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 |
ANSS
Ansys
ANSS
|
$196M |
| 2 |
Hyatt Hotels
H
|
$166M |
| 3 |
Prologis
PLD
|
$160M |
| 4 |
RP
RealPage, Inc.
RP
|
$160M |
| 5 |
WIX.com
WIX
|
$147M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
$367M |
| 2 |
Moody's
MCO
|
$303M |
| 3 |
Ross Stores
ROST
|
$252M |
| 4 |
Dentsply Sirona
XRAY
|
$213M |
| 5 |
Autodesk
ADSK
|
$167M |
Sector Composition
| 1 | Financials | 16.51% |
| 2 | Technology | 14.46% |
| 3 | Real Estate | 14.24% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 9.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Eli Lilly
LLY
$661B
| $159M | 0.14% |
1,479,533
+34,935
| +2% | +$3.75M |
|
177
Snap-on
SNA
$16.8B
| $158M | 0.14% |
862,394
-198,434
| -19% | -$36.4M |
|
178
Alaska Air
ALK
$7.21B
| $158M | 0.14% |
2,289,806
-100,424
| -4% | -$6.92M |
|
179
Biogen
BIIB
$20.5B
| $157M | 0.14% |
443,917
+37,205
| +9% | +$13.1M |
|
180
Equity Residential
EQR
$24.7B
| $155M | 0.14% |
2,338,328
-31,591
| -1% | -$2.09M |
|
181
Sempra
SRE
$53.7B
| $155M | 0.14% |
2,723,330
+236,118
| +9% | +$13.4M |
|
182
WEC Energy
WEC
$34.4B
| $155M | 0.14% |
2,319,977
+1,716
| +0.1% | +$115K |
|
183
Elevance Health
ELV
$72.4B
| $154M | 0.14% |
562,704
+1,637
| +0.3% | +$449K |
|
|
XEC
184
DELISTED
CIMAREX ENERGY CO
XEC
| $154M | 0.14% |
1,653,268
-65,689
| -4% | -$6.11M |
|
185
Liberty Broadband Class C
LBRDK
$8.6B
| $153M | 0.14% |
1,820,305
+2,868
| +0.2% | +$242K |
|
186
Weyerhaeuser
WY
$17.9B
| $153M | 0.13% |
4,735,688
-865,202
| -15% | -$27.9M |
|
187
GE Aerospace
GE
$293B
| $152M | 0.13% |
2,804,805
+18,389
| +0.7% | +$995K |
|
188
Teleflex
TFX
$5.57B
| $151M | 0.13% |
569,105
-2,613
| -0.5% | -$695K |
|
189
Lowe's Companies
LOW
$146B
| $151M | 0.13% |
1,318,134
-75,055
| -5% | -$8.62M |
|
|
TVPT
190
DELISTED
Travelport Worldwide Limited
TVPT
| $151M | 0.13% |
8,963,509
-37,091
| -0.4% | -$626K |
|
191
United Parcel Service
UPS
$72.3B
| $150M | 0.13% |
1,282,381
+23,641
| +2% | +$2.76M |
|
192
Eversource Energy
ES
$23.5B
| $149M | 0.13% |
2,427,953
+30,620
| +1% | +$1.88M |
|
193
Bank OZK
OZK
$5.93B
| $148M | 0.13% |
3,910,775
+568,271
| +17% | +$21.6M |
|
194
Scotiabank
BNS
$78.1B
| $147M | 0.13% |
2,465,905
+132,432
| +6% | +$7.9M |
|
195
Parker-Hannifin
PH
$94.8B
| $146M | 0.13% |
795,773
+3,518
| +0.4% | +$647K |
|
196
Qualcomm
QCOM
$170B
| $146M | 0.13% |
2,030,629
-73,069
| -3% | -$5.26M |
|
197
Fidelity National Information Services
FIS
$35.6B
| $146M | 0.13% |
1,339,945
-434,067
| -24% | -$47.3M |
|
198
Credicorp
BAP
$20.6B
| $144M | 0.13% |
645,236
+45,420
| +8% | +$10.1M |
|
199
U-Haul Holding Co
UHAL
$10.7B
| $144M | 0.13% |
4,035,320
+725,680
| +22% | +$25.9M |
|
200
EOG Resources
EOG
$65.8B
| $144M | 0.13% |
1,124,874
-9,749
| -0.9% | -$1.24M |
|