stock
ILG
| $23.7M | 0.02% |
860,383
-10,657
| -1% | -$293K |
|
|
DCT
675
DELISTED
DCT Industrial Trust Inc.
DCT
| $23.6M | 0.02% |
441,652
+14,155
| +3% | +$756K |
|