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 |
Broadcom
AVGO
|
$1.13B |
| 2 |
Martin Marietta Materials
MLM
|
$379M |
| 3 |
Apple
AAPL
|
$367M |
| 4 |
Hilton Worldwide
HLT
|
$330M |
| 5 |
Veeva Systems
VEEV
|
$266M |
Top Sells
| 1 |
American Tower
AMT
|
$612M |
| 2 |
Agilent Technologies
A
|
$279M |
| 3 |
Aon
AON
|
$220M |
| 4 |
Progressive
PGR
|
$199M |
| 5 |
VeriSign
VRSN
|
$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Palo Alto Networks
PANW
$127B
| $140M | 0.08% |
409,670
+227
| +0.1% | +$77.6K |
|
227
Analog Devices
ADI
$124B
| $139M | 0.08% |
605,596
+16,051
| +3% | +$3.69M |
|
228
Blackstone
BX
$134B
| $139M | 0.08% |
909,698
+51,897
| +6% | +$7.95M |
|
229
Canadian Natural Resources
CNQ
$65.9B
| $139M | 0.08% |
4,185,796
-860,088
| -17% | -$28.6M |
|
230
Realty Income
O
$53.7B
| $139M | 0.08% |
2,190,739
+74,185
| +4% | +$4.7M |
|
231
Brookfield Renewable
BEPC
$6.05B
| $138M | 0.08% |
4,212,582
-545,395
| -11% | -$17.8M |
|
232
McKesson
MCK
$85.4B
| $137M | 0.07% |
277,133
-4,642
| -2% | -$2.3M |
|
233
Sempra
SRE
$53.9B
| $137M | 0.07% |
1,637,235
-148,396
| -8% | -$12.4M |
|
234
Reliance Steel & Aluminium
RS
$15.5B
| $137M | 0.07% |
472,730
+77,937
| +20% | +$22.5M |
|
235
Insmed
INSM
$28.8B
| $137M | 0.07% |
1,871,890
+214,130
| +13% | +$15.6M |
|
236
Avery Dennison
AVY
$13.4B
| $136M | 0.07% |
617,611
+4,670
| +0.8% | +$1.03M |
|
237
KLA
KLAC
$115B
| $133M | 0.07% |
172,389
+8,830
| +5% | +$6.84M |
|
238
National Health Investors
NHI
$3.72B
| $132M | 0.07% |
1,565,674
-201,140
| -11% | -$16.9M |
|
239
Dycom Industries
DY
$7.31B
| $131M | 0.07% |
666,051
+27,370
| +4% | +$5.39M |
|
240
Arista Networks
ANET
$172B
| $130M | 0.07% |
339,556
+29,006
| +9% | +$11.1M |
|
241
Micron Technology
MU
$133B
| $130M | 0.07% |
1,255,931
+52,912
| +4% | +$5.49M |
|
242
BJs Wholesale Club
BJ
$12.9B
| $129M | 0.07% |
1,566,053
-58,728
| -4% | -$4.84M |
|
243
Natera
NTRA
$23.1B
| $129M | 0.07% |
1,012,498
+28,751
| +3% | +$3.65M |
|
244
Bristol-Myers Squibb
BMY
$96B
| $127M | 0.07% |
2,458,536
+102,790
| +4% | +$5.32M |
|
245
Veralto
VLTO
$26.4B
| $126M | 0.07% |
1,122,898
+757,389
| +207% | +$84.7M |
|
246
Synopsys
SNPS
$112B
| $126M | 0.07% |
247,966
+2,655
| +1% | +$1.34M |
|
247
nVent Electric
NVT
$14.5B
| $124M | 0.07% |
1,763,254
+28,876
| +2% | +$2.03M |
|
248
Parsons
PSN
$8.55B
| $124M | 0.07% |
1,192,943
+183,117
| +18% | +$19M |
|
249
Mercado Libre
MELI
$125B
| $122M | 0.07% |
59,430
+10,272
| +21% | +$21.1M |
|
250
Southern Company
SO
$102B
| $122M | 0.07% |
1,351,025
+52,799
| +4% | +$4.76M |
|