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 | |
|---|---|---|---|---|---|---|
|
CNSL
776
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $12.8M | 0.02% |
662,166
+46,172
| +7% | +$890K |
|
777
Old Republic International
ORI
$9.92B
| $12.7M | 0.02% |
811,351
+7,046
| +0.9% | +$110K |
|
778
Group 1 Automotive
GPI
$6.09B
| $12.7M | 0.02% |
148,881
+14,147
| +10% | +$1.2M |
|
779
Nektar Therapeutics
NKTR
$916M
| $12.6M | 0.02% |
76,780
+2,371
| +3% | +$390K |
|
|
HTS
780
DELISTED
HATTERAS FINANCIAL CORP
HTS
| $12.6M | 0.02% |
833,109
+65,459
| +9% | +$992K |
|
781
Hormel Foods
HRL
$13.7B
| $12.6M | 0.02% |
398,194
-3,096
| -0.8% | -$98K |
|
782
F5
FFIV
$18.8B
| $12.6M | 0.02% |
108,646
+1,091
| +1% | +$126K |
|
783
Mine Safety
MSA
$6.63B
| $12.5M | 0.02% |
313,330
+125,655
| +67% | +$5.02M |
|
|
AHL
784
DELISTED
ASPEN Insurance Holding Limited
AHL
| $12.5M | 0.02% |
268,969
-65,273
| -20% | -$3.03M |
|
785
Masco
MAS
$15.3B
| $12.5M | 0.02% |
495,391
-30,890
| -6% | -$778K |
|
786
Douglas Emmett
DEI
$2.75B
| $12.5M | 0.02% |
434,142
+5,212
| +1% | +$150K |
|
787
Casey's General Stores
CASY
$20B
| $12.5M | 0.02% |
121,104
+4,876
| +4% | +$502K |
|
|
MXIM
788
DELISTED
Maxim Integrated Products
MXIM
| $12.5M | 0.02% |
372,899
+32,022
| +9% | +$1.07M |
|
|
CA
789
DELISTED
CA, Inc.
CA
| $12.5M | 0.02% |
456,242
+2,441
| +0.5% | +$66.6K |
|
790
Zebra Technologies
ZBRA
$15.6B
| $12.4M | 0.02% |
162,118
+11,232
| +7% | +$860K |
|
791
Reliance Steel & Aluminium
RS
$15.4B
| $12.4M | 0.02% |
229,331
-364,242
| -61% | -$19.7M |
|
792
Itron
ITRI
$5.41B
| $12.4M | 0.02% |
388,075
+764
| +0.2% | +$24.4K |
|
|
RYL
793
DELISTED
RYLAND GROUP INC
RYL
| $12.4M | 0.02% |
303,006
+9,773
| +3% | +$399K |
|
|
TIF
794
DELISTED
Tiffany & Co.
TIF
| $12.3M | 0.02% |
159,206
+10,737
| +7% | +$829K |
|
795
Maximus
MMS
$4.94B
| $12.3M | 0.02% |
206,271
+8,572
| +4% | +$511K |
|
|
BCPC
796
Balchem Corporation
BCPC
$5.05B
| $12.3M | 0.02% |
202,175
+7,250
| +4% | +$441K |
|
797
Synovus
SNV
$7.13B
| $12.3M | 0.02% |
414,033
+6,311
| +2% | +$187K |
|
798
Ball Corp
BALL
$13.6B
| $12.2M | 0.02% |
393,772
-16,730
| -4% | -$520K |
|
799
PVH
PVH
$3.93B
| $12.2M | 0.02% |
119,877
+1,082
| +0.9% | +$110K |
|
|
EV
800
DELISTED
Eaton Vance Corp.
EV
| $12.2M | 0.02% |
365,607
-3,270
| -0.9% | -$109K |
|