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 |
O'Reilly Automotive
ORLY
|
$174M |
| 2 |
DuPont de Nemours
DD
|
$135M |
| 3 |
Healthpeak Properties
DOC
|
$98.5M |
| 4 |
Gartner
IT
|
$95.1M |
| 5 |
Air Products & Chemicals
APD
|
$94.4M |
Top Sells
| 1 |
AutoZone
AZO
|
$268M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$165M |
| 3 |
JPMorgan Chase
JPM
|
$118M |
| 4 |
Willis Towers Watson
WTW
|
$112M |
| 5 |
Welltower
WELL
|
$106M |
Sector Composition
| 1 | Financials | 17.91% |
| 2 | Real Estate | 14.57% |
| 3 | Technology | 12.03% |
| 4 | Consumer Discretionary | 10.63% |
| 5 | Industrials | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Dollar General
DG
$24.1B
| $150M | 0.15% |
1,849,520
-26,175
| -1% | -$2.12M |
|
177
Kraft Heinz
KHC
$32.3B
| $150M | 0.15% |
1,931,896
-602
| -0% | -$46.7K |
|
178
Teleflex
TFX
$5.78B
| $149M | 0.14% |
615,382
+4,984
| +0.8% | +$1.21M |
|
179
Ecolab
ECL
$77.6B
| $148M | 0.14% |
1,152,941
-14,841
| -1% | -$1.91M |
|
180
Occidental Petroleum
OXY
$45.2B
| $148M | 0.14% |
2,305,472
-67,312
| -3% | -$4.32M |
|
181
Lennar Class A
LEN
$36.7B
| $147M | 0.14% |
2,925,003
-362,946
| -11% | -$18.2M |
|
182
HF Sinclair
DINO
$9.56B
| $147M | 0.14% |
4,079,796
-124,559
| -3% | -$4.48M |
|
183
Ingredion
INGR
$8.24B
| $147M | 0.14% |
1,215,767
+193,722
| +19% | +$23.4M |
|
184
Applied Materials
AMAT
$130B
| $146M | 0.14% |
2,805,980
-151,300
| -5% | -$7.88M |
|
185
Avery Dennison
AVY
$13.1B
| $145M | 0.14% |
1,478,887
-280,487
| -16% | -$27.6M |
|
186
Sempra
SRE
$52.9B
| $143M | 0.14% |
2,507,370
-58,738
| -2% | -$3.35M |
|
187
Biogen
BIIB
$20.6B
| $142M | 0.14% |
452,536
+37,715
| +9% | +$11.8M |
|
188
Charles Schwab
SCHW
$167B
| $141M | 0.14% |
3,220,700
+120,556
| +4% | +$5.27M |
|
189
Parker-Hannifin
PH
$96.1B
| $141M | 0.14% |
803,855
-306,590
| -28% | -$53.7M |
|
190
Valero Energy
VLO
$48.7B
| $140M | 0.14% |
1,815,805
+114,945
| +7% | +$8.84M |
|
191
Kroger
KR
$44.8B
| $139M | 0.14% |
6,946,580
+350,316
| +5% | +$7.03M |
|
192
Howard Hughes
HHH
$4.69B
| $137M | 0.13% |
1,217,360
+58,682
| +5% | +$6.6M |
|
193
BGC Group
BGC
$4.71B
| $137M | 0.13% |
14,674,285
+2,356,166
| +19% | +$21.9M |
|
194
Goldman Sachs
GS
$223B
| $136M | 0.13% |
573,727
-21,220
| -4% | -$5.03M |
|
195
Sensata Technologies
ST
$4.66B
| $136M | 0.13% |
2,828,549
+2,939
| +0.1% | +$141K |
|
196
Eversource Energy
ES
$23.6B
| $135M | 0.13% |
2,240,854
-85,895
| -4% | -$5.19M |
|
197
Enterprise Products Partners
EPD
$68.6B
| $135M | 0.13% |
5,181,010
-111,637
| -2% | -$2.91M |
|
198
WEC Energy
WEC
$34.7B
| $135M | 0.13% |
2,142,455
-52,675
| -2% | -$3.31M |
|
199
Keurig Dr Pepper
KDP
$38.9B
| $134M | 0.13% |
1,518,634
+309,068
| +26% | +$27.3M |
|
|
STAY
200
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
| $134M | 0.13% |
6,710,452
+3,365,110
| +101% | +$67.3M |
|