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 |
Intuitive Surgical
ISRG
|
+$189M |
| 2 |
Agree Realty
ADC
|
+$170M |
| 3 |
Tyler Technologies
TYL
|
+$159M |
| 4 |
SBA Communications
SBAC
|
+$110M |
| 5 |
Expeditors International
EXPD
|
+$101M |
Top Sells
| 1 |
RP
RealPage, Inc.
RP
|
+$286M |
| 2 |
Apple
AAPL
|
+$248M |
| 3 |
Deere & Co
DE
|
+$232M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$191M |
| 5 |
Microsoft
MSFT
|
+$190M |
Sector Composition
| 1 | Technology | 18.27% |
| 2 | Financials | 15.24% |
| 3 | Real Estate | 14.94% |
| 4 | Consumer Discretionary | 12.66% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Duke Energy
DUK
$93.4B
| $86.5M | 0.06% |
895,595
-38,167
| -4% | -$3.68M |
|
277
RPM International
RPM
$16.4B
| $86.4M | 0.06% |
941,026
-42,413
| -4% | -$3.9M |
|
278
Hubbell
HUBB
$23.2B
| $86.3M | 0.06% |
461,660
+7,897
| +2% | +$1.48M |
|
279
Raymond James Financial
RJF
$33.1B
| $86.1M | 0.06% |
1,053,515
-94,506
| -8% | -$7.72M |
|
280
Yeti Holdings
YETI
$2.9B
| $86M | 0.06% |
1,190,911
-287,499
| -19% | -$20.8M |
|
281
CSX Corp
CSX
$60.5B
| $85.8M | 0.06% |
2,669,373
-264,354
| -9% | -$8.5M |
|
282
FMC
FMC
$4.73B
| $85.6M | 0.06% |
773,646
+10,626
| +1% | +$1.18M |
|
283
CME Group
CME
$94.6B
| $85.5M | 0.06% |
418,687
-35,801
| -8% | -$7.31M |
|
284
Norfolk Southern
NSC
$61.8B
| $84.9M | 0.06% |
316,004
-27,784
| -8% | -$7.46M |
|
285
NXP Semiconductors
NXPI
$56.9B
| $84.1M | 0.06% |
417,478
+380,158
| +1,019% | +$76.5M |
|
286
ServisFirst Bancshares
SFBS
$4.72B
| $83.7M | 0.06% |
1,364,426
-449,839
| -25% | -$27.6M |
|
287
Ingredion
INGR
$8.22B
| $83.4M | 0.06% |
927,985
-88,868
| -9% | -$7.99M |
|
288
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.9B
| $83.4M | 0.06% |
641,554
+23,230
| +4% | +$3.02M |
|
289
FedEx
FDX
$53.1B
| $82.5M | 0.06% |
290,618
-16,975
| -6% | -$4.82M |
|
290
Estee Lauder
EL
$32B
| $82.3M | 0.06% |
282,970
-15,507
| -5% | -$4.51M |
|
291
Teleflex
TFX
$5.75B
| $81.6M | 0.06% |
196,291
-74,116
| -27% | -$30.8M |
|
292
Acushnet Holdings
GOLF
$4.54B
| $81.5M | 0.06% |
1,971,080
-452,336
| -19% | -$18.7M |
|
293
Synopsys
SNPS
$113B
| $81.4M | 0.06% |
328,454
+70,011
| +27% | +$17.3M |
|
294
Fiserv
FI
$73.5B
| $81.3M | 0.06% |
683,263
-68,737
| -9% | -$8.18M |
|
|
LSXMK
295
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $80.2M | 0.06% |
2,347,131
-3,743,763
| -61% | -$128M |
|
296
Wolfspeed
WOLF
$192M
| $80.1M | 0.06% |
740,523
+407,464
| +122% | +$44.1M |
|
297
Edwards Lifesciences
EW
$47.1B
| $79.1M | 0.06% |
945,589
-73,748
| -7% | -$6.17M |
|
|
VNET
298
VNET Group
VNET
$2.07B
| $78.2M | 0.06% |
2,422,368
+137,314
| +6% | +$4.44M |
|
299
Cleveland-Cliffs
CLF
$5.45B
| $77.7M | 0.05% |
3,861,496
-1,688,495
| -30% | -$34M |
|
300
Illinois Tool Works
ITW
$77.7B
| $77.3M | 0.05% |
348,998
-30,020
| -8% | -$6.65M |
|