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 | |
|---|---|---|---|---|---|---|
276
Cullen/Frost Bankers
CFR
$8.3B
| $89.8M | 0.06% |
801,896
-80,251
| -9% | -$8.99M |
|
277
Apple Hospitality REIT
APLE
$3.1B
| $89.7M | 0.06% |
5,878,715
+1,284,877
| +28% | +$19.6M |
|
278
ServisFirst Bancshares
SFBS
$4.81B
| $89.5M | 0.06% |
1,316,964
-47,462
| -3% | -$3.23M |
|
279
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $89.2M | 0.06% |
1,013,741
-74,926
| -7% | -$6.6M |
|
280
NXP Semiconductors
NXPI
$59.2B
| $88.7M | 0.06% |
431,042
+13,564
| +3% | +$2.79M |
|
281
Ameris Bancorp
ABCB
$5.03B
| $88.6M | 0.06% |
1,749,442
+1,200,349
| +219% | +$60.8M |
|
282
Tractor Supply
TSCO
$32.7B
| $88.4M | 0.06% |
475,023
-99,411
| -17% | -$18.5M |
|
|
STL
283
DELISTED
Sterling Bancorp
STL
| $87.9M | 0.06% |
3,547,208
+219,940
| +7% | +$5.45M |
|
284
Illumina
ILMN
$15.8B
| $87M | 0.06% |
183,785
+2,902
| +2% | +$1.37M |
|
|
SIVB
285
DELISTED
SVB Financial Group
SIVB
| $86.8M | 0.06% |
155,923
-32,535
| -17% | -$18.1M |
|
286
CSX Corp
CSX
$60.6B
| $86.5M | 0.06% |
2,697,729
+1,807,938
| +203% | +$58M |
|
287
Hubbell
HUBB
$22.9B
| $86.4M | 0.06% |
462,460
+800
| +0.2% | +$149K |
|
288
Medical Properties Trust
MPW
$2.7B
| $85.7M | 0.06% |
4,263,686
+38,760
| +0.9% | +$779K |
|
289
Synopsys
SNPS
$112B
| $85.3M | 0.06% |
309,313
-19,141
| -6% | -$5.28M |
|
290
Sprout Social
SPT
$929M
| $85.2M | 0.06% |
952,907
+115,165
| +14% | +$10.3M |
|
291
Ingredion
INGR
$8.31B
| $84.2M | 0.05% |
930,239
+2,254
| +0.2% | +$204K |
|
292
Capital One
COF
$145B
| $84.1M | 0.05% |
543,852
+826
| +0.2% | +$128K |
|
293
Interpublic Group of Companies
IPG
$9.83B
| $84.1M | 0.05% |
2,588,639
-461,373
| -15% | -$15M |
|
294
Targa Resources
TRGP
$36.1B
| $83.9M | 0.05% |
1,887,872
+759,702
| +67% | +$33.8M |
|
295
GameStop
GME
$10B
| $83.6M | 0.05% |
390,578
+8,646
| +2% | +$1.85M |
|
296
Natera
NTRA
$23.1B
| $83.6M | 0.05% |
736,471
+3,711
| +0.5% | +$421K |
|
|
UCB
297
United Community Banks, Inc.
UCB
$4.06B
| $83.5M | 0.05% |
2,609,928
+432,175
| +20% | +$13.8M |
|
298
Revolve Group
RVLV
$1.59B
| $83.3M | 0.05% |
1,209,066
+214,717
| +22% | +$14.8M |
|
299
Analog Devices
ADI
$124B
| $82.5M | 0.05% |
479,454
+15,239
| +3% | +$2.62M |
|
300
Illinois Tool Works
ITW
$77.1B
| $82.3M | 0.05% |
368,008
+19,010
| +5% | +$4.25M |
|