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 | |
|---|---|---|---|---|---|---|
726
National Fuel Gas
NFG
$7.82B
| $17.9M | 0.02% |
330,817
+12,939
| +4% | +$700K |
|
727
First Financial Bankshares
FFIN
$5.22B
| $17.9M | 0.02% |
980,988
+33,622
| +4% | +$613K |
|
|
ROIC
728
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $17.8M | 0.02% |
812,455
+80,356
| +11% | +$1.76M |
|
729
Toll Brothers
TOL
$14.2B
| $17.8M | 0.02% |
597,301
+35,003
| +6% | +$1.05M |
|
730
Interactive Brokers
IBKR
$26.8B
| $17.8M | 0.02% |
2,019,496
+379,916
| +23% | +$3.35M |
|
731
International Flavors & Fragrances
IFF
$16.9B
| $17.8M | 0.02% |
124,308
-1,195
| -1% | -$171K |
|
|
WPX
732
DELISTED
WPX Energy, Inc.
WPX
| $17.8M | 0.02% |
1,345,864
+301,664
| +29% | +$3.98M |
|
733
Lincoln National
LNC
$7.98B
| $17.7M | 0.02% |
377,484
-828
| -0.2% | -$38.9K |
|
734
H.B. Fuller
FUL
$3.37B
| $17.6M | 0.02% |
379,256
+16,947
| +5% | +$788K |
|
735
Brunswick
BC
$4.35B
| $17.6M | 0.02% |
360,672
+12,544
| +4% | +$612K |
|
|
FRC
736
DELISTED
First Republic Bank
FRC
| $17.6M | 0.02% |
227,896
+24,148
| +12% | +$1.86M |
|
|
TFCF
737
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $17.6M | 0.02% |
709,683
+83,970
| +13% | +$2.08M |
|
|
EV
738
DELISTED
Eaton Vance Corp.
EV
| $17.6M | 0.02% |
449,536
+16,938
| +4% | +$661K |
|
|
PNRA
739
DELISTED
Panera Bread Co
PNRA
| $17.5M | 0.02% |
89,930
-1,341
| -1% | -$261K |
|
|
OA
740
DELISTED
Orbital ATK, Inc.
OA
| $17.5M | 0.02% |
229,474
+10,544
| +5% | +$804K |
|
741
Franklin Resources
BEN
$13B
| $17.5M | 0.02% |
491,458
-12,922
| -3% | -$460K |
|
|
TIVO
742
DELISTED
Tivo Inc
TIVO
| $17.5M | 0.02% |
897,057
+304,215
| +51% | +$5.93M |
|
743
LKQ Corp
LKQ
$8.33B
| $17.5M | 0.02% |
492,090
+10,842
| +2% | +$384K |
|
744
Carter's
CRI
$1.05B
| $17.4M | 0.02% |
200,943
+7,067
| +4% | +$613K |
|
745
Host Hotels & Resorts
HST
$12B
| $17.4M | 0.02% |
1,114,546
+18,078
| +2% | +$281K |
|
746
Selective Insurance
SIGI
$4.86B
| $17.3M | 0.02% |
434,799
+16,609
| +4% | +$662K |
|
|
SJI
747
DELISTED
South Jersey Industries, Inc.
SJI
| $17.3M | 0.02% |
585,859
+15,775
| +3% | +$466K |
|
748
Pinnacle Financial Partners
PNFP
$7.55B
| $17.3M | 0.02% |
319,628
+41,978
| +15% | +$2.27M |
|
|
STL
749
DELISTED
Sterling Bancorp
STL
| $17.3M | 0.02% |
986,707
+117,132
| +13% | +$2.05M |
|
750
Chemed
CHE
$6.79B
| $17.2M | 0.02% |
121,788
+1,694
| +1% | +$239K |
|