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 |
Microsoft
MSFT
|
$344M |
| 2 |
Moody's
MCO
|
$284M |
| 3 |
VICI Properties
VICI
|
$249M |
| 4 |
Progressive
PGR
|
$246M |
| 5 |
Amazon
AMZN
|
$167M |
Top Sells
| 1 |
Salesforce
CRM
|
$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
$202M |
| 3 |
Healthcare Realty
HR
|
$179M |
| 4 |
Etsy
ETSY
|
$168M |
| 5 |
Charter Communications
CHTR
|
$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SYNH
226
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $101M | 0.07% |
1,411,494
+267,379
| +23% | +$19.2M |
|
|
HZNP
227
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $101M | 0.07% |
1,262,262
+93,807
| +8% | +$7.48M |
|
|
UCB
228
United Community Banks, Inc.
UCB
$4.04B
| $99.8M | 0.07% |
3,304,842
+548,160
| +20% | +$16.5M |
|
229
Cigna
CI
$81.5B
| $99.5M | 0.07% |
377,718
-15,130
| -4% | -$3.99M |
|
230
Edwards Lifesciences
EW
$47.5B
| $98.5M | 0.07% |
1,036,182
+48,594
| +5% | +$4.62M |
|
231
Duke Energy
DUK
$93.8B
| $97.6M | 0.07% |
910,206
+10,299
| +1% | +$1.1M |
|
232
Analog Devices
ADI
$122B
| $96.1M | 0.07% |
657,831
-98
| -0% | -$14.3K |
|
233
Littelfuse
LFUS
$6.51B
| $95.7M | 0.07% |
376,777
-46,942
| -11% | -$11.9M |
|
|
PDCE
234
DELISTED
PDC Energy, Inc.
PDCE
| $95.6M | 0.07% |
1,552,460
-91,813
| -6% | -$5.66M |
|
235
EXL Service
EXLS
$7.26B
| $95.2M | 0.07% |
3,229,255
+964,900
| +43% | +$28.4M |
|
236
Gildan
GIL
$8.27B
| $95.1M | 0.07% |
3,310,722
+252,221
| +8% | +$7.24M |
|
237
Targa Resources
TRGP
$34.9B
| $94.6M | 0.07% |
1,585,828
+57,980
| +4% | +$3.46M |
|
238
East-West Bancorp
EWBC
$14.8B
| $94.6M | 0.07% |
1,459,121
-1,916
| -0.1% | -$124K |
|
239
DiamondRock Hospitality
DRH
$1.76B
| $92.9M | 0.07% |
11,318,923
+853,334
| +8% | +$7.01M |
|
240
Synopsys
SNPS
$111B
| $92.9M | 0.07% |
305,968
+931
| +0.3% | +$283K |
|
241
Chart Industries
GTLS
$8.96B
| $92.5M | 0.07% |
552,630
+40,895
| +8% | +$6.84M |
|
242
Hubbell
HUBB
$23.2B
| $92.4M | 0.07% |
517,166
+105,988
| +26% | +$18.9M |
|
243
Gilead Sciences
GILD
$143B
| $92.2M | 0.07% |
1,492,125
-22,809
| -2% | -$1.41M |
|
244
Altria Group
MO
$112B
| $91.9M | 0.07% |
2,199,703
+33,276
| +2% | +$1.39M |
|
245
Boeing
BA
$174B
| $91.2M | 0.07% |
666,751
+30,152
| +5% | +$4.12M |
|
246
Southwest Gas
SWX
$5.66B
| $91M | 0.07% |
1,044,533
+156,944
| +18% | +$13.7M |
|
247
Southern Company
SO
$101B
| $89.5M | 0.07% |
1,255,351
+20,687
| +2% | +$1.48M |
|
248
Avery Dennison
AVY
$13.1B
| $89.3M | 0.07% |
551,401
-13,600
| -2% | -$2.2M |
|
249
Vertex Pharmaceuticals
VRTX
$102B
| $89.2M | 0.07% |
316,427
+15,590
| +5% | +$4.39M |
|
250
Coterra Energy
CTRA
$18.3B
| $88.5M | 0.07% |
3,431,779
-621,784
| -15% | -$16M |
|