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 |
Linde
LIN
|
$216M |
| 2 |
WIX.com
WIX
|
$92.3M |
| 3 |
TCO
Taubman Centers Inc.
TCO
|
$83.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$75.9M |
| 5 |
American Homes 4 Rent
AMH
|
$70M |
Top Sells
| 1 |
Ross Stores
ROST
|
$229M |
| 2 |
Simon Property Group
SPG
|
$190M |
| 3 |
PX
Praxair Inc
PX
|
$171M |
| 4 |
Alibaba
BABA
|
$149M |
| 5 |
O'Reilly Automotive
ORLY
|
$148M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.05% |
| 3 | Technology | 14% |
| 4 | Consumer Discretionary | 11.2% |
| 5 | Healthcare | 9.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
U-Haul Holding Co
UHAL
$10.9B
| $133M | 0.14% |
4,064,490
+29,170
| +0.7% | +$957K |
|
177
Scotiabank
BNS
$79B
| $133M | 0.14% |
2,670,952
+205,047
| +8% | +$10.2M |
|
178
ConocoPhillips
COP
$120B
| $133M | 0.14% |
2,132,527
-131,045
| -6% | -$8.17M |
|
|
GLIBA
179
DELISTED
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
| $131M | 0.14% |
3,189,292
-46,825
| -1% | -$1.93M |
|
180
Tanger
SKT
$3.89B
| $131M | 0.14% |
6,462,860
-1,488,639
| -19% | -$30.1M |
|
181
Fastenal
FAST
$57.7B
| $130M | 0.14% |
9,973,952
+485,652
| +5% | +$6.35M |
|
182
Biogen
BIIB
$20.5B
| $129M | 0.14% |
428,646
-15,271
| -3% | -$4.6M |
|
|
STAY
183
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
| $129M | 0.14% |
8,305,117
+133,568
| +2% | +$2.07M |
|
184
Parker-Hannifin
PH
$95.9B
| $128M | 0.14% |
861,046
+65,273
| +8% | +$9.73M |
|
|
CDK
185
DELISTED
CDK Global, Inc.
CDK
| $128M | 0.14% |
2,670,994
-121,210
| -4% | -$5.8M |
|
186
Gilead Sciences
GILD
$140B
| $127M | 0.14% |
2,036,795
-122,389
| -6% | -$7.66M |
|
187
CVS Health
CVS
$93.5B
| $127M | 0.14% |
1,936,795
+399,454
| +26% | +$26.2M |
|
188
Alaska Air
ALK
$7.24B
| $126M | 0.13% |
2,072,119
-217,687
| -10% | -$13.2M |
|
189
Liberty Broadband Class C
LBRDK
$8.53B
| $125M | 0.13% |
1,731,307
-88,998
| -5% | -$6.41M |
|
|
RP
190
DELISTED
RealPage, Inc.
RP
| $124M | 0.13% |
2,581,123
+148,212
| +6% | +$7.14M |
|
191
BCE
BCE
$22.8B
| $124M | 0.13% |
3,145,787
+598,947
| +24% | +$23.7M |
|
192
NVR
NVR
$23.2B
| $123M | 0.13% |
50,550
+54
| +0.1% | +$132K |
|
|
HPP
193
Hudson Pacific Properties
HPP
$1.08B
| $121M | 0.13% |
4,178,439
-126,859
| -3% | -$3.69M |
|
194
Baidu
BIDU
$33.8B
| $121M | 0.13% |
765,302
-57,766
| -7% | -$9.16M |
|
195
First Industrial Realty Trust
FR
$6.89B
| $121M | 0.13% |
4,186,853
-117,979
| -3% | -$3.4M |
|
196
Applied Materials
AMAT
$126B
| $120M | 0.13% |
3,651,244
+209,940
| +6% | +$6.87M |
|
197
Medical Properties Trust
MPW
$2.67B
| $118M | 0.13% |
7,330,169
-3,990,061
| -35% | -$64.2M |
|
198
Omega Healthcare
OHI
$12.6B
| $117M | 0.13% |
3,338,992
-1,806,745
| -35% | -$63.5M |
|
199
Healthpeak Properties
DOC
$12.5B
| $117M | 0.12% |
4,181,254
-156,108
| -4% | -$4.36M |
|
200
Lowe's Companies
LOW
$148B
| $117M | 0.12% |
1,261,784
-56,350
| -4% | -$5.2M |
|