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 | |
|---|---|---|---|---|---|---|
276
Edwards Lifesciences
EW
$46.9B
| $80.2M | 0.07% |
1,160,459
+88,568
| +8% | +$6.12M |
|
277
Fiserv
FI
$74.2B
| $79.2M | 0.07% |
811,090
-23,938
| -3% | -$2.34M |
|
278
Southern Company
SO
$100B
| $79.1M | 0.07% |
1,525,859
+60,110
| +4% | +$3.12M |
|
279
Allete
ALE
$3.69B
| $78M | 0.07% |
1,427,595
+11,958
| +0.8% | +$653K |
|
280
CSX Corp
CSX
$60B
| $77.7M | 0.07% |
3,341,628
+16,713
| +0.5% | +$389K |
|
281
Expeditors International
EXPD
$16.4B
| $77.6M | 0.07% |
1,020,431
+178,390
| +21% | +$13.6M |
|
282
Newmont
NEM
$83.4B
| $75.1M | 0.07% |
1,216,695
-33,791
| -3% | -$2.09M |
|
283
Illinois Tool Works
ITW
$76.4B
| $74.5M | 0.07% |
425,793
-2,642
| -0.6% | -$462K |
|
284
Amdocs
DOX
$9.43B
| $74M | 0.07% |
1,215,924
+285,642
| +31% | +$17.4M |
|
285
CONMED
CNMD
$1.67B
| $73.8M | 0.07% |
1,025,049
+87,952
| +9% | +$6.33M |
|
|
PACW
286
DELISTED
PacWest Bancorp
PACW
| $73.3M | 0.06% |
3,721,348
-555,593
| -13% | -$11M |
|
287
Mine Safety
MSA
$6.61B
| $73.1M | 0.06% |
639,126
-32,789
| -5% | -$3.75M |
|
288
Intercontinental Exchange
ICE
$99.3B
| $72.9M | 0.06% |
796,112
+22,236
| +3% | +$2.04M |
|
289
Global Payments
GPN
$21.1B
| $72.9M | 0.06% |
429,831
-9,223
| -2% | -$1.56M |
|
290
Boston Scientific
BSX
$160B
| $71.6M | 0.06% |
2,040,499
+72,663
| +4% | +$2.55M |
|
291
FMC
FMC
$4.6B
| $71.6M | 0.06% |
718,625
+80,900
| +13% | +$8.06M |
|
292
Kimberly-Clark
KMB
$43.5B
| $69.5M | 0.06% |
491,618
+13,217
| +3% | +$1.87M |
|
293
DexCom
DXCM
$30.7B
| $69.1M | 0.06% |
681,908
+501,132
| +277% | +$50.8M |
|
294
Norfolk Southern
NSC
$61.3B
| $68.7M | 0.06% |
391,338
+7,689
| +2% | +$1.35M |
|
295
Cognex
CGNX
$7.45B
| $67.4M | 0.06% |
1,128,457
+35,262
| +3% | +$2.11M |
|
296
Yum! Brands
YUM
$40.5B
| $66.8M | 0.06% |
768,853
+20,413
| +3% | +$1.77M |
|
297
Huntsman Corp
HUN
$1.95B
| $66.3M | 0.06% |
3,689,464
-271,821
| -7% | -$4.88M |
|
298
Brookfield Infrastructure
BIPC
$4.78B
| $64.5M | 0.06% |
+2,124,861
| New | +$64.5M |
|
299
Baxter International
BAX
$12.6B
| $64.5M | 0.06% |
748,929
+32,555
| +5% | +$2.8M |
|
300
Analog Devices
ADI
$122B
| $64.4M | 0.06% |
525,500
+16,313
| +3% | +$2M |
|