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 | |
|---|---|---|---|---|---|---|
|
LPT
201
DELISTED
Liberty Property Trust
LPT
| $115M | 0.12% |
2,738,079
+1,375,253
| +101% | +$57.6M |
|
202
Cullen/Frost Bankers
CFR
$8.38B
| $114M | 0.12% |
1,291,793
-47,886
| -4% | -$4.21M |
|
203
MKS Inc. Common Stock
MKSI
$6.83B
| $113M | 0.12% |
1,752,542
+107,462
| +7% | +$6.94M |
|
204
Hormel Foods
HRL
$13.9B
| $112M | 0.12% |
2,626,291
+222,374
| +9% | +$9.49M |
|
205
Cigna
CI
$81.2B
| $110M | 0.12% |
581,242
+166,850
| +40% | +$31.7M |
|
206
Caterpillar
CAT
$197B
| $110M | 0.12% |
862,595
-23,028
| -3% | -$2.93M |
|
207
Equity Lifestyle Properties
ELS
$11.8B
| $109M | 0.12% |
2,251,680
-99,724
| -4% | -$4.84M |
|
208
TSMC
TSM
$1.22T
| $109M | 0.12% |
2,941,541
+135,799
| +5% | +$5.01M |
|
209
Evergy
EVRG
$16.5B
| $109M | 0.12% |
1,911,280
-247,433
| -11% | -$14M |
|
210
Rexford Industrial Realty
REXR
$9.96B
| $106M | 0.11% |
3,591,401
-10,135
| -0.3% | -$299K |
|
211
Nordson
NDSN
$12.7B
| $104M | 0.11% |
875,191
+13,699
| +2% | +$1.63M |
|
212
Albemarle
ALB
$9.33B
| $104M | 0.11% |
1,345,000
+305,829
| +29% | +$23.6M |
|
213
Brown-Forman Class B
BF.B
$13.3B
| $103M | 0.11% |
2,160,584
+205,145
| +10% | +$9.76M |
|
|
DOC
214
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $103M | 0.11% |
6,404,292
-661,401
| -9% | -$10.6M |
|
215
Snap-on
SNA
$17.1B
| $102M | 0.11% |
700,827
-161,567
| -19% | -$23.5M |
|
216
TJX Companies
TJX
$157B
| $102M | 0.11% |
2,271,268
-171,652
| -7% | -$7.68M |
|
217
Alliant Energy
LNT
$16.6B
| $101M | 0.11% |
2,397,821
-281,794
| -11% | -$11.9M |
|
218
Elevance Health
ELV
$69.4B
| $101M | 0.11% |
385,076
-177,628
| -32% | -$46.7M |
|
|
XEC
219
DELISTED
CIMAREX ENERGY CO
XEC
| $101M | 0.11% |
1,639,500
-13,768
| -0.8% | -$849K |
|
220
H.B. Fuller
FUL
$3.31B
| $101M | 0.11% |
2,355,389
-98,833
| -4% | -$4.22M |
|
|
TCO
221
DELISTED
Taubman Centers Inc.
TCO
| $99.8M | 0.11% |
2,194,577
+1,839,759
| +519% | +$83.7M |
|
222
Camden Property Trust
CPT
$11.8B
| $99.6M | 0.11% |
1,131,048
+10,678
| +1% | +$940K |
|
223
Leidos
LDOS
$22.9B
| $99.5M | 0.11% |
1,886,495
-70,654
| -4% | -$3.72M |
|
224
United Parcel Service
UPS
$71.6B
| $99.3M | 0.11% |
1,017,854
-264,527
| -21% | -$25.8M |
|
225
Bank OZK
OZK
$5.96B
| $99.3M | 0.11% |
4,347,480
+436,705
| +11% | +$9.97M |
|