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 |
iShares Core S&P 500 ETF
IVV
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
Extra Space Storage
EXR
|
$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Dycom Industries
DY
$7.19B
| $107M | 0.08% |
1,140,281
+96,268
| +9% | +$9.02M |
|
227
Hubbell
HUBB
$23.2B
| $106M | 0.08% |
434,148
-23,204
| -5% | -$5.65M |
|
228
Icon
ICLR
$13.6B
| $105M | 0.08% |
493,744
-9,900
| -2% | -$2.11M |
|
229
Natera
NTRA
$23.1B
| $105M | 0.08% |
1,893,308
-114,552
| -6% | -$6.36M |
|
230
Vertex Pharmaceuticals
VRTX
$102B
| $105M | 0.08% |
333,587
+2,463
| +0.7% | +$776K |
|
231
EXL Service
EXLS
$7.26B
| $104M | 0.07% |
3,223,415
+95,425
| +3% | +$3.09M |
|
|
232
Boston Properties
BXP
$12.2B
| $104M | 0.07% |
1,923,077
+1,709,663
| +801% | +$92.5M |
|
233
Citigroup
C
$176B
| $104M | 0.07% |
2,219,407
+34,496
| +2% | +$1.62M |
|
234
Performance Food Group
PFGC
$16.5B
| $103M | 0.07% |
1,711,983
+71,173
| +4% | +$4.29M |
|
235
Cable One
CABO
$922M
| $103M | 0.07% |
146,464
-5,588
| -4% | -$3.92M |
|
236
Tractor Supply
TSCO
$32.1B
| $102M | 0.07% |
2,177,285
+63,380
| +3% | +$2.98M |
|
237
Darling Ingredients
DAR
$5.07B
| $102M | 0.07% |
1,744,342
-38,855
| -2% | -$2.27M |
|
238
Brunswick
BC
$4.35B
| $100M | 0.07% |
1,224,711
+87,429
| +8% | +$7.17M |
|
239
Fidelity National Information Services
FIS
$35.9B
| $100M | 0.07% |
1,845,867
-115,832
| -6% | -$6.29M |
|
240
Cognex
CGNX
$7.55B
| $99.5M | 0.07% |
2,007,418
-25,919
| -1% | -$1.28M |
|
241
Synopsys
SNPS
$111B
| $99.4M | 0.07% |
257,408
+925
| +0.4% | +$357K |
|
242
HCA Healthcare
HCA
$98.5B
| $98.4M | 0.07% |
373,087
+133,007
| +55% | +$35.1M |
|
243
Ameriprise Financial
AMP
$46.1B
| $97.3M | 0.07% |
317,356
-28,563
| -8% | -$8.75M |
|
244
Manhattan Associates
MANH
$13B
| $96.8M | 0.07% |
625,432
+29,545
| +5% | +$4.58M |
|
245
Portland General Electric
POR
$4.69B
| $95.5M | 0.07% |
1,952,362
-5,385
| -0.3% | -$263K |
|
246
Littelfuse
LFUS
$6.51B
| $94.1M | 0.07% |
350,971
+11,587
| +3% | +$3.11M |
|
247
Boston Scientific
BSX
$159B
| $93.8M | 0.07% |
1,874,818
+259,015
| +16% | +$13M |
|
248
Webster Financial
WBS
$10.3B
| $93.6M | 0.07% |
2,374,104
-52,965
| -2% | -$2.09M |
|
249
Southern Company
SO
$101B
| $93.4M | 0.07% |
1,342,041
+19,835
| +2% | +$1.38M |
|
250
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$14.8B
| $92.6M | 0.07% |
1,828,106
+527,753
| +41% | +$26.7M |
|