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 | |
|---|---|---|---|---|---|---|
726
CMS Energy
CMS
$21.4B
| $19.6M | 0.02% |
437,746
+6,427
| +1% | +$288K |
|
727
AptarGroup
ATR
$8.97B
| $19.6M | 0.02% |
254,266
+7,188
| +3% | +$553K |
|
728
W.W. Grainger
GWW
$48.2B
| $19.5M | 0.02% |
83,818
-145
| -0.2% | -$33.8K |
|
729
Centene
CNC
$17B
| $19.5M | 0.02% |
546,600
+11,726
| +2% | +$418K |
|
730
Treehouse Foods
THS
$886M
| $19.5M | 0.02% |
229,757
+5,142
| +2% | +$435K |
|
731
Atlanta Braves Holdings Series B
BATRK
$2.63B
| $19.4M | 0.02% |
822,171
-7,306
| -0.9% | -$173K |
|
732
Whirlpool
WHR
$5.24B
| $19.4M | 0.02% |
113,483
+803
| +0.7% | +$138K |
|
733
ABM Industries
ABM
$2.86B
| $19.4M | 0.02% |
445,546
-426,494
| -49% | -$18.6M |
|
734
Ametek
AME
$44B
| $19.4M | 0.02% |
358,598
-7,387
| -2% | -$400K |
|
735
FNB Corp
FNB
$5.89B
| $19.4M | 0.02% |
1,303,858
+466,503
| +56% | +$6.94M |
|
|
FNGN
736
DELISTED
Financial Engines, Inc.
FNGN
| $19.3M | 0.02% |
442,694
+44,658
| +11% | +$1.94M |
|
737
Cinemark Holdings
CNK
$3.21B
| $19.3M | 0.02% |
434,678
+9,855
| +2% | +$437K |
|
738
Eagle Materials
EXP
$7.63B
| $19.3M | 0.02% |
198,308
+5,483
| +3% | +$533K |
|
|
PVTB
739
DELISTED
PrivateBancorp Inc
PVTB
| $19.2M | 0.02% |
323,074
+8,310
| +3% | +$493K |
|
740
Seagate
STX
$42B
| $19.2M | 0.02% |
417,535
+14,651
| +4% | +$673K |
|
741
Masco
MAS
$15.7B
| $19.2M | 0.02% |
563,964
-66,751
| -11% | -$2.27M |
|
742
MSC Industrial Direct
MSM
$5.13B
| $19.1M | 0.02% |
186,110
+4,581
| +3% | +$471K |
|
743
Thor Industries
THO
$5.75B
| $19.1M | 0.02% |
198,848
+4,831
| +2% | +$464K |
|
|
CCP
744
DELISTED
Care Capital Properties, Inc.
CCP
| $19.1M | 0.02% |
710,041
-177,896
| -20% | -$4.78M |
|
745
Viavi Solutions
VIAV
$2.7B
| $19.1M | 0.02% |
1,778,812
+58,706
| +3% | +$629K |
|
746
MasTec
MTZ
$15.1B
| $19M | 0.02% |
475,039
-72,208
| -13% | -$2.89M |
|
747
Global Payments
GPN
$20.8B
| $19M | 0.02% |
235,341
+205
| +0.1% | +$16.5K |
|
748
Invesco
IVZ
$10B
| $19M | 0.02% |
619,242
-15,929
| -3% | -$488K |
|
749
Comerica
CMA
$8.97B
| $18.9M | 0.02% |
276,205
+8,352
| +3% | +$573K |
|
750
Dover
DOV
$24.4B
| $18.9M | 0.02% |
291,287
+4,611
| +2% | +$299K |
|