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 |
Equity Residential
EQR
|
$255M |
| 2 |
Autodesk
ADSK
|
$107M |
| 3 |
WRK
WestRock Company
WRK
|
$93.8M |
| 4 |
DuPont de Nemours
DD
|
$91.5M |
| 5 |
Brookfield
BN
|
$78.4M |
Top Sells
| 1 |
XEC
CIMAREX ENERGY CO
XEC
|
$132M |
| 2 |
Camden Property Trust
CPT
|
$124M |
| 3 |
Adobe
ADBE
|
$116M |
| 4 |
Bausch Health
BHC
|
$115M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$105M |
Sector Composition
| 1 | Financials | 17% |
| 2 | Real Estate | 15.4% |
| 3 | Technology | 11.63% |
| 4 | Consumer Discretionary | 10.7% |
| 5 | Healthcare | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Vornado Realty Trust
VNO
$7.55B
| $95.7M | 0.15% |
1,309,496
+9,082
| +0.7% | +$664K |
|
|
WRK
177
DELISTED
WestRock Company
WRK
| $93.8M | 0.15% |
+2,024,526
| New | +$93.8M |
|
178
Ryanair
RYAAY
$32.9B
| $93.6M | 0.15% |
2,912,956
+103,513
| +4% | +$3.33M |
|
179
LyondellBasell Industries
LYB
$17.4B
| $92.5M | 0.15% |
1,109,319
+105,080
| +10% | +$8.76M |
|
180
Teva Pharmaceuticals
TEVA
$21.5B
| $92.2M | 0.14% |
1,632,363
+931,632
| +133% | +$52.6M |
|
181
United Parcel Service
UPS
$72.3B
| $91.6M | 0.14% |
928,537
+1,204
| +0.1% | +$119K |
|
182
Arch Capital
ACGL
$34.7B
| $89.9M | 0.14% |
3,668,892
+81,177
| +2% | +$1.99M |
|
183
US Bancorp
USB
$75.5B
| $87.2M | 0.14% |
2,126,929
-133,768
| -6% | -$5.49M |
|
184
Lennar Class A
LEN
$34.7B
| $86.1M | 0.14% |
1,879,808
+454,859
| +32% | +$20.8M |
|
185
Extra Space Storage
EXR
$30.4B
| $85.5M | 0.13% |
1,108,626
-472,223
| -30% | -$36.4M |
|
186
Booking.com
BKNG
$181B
| $84.8M | 0.13% |
68,529
-989
| -1% | -$1.22M |
|
187
Costco
COST
$421B
| $84.2M | 0.13% |
582,723
+100
| +0% | +$14.5K |
|
188
Fastenal
FAST
$56.5B
| $83.6M | 0.13% |
9,137,244
-1,948,200
| -18% | -$17.8M |
|
189
Cigna
CI
$80.2B
| $82.3M | 0.13% |
609,817
+210,074
| +53% | +$28.4M |
|
|
190
Adobe
ADBE
$148B
| $81.8M | 0.13% |
995,453
-1,406,395
| -59% | -$116M |
|
191
Delta Air Lines
DAL
$40B
| $81.4M | 0.13% |
1,813,222
-42,542
| -2% | -$1.91M |
|
|
Y
192
DELISTED
Alleghany Corporation
Y
| $80.8M | 0.13% |
172,647
-971
| -0.6% | -$455K |
|
193
Yum! Brands
YUM
$40.1B
| $80.7M | 0.13% |
1,404,116
+23,624
| +2% | +$1.36M |
|
|
CDK
194
DELISTED
CDK Global, Inc.
CDK
| $79.4M | 0.12% |
1,662,477
+447,301
| +37% | +$21.4M |
|
195
EchoStar
SATS
$18.4B
| $78.9M | 0.12% |
2,261,586
-20,501
| -0.9% | -$715K |
|
|
ESRX
196
DELISTED
Express Scripts Holding Company
ESRX
| $78.1M | 0.12% |
964,651
-40,912
| -4% | -$3.31M |
|
197
Colgate-Palmolive
CL
$67.7B
| $77.6M | 0.12% |
1,223,255
-8,325
| -0.7% | -$528K |
|
198
Abbott
ABT
$230B
| $77.5M | 0.12% |
1,927,738
+28,340
| +1% | +$1.14M |
|
199
Blackrock
BLK
$170B
| $77.4M | 0.12% |
260,176
+2,727
| +1% | +$811K |
|
200
Bank of New York Mellon
BK
$73.8B
| $77.3M | 0.12% |
1,975,544
-6,978
| -0.4% | -$273K |
|