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 | |
|---|---|---|---|---|---|---|
676
MasTec
MTZ
$14B
| $19.4M | 0.03% |
651,478
-1,142
| -0.2% | -$34K |
|
677
Quanta Services
PWR
$55.5B
| $19.3M | 0.03% |
690,713
+46,688
| +7% | +$1.31M |
|
678
Whirlpool
WHR
$5.28B
| $19.3M | 0.03% |
118,760
+2,303
| +2% | +$373K |
|
679
RLI Corp
RLI
$6.16B
| $19.2M | 0.03% |
563,158
+10,098
| +2% | +$345K |
|
680
Helmerich & Payne
HP
$2.01B
| $19.2M | 0.03% |
285,828
-974,790
| -77% | -$65.6M |
|
|
BMS
681
DELISTED
Bemis
BMS
| $19.2M | 0.03% |
375,837
+13,956
| +4% | +$712K |
|
682
UMB Financial
UMBF
$9.45B
| $19.1M | 0.03% |
321,751
+17,163
| +6% | +$1.02M |
|
|
COR
683
DELISTED
Coresite Realty Corporation
COR
| $19.1M | 0.03% |
257,904
+35,682
| +16% | +$2.64M |
|
|
DNKN
684
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $19.1M | 0.03% |
365,939
+13,996
| +4% | +$729K |
|
|
XEC
685
DELISTED
CIMAREX ENERGY CO
XEC
| $19M | 0.03% |
141,397
+1,293
| +0.9% | +$174K |
|
686
Garmin
GRMN
$45.7B
| $19M | 0.03% |
394,441
-64,049
| -14% | -$3.08M |
|
687
Home BancShares
HOMB
$5.88B
| $19M | 0.02% |
911,098
+34,546
| +4% | +$719K |
|
688
United Bankshares
UBSI
$5.42B
| $18.9M | 0.02% |
502,217
+36,712
| +8% | +$1.38M |
|
689
AptarGroup
ATR
$9.13B
| $18.9M | 0.02% |
244,167
+6,071
| +3% | +$470K |
|
|
MSCC
690
DELISTED
Microsemi Corp
MSCC
| $18.9M | 0.02% |
449,853
+17,289
| +4% | +$726K |
|
691
Old Dominion Freight Line
ODFL
$31.7B
| $18.9M | 0.02% |
824,910
+44,994
| +6% | +$1.03M |
|
692
Qorvo
QRVO
$8.61B
| $18.8M | 0.02% |
337,323
+3,721
| +1% | +$207K |
|
693
Casey's General Stores
CASY
$18.8B
| $18.7M | 0.02% |
155,881
+6,706
| +4% | +$806K |
|
694
Coterra Energy
CTRA
$18.3B
| $18.7M | 0.02% |
724,994
+24,553
| +4% | +$633K |
|
695
Skechers
SKX
$9.5B
| $18.7M | 0.02% |
815,919
-76,118
| -9% | -$1.74M |
|
696
Acuity Brands
AYI
$10.4B
| $18.7M | 0.02% |
70,526
+2,727
| +4% | +$722K |
|
697
Ameren
AEE
$27.2B
| $18.6M | 0.02% |
378,214
+8,353
| +2% | +$411K |
|
698
Texas Capital Bancshares
TCBI
$3.96B
| $18.6M | 0.02% |
338,686
+9,429
| +3% | +$518K |
|
699
Royal Caribbean
RCL
$95.7B
| $18.6M | 0.02% |
247,957
+503
| +0.2% | +$37.7K |
|
|
RPT
700
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $18.6M | 0.02% |
990,138
+955,205
| +2,734% | +$17.9M |
|