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 |
Hilton Worldwide
HLT
|
$323M |
| 2 |
FRC
First Republic Bank
FRC
|
$239M |
| 3 |
Mettler-Toledo International
MTD
|
$210M |
| 4 |
Baidu
BIDU
|
$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$183M |
Top Sells
| 1 |
Aon
AON
|
$326M |
| 2 |
Dollar Tree
DLTR
|
$319M |
| 3 |
Intuit
INTU
|
$280M |
| 4 |
Fidelity National Information Services
FIS
|
$206M |
| 5 |
Loews
L
|
$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Lennar Class A
LEN
$34.5B
| $207M | 0.19% | 3,946,967 +472,654 | +14% | +$24.8M |
|
127
Openlane
KAR
$3.07B
| $206M | 0.19% | 3,765,677 +589,150 | +19% | +$32.3M |
|
128
Oracle
ORCL
$635B
| $205M | 0.19% | 4,656,664 -305,644 | -6% | -$13.5M |
|
129
Weyerhaeuser
WY
$18.7B
| $204M | 0.19% | 5,600,890 +642,527 | +13% | +$23.4M |
|
|
LSXMK
130
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $204M | 0.19% | 4,497,123 -14,252 | -0.3% | -$646K |
|
131
Sunstone Hotel Investors
SHO
$1.8B
| $203M | 0.19% | 12,226,914 +593,836 | +5% | +$9.87M |
|
132
IBM
IBM
$227B
| $203M | 0.19% | 1,453,600 -4,781 | -0.3% | -$668K |
|
133
Tanger
SKT
$3.87B
| $197M | 0.18% | 8,366,218 +126,844 | +2% | +$2.98M |
|
134
Occidental Petroleum
OXY
$46.9B
| $194M | 0.18% | 2,323,288 -72,440 | -3% | -$6.06M |
|
135
Digital Realty Trust
DLR
$57.2B
| $194M | 0.18% | 1,735,876 +37,609 | +2% | +$4.2M |
|
136
B&G Foods
BGS
$361M
| $193M | 0.18% | 6,446,778 +434,333 | +7% | +$13M |
|
|
137
Baidu
BIDU
$32.8B
| $192M | 0.18% | 790,108 +785,349 | +16,502% | +$191M |
|
|
RDS.B
138
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $190M | 0.17% | 2,617,993 +528,797 | +25% | +$38.4M |
|
|
139
Fidelity National Information Services
FIS
$36.5B
| $188M | 0.17% | 1,774,012 -1,945,935 | -52% | -$206M |
|
140
Altria Group
MO
$113B
| $187M | 0.17% | 3,300,072 +264,045 | +9% | +$15M |
|
141
Marathon Petroleum
MPC
$54.6B
| $187M | 0.17% | 2,665,549 -925,133 | -26% | -$64.9M |
|
142
Allstate
ALL
$53.6B
| $186M | 0.17% | 2,037,931 -37,713 | -2% | -$3.44M |
|
143
Howard Hughes
HHH
$4.53B
| $186M | 0.17% | 1,402,415 -5,154 | -0.4% | -$683K |
|
144
Texas Instruments
TXN
$184B
| $184M | 0.17% | 1,670,678 +176,686 | +12% | +$19.5M |
|
|
PACW
145
DELISTED
PacWest Bancorp
PACW
| $184M | 0.17% | 3,725,291 +107,500 | +3% | +$5.31M |
|
146
Boston Properties
BXP
$11.5B
| $184M | 0.17% | 1,464,836 +30,888 | +2% | +$3.87M |
|
147
GE Aerospace
GE
$292B
| $182M | 0.17% | 13,353,722 -247,118 | -2% | -$3.36M |
|
148
M&T Bank
MTB
$31.5B
| $175M | 0.16% | 1,030,564 -131,089 | -11% | -$22.3M |
|
|
XEC
149
DELISTED
CIMAREX ENERGY CO
XEC
| $175M | 0.16% | 1,718,957 -20,495 | -1% | -$2.09M |
|
150
Bristol-Myers Squibb
BMY
$96B
| $173M | 0.16% | 3,122,685 +28,551 | +0.9% | +$1.58M |
|