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 |
NVIDIA
NVDA
|
$3.8B |
| 2 |
Equity Residential
EQR
|
$411M |
| 3 |
Cadence Design Systems
CDNS
|
$345M |
| 4 |
MSCI
MSCI
|
$300M |
| 5 |
Equinix
EQIX
|
$181M |
Top Sells
| 1 |
Union Pacific
UNP
|
$403M |
| 2 |
TransDigm Group
TDG
|
$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$238M |
| 4 |
Essex Property Trust
ESS
|
$205M |
| 5 |
Progressive
PGR
|
$181M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Lockheed Martin
LMT
$106B
| $122M | 0.07% |
260,521
-7,583
| -3% | -$3.54M |
|
227
Automatic Data Processing
ADP
$123B
| $121M | 0.07% |
506,924
-4,276
| -0.8% | -$1.02M |
|
228
National Health Investors
NHI
$3.72B
| $120M | 0.07% |
1,766,814
-24,623
| -1% | -$1.67M |
|
229
MKS Inc. Common Stock
MKSI
$6.94B
| $117M | 0.07% |
894,283
-16,960
| -2% | -$2.21M |
|
230
Wintrust Financial
WTFC
$9.19B
| $116M | 0.07% |
1,174,943
-155,320
| -12% | -$15.3M |
|
231
Pinduoduo
PDD
$171B
| $115M | 0.07% |
868,495
-19,436
| -2% | -$2.58M |
|
232
Constellation Energy
CEG
$96.2B
| $115M | 0.07% |
573,583
-101,891
| -15% | -$20.4M |
|
233
CrowdStrike
CRWD
$106B
| $114M | 0.07% |
298,443
+242,052
| +429% | +$92.8M |
|
234
Boeing
BA
$177B
| $114M | 0.07% |
627,912
-6,616
| -1% | -$1.2M |
|
235
Modine Manufacturing
MOD
$7.15B
| $113M | 0.07% |
1,126,208
-253,438
| -18% | -$25.4M |
|
236
Reliance Steel & Aluminium
RS
$15.5B
| $113M | 0.07% |
394,793
+46,259
| +13% | +$13.2M |
|
237
Realty Income
O
$53.7B
| $112M | 0.07% |
2,116,554
-81,980
| -4% | -$4.33M |
|
238
Waters Corp
WAT
$18B
| $111M | 0.07% |
384,215
+6,946
| +2% | +$2.02M |
|
239
Chart Industries
GTLS
$8.96B
| $111M | 0.07% |
770,465
+74,519
| +11% | +$10.8M |
|
240
Insmed
INSM
$28.8B
| $111M | 0.07% |
1,657,760
+218,480
| +15% | +$14.6M |
|
241
Fidelity National Information Services
FIS
$36.5B
| $110M | 0.07% |
1,459,554
-82,754
| -5% | -$6.24M |
|
242
Taylor Morrison
TMHC
$6.66B
| $110M | 0.07% |
1,982,358
-82,942
| -4% | -$4.6M |
|
243
Arista Networks
ANET
$172B
| $109M | 0.06% |
310,550
+810
| +0.3% | +$284K |
|
244
United Parcel Service
UPS
$74.1B
| $109M | 0.06% |
795,291
-65,749
| -8% | -$9M |
|
245
Super Micro Computer
SMCI
$24.7B
| $108M | 0.06% |
132,147
-72,308
| -35% | -$59.2M |
|
246
Dycom Industries
DY
$7.31B
| $108M | 0.06% |
638,681
-163,345
| -20% | -$27.6M |
|
247
Manhattan Associates
MANH
$13B
| $107M | 0.06% |
435,065
-77,538
| -15% | -$19.1M |
|
248
Hershey
HSY
$37.3B
| $107M | 0.06% |
583,432
+163,485
| +39% | +$30.1M |
|
249
Casey's General Stores
CASY
$18.4B
| $107M | 0.06% |
279,930
-11,908
| -4% | -$4.54M |
|
250
Natera
NTRA
$23.1B
| $107M | 0.06% |
983,747
-392,666
| -29% | -$42.5M |
|