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 | |
|---|---|---|---|---|---|---|
701
Glacier Bancorp
GBCI
$5.78B
| $20.2M | 0.02% |
595,224
+23,559
| +4% | +$799K |
|
702
Textron
TXT
$14.6B
| $20.2M | 0.02% |
423,676
+12,629
| +3% | +$601K |
|
703
Dorman Products
DORM
$4.94B
| $20.2M | 0.02% |
245,467
+8,679
| +4% | +$713K |
|
|
USCR
704
DELISTED
U S Concrete, Inc.
USCR
| $20.1M | 0.02% |
311,242
-152,932
| -33% | -$9.87M |
|
705
Community Bank
CBU
$3.13B
| $20M | 0.02% |
363,940
+12,769
| +4% | +$702K |
|
706
Ball Corp
BALL
$13.9B
| $20M | 0.02% |
538,716
-824
| -0.2% | -$30.6K |
|
707
Commerce Bancshares
CBSH
$7.97B
| $20M | 0.02% |
525,405
-160,127
| -23% | -$6.09M |
|
|
COL
708
DELISTED
Rockwell Collins
COL
| $20M | 0.02% |
205,403
+6,010
| +3% | +$584K |
|
709
MRC Global
MRC
$1.25B
| $19.9M | 0.02% |
1,087,632
+6,471
| +0.6% | +$119K |
|
710
Kohl's
KSS
$1.8B
| $19.9M | 0.02% |
500,359
-446,361
| -47% | -$17.8M |
|
711
Mettler-Toledo International
MTD
$26.4B
| $19.9M | 0.02% |
41,572
-17
| -0% | -$8.14K |
|
712
Lumen
LUMN
$6.49B
| $19.9M | 0.02% |
844,395
+7,878
| +0.9% | +$186K |
|
713
Ingevity
NGVT
$2.14B
| $19.8M | 0.02% |
325,844
+11,060
| +4% | +$673K |
|
714
Royal Gold
RGLD
$12.4B
| $19.8M | 0.02% |
282,857
-7,079
| -2% | -$496K |
|
715
Marriott Vacations Worldwide
VAC
$2.73B
| $19.8M | 0.02% |
198,214
+7,534
| +4% | +$753K |
|
716
Zebra Technologies
ZBRA
$16B
| $19.8M | 0.02% |
216,857
+5,762
| +3% | +$526K |
|
717
Five Below
FIVE
$8.01B
| $19.8M | 0.02% |
456,869
+15,191
| +3% | +$658K |
|
718
Prosperity Bancshares
PB
$6.38B
| $19.8M | 0.02% |
283,447
+5,567
| +2% | +$388K |
|
719
Integra LifeSciences
IART
$1.19B
| $19.7M | 0.02% |
468,680
+16,000
| +4% | +$674K |
|
720
Church & Dwight Co
CHD
$23B
| $19.7M | 0.02% |
395,702
-12,315
| -3% | -$614K |
|
721
Waters Corp
WAT
$17.9B
| $19.7M | 0.02% |
126,233
+703
| +0.6% | +$110K |
|
722
Neogen
NEOG
$1.26B
| $19.7M | 0.02% |
802,355
+25,243
| +3% | +$620K |
|
723
Polaris
PII
$3.39B
| $19.7M | 0.02% |
234,756
+7,311
| +3% | +$613K |
|
724
Acadia Realty Trust
AKR
$2.59B
| $19.7M | 0.02% |
653,716
+46,936
| +8% | +$1.41M |
|
|
HES
725
DELISTED
Hess
HES
| $19.6M | 0.02% |
406,760
+7,756
| +2% | +$374K |
|