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
Top Sells
| 1 |
BCR
CR Bard Inc.
BCR
|
$296M |
| 2 |
GGP
GGP Inc.
GGP
|
$134M |
| 3 |
Morgan Stanley
MS
|
$106M |
| 4 |
Amgen
AMGN
|
$72.3M |
| 5 |
EDR
Education Realty Trust Inc
EDR
|
$67.9M |
Sector Composition
| 1 | Financials | 17.92% |
| 2 | Real Estate | 14.58% |
| 3 | Technology | 11.71% |
| 4 | Consumer Discretionary | 10.38% |
| 5 | Industrials | 9.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Lennar Class A
LEN
$34.7B
| $167M | 0.17% |
3,287,949
+662,985
| +25% | +$33.6M |
|
152
Brown & Brown
BRO
$31.4B
| $167M | 0.17% |
7,748,424
+13,408
| +0.2% | +$289K |
|
|
INXN
153
DELISTED
Interxion Holding N.V.
INXN
| $166M | 0.17% |
3,617,017
+13,699
| +0.4% | +$627K |
|
154
Kraft Heinz
KHC
$31.9B
| $165M | 0.17% |
1,932,498
+1,086,062
| +128% | +$93M |
|
|
DD
155
DELISTED
Du Pont De Nemours E I
DD
| $165M | 0.17% |
2,047,008
+687,426
| +51% | +$55.5M |
|
156
Allstate
ALL
$53.9B
| $162M | 0.16% |
1,827,612
+1,304,131
| +249% | +$115M |
|
|
TWX
157
DELISTED
Time Warner Inc
TWX
| $158M | 0.16% |
1,575,684
+326,290
| +26% | +$32.8M |
|
|
PACW
158
DELISTED
PacWest Bancorp
PACW
| $158M | 0.16% |
3,379,025
+1,789,571
| +113% | +$83.6M |
|
159
Cummins
CMI
$54B
| $157M | 0.16% |
969,513
+163,536
| +20% | +$26.5M |
|
160
United Parcel Service
UPS
$72.3B
| $157M | 0.16% |
1,421,199
+395,281
| +39% | +$43.7M |
|
|
CDK
161
DELISTED
CDK Global, Inc.
CDK
| $157M | 0.16% |
2,528,901
+98,417
| +4% | +$6.11M |
|
162
Bristol-Myers Squibb
BMY
$96.7B
| $156M | 0.16% |
2,805,241
+366,762
| +15% | +$20.4M |
|
163
Steris
STE
$23.9B
| $156M | 0.16% |
1,911,958
+1,023,035
| +115% | +$83.4M |
|
164
Avery Dennison
AVY
$13B
| $155M | 0.16% |
1,759,374
+923,548
| +110% | +$81.6M |
|
165
Broadcom
AVGO
$1.42T
| $155M | 0.16% |
6,670,570
+839,290
| +14% | +$19.6M |
|
166
Ecolab
ECL
$77.5B
| $155M | 0.16% |
1,167,782
+12,895
| +1% | +$1.71M |
|
167
Kroger
KR
$45.1B
| $154M | 0.15% |
6,596,264
+4,740,751
| +255% | +$111M |
|
168
B&G Foods
BGS
$356M
| $154M | 0.15% |
4,319,621
+2,940,036
| +213% | +$105M |
|
169
Medical Properties Trust
MPW
$2.66B
| $153M | 0.15% |
11,859,196
+6,973,902
| +143% | +$89.8M |
|
170
Equity Residential
EQR
$24.7B
| $151M | 0.15% |
2,300,590
+31
| +0% | +$2.04K |
|
171
Schlumberger
SLB
$52.2B
| $149M | 0.15% |
2,264,288
+288,424
| +15% | +$19M |
|
172
Adobe
ADBE
$148B
| $148M | 0.15% |
1,046,471
+325,076
| +45% | +$46M |
|
173
Bank OZK
OZK
$5.93B
| $147M | 0.15% |
3,138,880
+1,855,697
| +145% | +$87M |
|
|
DHC
174
Diversified Healthcare Trust
DHC
$903M
| $146M | 0.15% |
7,161,923
+236,699
| +3% | +$4.84M |
|
175
Leidos
LDOS
$22.8B
| $146M | 0.15% |
2,817,056
+175,863
| +7% | +$9.09M |
|