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 |
Signet Jewelers
SIG
|
$185M |
| 2 |
Alexandria Real Estate Equities
ARE
|
$136M |
| 3 |
Public Storage
PSA
|
$133M |
| 4 |
SBA Communications
SBAC
|
$99.5M |
| 5 |
Element Solutions
ESI
|
$83.7M |
Top Sells
| 1 |
Williams Companies
WMB
|
$220M |
| 2 |
Extra Space Storage
EXR
|
$143M |
| 3 |
Vornado Realty Trust
VNO
|
$141M |
| 4 |
Kinder Morgan
KMI
|
$136M |
| 5 |
Charles Schwab
SCHW
|
$101M |
Sector Composition
| 1 | Financials | 16.84% |
| 2 | Real Estate | 13.83% |
| 3 | Technology | 11.71% |
| 4 | Healthcare | 11.51% |
| 5 | Consumer Discretionary | 10.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Bank of New York Mellon
BK
$74.3B
| $83.2M | 0.12% |
1,982,522
+185,945
| +10% | +$7.8M |
|
202
Tyson Foods
TSN
$20B
| $82.4M | 0.12% |
1,931,902
-1,346,931
| -41% | -$57.4M |
|
203
Ryanair
RYAAY
$32.1B
| $82.2M | 0.12% |
2,809,443
+363,307
| +15% | +$10.6M |
|
204
DuPont de Nemours
DD
$32.3B
| $81.6M | 0.12% |
790,510
-72,063
| -8% | -$7.44M |
|
|
Y
205
DELISTED
Alleghany Corporation
Y
| $81.4M | 0.12% |
173,618
+1,069
| +0.6% | +$501K |
|
206
Accenture
ACN
$158B
| $81.2M | 0.12% |
838,878
+7,917
| +1% | +$766K |
|
|
MON
207
DELISTED
Monsanto Co
MON
| $81M | 0.12% |
760,038
+34,406
| +5% | +$3.67M |
|
208
Colgate-Palmolive
CL
$67.6B
| $80.6M | 0.12% |
1,231,580
+49,523
| +4% | +$3.24M |
|
209
Arch Capital
ACGL
$34.5B
| $80.1M | 0.12% |
3,587,715
+85,512
| +2% | +$1.91M |
|
210
Booking.com
BKNG
$181B
| $80M | 0.12% |
69,518
+1,687
| +2% | +$1.94M |
|
211
Occidental Petroleum
OXY
$45.9B
| $79.5M | 0.12% |
1,023,773
+45,086
| +5% | +$3.5M |
|
212
Costco
COST
$423B
| $78.7M | 0.12% |
582,623
-110
| -0% | -$14.9K |
|
|
HPP
213
Hudson Pacific Properties
HPP
$1.08B
| $78.6M | 0.12% |
2,769,115
+2,089,211
| +307% | +$59.3M |
|
214
Synopsys
SNPS
$111B
| $78.1M | 0.12% |
1,541,581
+523,715
| +51% | +$26.5M |
|
215
HCA Healthcare
HCA
$96.2B
| $77.3M | 0.12% |
852,132
-133,089
| -14% | -$12.1M |
|
216
Brookdale Senior Living
BKD
$1.81B
| $77.2M | 0.12% |
2,224,175
+100,838
| +5% | +$3.5M |
|
217
Liberty Global Class A
LBTYA
$4.05B
| $76.5M | 0.11% |
1,715,042
+19,920
| +1% | +$888K |
|
218
Morgan Stanley
MS
$240B
| $76.4M | 0.11% |
1,968,824
+22,147
| +1% | +$859K |
|
219
Delta Air Lines
DAL
$39.6B
| $76.2M | 0.11% |
1,855,764
-294,599
| -14% | -$12.1M |
|
220
Ford
F
$46.4B
| $76.1M | 0.11% |
5,071,325
+50,913
| +1% | +$764K |
|
|
DD
221
DELISTED
Du Pont De Nemours E I
DD
| $75.6M | 0.11% |
1,244,508
-3,554
| -0.3% | -$216K |
|
|
TFCFA
222
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $74.9M | 0.11% |
2,301,093
-113,299
| -5% | -$3.69M |
|
223
Robert Half
RHI
$3.79B
| $74.4M | 0.11% |
1,339,758
+22,002
| +2% | +$1.22M |
|
|
MWV
224
DELISTED
MEADWESTVACO CORP
MWV
| $73.2M | 0.11% |
1,550,419
+223,877
| +17% | +$10.6M |
|
225
Texas Instruments
TXN
$171B
| $71.6M | 0.11% |
1,390,796
+7,643
| +0.6% | +$394K |
|