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 |
Intuitive Surgical
ISRG
|
$189M |
| 2 |
Agree Realty
ADC
|
$170M |
| 3 |
Tyler Technologies
TYL
|
$159M |
| 4 |
SBA Communications
SBAC
|
$110M |
| 5 |
Expeditors International
EXPD
|
$101M |
Top Sells
| 1 |
RP
RealPage, Inc.
RP
|
$286M |
| 2 |
Apple
AAPL
|
$248M |
| 3 |
Deere & Co
DE
|
$232M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$191M |
| 5 |
Microsoft
MSFT
|
$190M |
Sector Composition
| 1 | Technology | 18.27% |
| 2 | Financials | 15.24% |
| 3 | Real Estate | 14.94% |
| 4 | Consumer Discretionary | 12.66% |
| 5 | Industrials | 9.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Sempra
SRE
$52.9B
| $125M | 0.09% |
1,889,174
+511,392
| +37% | +$33.9M |
|
227
Nordson
NDSN
$12.6B
| $125M | 0.09% |
629,428
-21,454
| -3% | -$4.26M |
|
228
Altria Group
MO
$112B
| $125M | 0.09% |
2,443,888
-72,192
| -3% | -$3.69M |
|
229
Advanced Micro Devices
AMD
$245B
| $124M | 0.09% |
1,574,197
-96,787
| -6% | -$7.6M |
|
|
ACC
230
DELISTED
American Campus Communities, Inc.
ACC
| $124M | 0.09% |
2,861,383
-64,137
| -2% | -$2.77M |
|
231
Shopify
SHOP
$191B
| $121M | 0.09% |
1,092,340
-140,830
| -11% | -$15.6M |
|
232
Caesars Entertainment
CZR
$5.48B
| $121M | 0.08% |
1,379,762
-63,775
| -4% | -$5.58M |
|
233
D.R. Horton
DHI
$54.2B
| $119M | 0.08% |
1,335,580
+882,230
| +195% | +$78.6M |
|
234
Micron Technology
MU
$147B
| $118M | 0.08% |
1,341,213
-70,037
| -5% | -$6.18M |
|
235
Booking.com
BKNG
$178B
| $118M | 0.08% |
50,649
-4,401
| -8% | -$10.3M |
|
236
Lockheed Martin
LMT
$108B
| $118M | 0.08% |
318,102
-18,457
| -5% | -$6.82M |
|
237
Sherwin-Williams
SHW
$92.9B
| $116M | 0.08% |
471,345
-22,770
| -5% | -$5.6M |
|
238
Crown Castle
CCI
$41.9B
| $114M | 0.08% |
664,488
-49,672
| -7% | -$8.55M |
|
239
Deckers Outdoor
DECK
$17.9B
| $114M | 0.08% |
2,070,672
+839,040
| +68% | +$46.2M |
|
240
Enovis
ENOV
$1.84B
| $112M | 0.08% |
1,481,169
+56,484
| +4% | +$4.26M |
|
241
SAP
SAP
$313B
| $110M | 0.08% |
894,064
+33,360
| +4% | +$4.1M |
|
242
TJX Companies
TJX
$155B
| $108M | 0.08% |
1,637,291
-157,028
| -9% | -$10.4M |
|
243
American Express
AXP
$227B
| $108M | 0.08% |
761,504
-64,874
| -8% | -$9.18M |
|
244
Elevance Health
ELV
$70.6B
| $107M | 0.08% |
297,873
-28,119
| -9% | -$10.1M |
|
245
Amdocs
DOX
$9.46B
| $103M | 0.07% |
1,472,822
-221,660
| -13% | -$15.5M |
|
246
CONMED
CNMD
$1.7B
| $103M | 0.07% |
785,881
-131,052
| -14% | -$17.1M |
|
247
ICICI Bank
IBN
$113B
| $102M | 0.07% |
6,393,855
-99,852
| -2% | -$1.6M |
|
248
Tractor Supply
TSCO
$32.1B
| $102M | 0.07% |
2,872,170
+396,795
| +16% | +$14.1M |
|
249
Automatic Data Processing
ADP
$120B
| $101M | 0.07% |
537,738
-37,856
| -7% | -$7.13M |
|
250
Teradyne
TER
$19.1B
| $101M | 0.07% |
830,401
+43,732
| +6% | +$5.32M |
|