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 | |
|---|---|---|---|---|---|---|
801
Cousins Properties
CUZ
$4.91B
| $12.2M | 0.02% |
469,309
+13,488
| +3% | +$351K |
|
|
EGN
802
DELISTED
Energen
EGN
| $12.2M | 0.02% |
244,304
-66,888
| -21% | -$3.34M |
|
803
Graco
GGG
$14.1B
| $12.2M | 0.02% |
544,728
-5,907
| -1% | -$132K |
|
804
Cincinnati Financial
CINF
$23.8B
| $12.2M | 0.02% |
226,187
+10,450
| +5% | +$562K |
|
|
WCG
805
DELISTED
Wellcare Health Plans, Inc.
WCG
| $12.2M | 0.02% |
141,202
+3,385
| +2% | +$292K |
|
806
Toro Company
TTC
$7.68B
| $12.2M | 0.02% |
344,912
-325,624
| -49% | -$11.5M |
|
|
PCL
807
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
| $12.1M | 0.02% |
306,937
+12,897
| +4% | +$510K |
|
808
Cintas
CTAS
$81.2B
| $12.1M | 0.02% |
564,724
-187,460
| -25% | -$4.02M |
|
809
International Flavors & Fragrances
IFF
$16.5B
| $12.1M | 0.02% |
117,147
-3,284
| -3% | -$339K |
|
|
BMS
810
DELISTED
Bemis
BMS
| $12.1M | 0.02% |
305,340
+2,069
| +0.7% | +$81.9K |
|
811
Oceaneering
OII
$2.45B
| $12.1M | 0.02% |
307,440
+22,827
| +8% | +$897K |
|
|
B
812
DELISTED
Barnes Group Inc.
B
| $12M | 0.02% |
334,171
+24,241
| +8% | +$874K |
|
813
TEGNA Inc
TGNA
$3.37B
| $12M | 0.02% |
839,331
-845,324
| -50% | -$12.1M |
|
814
Monolithic Power Systems
MPWR
$41B
| $12M | 0.02% |
234,514
+3,626
| +2% | +$186K |
|
815
Autoliv
ALV
$9.63B
| $12M | 0.02% |
152,203
+13,106
| +9% | +$1.03M |
|
816
Darling Ingredients
DAR
$4.95B
| $11.9M | 0.02% |
1,062,678
+30,869
| +3% | +$347K |
|
817
West Pharmaceutical
WST
$18.4B
| $11.9M | 0.02% |
220,395
-230,285
| -51% | -$12.5M |
|
|
CSC
818
DELISTED
Computer Sciences
CSC
| $11.9M | 0.02% |
460,388
+3,111
| +0.7% | +$80.5K |
|
|
SCG
819
DELISTED
Scana
SCG
| $11.9M | 0.02% |
211,543
+5,403
| +3% | +$304K |
|
820
Washington Trust Bancorp
WASH
$570M
| $11.9M | 0.02% |
309,249
+26,350
| +9% | +$1.01M |
|
821
Newmont
NEM
$86.2B
| $11.9M | 0.02% |
739,651
-6,782
| -0.9% | -$109K |
|
822
Teradyne
TER
$18.7B
| $11.9M | 0.02% |
659,878
+11,613
| +2% | +$209K |
|
823
Moog
MOG.A
$6.24B
| $11.9M | 0.02% |
219,409
-23,573
| -10% | -$1.27M |
|
824
Western Alliance Bancorporation
WAL
$9.8B
| $11.8M | 0.02% |
385,851
-66,848
| -15% | -$2.05M |
|
825
Axos Financial
AX
$5.19B
| $11.8M | 0.02% |
366,524
+25,664
| +8% | +$827K |
|