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 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
$173M |
| 2 |
FRC
First Republic Bank
FRC
|
$124M |
| 3 |
Equinix
EQIX
|
$94.5M |
| 4 |
Brown & Brown
BRO
|
$94.2M |
| 5 |
Brookfield
BN
|
$89.3M |
Top Sells
Sector Composition
| 1 | Financials | 18.07% |
| 2 | Real Estate | 14.09% |
| 3 | Technology | 13.37% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Industrials | 10.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Weyerhaeuser
WY
$18.7B
| $174M | 0.17% | 4,958,363 +401,218 | +9% | +$14M |
|
152
Cullen/Frost Bankers
CFR
$8.3B
| $173M | 0.17% | 1,632,038 -56,540 | -3% | -$6M |
|
|
GLIBA
153
DELISTED
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
| $173M | 0.16% | +3,264,583 | New | +$173M |
|
154
Openlane
KAR
$3.07B
| $172M | 0.16% | 3,176,527 -149,457 | -4% | -$8.1M |
|
155
Goldman Sachs
GS
$226B
| $172M | 0.16% | 683,349 +53,448 | +8% | +$13.5M |
|
156
Leidos
LDOS
$23.2B
| $170M | 0.16% | 2,593,539 +119,243 | +5% | +$7.8M |
|
157
RTX Corp
RTX
$212B
| $166M | 0.16% | 1,317,730 +126,621 | +11% | +$15.9M |
|
158
Charles Schwab
SCHW
$174B
| $165M | 0.16% | 3,159,576 -6,173 | -0.2% | -$322K |
|
159
Xcel Energy
XEL
$42.8B
| $163M | 0.16% | 3,579,993 -321,114 | -8% | -$14.6M |
|
160
Kraft Heinz
KHC
$33.1B
| $163M | 0.16% | 2,612,932 +345,034 | +15% | +$21.5M |
|
|
XEC
161
DELISTED
CIMAREX ENERGY CO
XEC
| $163M | 0.16% | 1,739,452 +5,344 | +0.3% | +$500K |
|
162
Occidental Petroleum
OXY
$46.9B
| $156M | 0.15% | 2,395,728 -5,440 | -0.2% | -$353K |
|
|
TVPT
163
DELISTED
Travelport Worldwide Limited
TVPT
| $156M | 0.15% | 9,520,961 +1,182,970 | +14% | +$19.3M |
|
164
Texas Instruments
TXN
$184B
| $155M | 0.15% | 1,493,992 -32,557 | -2% | -$3.38M |
|
165
Snap-on
SNA
$17B
| $155M | 0.15% | 1,048,534 +34,012 | +3% | +$5.02M |
|
166
Broadcom
AVGO
$1.4T
| $155M | 0.15% | 656,067 -18,455 | -3% | -$4.35M |
|
167
Steris
STE
$24.1B
| $153M | 0.15% | 1,641,467 -166,723 | -9% | -$15.6M |
|
168
Applied Materials
AMAT
$128B
| $153M | 0.15% | 2,753,567 -50,585 | -2% | -$2.81M |
|
169
Kroger
KR
$44.9B
| $153M | 0.15% | 6,393,735 -620,736 | -9% | -$14.9M |
|
170
East-West Bancorp
EWBC
$14.5B
| $153M | 0.15% | 2,446,979 -547,130 | -18% | -$34.2M |
|
171
Delta Air Lines
DAL
$40.3B
| $152M | 0.15% | 2,777,558 +62,427 | +2% | +$3.42M |
|
172
Northrop Grumman
NOC
$84.5B
| $152M | 0.15% | 434,842 +31,029 | +8% | +$10.8M |
|
173
Medical Properties Trust
MPW
$2.7B
| $151M | 0.14% | 11,625,095 +399,460 | +4% | +$5.19M |
|
174
Bank OZK
OZK
$5.91B
| $149M | 0.14% | 3,093,725 -456,500 | -13% | -$22M |
|
|
STAY
175
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
| $149M | 0.14% | 7,519,078 -169,999 | -2% | -$3.36M |
|