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 |
TransDigm Group
TDG
|
$406M |
| 2 |
Welltower
WELL
|
$262M |
| 3 |
Camden Property Trust
CPT
|
$199M |
| 4 |
Autodesk
ADSK
|
$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
$193M |
Top Sells
| 1 |
Alibaba
BABA
|
$419M |
| 2 |
Digital Realty Trust
DLR
|
$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
$207M |
| 4 |
iShares MBS ETF
MBB
|
$192M |
| 5 |
Americold
COLD
|
$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Regeneron Pharmaceuticals
REGN
$60.8B
| $94.7M | 0.08% |
151,772
+34,093
| +29% | +$21.3M |
|
252
Brunswick
BC
$4.35B
| $94.2M | 0.08% |
1,471,045
+109,552
| +8% | +$7.01M |
|
253
Leidos
LDOS
$23B
| $93.5M | 0.08% |
997,734
-63,028
| -6% | -$5.9M |
|
254
James River Group
JRVR
$249M
| $93.4M | 0.08% |
2,075,146
-138,287
| -6% | -$6.22M |
|
255
Advanced Micro Devices
AMD
$245B
| $92.7M | 0.08% |
1,762,272
+81,326
| +5% | +$4.28M |
|
256
American Express
AXP
$227B
| $90M | 0.08% |
945,005
-5,896
| -0.6% | -$561K |
|
257
Goldman Sachs
GS
$223B
| $89.1M | 0.08% |
450,929
+5,529
| +1% | +$1.09M |
|
258
Cathay General Bancorp
CATY
$3.43B
| $87.3M | 0.08% |
3,321,251
-44,640
| -1% | -$1.17M |
|
|
ATVI
259
DELISTED
Activision Blizzard Inc.
ATVI
| $86.7M | 0.08% |
1,142,761
+65,233
| +6% | +$4.95M |
|
260
Northrop Grumman
NOC
$83.2B
| $86.7M | 0.08% |
281,845
-4,729
| -2% | -$1.45M |
|
261
Packaging Corp of America
PKG
$19.8B
| $86M | 0.08% |
861,314
-2,570
| -0.3% | -$256K |
|
262
Applied Materials
AMAT
$130B
| $85.6M | 0.08% |
1,416,784
-8,061
| -0.6% | -$487K |
|
263
GE Aerospace
GE
$296B
| $85.4M | 0.08% |
2,508,674
+102,726
| +4% | +$3.5M |
|
264
Stryker
SYK
$150B
| $84.6M | 0.07% |
469,668
+12,782
| +3% | +$2.3M |
|
265
Acushnet Holdings
GOLF
$4.49B
| $84.2M | 0.07% |
2,419,228
-411,612
| -15% | -$14.3M |
|
266
Duke Energy
DUK
$93.8B
| $84M | 0.07% |
1,051,351
+42,966
| +4% | +$3.43M |
|
267
Cullen/Frost Bankers
CFR
$8.24B
| $83.9M | 0.07% |
1,123,667
+408
| +0% | +$30.5K |
|
268
CME Group
CME
$94.4B
| $83.3M | 0.07% |
512,230
+20,563
| +4% | +$3.34M |
|
269
Humana
HUM
$37B
| $82.7M | 0.07% |
213,293
+4,682
| +2% | +$1.82M |
|
270
New Oriental
EDU
$7.98B
| $82.7M | 0.07% |
634,748
-33,660
| -5% | -$4.38M |
|
271
Micron Technology
MU
$147B
| $81.9M | 0.07% |
1,589,594
+62,646
| +4% | +$3.23M |
|
272
RPM International
RPM
$16.2B
| $81.8M | 0.07% |
1,090,132
-37,256
| -3% | -$2.8M |
|
273
Allstate
ALL
$53.1B
| $81.5M | 0.07% |
840,763
+7,903
| +0.9% | +$767K |
|
274
ConocoPhillips
COP
$116B
| $81.1M | 0.07% |
1,931,115
+123,336
| +7% | +$5.18M |
|
275
Teradyne
TER
$19.1B
| $80.4M | 0.07% |
951,612
+165,061
| +21% | +$13.9M |
|