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 |
Alphabet (Google) Class A
GOOGL
|
+$438M |
| 2 |
Equinix
EQIX
|
+$402M |
| 3 |
Dollar Tree
DLTR
|
+$251M |
| 4 |
PayPal
PYPL
|
+$128M |
| 5 |
Synchrony
SYF
|
+$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$433M |
| 2 |
Bausch Health
BHC
|
+$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$202M |
| 4 |
HES
Hess
HES
|
+$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Monro
MNRO
$529M
| $14.4M | 0.02% |
217,232
+11,852
| +6% | +$785K |
|
|
AHL
727
DELISTED
ASPEN Insurance Holding Limited
AHL
| $14.4M | 0.02% |
297,382
+28,413
| +11% | +$1.37M |
|
|
CNSL
728
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $14.3M | 0.02% |
684,634
+22,468
| +3% | +$471K |
|
729
Neogen
NEOG
$1.26B
| $14.3M | 0.02% |
676,373
+29,242
| +5% | +$620K |
|
|
WOOF
730
DELISTED
VCA Inc.
WOOF
| $14.3M | 0.02% |
260,395
+5,275
| +2% | +$290K |
|
731
Jabil
JBL
$23.2B
| $14.3M | 0.02% |
614,261
+6,002
| +1% | +$140K |
|
732
CMS Energy
CMS
$21.3B
| $14.3M | 0.02% |
396,295
+8,764
| +2% | +$316K |
|
733
CF Industries
CF
$14.1B
| $14.3M | 0.02% |
349,747
+3,233
| +0.9% | +$132K |
|
|
BEAV
734
DELISTED
B/E Aerospace Inc
BEAV
| $14.2M | 0.02% |
334,992
+4,703
| +1% | +$199K |
|
735
Alerian MLP ETF
AMLP
$10.5B
| $14.2M | 0.02% |
235,442
-9,166
| -4% | -$552K |
|
736
Itron
ITRI
$5.56B
| $14.1M | 0.02% |
391,001
+2,926
| +0.8% | +$106K |
|
737
Western Alliance Bancorporation
WAL
$9.89B
| $14.1M | 0.02% |
394,014
+8,163
| +2% | +$293K |
|
|
SGI
738
Somnigroup International Inc.
SGI
$18.1B
| $14.1M | 0.02% |
800,760
+26,012
| +3% | +$458K |
|
739
Dover
DOV
$24.4B
| $14.1M | 0.02% |
284,396
+2,957
| +1% | +$146K |
|
740
Autoliv
ALV
$9.76B
| $14.1M | 0.02% |
156,679
+4,476
| +3% | +$402K |
|
741
Seagate
STX
$42.3B
| $14M | 0.02% |
382,934
+3,991
| +1% | +$146K |
|
742
BorgWarner
BWA
$9.52B
| $14M | 0.02% |
368,712
+3,589
| +1% | +$137K |
|
|
GWB
743
DELISTED
Great Western Bancorp, Inc.
GWB
| $14M | 0.02% |
481,362
+293,158
| +156% | +$8.51M |
|
744
Douglas Emmett
DEI
$2.82B
| $14M | 0.02% |
447,797
+13,655
| +3% | +$426K |
|
745
Newmont
NEM
$86.9B
| $14M | 0.02% |
775,497
+35,846
| +5% | +$645K |
|
|
DISCK
746
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $13.9M | 0.02% |
552,371
-8,018,833
| -94% | -$202M |
|
747
Steel Dynamics
STLD
$19.8B
| $13.9M | 0.02% |
777,757
+19,123
| +3% | +$342K |
|
|
BMS
748
DELISTED
Bemis
BMS
| $13.8M | 0.02% |
309,449
+4,109
| +1% | +$184K |
|
749
Moog
MOG.A
$6.35B
| $13.8M | 0.02% |
227,560
+8,151
| +4% | +$494K |
|
750
Western Union
WU
$2.73B
| $13.7M | 0.02% |
765,462
+7,815
| +1% | +$140K |
|