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 |
iShares MBS ETF
MBB
|
$250M |
| 2 |
Host Hotels & Resorts
HST
|
$201M |
| 3 |
Wayfair
W
|
$173M |
| 4 |
AerCap
AER
|
$120M |
| 5 |
Fastenal
FAST
|
$104M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$223M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$182M |
| 3 |
Apple
AAPL
|
$142M |
| 4 |
Scotiabank
BNS
|
$129M |
| 5 |
Applied Materials
AMAT
|
$111M |
Sector Composition
| 1 | Real Estate | 16.64% |
| 2 | Financials | 16.14% |
| 3 | Technology | 14.77% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
HCA Healthcare
HCA
$98.5B
| $173M | 0.15% |
1,435,089
+30,794
| +2% | +$3.71M |
|
177
EOG Resources
EOG
$64.4B
| $169M | 0.15% |
2,280,211
+423,303
| +23% | +$31.4M |
|
178
Albemarle
ALB
$9.6B
| $169M | 0.15% |
2,426,897
+327,678
| +16% | +$22.8M |
|
179
WEC Energy
WEC
$34.7B
| $168M | 0.15% |
1,767,816
-125,326
| -7% | -$11.9M |
|
180
Parker-Hannifin
PH
$96.1B
| $166M | 0.15% |
921,401
+106,721
| +13% | +$19.3M |
|
|
HR
181
DELISTED
Healthcare Realty Trust Incorporated
HR
| $165M | 0.15% |
4,933,924
+674,999
| +16% | +$22.6M |
|
182
NVR
NVR
$23.5B
| $165M | 0.15% |
44,438
-9,841
| -18% | -$36.6M |
|
|
RDS.B
183
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $165M | 0.15% |
2,757,798
-52,186
| -2% | -$3.13M |
|
184
TSMC
TSM
$1.26T
| $164M | 0.14% |
3,534,754
+254,859
| +8% | +$11.8M |
|
185
Sunstone Hotel Investors
SHO
$1.81B
| $164M | 0.14% |
11,919,273
-2,552,048
| -18% | -$35.1M |
|
186
Eli Lilly
LLY
$652B
| $163M | 0.14% |
1,458,711
-52,545
| -3% | -$5.88M |
|
|
STI
187
DELISTED
SunTrust Banks, Inc.
STI
| $162M | 0.14% |
2,354,070
-21,347
| -0.9% | -$1.47M |
|
188
U-Haul Holding Co
UHAL
$11.2B
| $161M | 0.14% |
4,136,560
+90,900
| +2% | +$3.55M |
|
189
Steris
STE
$24.2B
| $159M | 0.14% |
1,097,425
-122,016
| -10% | -$17.6M |
|
190
MKS Inc. Common Stock
MKSI
$7.02B
| $158M | 0.14% |
1,715,393
-162,325
| -9% | -$15M |
|
191
RTX Corp
RTX
$211B
| $158M | 0.14% |
1,836,353
+702
| +0% | +$60.3K |
|
192
Icon
ICLR
$13.6B
| $154M | 0.14% |
1,048,083
+2,710
| +0.3% | +$399K |
|
193
Enterprise Products Partners
EPD
$68.6B
| $154M | 0.14% |
5,385,217
-9,825
| -0.2% | -$281K |
|
194
Magna International
MGA
$12.9B
| $154M | 0.14% |
2,882,723
+48,162
| +2% | +$2.57M |
|
195
Brown-Forman Class B
BF.B
$13.7B
| $153M | 0.14% |
2,439,453
+8,714
| +0.4% | +$547K |
|
196
VF Corp
VFC
$5.86B
| $151M | 0.13% |
1,702,253
+424,385
| +33% | +$37.8M |
|
197
M&T Bank
MTB
$31.2B
| $151M | 0.13% |
955,127
+9,685
| +1% | +$1.53M |
|
198
Equity Lifestyle Properties
ELS
$12B
| $147M | 0.13% |
2,203,010
-116,422
| -5% | -$7.78M |
|
199
Lockheed Martin
LMT
$108B
| $146M | 0.13% |
375,094
+5,976
| +2% | +$2.33M |
|
200
Bristol-Myers Squibb
BMY
$96B
| $145M | 0.13% |
2,863,187
-62,808
| -2% | -$3.18M |
|