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 |
Air Products & Chemicals
APD
|
$203M |
| 2 |
Pfizer
PFE
|
$117M |
| 3 |
Johnson & Johnson
JNJ
|
$94.3M |
| 4 |
STJ
St Jude Medical
STJ
|
$70.6M |
| 5 |
Patterson-UTI
PTEN
|
$68.8M |
Top Sells
| 1 |
Allstate
ALL
|
$125M |
| 2 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
$120M |
| 3 |
ADT
ADT CORP
ADT
|
$102M |
| 4 |
Service Corp International
SCI
|
$63.6M |
| 5 |
Everest Group
EG
|
$62.6M |
Sector Composition
| 1 | Financials | 16.67% |
| 2 | Real Estate | 11.52% |
| 3 | Technology | 11.36% |
| 4 | Healthcare | 10.45% |
| 5 | Consumer Discretionary | 10.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
SITE Centers
SITC
$490M
| $91.2M | 0.16% |
4,297,049
+127,855
| +3% | +$2.71M |
|
177
American International
AIG
$43.9B
| $90M | 0.16% |
1,799,850
+171,868
| +11% | +$8.6M |
|
178
Occidental Petroleum
OXY
$45.2B
| $87.5M | 0.16% |
958,231
+4,489
| +0.5% | +$410K |
|
179
Enovis
ENOV
$1.84B
| $86.7M | 0.15% |
706,183
+477,024
| +208% | +$58.6M |
|
180
EchoStar
SATS
$19.3B
| $86.4M | 0.15% |
2,241,480
-71,227
| -3% | -$2.75M |
|
|
SNDK
181
DELISTED
SANDISK CORP
SNDK
| $86.1M | 0.15% |
1,060,939
-23,524
| -2% | -$1.91M |
|
|
COL
182
DELISTED
Rockwell Collins
COL
| $86M | 0.15% |
1,079,561
+212,919
| +25% | +$17M |
|
183
Wendy's
WEN
$1.97B
| $85.3M | 0.15% |
9,351,836
+1,474,551
| +19% | +$13.4M |
|
184
DuPont de Nemours
DD
$32.6B
| $85.2M | 0.15% |
868,781
+112,149
| +15% | +$11M |
|
185
Starbucks
SBUX
$97.1B
| $84.8M | 0.15% |
2,310,202
+127,046
| +6% | +$4.66M |
|
186
CoreCivic
CXW
$2.11B
| $84.4M | 0.15% |
2,695,872
+84,030
| +3% | +$2.63M |
|
187
SLM Corp
SLM
$6.49B
| $84.4M | 0.15% |
9,650,333
-1,047,093
| -10% | -$9.16M |
|
|
TCO
188
DELISTED
Taubman Centers Inc.
TCO
| $83.7M | 0.15% |
1,181,814
+62,451
| +6% | +$4.42M |
|
|
RAD
189
DELISTED
Rite Aid Corporation
RAD
| $82.6M | 0.15% |
658,926
+16,706
| +3% | +$2.09M |
|
190
Avery Dennison
AVY
$13.1B
| $82.6M | 0.15% |
1,629,657
+37,429
| +2% | +$1.9M |
|
191
Medtronic
MDT
$119B
| $82.5M | 0.15% |
1,339,939
-65,591
| -5% | -$4.04M |
|
|
DD
192
DELISTED
Du Pont De Nemours E I
DD
| $81.9M | 0.15% |
1,285,600
+61,478
| +5% | +$3.92M |
|
193
Danaher
DHR
$143B
| $81.8M | 0.15% |
1,623,342
-49,994
| -3% | -$2.52M |
|
|
194
Patterson-UTI
PTEN
$2.18B
| $80.3M | 0.14% |
2,534,210
+2,170,820
| +597% | +$68.8M |
|
195
Eli Lilly
LLY
$652B
| $79.6M | 0.14% |
1,351,634
+197,646
| +17% | +$11.6M |
|
196
eBay
EBAY
$42.3B
| $78.5M | 0.14% |
3,374,980
+46,912
| +1% | +$1.09M |
|
197
Lowe's Companies
LOW
$151B
| $77.1M | 0.14% |
1,576,676
-666,767
| -30% | -$32.6M |
|
198
Tyson Foods
TSN
$20B
| $75.4M | 0.13% |
1,713,293
+1,015,106
| +145% | +$44.7M |
|
199
CubeSmart
CUBE
$9.52B
| $75.4M | 0.13% |
4,393,124
+246,476
| +6% | +$4.23M |
|
200
HCA Healthcare
HCA
$98.5B
| $75.3M | 0.13% |
1,433,993
-887,307
| -38% | -$46.6M |
|