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 |
Dentsply Sirona
XRAY
|
+$309M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
+$162M |
| 3 |
Regency Centers
REG
|
+$148M |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$111M |
| 5 |
Invitation Homes
INVH
|
+$89.3M |
Top Sells
| 1 |
Zoetis
ZTS
|
+$438M |
| 2 |
EQY
Equity One
EQY
|
+$208M |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
+$82.7M |
| 4 |
SL Green Realty
SLG
|
+$62M |
| 5 |
CVS Health
CVS
|
+$59.7M |
Sector Composition
| 1 | Financials | 17.51% |
| 2 | Real Estate | 15.76% |
| 3 | Technology | 12.09% |
| 4 | Consumer Discretionary | 10.35% |
| 5 | Industrials | 9.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
First Financial Bankshares
FFIN
$5.13B
| $21.2M | 0.03% |
1,055,382
+35,712
| +4% | +$716K |
|
677
SLM Corp
SLM
$6.01B
| $21.2M | 0.03% |
1,748,528
+48,125
| +3% | +$582K |
|
|
EV
678
DELISTED
Eaton Vance Corp.
EV
| $21.1M | 0.03% |
469,796
+15,770
| +3% | +$709K |
|
|
DISH
679
DELISTED
DISH Network Corp.
DISH
| $21.1M | 0.03% |
332,673
+314,313
| +1,712% | +$20M |
|
680
Graco
GGG
$14.1B
| $21.1M | 0.03% |
672,939
+20,310
| +3% | +$637K |
|
681
Goodyear
GT
$2.45B
| $21M | 0.03% |
584,240
+126,182
| +28% | +$4.54M |
|
682
Oshkosh
OSK
$8.75B
| $21M | 0.03% |
306,118
+9,784
| +3% | +$671K |
|
683
Henry Schein
HSIC
$8.17B
| $21M | 0.03% |
314,438
-6,426
| -2% | -$428K |
|
|
BCPC
684
Balchem Corporation
BCPC
$5.05B
| $21M | 0.03% |
254,289
+9,188
| +4% | +$757K |
|
685
H.B. Fuller
FUL
$3.33B
| $20.9M | 0.03% |
405,722
+9,693
| +2% | +$500K |
|
686
Ameren
AEE
$26.8B
| $20.8M | 0.03% |
381,672
+4,576
| +1% | +$250K |
|
|
ABMD
687
DELISTED
Abiomed Inc
ABMD
| $20.8M | 0.03% |
166,063
+4,430
| +3% | +$555K |
|
|
DNKN
688
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $20.7M | 0.02% |
377,908
+9,409
| +3% | +$514K |
|
|
ARRS
689
DELISTED
ARRIS International plc Ordinary Shares
ARRS
| $20.7M | 0.02% |
780,954
+16,632
| +2% | +$440K |
|
690
National Fuel Gas
NFG
$7.87B
| $20.6M | 0.02% |
346,108
+9,345
| +3% | +$557K |
|
|
SVU
691
DELISTED
SUPERVALU Inc.
SVU
| $20.6M | 0.02% |
762,932
+571
| +0.1% | +$15.4K |
|
692
Synovus
SNV
$7.13B
| $20.6M | 0.02% |
501,888
+12,687
| +3% | +$520K |
|
|
DCT
693
DELISTED
DCT Industrial Trust Inc.
DCT
| $20.6M | 0.02% |
427,497
+12,792
| +3% | +$616K |
|
694
Jones Lang LaSalle
JLL
$14.6B
| $20.6M | 0.02% |
184,441
+6,199
| +3% | +$691K |
|
|
BRCD
695
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
| $20.6M | 0.02% |
1,646,941
+39,326
| +2% | +$491K |
|
696
Franklin Resources
BEN
$12.6B
| $20.5M | 0.02% |
486,701
+5,379
| +1% | +$227K |
|
697
LCI Industries
LCII
$2.47B
| $20.4M | 0.02% |
204,840
+7,996
| +4% | +$798K |
|
|
HA
698
DELISTED
Hawaiian Holdings, Inc.
HA
| $20.4M | 0.02% |
438,279
+15,110
| +4% | +$702K |
|
699
Pool Corp
POOL
$11.9B
| $20.3M | 0.02% |
169,997
+3,262
| +2% | +$389K |
|
700
WESCO International
WCC
$10.5B
| $20.2M | 0.02% |
290,937
+19,323
| +7% | +$1.34M |
|