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 |
American Tower
AMT
|
$462M |
| 2 |
SBA Communications
SBAC
|
$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
$219M |
| 4 |
Equinix
EQIX
|
$176M |
| 5 |
Teck Resources
TECK
|
$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
$216M |
| 2 |
Digital Realty Trust
DLR
|
$213M |
| 3 |
TransDigm Group
TDG
|
$207M |
| 4 |
Public Storage
PSA
|
$174M |
| 5 |
Realty Income
O
|
$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Blackstone
BX
$133B
| $112M | 0.07% |
856,027
+49,104
| +6% | +$6.45M |
|
252
Hormel Foods
HRL
$14.1B
| $111M | 0.07% |
3,193,288
-902,328
| -22% | -$31.5M |
|
253
DexCom
DXCM
$31.6B
| $111M | 0.07% |
798,799
+18,678
| +2% | +$2.59M |
|
254
Airbnb
ABNB
$75.8B
| $109M | 0.06% |
661,934
-1,385
| -0.2% | -$228K |
|
255
Palo Alto Networks
PANW
$130B
| $108M | 0.06% |
758,902
+47,646
| +7% | +$6.77M |
|
256
Howard Hughes
HHH
$4.69B
| $108M | 0.06% |
1,557,146
-29,886
| -2% | -$2.07M |
|
257
WESCO International
WCC
$10.7B
| $107M | 0.06% |
627,308
-37,437
| -6% | -$6.41M |
|
258
Gilead Sciences
GILD
$143B
| $106M | 0.06% |
1,453,896
-5,656
| -0.4% | -$414K |
|
259
Mondelez International
MDLZ
$79.9B
| $106M | 0.06% |
1,517,155
-15,859
| -1% | -$1.11M |
|
260
MYR Group
MYRG
$2.79B
| $106M | 0.06% |
598,800
-16,433
| -3% | -$2.9M |
|
261
Brunswick
BC
$4.35B
| $106M | 0.06% |
1,095,647
-18,646
| -2% | -$1.8M |
|
262
Chipotle Mexican Grill
CMG
$55.1B
| $105M | 0.06% |
1,808,850
-114,100
| -6% | -$6.63M |
|
263
Amdocs
DOX
$9.46B
| $105M | 0.06% |
1,162,790
-38,389
| -3% | -$3.47M |
|
264
Diamondback Energy
FANG
$40.2B
| $105M | 0.06% |
529,461
-69,901
| -12% | -$13.9M |
|
265
BJs Wholesale Club
BJ
$12.8B
| $105M | 0.06% |
1,386,879
+28,125
| +2% | +$2.13M |
|
266
Pebblebrook Hotel Trust
PEB
$1.4B
| $105M | 0.06% |
6,801,430
-195,501
| -3% | -$3.01M |
|
267
TE Connectivity
TEL
$61.7B
| $105M | 0.06% |
721,578
-152,392
| -17% | -$22.1M |
|
268
Commercial Metals
CMC
$6.63B
| $104M | 0.06% |
1,774,666
+76,742
| +5% | +$4.51M |
|
269
PVH
PVH
$4.22B
| $104M | 0.06% |
741,151
+519,316
| +234% | +$73M |
|
270
Stifel
SF
$11.5B
| $104M | 0.06% |
1,332,258
+151,046
| +13% | +$11.8M |
|
271
RPM International
RPM
$16.2B
| $103M | 0.06% |
869,666
+11,514
| +1% | +$1.37M |
|
272
Pinduoduo
PDD
$177B
| $103M | 0.06% |
887,931
+161,175
| +22% | +$18.7M |
|
273
Global X US Infrastructure Development ETF
PAVE
$9.4B
| $103M | 0.06% |
+2,590,000
| New | +$103M |
|
|
DFS
274
DELISTED
Discover Financial Services
DFS
| $100M | 0.06% |
764,063
-547,995
| -42% | -$71.8M |
|
|
275
Public Storage
PSA
$52.2B
| $99.4M | 0.06% |
342,816
-600,221
| -64% | -$174M |
|