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 |
Brookfield
BN
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Apple Hospitality REIT
APLE
$3.09B
| $123M | 0.08% |
6,863,954
+509,994
| +8% | +$9.16M |
|
|
HZNP
227
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $123M | 0.08% |
1,168,455
-43,137
| -4% | -$4.54M |
|
228
Perimeter Solutions
PRM
$3.25B
| $122M | 0.08% |
10,083,856
+854,730
| +9% | +$10.4M |
|
229
Boeing
BA
$172B
| $122M | 0.08% |
636,599
-11,140
| -2% | -$2.13M |
|
230
Automatic Data Processing
ADP
$120B
| $122M | 0.08% |
535,668
-16,106
| -3% | -$3.66M |
|
|
PDCE
231
DELISTED
PDC Energy, Inc.
PDCE
| $120M | 0.08% |
1,644,273
-186,424
| -10% | -$13.5M |
|
232
Tractor Supply
TSCO
$32B
| $119M | 0.08% |
2,550,795
+160,195
| +7% | +$7.48M |
|
233
GE Aerospace
GE
$294B
| $117M | 0.07% |
2,049,619
-20,673
| -1% | -$1.18M |
|
234
Edwards Lifesciences
EW
$47.5B
| $116M | 0.07% |
987,588
+45,181
| +5% | +$5.32M |
|
235
Booking.com
BKNG
$178B
| $116M | 0.07% |
49,404
-528
| -1% | -$1.24M |
|
236
East-West Bancorp
EWBC
$14.7B
| $115M | 0.07% |
1,461,037
-7,789
| -0.5% | -$615K |
|
237
Targa Resources
TRGP
$34.8B
| $115M | 0.07% |
1,527,848
-81,720
| -5% | -$6.17M |
|
238
Gildan
GIL
$8.26B
| $115M | 0.07% |
+3,058,501
| New | +$115M |
|
239
Webster Financial
WBS
$10.3B
| $114M | 0.07% |
2,034,674
+1,726,846
| +561% | +$96.9M |
|
240
SAP
SAP
$312B
| $114M | 0.07% |
1,023,546
+215,811
| +27% | +$23.9M |
|
241
Altria Group
MO
$112B
| $113M | 0.07% |
2,166,427
-101,070
| -4% | -$5.28M |
|
242
MKS Inc. Common Stock
MKSI
$6.95B
| $110M | 0.07% |
730,722
+8,626
| +1% | +$1.29M |
|
243
Coterra Energy
CTRA
$18.2B
| $109M | 0.07% |
4,053,563
+650,854
| +19% | +$17.6M |
|
244
Analog Devices
ADI
$121B
| $109M | 0.07% |
657,929
-17,075
| -3% | -$2.82M |
|
245
CONMED
CNMD
$1.72B
| $108M | 0.07% |
729,700
-47,289
| -6% | -$7.02M |
|
246
iShares Core S&P 500 ETF
IVV
$663B
| $107M | 0.07% |
235,274
-287,377
| -55% | -$130M |
|
247
Ameriprise Financial
AMP
$46.1B
| $107M | 0.07% |
354,706
+93,721
| +36% | +$28.2M |
|
248
Stryker
SYK
$150B
| $106M | 0.07% |
397,612
-4,260
| -1% | -$1.14M |
|
249
Brookfield Renewable
BEPC
$5.93B
| $106M | 0.07% |
2,426,684
+1,274,754
| +111% | +$55.8M |
|
250
DiamondRock Hospitality
DRH
$1.76B
| $106M | 0.07% |
10,465,589
+4,745,842
| +83% | +$47.9M |
|