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
Top Sells
| 1 |
Fidelity National Financial
FNF
|
$303M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
$302M |
| 3 |
DaVita
DVA
|
$195M |
| 4 |
Crown Castle
CCI
|
$180M |
| 5 |
Wells Fargo
WFC
|
$164M |
Sector Composition
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.27% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Goldman Sachs
GS
$227B
| $160M | 0.15% |
629,901
+56,174
| +10% | +$14.3M |
|
177
Ingredion
INGR
$8.21B
| $160M | 0.15% |
1,143,862
-71,905
| -6% | -$10.1M |
|
178
Cullen/Frost Bankers
CFR
$8.38B
| $160M | 0.15% |
1,688,578
-149,548
| -8% | -$14.2M |
|
179
Leidos
LDOS
$22.9B
| $160M | 0.15% |
2,474,296
-243,982
| -9% | -$15.8M |
|
180
NVR
NVR
$23.2B
| $160M | 0.15% |
45,500
-709
| -2% | -$2.49M |
|
181
Texas Instruments
TXN
$170B
| $159M | 0.15% |
1,526,549
+38,144
| +3% | +$3.98M |
|
182
United Parcel Service
UPS
$71.6B
| $158M | 0.15% |
1,329,549
+36,612
| +3% | +$4.36M |
|
183
Steris
STE
$24B
| $158M | 0.15% |
1,808,190
-55,761
| -3% | -$4.88M |
|
184
Huntsman Corp
HUN
$1.92B
| $158M | 0.15% |
4,731,789
-1,060,777
| -18% | -$35.3M |
|
185
Adobe
ADBE
$146B
| $157M | 0.14% |
897,341
-126,420
| -12% | -$22.2M |
|
186
VF Corp
VFC
$5.85B
| $157M | 0.14% |
2,247,739
+43,397
| +2% | +$3.02M |
|
187
Medical Properties Trust
MPW
$2.67B
| $155M | 0.14% |
11,225,635
-812,130
| -7% | -$11.2M |
|
188
HF Sinclair
DINO
$9.65B
| $155M | 0.14% |
3,019,761
-1,060,035
| -26% | -$54.3M |
|
189
Scotiabank
BNS
$79B
| $154M | 0.14% |
2,382,182
+472,319
| +25% | +$30.5M |
|
190
WEC Energy
WEC
$34.6B
| $153M | 0.14% |
2,309,683
+167,228
| +8% | +$11.1M |
|
191
Motorola Solutions
MSI
$79.7B
| $152M | 0.14% |
1,684,992
-799,160
| -32% | -$72.2M |
|
192
Delta Air Lines
DAL
$39.5B
| $152M | 0.14% |
2,715,131
+120,790
| +5% | +$6.76M |
|
193
RTX Corp
RTX
$212B
| $152M | 0.14% |
1,892,672
+219,662
| +13% | +$17.6M |
|
194
Lowe's Companies
LOW
$148B
| $151M | 0.14% |
1,628,094
+331,682
| +26% | +$30.8M |
|
|
PX
195
DELISTED
Praxair Inc
PX
| $151M | 0.14% |
977,924
+75,278
| +8% | +$11.6M |
|
196
Eversource Energy
ES
$23.5B
| $150M | 0.14% |
2,370,841
+129,987
| +6% | +$8.21M |
|
|
CELG
197
DELISTED
Celgene Corp
CELG
| $147M | 0.14% |
1,410,868
-119,892
| -8% | -$12.5M |
|
198
Cummins
CMI
$55.2B
| $147M | 0.14% |
832,952
-163,353
| -16% | -$28.9M |
|
199
Enterprise Products Partners
EPD
$68.9B
| $147M | 0.14% |
5,541,175
+360,165
| +7% | +$9.55M |
|
200
Equity Residential
EQR
$25B
| $147M | 0.13% |
2,298,115
-76,967
| -3% | -$4.91M |
|