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 |
Restaurant Brands International
QSR
|
+$225M |
| 2 |
Liberty Media Series C
FWONK
|
+$170M |
| 3 |
Fidelity National Financial
FNF
|
+$169M |
| 4 |
PPL Corp
PPL
|
+$124M |
| 5 |
General Dynamics
GD
|
+$101M |
Top Sells
| 1 |
BKW
BURGER KING WORLDWIDE
BKW
|
+$170M |
| 2 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
+$140M |
| 3 |
LyondellBasell Industries
LYB
|
+$113M |
| 4 |
AbbVie
ABBV
|
+$107M |
| 5 |
Trane Technologies
TT
|
+$95.5M |
Sector Composition
| 1 | Financials | 15.98% |
| 2 | Real Estate | 14.38% |
| 3 | Technology | 11.9% |
| 4 | Healthcare | 10.83% |
| 5 | Consumer Discretionary | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
EQT Corp
EQT
$31.7B
| $15.3M | 0.02% |
371,970
+10,759
| +3% | +$443K |
|
|
PL
677
DELISTED
PROTECTIVE LIFE CORP
PL
| $15.3M | 0.02% |
220,074
+5,257
| +2% | +$366K |
|
|
CNW
678
DELISTED
CON-WAY INC.
CNW
| $15.3M | 0.02% |
311,407
+26,440
| +9% | +$1.3M |
|
|
UIL
679
DELISTED
UIL HOLDINGS
UIL
| $15.3M | 0.02% |
350,736
-697
| -0.2% | -$30.3K |
|
680
Gentex
GNTX
$6.3B
| $15.2M | 0.02% |
841,398
+10,810
| +1% | +$195K |
|
681
Cboe Global Markets
CBOE
$24.5B
| $15.2M | 0.02% |
239,260
+12,140
| +5% | +$770K |
|
|
BIG
682
DELISTED
Big Lots, Inc.
BIG
| $15.2M | 0.02% |
378,984
+47,801
| +14% | +$1.91M |
|
|
SUSQ
683
DELISTED
SUSQUEHANNA BANCSHARES INC
SUSQ
| $15.1M | 0.02% |
1,125,294
-1,381,856
| -55% | -$18.6M |
|
684
Tapestry
TPR
$21.8B
| $15.1M | 0.02% |
400,895
+73,806
| +23% | +$2.77M |
|
685
HNI Corp
HNI
$2.16B
| $15M | 0.02% |
294,580
-23,549
| -7% | -$1.2M |
|
|
TOWR
686
DELISTED
Tower International, Inc.
TOWR
| $15M | 0.02% |
588,700
-28,536
| -5% | -$729K |
|
|
CTXS
687
DELISTED
Citrix Systems Inc
CTXS
| $15M | 0.02% |
295,894
-1,169
| -0.4% | -$59.4K |
|
|
AXE
688
DELISTED
Anixter International Inc
AXE
| $15M | 0.02% |
169,750
+310
| +0.2% | +$27.4K |
|
689
East-West Bancorp
EWBC
$15.1B
| $15M | 0.02% |
387,089
-114,657
| -23% | -$4.44M |
|
690
ONE Gas
OGS
$4.47B
| $15M | 0.02% |
362,991
+35,367
| +11% | +$1.46M |
|
691
Ralph Lauren
RL
$18.7B
| $14.9M | 0.02% |
80,535
-6,167
| -7% | -$1.14M |
|
|
RAX
692
DELISTED
Rackspace Hosting Inc
RAX
| $14.9M | 0.02% |
318,289
+20,548
| +7% | +$962K |
|
693
Cadence Design Systems
CDNS
$98.3B
| $14.8M | 0.02% |
782,097
+23,774
| +3% | +$451K |
|
694
United Bankshares
UBSI
$5.41B
| $14.8M | 0.02% |
395,699
-2,243
| -0.6% | -$84K |
|
|
TXNM
695
TXNM Energy, Inc.
TXNM
$5.98B
| $14.8M | 0.02% |
499,703
-1,855
| -0.4% | -$55K |
|
696
Ares Capital
ARCC
$15.9B
| $14.8M | 0.02% |
947,988
+237,603
| +33% | +$3.71M |
|
697
United Rentals
URI
$62.4B
| $14.8M | 0.02% |
144,825
+16,439
| +13% | +$1.68M |
|
698
Domino's
DPZ
$15.8B
| $14.8M | 0.02% |
156,713
-3,058
| -2% | -$288K |
|
699
NVIDIA
NVDA
$4.1T
| $14.7M | 0.02% |
29,390,400
+1,270,440
| +5% | +$637K |
|
700
Coca-Cola Europacific Partners
CCEP
$40.9B
| $14.7M | 0.02% |
332,870
+7,296
| +2% | +$323K |
|