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 |
Linde
LIN
|
$216M |
| 2 |
WIX.com
WIX
|
$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
$70M |
Top Sells
| 1 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$787M |
| 2 |
Ross Stores
ROST
|
$229M |
| 3 |
Simon Property Group
SPG
|
$190M |
| 4 |
PX
Praxair Inc
PX
|
$171M |
| 5 |
Alibaba
BABA
|
$149M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Eversource Energy
ES
$23.8B
| $154M | 0.16% | 2,360,137 -67,816 | -3% | -$4.41M |
|
152
Thermo Fisher Scientific
TMO
$186B
| $153M | 0.16% | 685,411 -9,652 | -1% | -$2.16M |
|
153
Equity Residential
EQR
$25.3B
| $152M | 0.16% | 2,306,491 -31,837 | -1% | -$2.1M |
|
154
Altria Group
MO
$113B
| $151M | 0.16% | 3,064,359 -223,636 | -7% | -$11M |
|
155
Enovis
ENOV
$1.77B
| $150M | 0.16% | 7,176,481 -1,094,335 | -13% | -$22.9M |
|
156
Steris
STE
$24.1B
| $150M | 0.16% | 1,402,524 -202,339 | -13% | -$21.6M |
|
157
RTX Corp
RTX
$212B
| $148M | 0.16% | 1,388,587 +85,907 | +7% | +$9.15M |
|
158
Kennedy-Wilson Holdings
KW
$1.21B
| $148M | 0.16% | 8,124,970 +328,955 | +4% | +$5.98M |
|
159
Motorola Solutions
MSI
$78.7B
| $147M | 0.16% | 1,281,071 -69,184 | -5% | -$7.96M |
|
160
Charles Schwab
SCHW
$174B
| $147M | 0.16% | 3,541,087 +193,547 | +6% | +$8.04M |
|
161
Idexx Laboratories
IDXX
$51.8B
| $147M | 0.16% | 787,832 +291,795 | +59% | +$54.3M |
|
162
Bristol-Myers Squibb
BMY
$96B
| $145M | 0.15% | 2,791,446 -338,500 | -11% | -$17.6M |
|
163
Occidental Petroleum
OXY
$46.9B
| $145M | 0.15% | 2,359,564 +20,777 | +0.9% | +$1.28M |
|
164
Enterprise Products Partners
EPD
$69.6B
| $144M | 0.15% | 5,857,988 +285,601 | +5% | +$7.02M |
|
165
Teleflex
TFX
$5.59B
| $143M | 0.15% | 554,418 -14,687 | -3% | -$3.8M |
|
166
MSCI
MSCI
$43.9B
| $143M | 0.15% | 967,054 +23,858 | +3% | +$3.52M |
|
167
Guidewire Software
GWRE
$18.3B
| $140M | 0.15% | 1,747,907 +528,721 | +43% | +$42.4M |
|
168
Fidelity National Information Services
FIS
$36.5B
| $140M | 0.15% | 1,362,865 +22,920 | +2% | +$2.35M |
|
169
Credicorp
BAP
$20.4B
| $139M | 0.15% | 628,551 -16,685 | -3% | -$3.7M |
|
|
PACW
170
DELISTED
PacWest Bancorp
PACW
| $139M | 0.15% | 4,171,619 +377,649 | +10% | +$12.6M |
|
171
M&T Bank
MTB
$31.5B
| $138M | 0.15% | 962,710 -46,953 | -5% | -$6.72M |
|
172
Texas Instruments
TXN
$184B
| $137M | 0.15% | 1,445,813 -229,122 | -14% | -$21.7M |
|
173
Icon
ICLR
$13.8B
| $136M | 0.14% | 1,052,644 -43,378 | -4% | -$5.6M |
|
174
Littelfuse
LFUS
$6.44B
| $134M | 0.14% | 781,653 +132,138 | +20% | +$22.7M |
|
175
Kroger
KR
$44.9B
| $134M | 0.14% | 4,871,955 -1,018,146 | -17% | -$28M |
|