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 |
Linde
LIN
|
$216M |
| 2 |
WIX.com
WIX
|
$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
$70M |
Top Sells
| 1 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$787M |
| 2 |
Ross Stores
ROST
|
$229M |
| 3 |
Simon Property Group
SPG
|
$190M |
| 4 |
PX
Praxair Inc
PX
|
$171M |
| 5 |
Alibaba
BABA
|
$149M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Xcel Energy
XEL
$42.8B
| $177M | 0.19% | 3,599,552 +74,259 | +2% | +$3.66M |
|
127
IBM
IBM
$227B
| $177M | 0.19% | 1,557,269 -27,492 | -2% | -$3.13M |
|
|
CONE
128
DELISTED
CyrusOne Inc Common Stock
CONE
| $176M | 0.19% | 3,319,179 +1,094,406 | +49% | +$57.9M |
|
|
129
American Homes 4 Rent
AMH
$13.3B
| $175M | 0.19% | 8,822,797 +3,528,968 | +67% | +$70M |
|
130
Sunstone Hotel Investors
SHO
$1.8B
| $175M | 0.19% | 13,432,836 +1,422,768 | +12% | +$18.5M |
|
131
Digital Realty Trust
DLR
$57.2B
| $174M | 0.19% | 1,630,896 +27,820 | +2% | +$2.96M |
|
132
Autoliv
ALV
$9.53B
| $173M | 0.18% | 2,468,095 -80,370 | -3% | -$5.64M |
|
|
DRE
133
DELISTED
Duke Realty Corp.
DRE
| $173M | 0.18% | 6,668,286 -37,324 | -0.6% | -$967K |
|
|
SRC
134
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $172M | 0.18% | 4,875,675 -22,318,835 | -82% | -$787M |
|
135
Broadcom
AVGO
$1.4T
| $171M | 0.18% | 673,448 -7,946 | -1% | -$2.02M |
|
136
Deere & Co
DE
$129B
| $171M | 0.18% | 1,145,525 +41,975 | +4% | +$6.26M |
|
|
RDS.B
137
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $171M | 0.18% | 2,848,180 +155,336 | +6% | +$9.31M |
|
138
B&G Foods
BGS
$361M
| $168M | 0.18% | 5,818,688 -449,840 | -7% | -$13M |
|
139
NVIDIA
NVDA
$4.24T
| $166M | 0.18% | 1,245,103 +58,855 | +5% | +$7.86M |
|
140
Delta Air Lines
DAL
$40.3B
| $166M | 0.18% | 3,319,344 +195,714 | +6% | +$9.77M |
|
141
PACCAR
PCAR
$52.5B
| $165M | 0.18% | 2,885,119 +181,344 | +7% | +$10.4M |
|
142
Allstate
ALL
$53.6B
| $164M | 0.17% | 1,979,816 -28,350 | -1% | -$2.34M |
|
|
143
Alibaba
BABA
$322B
| $162M | 0.17% | 1,183,221 -1,084,000 | -48% | -$149M |
|
|
LSXMK
144
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $160M | 0.17% | 4,325,001 -181,812 | -4% | -$6.72M |
|
145
Liberty Global Class C
LBTYK
$4.07B
| $159M | 0.17% | 7,699,539 -591,295 | -7% | -$12.2M |
|
146
WEC Energy
WEC
$34.3B
| $159M | 0.17% | 2,289,107 -30,870 | -1% | -$2.14M |
|
147
Sempra
SRE
$53.9B
| $157M | 0.17% | 1,448,986 +87,321 | +6% | +$9.45M |
|
148
Lennar Class A
LEN
$34.5B
| $155M | 0.16% | 3,948,523 -54,862 | -1% | -$2.15M |
|
149
Hyatt Hotels
H
$13.8B
| $155M | 0.16% | 2,286,172 +190,026 | +9% | +$12.8M |
|
150
Nike
NKE
$114B
| $154M | 0.16% | 2,075,781 +12,938 | +0.6% | +$959K |
|