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 |
CoStar Group
CSGP
|
$1.18B |
| 2 |
Broadstone Net Lease
BNL
|
$266M |
| 3 |
Tyler Technologies
TYL
|
$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
$229M |
| 5 |
Equinix
EQIX
|
$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$318M |
| 3 |
Prologis
PLD
|
$309M |
| 4 |
Gartner
IT
|
$290M |
| 5 |
CBRE Group
CBRE
|
$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
XEC
251
DELISTED
CIMAREX ENERGY CO
XEC
| $106M | 0.07% |
1,459,574
-121,140
| -8% | -$8.78M |
|
|
BDN
252
Brandywine Realty Trust
BDN
$740M
| $105M | 0.07% |
7,650,844
+820,950
| +12% | +$11.3M |
|
253
Stryker
SYK
$150B
| $105M | 0.07% |
403,383
+9,400
| +2% | +$2.44M |
|
254
Gilead Sciences
GILD
$140B
| $104M | 0.07% |
1,515,443
+21,687
| +1% | +$1.49M |
|
255
Deckers Outdoor
DECK
$17.7B
| $102M | 0.07% |
265,052
-80,060
| -23% | -$30.7M |
|
256
TJX Companies
TJX
$152B
| $101M | 0.07% |
1,504,571
-132,720
| -8% | -$8.95M |
|
257
LCI Industries
LCII
$2.56B
| $101M | 0.07% |
770,643
+10,827
| +1% | +$1.42M |
|
258
Manhattan Associates
MANH
$13B
| $100M | 0.06% |
691,487
+118,420
| +21% | +$17.2M |
|
259
Camden Property Trust
CPT
$12B
| $99.9M | 0.06% |
753,342
-976,348
| -56% | -$130M |
|
260
Acushnet Holdings
GOLF
$4.5B
| $97.9M | 0.06% |
1,982,599
+11,519
| +0.6% | +$569K |
|
261
Darling Ingredients
DAR
$5.37B
| $97.6M | 0.06% |
1,445,577
+125,164
| +9% | +$8.45M |
|
262
Edwards Lifesciences
EW
$47.8B
| $97.3M | 0.06% |
939,884
-5,705
| -0.6% | -$591K |
|
263
Ares Management
ARES
$39.3B
| $97.1M | 0.06% |
1,527,512
+1,516,441
| +13,697% | +$96.4M |
|
264
Cigna
CI
$80.3B
| $97.1M | 0.06% |
409,383
-7,082
| -2% | -$1.68M |
|
265
General Motors
GM
$55.8B
| $96.4M | 0.06% |
1,629,273
+117
| +0% | +$6.92K |
|
|
SYNH
266
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $93.8M | 0.06% |
1,047,998
+212,171
| +25% | +$19M |
|
267
Estee Lauder
EL
$33B
| $92.7M | 0.06% |
291,379
+8,409
| +3% | +$2.67M |
|
268
US Bancorp
USB
$76B
| $92.1M | 0.06% |
1,616,505
+17,035
| +1% | +$970K |
|
269
FedEx
FDX
$54.5B
| $91.2M | 0.06% |
305,650
+15,032
| +5% | +$4.48M |
|
270
Colgate-Palmolive
CL
$67.9B
| $91.1M | 0.06% |
1,120,298
+21,184
| +2% | +$1.72M |
|
271
CME Group
CME
$96B
| $90.7M | 0.06% |
426,307
+7,620
| +2% | +$1.62M |
|
272
RPM International
RPM
$16.1B
| $90.4M | 0.06% |
1,019,743
+78,717
| +8% | +$6.98M |
|
273
Franco-Nevada
FNV
$36.3B
| $90.4M | 0.06% |
623,109
+56,424
| +10% | +$8.19M |
|
274
Duke Energy
DUK
$95.3B
| $90.1M | 0.06% |
912,892
+17,297
| +2% | +$1.71M |
|
275
Truist Financial
TFC
$60.4B
| $90M | 0.06% |
1,622,286
+26,224
| +2% | +$1.46M |
|