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
|
$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
$166M |
| 3 |
HEICO Class A
HEI.A
|
$145M |
| 4 |
Ventas
VTR
|
$113M |
| 5 |
Cemex
CX
|
$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
$285M |
| 2 |
TransDigm Group
TDG
|
$203M |
| 3 |
Verizon
VZ
|
$174M |
| 4 |
Moody's
MCO
|
$167M |
| 5 |
Digital Realty Trust
DLR
|
$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.45% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Boston Properties
BXP
$11.5B
| $111M | 0.08% |
1,925,990
+2,913
| +0.2% | +$168K |
|
227
Analog Devices
ADI
$124B
| $111M | 0.08% |
568,080
-20,137
| -3% | -$3.92M |
|
228
Taylor Morrison
TMHC
$6.66B
| $110M | 0.08% |
2,257,611
-99,129
| -4% | -$4.83M |
|
229
HDFC Bank
HDB
$182B
| $110M | 0.07% |
1,572,486
+560,909
| +55% | +$39.1M |
|
230
Allegro MicroSystems
ALGM
$5.71B
| $110M | 0.07% |
2,427,284
-146,320
| -6% | -$6.6M |
|
231
Cognex
CGNX
$7.38B
| $109M | 0.07% |
1,949,223
-58,195
| -3% | -$3.26M |
|
232
Darling Ingredients
DAR
$5.37B
| $109M | 0.07% |
1,707,858
-36,484
| -2% | -$2.33M |
|
233
Chipotle Mexican Grill
CMG
$56.5B
| $108M | 0.07% |
50,418
-3,350
| -6% | -$7.17M |
|
234
Manhattan Associates
MANH
$13B
| $106M | 0.07% |
532,259
-93,173
| -15% | -$18.6M |
|
235
Chart Industries
GTLS
$8.96B
| $105M | 0.07% |
656,638
-10,499
| -2% | -$1.68M |
|
236
DexCom
DXCM
$29.5B
| $104M | 0.07% |
810,047
+87,822
| +12% | +$11.3M |
|
237
PPG Industries
PPG
$25.1B
| $103M | 0.07% |
694,769
-125,608
| -15% | -$18.6M |
|
238
Monolithic Power Systems
MPWR
$40B
| $103M | 0.07% |
189,759
+16,440
| +9% | +$8.88M |
|
239
Performance Food Group
PFGC
$15.9B
| $102M | 0.07% |
1,688,332
-23,651
| -1% | -$1.42M |
|
240
Brunswick
BC
$4.15B
| $102M | 0.07% |
1,172,820
-51,891
| -4% | -$4.5M |
|
241
PayPal
PYPL
$67.1B
| $102M | 0.07% |
1,521,625
-97,605
| -6% | -$6.51M |
|
242
MKS Inc. Common Stock
MKSI
$6.94B
| $101M | 0.07% |
931,070
+890
| +0.1% | +$96.2K |
|
243
Cadence Design Systems
CDNS
$95.5B
| $101M | 0.07% |
428,830
-8,331
| -2% | -$1.95M |
|
244
Exact Sciences
EXAS
$8.98B
| $100M | 0.07% |
1,066,102
+45,815
| +4% | +$4.3M |
|
245
Republic Services
RSG
$73B
| $99.5M | 0.07% |
649,467
+16,411
| +3% | +$2.51M |
|
246
Citigroup
C
$178B
| $99.3M | 0.07% |
2,157,669
-61,738
| -3% | -$2.84M |
|
247
Crown Castle
CCI
$43.2B
| $99.1M | 0.07% |
869,723
-32,186
| -4% | -$3.67M |
|
248
Boston Scientific
BSX
$156B
| $99M | 0.07% |
1,830,742
-44,076
| -2% | -$2.38M |
|
249
Graphic Packaging
GPK
$6.6B
| $98.7M | 0.07% |
4,107,534
+1,142,384
| +39% | +$27.5M |
|
250
nVent Electric
NVT
$14.5B
| $98.5M | 0.07% |
1,906,264
-11,258
| -0.6% | -$582K |
|