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 |
Aon
AON
|
$237M |
| 2 |
Intel
INTC
|
$146M |
| 3 |
RTX Corp
RTX
|
$142M |
| 4 |
Adobe
ADBE
|
$116M |
| 5 |
Entergy
ETR
|
$116M |
Top Sells
| 1 |
Lamar Advertising Co
LAMR
|
$148M |
| 2 |
BRE
BRE PROPERTIES INC CL A
BRE
|
$122M |
| 3 |
Norfolk Southern
NSC
|
$111M |
| 4 |
OA
Orbital ATK, Inc.
OA
|
$100M |
| 5 |
Gentex
GNTX
|
$91.6M |
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Real Estate | 12.39% |
| 3 | Technology | 11.3% |
| 4 | Healthcare | 10.5% |
| 5 | Industrials | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Boeing
BA
$176B
| $107M | 0.18% |
839,608
-365,769
| -30% | -$46.5M |
|
152
SITE Centers
SITC
$475M
| $107M | 0.18% |
4,702,514
+405,465
| +9% | +$9.21M |
|
153
Travel + Leisure Co
TNL
$4.06B
| $106M | 0.18% |
3,107,202
+1,046,884
| +51% | +$35.8M |
|
154
Healthpeak Properties
DOC
$12.3B
| $104M | 0.18% |
2,761,624
-63,067
| -2% | -$2.38M |
|
|
FCE.A
155
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $104M | 0.17% |
5,223,867
-68,947
| -1% | -$1.37M |
|
156
Eli Lilly
LLY
$661B
| $104M | 0.17% |
1,668,432
+316,798
| +23% | +$19.7M |
|
157
White Mountains Insurance
WTM
$4.56B
| $103M | 0.17% |
169,312
+403
| +0.2% | +$245K |
|
158
Sensata Technologies
ST
$4.63B
| $102M | 0.17% |
2,182,704
-62,474
| -3% | -$2.92M |
|
|
TCO
159
DELISTED
Taubman Centers Inc.
TCO
| $101M | 0.17% |
1,338,435
+156,621
| +13% | +$11.9M |
|
160
CubeSmart
CUBE
$9.31B
| $101M | 0.17% |
5,504,288
+1,111,164
| +25% | +$20.4M |
|
161
Brookfield Infrastructure Partners
BIP
$14.2B
| $101M | 0.17% |
6,090,331
+107,803
| +2% | +$1.78M |
|
162
Regions Financial
RF
$24B
| $100M | 0.17% |
9,446,013
-3,032,800
| -24% | -$32.2M |
|
163
Thermo Fisher Scientific
TMO
$183B
| $99.8M | 0.17% |
845,858
+356,391
| +73% | +$42.1M |
|
164
Trane Technologies
TT
$90.9B
| $98.4M | 0.17% |
1,574,538
+1,225,190
| +351% | +$76.6M |
|
165
Fifth Third Bancorp
FITB
$30.2B
| $97.8M | 0.16% |
4,580,537
-3,294,600
| -42% | -$70.3M |
|
166
Verisk Analytics
VRSK
$37.5B
| $96.6M | 0.16% |
1,608,869
+603,351
| +60% | +$36.2M |
|
167
Biogen
BIIB
$20.5B
| $96.3M | 0.16% |
305,465
-38,918
| -11% | -$12.3M |
|
168
Ecolab
ECL
$77.5B
| $95.5M | 0.16% |
857,908
+9,680
| +1% | +$1.08M |
|
|
ESRX
169
DELISTED
Express Scripts Holding Company
ESRX
| $95.4M | 0.16% |
1,376,102
-55,482
| -4% | -$3.85M |
|
|
WBA
170
DELISTED
Walgreens Boots Alliance
WBA
| $95M | 0.16% |
1,281,367
+207,967
| +19% | +$15.4M |
|
171
Patterson-UTI
PTEN
$2.13B
| $94.9M | 0.16% |
2,717,174
+182,964
| +7% | +$6.39M |
|
172
EchoStar
SATS
$18.4B
| $94.9M | 0.16% |
2,211,885
-29,595
| -1% | -$1.27M |
|
173
CoreCivic
CXW
$2.15B
| $94.8M | 0.16% |
2,884,743
+188,871
| +7% | +$6.2M |
|
174
Prudential Financial
PRU
$37.8B
| $94.6M | 0.16% |
1,065,961
-799,561
| -43% | -$71M |
|
175
Enovis
ENOV
$1.75B
| $94.1M | 0.16% |
733,284
+27,101
| +4% | +$3.48M |
|