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 | |
|---|---|---|---|---|---|---|
801
Curtiss-Wright
CW
$18.1B
| $16.1M | 0.02% |
176,369
+6,615
| +4% | +$603K |
|
802
BOK Financial
BOKF
$7.18B
| $16.1M | 0.02% |
232,704
+29,120
| +14% | +$2.01M |
|
803
Pentair
PNR
$18.1B
| $16M | 0.02% |
371,220
-20,040
| -5% | -$865K |
|
804
Glacier Bancorp
GBCI
$5.88B
| $16M | 0.02% |
561,447
+14,132
| +3% | +$403K |
|
805
CDW
CDW
$22.2B
| $16M | 0.02% |
349,731
-2,482
| -0.7% | -$114K |
|
806
NCR Voyix
VYX
$1.84B
| $16M | 0.02% |
808,385
+31,907
| +4% | +$630K |
|
807
Pool Corp
POOL
$12.4B
| $15.9M | 0.02% |
168,602
+6,600
| +4% | +$624K |
|
808
Seagate
STX
$40B
| $15.8M | 0.02% |
409,282
+9,228
| +2% | +$356K |
|
809
Hanover Insurance
THG
$6.35B
| $15.8M | 0.02% |
209,092
+45,650
| +28% | +$3.44M |
|
810
Community Bank
CBU
$3.17B
| $15.7M | 0.02% |
327,162
+10,007
| +3% | +$481K |
|
811
Papa John's
PZZA
$1.58B
| $15.7M | 0.02% |
199,551
+886
| +0.4% | +$69.9K |
|
812
Neogen
NEOG
$1.25B
| $15.7M | 0.02% |
749,507
+32,067
| +4% | +$673K |
|
813
Weibo
WB
$2.87B
| $15.7M | 0.02% |
+312,945
| New | +$15.7M |
|
814
Sanmina
SANM
$6.44B
| $15.7M | 0.02% |
550,960
+16,959
| +3% | +$483K |
|
815
NewMarket
NEU
$7.64B
| $15.7M | 0.02% |
36,472
+474
| +1% | +$203K |
|
816
Silicon Motion
SIMO
$2.8B
| $15.6M | 0.02% |
300,424
-107,729
| -26% | -$5.58M |
|
|
HR
817
DELISTED
Healthcare Realty Trust Incorporated
HR
| $15.5M | 0.02% |
456,196
+29,818
| +7% | +$1.02M |
|
|
LTC
818
LTC Properties
LTC
$1.69B
| $15.5M | 0.02% |
298,534
+22,160
| +8% | +$1.15M |
|
819
NetApp
NTAP
$23.7B
| $15.5M | 0.02% |
432,478
-4,324
| -1% | -$155K |
|
|
DST
820
DELISTED
DST Systems Inc.
DST
| $15.5M | 0.02% |
262,650
+20,796
| +9% | +$1.23M |
|
821
Macerich
MAC
$4.74B
| $15.5M | 0.02% |
191,383
-2,593
| -1% | -$210K |
|
822
Graco
GGG
$14.2B
| $15.5M | 0.02% |
627,069
-11,895
| -2% | -$293K |
|
|
GWR
823
DELISTED
Genesee & Wyoming Inc.
GWR
| $15.4M | 0.02% |
224,060
+11,369
| +5% | +$784K |
|
|
SCG
824
DELISTED
Scana
SCG
| $15.4M | 0.02% |
213,343
+4,671
| +2% | +$338K |
|
825
Tapestry
TPR
$21.7B
| $15.4M | 0.02% |
421,685
+2,024
| +0.5% | +$74K |
|