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 |
ANSS
Ansys
ANSS
|
$196M |
| 2 |
Hyatt Hotels
H
|
$166M |
| 3 |
Prologis
PLD
|
$160M |
| 4 |
RP
RealPage, Inc.
RP
|
$160M |
| 5 |
WIX.com
WIX
|
$147M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
$367M |
| 2 |
Moody's
MCO
|
$303M |
| 3 |
Ross Stores
ROST
|
$252M |
| 4 |
Dentsply Sirona
XRAY
|
$213M |
| 5 |
Autodesk
ADSK
|
$167M |
Sector Composition
| 1 | Financials | 16.51% |
| 2 | Technology | 14.46% |
| 3 | Real Estate | 14.24% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 9.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Motorola Solutions
MSI
$78.7B
| $176M | 0.15% | 1,350,255 +39,520 | +3% | +$5.14M |
|
152
ConocoPhillips
COP
$124B
| $175M | 0.15% | 2,263,572 -19,103 | -0.8% | -$1.48M |
|
153
Nike
NKE
$114B
| $175M | 0.15% | 2,062,843 +48,907 | +2% | +$4.14M |
|
|
CDK
154
DELISTED
CDK Global, Inc.
CDK
| $175M | 0.15% | 2,792,204 +424,808 | +18% | +$26.6M |
|
155
B&G Foods
BGS
$361M
| $172M | 0.15% | 6,268,528 -178,250 | -3% | -$4.89M |
|
156
Kroger
KR
$44.9B
| $171M | 0.15% | 5,890,101 -28,562 | -0.5% | -$831K |
|
|
PX
157
DELISTED
Praxair Inc
PX
| $171M | 0.15% | 1,064,392 +32,568 | +3% | +$5.23M |
|
158
Thermo Fisher Scientific
TMO
$186B
| $170M | 0.15% | 695,063 +6,250 | +0.9% | +$1.53M |
|
159
Medical Properties Trust
MPW
$2.7B
| $169M | 0.15% | 11,320,230 -45,623 | -0.4% | -$680K |
|
160
Omega Healthcare
OHI
$12.6B
| $169M | 0.15% | 5,145,737 -391,672 | -7% | -$12.8M |
|
161
Icon
ICLR
$13.8B
| $169M | 0.15% | 1,096,022 +77,016 | +8% | +$11.8M |
|
162
Broadcom
AVGO
$1.4T
| $168M | 0.15% | 681,394 +41,768 | +7% | +$10.3M |
|
163
Kennedy-Wilson Holdings
KW
$1.21B
| $168M | 0.15% | 7,796,015 +1,953,799 | +33% | +$42M |
|
164
MSCI
MSCI
$43.9B
| $167M | 0.15% | 943,196 +48,789 | +5% | +$8.66M |
|
|
165
Hyatt Hotels
H
$13.8B
| $167M | 0.15% | 2,096,146 +2,090,695 | +38,354% | +$166M |
|
166
Gilead Sciences
GILD
$140B
| $167M | 0.15% | 2,159,184 +7,548 | +0.4% | +$583K |
|
167
Xcel Energy
XEL
$42.8B
| $166M | 0.15% | 3,525,293 -18,855 | -0.5% | -$890K |
|
168
M&T Bank
MTB
$31.5B
| $166M | 0.15% | 1,009,663 -20,901 | -2% | -$3.44M |
|
169
Deere & Co
DE
$129B
| $166M | 0.15% | 1,103,550 -1,455 | -0.1% | -$219K |
|
|
STAY
170
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
| $165M | 0.15% | 8,171,549 +258,728 | +3% | +$5.23M |
|
|
GLIBA
171
DELISTED
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
| $165M | 0.15% | 3,236,117 +14,392 | +0.4% | +$734K |
|
172
Charles Schwab
SCHW
$174B
| $165M | 0.15% | 3,347,540 +79,867 | +2% | +$3.93M |
|
|
RP
173
DELISTED
RealPage, Inc.
RP
| $160M | 0.14% | 2,432,911 +2,420,773 | +19,944% | +$160M |
|
174
Enterprise Products Partners
EPD
$69.6B
| $160M | 0.14% | 5,572,387 -3,189 | -0.1% | -$91.6K |
|
175
BGC Group
BGC
$4.65B
| $160M | 0.14% | 13,507,234 +1,249,269 | +10% | +$14.8M |
|