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 |
Equity Residential
EQR
|
+$255M |
| 2 |
Autodesk
ADSK
|
+$107M |
| 3 |
WRK
WestRock Company
WRK
|
+$93.8M |
| 4 |
DuPont de Nemours
DD
|
+$91.5M |
| 5 |
Brookfield
BN
|
+$78.4M |
Top Sells
| 1 |
XEC
CIMAREX ENERGY CO
XEC
|
+$132M |
| 2 |
Camden Property Trust
CPT
|
+$124M |
| 3 |
Adobe
ADBE
|
+$116M |
| 4 |
Bausch Health
BHC
|
+$115M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$105M |
Sector Composition
| 1 | Financials | 17% |
| 2 | Real Estate | 15.4% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.7% |
| 5 | Healthcare | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Monro
MNRO
$507M
| $13.9M | 0.02% |
205,380
+6,689
| +3% | +$452K |
|
727
Brunswick
BC
$4.23B
| $13.9M | 0.02% |
289,529
-9
| -0% | -$431 |
|
|
SGI
728
Somnigroup International Inc.
SGI
$17.9B
| $13.8M | 0.02% |
774,748
+11,200
| +1% | +$200K |
|
|
ESL
729
DELISTED
Esterline Technologies
ESL
| $13.8M | 0.02% |
192,400
+2,469
| +1% | +$178K |
|
730
Xerox
XRX
$456M
| $13.8M | 0.02% |
538,964
-89,303
| -14% | -$2.29M |
|
731
Lennox International
LII
$19.6B
| $13.8M | 0.02% |
121,443
+4,283
| +4% | +$485K |
|
732
H&R Block
HRB
$6.73B
| $13.7M | 0.02% |
379,089
-1,414
| -0.4% | -$51.2K |
|
|
KSU
733
DELISTED
Kansas City Southern
KSU
| $13.7M | 0.02% |
150,749
-685
| -0.5% | -$62.3K |
|
734
CMS Energy
CMS
$21.3B
| $13.7M | 0.02% |
387,531
-10,813
| -3% | -$382K |
|
735
UMB Financial
UMBF
$9.26B
| $13.7M | 0.02% |
269,106
+14,455
| +6% | +$734K |
|
736
Jabil
JBL
$23.2B
| $13.6M | 0.02% |
608,259
+4,921
| +0.8% | +$110K |
|
|
HME
737
DELISTED
HOME PROPERTIES, INC
HME
| $13.6M | 0.02% |
182,018
+6,924
| +4% | +$518K |
|
|
QTS
738
DELISTED
QTS REALTY TRUST, INC.
QTS
| $13.6M | 0.02% |
311,236
+2,034
| +0.7% | +$88.9K |
|
739
Campbell Soup
CPB
$9.98B
| $13.5M | 0.02% |
266,610
-4,952
| -2% | -$251K |
|
|
ITC
740
DELISTED
ITC HOLDINGS CORP
ITC
| $13.5M | 0.02% |
405,039
+37,373
| +10% | +$1.25M |
|
|
WOOF
741
DELISTED
VCA Inc.
WOOF
| $13.4M | 0.02% |
255,120
-1,786
| -0.7% | -$94K |
|
742
NetApp
NTAP
$24.7B
| $13.4M | 0.02% |
452,379
-4,840
| -1% | -$143K |
|
|
PNK
743
DELISTED
Pinnacle Entertainment Inc.
PNK
| $13.4M | 0.02% |
395,543
+16,383
| +4% | +$554K |
|
744
Steven Madden
SHOO
$2.22B
| $13.4M | 0.02% |
548,259
+23,274
| +4% | +$568K |
|
745
Old Dominion Freight Line
ODFL
$30.7B
| $13.4M | 0.02% |
657,846
+20,214
| +3% | +$411K |
|
746
Pentair
PNR
$17.9B
| $13.4M | 0.02% |
390,051
+8,103
| +2% | +$278K |
|
747
BorgWarner
BWA
$9.34B
| $13.4M | 0.02% |
365,123
+2,095
| +0.6% | +$76.7K |
|
748
Expeditors International
EXPD
$16.5B
| $13.4M | 0.02% |
284,114
-875
| -0.3% | -$41.2K |
|
749
Copa Holdings
CPA
$4.73B
| $13.4M | 0.02% |
318,710
+116,240
| +57% | +$4.87M |
|
750
Lamar Advertising Co
LAMR
$12.8B
| $13.3M | 0.02% |
255,547
+2,438
| +1% | +$127K |
|