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 |
Fidelity National Financial
FNF
|
$303M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
$302M |
| 3 |
DaVita
DVA
|
$195M |
| 4 |
Crown Castle
CCI
|
$180M |
| 5 |
Wells Fargo
WFC
|
$164M |
Sector Composition
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.27% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Schlumberger
SLB
$52.2B
| $178M | 0.16% |
2,646,274
+388,060
| +17% | +$26.2M |
|
152
Ecolab
ECL
$77.5B
| $177M | 0.16% |
1,322,081
+169,140
| +15% | +$22.7M |
|
153
Occidental Petroleum
OXY
$45.6B
| $177M | 0.16% |
2,401,168
+95,696
| +4% | +$7.05M |
|
154
Snap-on
SNA
$16.8B
| $177M | 0.16% |
1,014,522
+165,266
| +19% | +$28.8M |
|
155
Kraft Heinz
KHC
$31.9B
| $176M | 0.16% |
2,267,898
+336,002
| +17% | +$26.1M |
|
156
Bristol-Myers Squibb
BMY
$96.7B
| $176M | 0.16% |
2,868,135
+263,884
| +10% | +$16.2M |
|
157
Host Hotels & Resorts
HST
$11.8B
| $175M | 0.16% |
8,834,458
-39,373
| -0.4% | -$782K |
|
158
Alaska Air
ALK
$7.21B
| $175M | 0.16% |
2,382,344
+871,681
| +58% | +$64.1M |
|
159
Danaher
DHR
$143B
| $174M | 0.16% |
2,114,875
+25,245
| +1% | +$2.08M |
|
|
FCE.A
160
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $174M | 0.16% |
7,205,315
-104,164
| -1% | -$2.51M |
|
161
Broadcom
AVGO
$1.42T
| $173M | 0.16% |
6,745,220
+185,200
| +3% | +$4.76M |
|
162
Bank OZK
OZK
$5.93B
| $172M | 0.16% |
3,550,225
-320,246
| -8% | -$15.5M |
|
163
Dollar General
DG
$24.1B
| $172M | 0.16% |
1,849,197
-323
| -0% | -$30K |
|
164
Colgate-Palmolive
CL
$67.7B
| $170M | 0.16% |
2,256,893
-268,936
| -11% | -$20.3M |
|
165
Openlane
KAR
$3.05B
| $168M | 0.15% |
8,787,250
-4,336,425
| -33% | -$82.9M |
|
|
HPP
166
Hudson Pacific Properties
HPP
$1.07B
| $166M | 0.15% |
4,853,003
-1,272,971
| -21% | -$43.6M |
|
|
BKI
167
DELISTED
Black Knight, Inc. Common Stock
BKI
| $165M | 0.15% |
3,741,945
+3,537,613
| +1,731% | +$156M |
|
168
Lockheed Martin
LMT
$105B
| $164M | 0.15% |
509,443
-36,313
| -7% | -$11.7M |
|
|
MIC
169
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $163M | 0.15% |
2,541,006
+73,516
| +3% | +$4.72M |
|
170
Charles Schwab
SCHW
$175B
| $163M | 0.15% |
3,165,749
-54,951
| -2% | -$2.82M |
|
|
DOC
171
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $162M | 0.15% |
9,030,815
+55,126
| +0.6% | +$992K |
|
172
Salesforce
CRM
$245B
| $162M | 0.15% |
1,586,545
+358,541
| +29% | +$36.7M |
|
173
Keurig Dr Pepper
KDP
$39.5B
| $162M | 0.15% |
1,667,087
+148,453
| +10% | +$14.4M |
|
174
Parker-Hannifin
PH
$94.8B
| $162M | 0.15% |
809,839
+5,984
| +0.7% | +$1.19M |
|
175
Weyerhaeuser
WY
$17.9B
| $161M | 0.15% |
4,557,145
+1,738,968
| +62% | +$61.3M |
|