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 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$225M |
| 2 |
Cousins Properties
CUZ
|
$225M |
| 3 |
Americold
COLD
|
$147M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
$138M |
| 5 |
Domino's
DPZ
|
$129M |
Top Sells
| 1 |
SBA Communications
SBAC
|
$180M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
$138M |
| 3 |
Hilton Grand Vacations
HGV
|
$111M |
| 4 |
Openlane
KAR
|
$103M |
| 5 |
Prologis
PLD
|
$93.9M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.93% |
| 3 | Technology | 14.95% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Marsh & McLennan
MMC
$100B
| $97.9M | 0.09% |
981,071
+78,508
| +9% | +$7.83M |
|
252
Charter Communications
CHTR
$35.7B
| $97.7M | 0.09% |
247,214
-3,246
| -1% | -$1.28M |
|
253
Agree Realty
ADC
$8.08B
| $97.5M | 0.09% |
1,522,084
-15,779
| -1% | -$1.01M |
|
254
Allete
ALE
$3.69B
| $97.4M | 0.09% |
1,170,786
-13,493
| -1% | -$1.12M |
|
255
Assured Guaranty
AGO
$3.91B
| $97.1M | 0.09% |
2,307,976
-39,543
| -2% | -$1.66M |
|
256
Lincoln Electric
LECO
$13.5B
| $96.8M | 0.09% |
1,176,011
+155,444
| +15% | +$12.8M |
|
|
SUM
257
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $96.3M | 0.09% |
5,085,780
+123,220
| +2% | +$2.33M |
|
258
Kulicke & Soffa
KLIC
$1.99B
| $95M | 0.09% |
4,213,727
-69,170
| -2% | -$1.56M |
|
259
Cathay General Bancorp
CATY
$3.43B
| $95M | 0.09% |
2,645,668
+184,769
| +8% | +$6.64M |
|
260
H.B. Fuller
FUL
$3.37B
| $94.8M | 0.09% |
2,042,132
-192,766
| -9% | -$8.94M |
|
261
LCI Industries
LCII
$2.57B
| $94.2M | 0.08% |
1,046,366
-13,320
| -1% | -$1.2M |
|
|
XEC
262
DELISTED
CIMAREX ENERGY CO
XEC
| $93.8M | 0.08% |
1,581,451
-42,665
| -3% | -$2.53M |
|
263
Stryker
SYK
$150B
| $93.4M | 0.08% |
454,348
+1,709
| +0.4% | +$351K |
|
264
Ecolab
ECL
$77.6B
| $93.1M | 0.08% |
471,773
+11,206
| +2% | +$2.21M |
|
265
Liberty Broadband Class A
LBRDA
$8.57B
| $93M | 0.08% |
904,438
-624
| -0.1% | -$64.2K |
|
266
Ross Stores
ROST
$49.4B
| $92M | 0.08% |
927,853
+96,130
| +12% | +$9.53M |
|
267
Cigna
CI
$81.5B
| $91M | 0.08% |
577,879
+1,660
| +0.3% | +$262K |
|
268
Duke Energy
DUK
$93.8B
| $91M | 0.08% |
1,030,811
-3,593
| -0.3% | -$317K |
|
269
Fair Isaac
FICO
$36.8B
| $90.9M | 0.08% |
289,495
-6,306
| -2% | -$1.98M |
|
270
CSX Corp
CSX
$60.6B
| $89.5M | 0.08% |
3,468,873
-32,349
| -0.9% | -$834K |
|
271
NNN REIT
NNN
$8.18B
| $89.3M | 0.08% |
1,684,099
+116,889
| +7% | +$6.2M |
|
272
Mine Safety
MSA
$6.67B
| $88.6M | 0.08% |
840,286
+20,702
| +3% | +$2.18M |
|
273
Intuitive Surgical
ISRG
$167B
| $88.4M | 0.08% |
505,548
+5,097
| +1% | +$891K |
|
274
Crane NXT
CXT
$3.51B
| $87.9M | 0.08% |
3,033,098
+219,264
| +8% | +$6.35M |
|
275
Norfolk Southern
NSC
$62.3B
| $87.8M | 0.08% |
440,558
-25,457
| -5% | -$5.07M |
|