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 |
Brookfield Infrastructure Partners
BIP
|
$106M |
| 3 |
SFR
Starwood Waypoint Homes
SFR
|
$84.9M |
| 4 |
Charter Communications
CHTR
|
$82.2M |
| 5 |
DRE
Duke Realty Corp.
DRE
|
$77.3M |
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 | |
|---|---|---|---|---|---|---|
126
Ecolab
ECL
$78.6B
| $140M | 0.18% | 1,149,537 +19,898 | +2% | +$2.42M |
|
|
ACC
127
DELISTED
American Campus Communities, Inc.
ACC
| $139M | 0.18% | 2,741,382 +180,546 | +7% | +$9.18M |
|
128
Live Nation Entertainment
LYV
$38.6B
| $139M | 0.18% | 5,067,781 -1,038 | -0% | -$28.5K |
|
129
Bristol-Myers Squibb
BMY
$96B
| $137M | 0.18% | 2,547,964 -125,952 | -5% | -$6.79M |
|
130
Arch Capital
ACGL
$34.2B
| $136M | 0.18% | 1,715,871 +546,913 | +47% | +$43.3M |
|
131
First Industrial Realty Trust
FR
$6.97B
| $136M | 0.18% | 4,819,087 +8,469 | +0.2% | +$239K |
|
|
CDK
132
DELISTED
CDK Global, Inc.
CDK
| $136M | 0.18% | 2,365,159 +93,333 | +4% | +$5.35M |
|
133
Kilroy Realty
KRC
$4.92B
| $133M | 0.18% | 1,919,103 +97,918 | +5% | +$6.79M |
|
134
Target
TGT
$43.6B
| $131M | 0.17% | 1,911,519 -76,319 | -4% | -$5.24M |
|
|
AGN
135
DELISTED
Allergan plc
AGN
| $130M | 0.17% | 562,977 +12,190 | +2% | +$2.81M |
|
136
Stanley Black & Decker
SWK
$11.5B
| $129M | 0.17% | 1,053,015 +11,415 | +1% | +$1.4M |
|
137
White Mountains Insurance
WTM
$4.71B
| $127M | 0.17% | 152,584 +1,293 | +0.9% | +$1.07M |
|
|
EDR
138
DELISTED
Education Realty Trust Inc
EDR
| $124M | 0.16% | 2,872,599 +256,322 | +10% | +$11.1M |
|
|
MJN
139
DELISTED
Mead Johnson Nutrition Company
MJN
| $123M | 0.16% | 1,553,932 +44,163 | +3% | +$3.49M |
|
140
Progressive
PGR
$145B
| $122M | 0.16% | 3,880,718 +547,386 | +16% | +$17.2M |
|
141
Vornado Realty Trust
VNO
$7.3B
| $120M | 0.16% | 1,185,811 +102,740 | +9% | +$10.4M |
|
142
Aflac
AFL
$57.2B
| $120M | 0.16% | 1,668,396 -189,677 | -10% | -$13.6M |
|
|
CELG
143
DELISTED
Celgene Corp
CELG
| $119M | 0.16% | 1,137,777 +24,931 | +2% | +$2.61M |
|
144
Jefferies Financial Group
JEF
$13.4B
| $118M | 0.16% | 6,195,132 -1,587,219 | -20% | -$30.2M |
|
|
INXN
145
DELISTED
Interxion Holding N.V.
INXN
| $118M | 0.15% | 3,245,409 +655,917 | +25% | +$23.8M |
|
146
MSCI
MSCI
$43.9B
| $117M | 0.15% | 1,391,570 -449,845 | -24% | -$37.8M |
|
147
Eli Lilly
LLY
$657B
| $116M | 0.15% | 1,450,342 +19,696 | +1% | +$1.58M |
|
148
Mondelez International
MDLZ
$79.5B
| $116M | 0.15% | 2,632,797 +11,985 | +0.5% | +$526K |
|
149
Everest Group
EG
$14.3B
| $115M | 0.15% | 603,179 -183,661 | -23% | -$34.9M |
|
150
Howard Hughes
HHH
$4.53B
| $114M | 0.15% | 997,105 +27,942 | +3% | +$3.2M |
|