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 |
Air Products & Chemicals
APD
|
$203M |
| 2 |
Pfizer
PFE
|
$117M |
| 3 |
Johnson & Johnson
JNJ
|
$94.3M |
| 4 |
STJ
St Jude Medical
STJ
|
$70.6M |
| 5 |
Patterson-UTI
PTEN
|
$68.8M |
Top Sells
| 1 |
Allstate
ALL
|
$125M |
| 2 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
$120M |
| 3 |
ADT
ADT CORP
ADT
|
$102M |
| 4 |
Service Corp International
SCI
|
$63.6M |
| 5 |
Everest Group
EG
|
$62.6M |
Sector Composition
| 1 | Financials | 16.67% |
| 2 | Real Estate | 11.52% |
| 3 | Technology | 11.36% |
| 4 | Healthcare | 10.45% |
| 5 | Consumer Discretionary | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FCE.A
151
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $101M | 0.18% |
5,292,814
-40,125
| -0.8% | -$766K |
|
152
DTE Energy
DTE
$28.1B
| $100M | 0.18% |
1,588,931
+48,680
| +3% | +$3.08M |
|
153
Healthpeak Properties
DOC
$12.3B
| $99.8M | 0.18% |
2,824,691
+284,593
| +11% | +$10.1M |
|
154
Edison International
EIX
$21.3B
| $99.7M | 0.18% |
1,761,689
+1,180,108
| +203% | +$66.8M |
|
|
SFG
155
DELISTED
STANCORP FINL GRP
SFG
| $98.8M | 0.18% |
1,478,397
+98,351
| +7% | +$6.57M |
|
|
OCR
156
DELISTED
OMNICARE INC
OCR
| $98.3M | 0.18% |
1,646,573
-478,927
| -23% | -$28.6M |
|
157
Ambev
ABEV
$34.1B
| $96.7M | 0.17% |
13,055,528
-32,250
| -0.2% | -$239K |
|
|
EMC
158
DELISTED
EMC CORPORATION
EMC
| $95.8M | 0.17% |
3,493,732
+372,523
| +12% | +$10.2M |
|
159
Sensata Technologies
ST
$4.63B
| $95.7M | 0.17% |
2,245,178
+56,910
| +3% | +$2.43M |
|
|
WRI
160
DELISTED
Weingarten Realty Investors
WRI
| $95.5M | 0.17% |
3,183,485
+2,161,855
| +212% | +$64.9M |
|
|
CIT
161
DELISTED
CIT Group Inc.
CIT
| $94.4M | 0.17% |
1,926,661
-726,040
| -27% | -$35.6M |
|
162
Ameriprise Financial
AMP
$47.8B
| $94.4M | 0.17% |
857,168
+601,865
| +236% | +$66.2M |
|
163
HP
HPQ
$26.8B
| $94M | 0.17% |
6,394,841
+1,161,072
| +22% | +$17.1M |
|
164
Booking.com
BKNG
$181B
| $93.8M | 0.17% |
78,671
+7,162
| +10% | +$8.54M |
|
165
Brookfield Infrastructure Partners
BIP
$14.2B
| $93.7M | 0.17% |
5,982,528
+1,237,063
| +26% | +$19.4M |
|
|
ATVI
166
DELISTED
Activision Blizzard Inc.
ATVI
| $93.5M | 0.17% |
4,572,764
+2,279,083
| +99% | +$46.6M |
|
|
DRE
167
DELISTED
Duke Realty Corp.
DRE
| $93.2M | 0.17% |
5,522,440
+540,650
| +11% | +$9.13M |
|
168
ICICI Bank
IBN
$113B
| $93M | 0.17% |
11,679,250
+6,554,674
| +128% | +$52.2M |
|
169
SBA Communications
SBAC
$21.4B
| $92.9M | 0.17% |
1,021,083
+229,420
| +29% | +$20.9M |
|
170
Accenture
ACN
$158B
| $92.6M | 0.17% |
1,161,010
-46,296
| -4% | -$3.69M |
|
171
UnitedHealth
UNH
$279B
| $92.5M | 0.17% |
1,128,775
-5,594
| -0.5% | -$459K |
|
172
LPL Financial
LPLA
$28.5B
| $92.5M | 0.16% |
1,759,731
-446,257
| -20% | -$23.4M |
|
173
US Bancorp
USB
$75.5B
| $91.9M | 0.16% |
2,145,299
-2,022
| -0.1% | -$86.7K |
|
|
LVNTA
174
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
| $91.6M | 0.16% |
2,861,210
+66,504
| +2% | +$2.13M |
|
175
Ecolab
ECL
$77.5B
| $91.6M | 0.16% |
848,228
+7,515
| +0.9% | +$812K |
|