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 |
Alphabet (Google) Class A
GOOGL
|
$438M |
| 2 |
Equinix
EQIX
|
$402M |
| 3 |
Dollar Tree
DLTR
|
$251M |
| 4 |
PayPal
PYPL
|
$128M |
| 5 |
Synchrony
SYF
|
$111M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$433M |
| 2 |
Bausch Health
BHC
|
$238M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$202M |
| 4 |
HES
Hess
HES
|
$132M |
| 5 |
ARG
AIRGAS INC
ARG
|
$108M |
Sector Composition
| 1 | Financials | 16.75% |
| 2 | Real Estate | 16.23% |
| 3 | Technology | 11.79% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 10.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
AbbVie
ABBV
$374B
| $148M | 0.22% |
2,503,338
+61,979
| +3% | +$3.67M |
|
127
Elevance Health
ELV
$72.4B
| $145M | 0.22% |
1,041,016
-30,614
| -3% | -$4.27M |
|
128
Medtronic
MDT
$118B
| $142M | 0.21% |
1,841,019
+27,459
| +2% | +$2.11M |
|
129
Ecolab
ECL
$77.5B
| $140M | 0.21% |
1,227,316
+2,393
| +0.2% | +$274K |
|
|
ARG
130
DELISTED
AIRGAS INC
ARG
| $138M | 0.2% |
996,771
-778,276
| -44% | -$108M |
|
|
FCE.A
131
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $137M | 0.2% |
6,261,635
+44,305
| +0.7% | +$972K |
|
132
Willis Towers Watson
WTW
$31.9B
| $137M | 0.2% |
1,061,065
+38,501
| +4% | +$4.95M |
|
133
Jefferies Financial Group
JEF
$13.2B
| $136M | 0.2% |
8,726,967
-174,349
| -2% | -$2.71M |
|
134
Sun Communities
SUI
$15.7B
| $136M | 0.2% |
1,981,842
+221,370
| +13% | +$15.2M |
|
135
MSCI
MSCI
$42.7B
| $134M | 0.2% |
1,864,261
-9,563
| -0.5% | -$690K |
|
|
CELG
136
DELISTED
Celgene Corp
CELG
| $129M | 0.19% |
1,081,200
-14,264
| -1% | -$1.71M |
|
137
Eli Lilly
LLY
$661B
| $128M | 0.19% |
1,524,909
+188,217
| +14% | +$15.9M |
|
138
Walmart
WMT
$793B
| $128M | 0.19% |
6,246,618
-3,773,796
| -38% | -$77.1M |
|
139
3M
MMM
$81B
| $126M | 0.19% |
1,002,735
+4,161
| +0.4% | +$524K |
|
|
ANDV
140
DELISTED
Andeavor
ANDV
| $126M | 0.19% |
1,195,736
-45,300
| -4% | -$4.77M |
|
141
ConocoPhillips
COP
$118B
| $126M | 0.19% |
2,693,181
-240,604
| -8% | -$11.2M |
|
|
142
Synchrony
SYF
$28.1B
| $125M | 0.19% |
4,100,923
+3,636,330
| +783% | +$111M |
|
143
Live Nation Entertainment
LYV
$37.6B
| $125M | 0.19% |
5,075,432
-61,015
| -1% | -$1.5M |
|
144
Electronic Arts
EA
$42B
| $122M | 0.18% |
1,781,961
+222,283
| +14% | +$15.3M |
|
145
Qualcomm
QCOM
$170B
| $119M | 0.18% |
2,374,223
-140,566
| -6% | -$7.03M |
|
146
Lowe's Companies
LOW
$146B
| $118M | 0.18% |
1,556,577
-25,848
| -2% | -$1.97M |
|
147
Teva Pharmaceuticals
TEVA
$21.5B
| $118M | 0.18% |
1,799,242
+166,879
| +10% | +$11M |
|
148
Copart
CPRT
$46.5B
| $118M | 0.17% |
24,764,864
-539,504
| -2% | -$2.56M |
|
149
SITE Centers
SITC
$475M
| $118M | 0.17% |
5,418,129
-268,361
| -5% | -$5.82M |
|
150
Schlumberger
SLB
$52.2B
| $116M | 0.17% |
1,669,557
+31,976
| +2% | +$2.23M |
|