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 |
Microsoft
MSFT
|
$344M |
| 2 |
Moody's
MCO
|
$284M |
| 3 |
VICI Properties
VICI
|
$249M |
| 4 |
Progressive
PGR
|
$246M |
| 5 |
Amazon
AMZN
|
$167M |
Top Sells
| 1 |
Salesforce
CRM
|
$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
$202M |
| 3 |
Healthcare Realty
HR
|
$179M |
| 4 |
Etsy
ETSY
|
$168M |
| 5 |
Charter Communications
CHTR
|
$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Lincoln Electric
LECO
$13.5B
| $88.2M | 0.07% |
715,309
+8,790
| +1% | +$1.08M |
|
252
Booking.com
BKNG
$178B
| $88.2M | 0.07% |
50,409
+1,005
| +2% | +$1.76M |
|
253
Colgate-Palmolive
CL
$68.8B
| $88M | 0.07% |
1,097,629
+15,565
| +1% | +$1.25M |
|
254
Fair Isaac
FICO
$36.8B
| $87.8M | 0.07% |
219,114
+20,763
| +10% | +$8.32M |
|
255
Cognex
CGNX
$7.55B
| $87.8M | 0.07% |
2,064,675
+85,276
| +4% | +$3.63M |
|
256
Portland General Electric
POR
$4.69B
| $87.7M | 0.06% |
1,815,445
+611,446
| +51% | +$29.6M |
|
257
CME Group
CME
$94.4B
| $87.1M | 0.06% |
425,607
+6,780
| +2% | +$1.39M |
|
258
Bank OZK
OZK
$5.9B
| $87.1M | 0.06% |
2,320,392
+1,905
| +0.1% | +$71.5K |
|
259
3M
MMM
$82.7B
| $87M | 0.06% |
804,395
-452
| -0.1% | -$48.9K |
|
260
Camden Property Trust
CPT
$11.9B
| $86M | 0.06% |
639,579
-188,549
| -23% | -$25.4M |
|
261
Northrop Grumman
NOC
$83.2B
| $86M | 0.06% |
179,621
-14,949
| -8% | -$7.15M |
|
262
Centene
CNC
$14.2B
| $85.8M | 0.06% |
1,014,350
+287,126
| +39% | +$24.3M |
|
|
PSB
263
DELISTED
PS Business Parks, Inc.
PSB
| $85.4M | 0.06% |
456,060
-702,652
| -61% | -$132M |
|
264
Apple Hospitality REIT
APLE
$3.09B
| $84.8M | 0.06% |
5,777,512
-1,086,442
| -16% | -$15.9M |
|
265
Amdocs
DOX
$9.46B
| $84.2M | 0.06% |
1,010,226
-114,019
| -10% | -$9.5M |
|
266
Ameris Bancorp
ABCB
$5.08B
| $83.8M | 0.06% |
2,084,654
+293,289
| +16% | +$11.8M |
|
267
Brunswick
BC
$4.35B
| $83.7M | 0.06% |
1,280,017
+80,399
| +7% | +$5.26M |
|
|
PXD
268
DELISTED
Pioneer Natural Resource Co.
PXD
| $83.4M | 0.06% |
373,749
-41,464
| -10% | -$9.25M |
|
269
GE Aerospace
GE
$296B
| $83M | 0.06% |
2,092,126
+42,507
| +2% | +$1.69M |
|
270
MKS Inc. Common Stock
MKSI
$7.02B
| $82.4M | 0.06% |
802,575
+71,853
| +10% | +$7.37M |
|
271
Enphase Energy
ENPH
$5.18B
| $82M | 0.06% |
419,766
-13,766
| -3% | -$2.69M |
|
272
RPM International
RPM
$16.2B
| $81.8M | 0.06% |
1,038,550
+35,679
| +4% | +$2.81M |
|
273
Stryker
SYK
$150B
| $81.4M | 0.06% |
409,210
+11,598
| +3% | +$2.31M |
|
274
TJX Companies
TJX
$155B
| $81.4M | 0.06% |
1,456,926
-45,496
| -3% | -$2.54M |
|
|
CHX
275
DELISTED
ChampionX
CHX
| $80.9M | 0.06% |
4,073,500
+804,974
| +25% | +$16M |
|