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 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$225M |
| 2 |
Cousins Properties
CUZ
|
$225M |
| 3 |
Americold
COLD
|
$147M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
$138M |
| 5 |
Domino's
DPZ
|
$129M |
Top Sells
| 1 |
SBA Communications
SBAC
|
$180M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
$138M |
| 3 |
Hilton Grand Vacations
HGV
|
$111M |
| 4 |
Openlane
KAR
|
$103M |
| 5 |
Prologis
PLD
|
$93.9M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.93% |
| 3 | Technology | 14.95% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Charles Schwab
SCHW
$167B
| $162M | 0.15% |
4,029,784
+144,358
| +4% | +$5.8M |
|
177
iShares Core S&P 500 ETF
IVV
$664B
| $162M | 0.15% |
549,111
+47,198
| +9% | +$13.9M |
|
178
Icon
ICLR
$13.6B
| $161M | 0.14% |
1,045,373
-18,449
| -2% | -$2.84M |
|
179
M&T Bank
MTB
$31.2B
| $161M | 0.14% |
945,442
-9,915
| -1% | -$1.69M |
|
180
Tyson Foods
TSN
$20B
| $159M | 0.14% |
1,968,065
-7,255
| -0.4% | -$586K |
|
181
WEC Energy
WEC
$34.7B
| $158M | 0.14% |
1,893,142
-331,752
| -15% | -$27.7M |
|
182
Sabra Healthcare REIT
SBRA
$4.56B
| $156M | 0.14% |
7,934,023
+4,443,426
| +127% | +$87.5M |
|
183
Enterprise Products Partners
EPD
$68.6B
| $156M | 0.14% |
5,395,042
-15,067
| -0.3% | -$435K |
|
184
Eversource Energy
ES
$23.6B
| $153M | 0.14% |
2,025,610
-334,912
| -14% | -$25.4M |
|
185
U-Haul Holding Co
UHAL
$11.2B
| $153M | 0.14% |
4,045,660
+740
| +0% | +$28K |
|
186
RTX Corp
RTX
$211B
| $150M | 0.14% |
1,835,651
-398,488
| -18% | -$32.7M |
|
|
STI
187
DELISTED
SunTrust Banks, Inc.
STI
| $149M | 0.13% |
2,375,417
+7,547
| +0.3% | +$474K |
|
188
Albemarle
ALB
$9.6B
| $148M | 0.13% |
2,099,219
+378,966
| +22% | +$26.7M |
|
189
MKS Inc. Common Stock
MKSI
$7.02B
| $146M | 0.13% |
1,877,718
-58,791
| -3% | -$4.58M |
|
190
Leidos
LDOS
$23B
| $146M | 0.13% |
1,831,185
-99,317
| -5% | -$7.93M |
|
191
Bank OZK
OZK
$5.9B
| $145M | 0.13% |
4,831,036
+6,122
| +0.1% | +$184K |
|
192
BCE
BCE
$23.1B
| $142M | 0.13% |
3,129,746
-15,994
| -0.5% | -$727K |
|
193
Littelfuse
LFUS
$6.51B
| $141M | 0.13% |
799,158
+817
| +0.1% | +$145K |
|
194
Magna International
MGA
$12.9B
| $141M | 0.13% |
2,834,561
+427,896
| +18% | +$21.3M |
|
195
Equity Lifestyle Properties
ELS
$12B
| $141M | 0.13% |
2,319,432
-114,654
| -5% | -$6.96M |
|
196
Illumina
ILMN
$15.7B
| $141M | 0.13% |
392,849
+40,175
| +11% | +$14.4M |
|
197
Qualcomm
QCOM
$172B
| $139M | 0.13% |
1,833,809
+120,865
| +7% | +$9.19M |
|
198
Parker-Hannifin
PH
$96.1B
| $138M | 0.12% |
814,680
-42,581
| -5% | -$7.24M |
|
|
WORK
199
DELISTED
Slack Technologies, Inc.
WORK
| $138M | 0.12% |
+3,690,764
| New | +$138M |
|
200
TJX Companies
TJX
$155B
| $136M | 0.12% |
2,569,178
+288,444
| +13% | +$15.3M |
|