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 |
Hilton Worldwide
HLT
|
$323M |
| 2 |
FRC
First Republic Bank
FRC
|
$239M |
| 3 |
Mettler-Toledo International
MTD
|
$210M |
| 4 |
Baidu
BIDU
|
$191M |
| 5 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$183M |
Top Sells
| 1 |
Aon
AON
|
$326M |
| 2 |
Dollar Tree
DLTR
|
$319M |
| 3 |
Intuit
INTU
|
$280M |
| 4 |
Fidelity National Information Services
FIS
|
$206M |
| 5 |
Loews
L
|
$157M |
Sector Composition
| 1 | Financials | 16.93% |
| 2 | Real Estate | 15.1% |
| 3 | Technology | 13.33% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Omega Healthcare
OHI
$12.6B
| $172M | 0.16% | 5,537,409 -1,631,079 | -23% | -$50.6M |
|
|
STAY
152
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
| $171M | 0.16% | 7,912,821 +393,743 | +5% | +$8.51M |
|
153
Snap-on
SNA
$17B
| $170M | 0.16% | 1,060,828 +12,294 | +1% | +$1.98M |
|
154
Steris
STE
$24.1B
| $170M | 0.16% | 1,620,821 -20,646 | -1% | -$2.17M |
|
155
Cullen/Frost Bankers
CFR
$8.3B
| $170M | 0.16% | 1,567,212 -64,826 | -4% | -$7.02M |
|
156
PACCAR
PCAR
$52.5B
| $169M | 0.16% | 2,730,814 +30,906 | +1% | +$1.91M |
|
157
Kroger
KR
$44.9B
| $168M | 0.15% | 5,918,663 -475,072 | -7% | -$13.5M |
|
158
Charles Schwab
SCHW
$174B
| $167M | 0.15% | 3,267,673 +108,097 | +3% | +$5.52M |
|
|
TVPT
159
DELISTED
Travelport Worldwide Limited
TVPT
| $167M | 0.15% | 9,000,600 -520,361 | -5% | -$9.65M |
|
|
PX
160
DELISTED
Praxair Inc
PX
| $163M | 0.15% | 1,031,824 +11,438 | +1% | +$1.81M |
|
161
RTX Corp
RTX
$212B
| $163M | 0.15% | 1,303,740 -13,990 | -1% | -$1.75M |
|
162
Xcel Energy
XEL
$42.8B
| $162M | 0.15% | 3,544,148 -35,845 | -1% | -$1.64M |
|
163
Vail Resorts
MTN
$6.09B
| $162M | 0.15% | 589,883 +496,567 | +532% | +$136M |
|
164
Nike
NKE
$114B
| $160M | 0.15% | 2,013,936 -30,741 | -2% | -$2.45M |
|
165
Medical Properties Trust
MPW
$2.7B
| $160M | 0.15% | 11,365,853 -259,242 | -2% | -$3.64M |
|
166
ConocoPhillips
COP
$124B
| $159M | 0.15% | 2,282,675 -49,585 | -2% | -$3.45M |
|
|
HPP
167
Hudson Pacific Properties
HPP
$1.07B
| $156M | 0.14% | 4,393,021 +70,203 | +2% | +$2.49M |
|
168
East-West Bancorp
EWBC
$14.5B
| $156M | 0.14% | 2,386,512 -60,467 | -2% | -$3.94M |
|
|
DCT
169
DELISTED
DCT Industrial Trust Inc.
DCT
| $155M | 0.14% | 2,326,735 +554,211 | +31% | +$37M |
|
170
Broadcom
AVGO
$1.4T
| $155M | 0.14% | 639,626 -16,441 | -3% | -$3.99M |
|
171
Deere & Co
DE
$129B
| $154M | 0.14% | 1,105,005 -16,423 | -1% | -$2.3M |
|
172
Enterprise Products Partners
EPD
$69.6B
| $154M | 0.14% | 5,575,576 -113,037 | -2% | -$3.13M |
|
|
CDK
173
DELISTED
CDK Global, Inc.
CDK
| $154M | 0.14% | 2,367,396 +367,851 | +18% | +$23.9M |
|
174
Teleflex
TFX
$5.59B
| $153M | 0.14% | 571,718 +7,985 | +1% | +$2.14M |
|
175
Motorola Solutions
MSI
$78.7B
| $153M | 0.14% | 1,310,735 -8,975 | -0.7% | -$1.04M |
|