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 |
NVIDIA
NVDA
|
$873M |
| 2 |
Ventas
VTR
|
$594M |
| 3 |
Etsy
ETSY
|
$382M |
| 4 |
Medical Properties Trust
MPW
|
$325M |
| 5 |
Moderna
MRNA
|
$155M |
Top Sells
| 1 |
GE Aerospace
GE
|
$941M |
| 2 |
Welltower
WELL
|
$695M |
| 3 |
Restaurant Brands International
QSR
|
$257M |
| 4 |
Fidelity National Financial
FNF
|
$178M |
| 5 |
Credit Acceptance
CACC
|
$174M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
STL
276
DELISTED
Sterling Bancorp
STL
| $90M | 0.06% |
3,604,870
+57,662
| +2% | +$1.44M |
|
277
Amdocs
DOX
$9.41B
| $90M | 0.06% |
1,188,225
-185,382
| -13% | -$14M |
|
278
LCI Industries
LCII
$2.56B
| $89.8M | 0.06% |
667,187
-103,456
| -13% | -$13.9M |
|
279
Snap-on
SNA
$17B
| $89.4M | 0.06% |
427,990
-72,288
| -14% | -$15.1M |
|
280
Align Technology
ALGN
$10.3B
| $88.1M | 0.06% |
132,388
+2,066
| +2% | +$1.37M |
|
281
Capital One
COF
$145B
| $87.2M | 0.06% |
538,198
-5,654
| -1% | -$916K |
|
282
Estee Lauder
EL
$33B
| $86.9M | 0.06% |
289,618
-1,761
| -0.6% | -$528K |
|
|
UCB
283
United Community Banks, Inc.
UCB
$4.06B
| $86.9M | 0.06% |
2,646,443
+36,515
| +1% | +$1.2M |
|
284
ServisFirst Bancshares
SFBS
$4.81B
| $86.4M | 0.06% |
1,110,252
-206,712
| -16% | -$16.1M |
|
285
SiTime
SITM
$6.28B
| $85.7M | 0.06% |
419,759
-1,477
| -0.4% | -$302K |
|
286
Colgate-Palmolive
CL
$67.9B
| $85.6M | 0.06% |
1,131,997
+11,699
| +1% | +$884K |
|
287
Cigna
CI
$80.3B
| $85.3M | 0.06% |
426,280
+16,897
| +4% | +$3.38M |
|
288
Hasbro
HAS
$11.4B
| $84.6M | 0.06% |
948,061
-1,090,821
| -54% | -$97.3M |
|
289
Choice Hotels
CHH
$5.53B
| $83.7M | 0.05% |
662,672
+1,747
| +0.3% | +$221K |
|
290
Interpublic Group of Companies
IPG
$9.83B
| $83.5M | 0.05% |
2,277,139
-311,500
| -12% | -$11.4M |
|
291
CME Group
CME
$96B
| $83.5M | 0.05% |
431,749
+5,442
| +1% | +$1.05M |
|
292
Targa Resources
TRGP
$36.1B
| $83.5M | 0.05% |
1,696,498
-191,374
| -10% | -$9.42M |
|
293
NXP Semiconductors
NXPI
$59.2B
| $82.4M | 0.05% |
420,495
-10,547
| -2% | -$2.07M |
|
294
Cullen/Frost Bankers
CFR
$8.3B
| $81M | 0.05% |
682,886
-119,010
| -15% | -$14.1M |
|
295
Concentrix
CNXC
$3.33B
| $80.9M | 0.05% |
457,160
+4,316
| +1% | +$764K |
|
296
CSX Corp
CSX
$60.6B
| $80.5M | 0.05% |
2,707,445
+9,716
| +0.4% | +$289K |
|
297
HDFC Bank
HDB
$182B
| $79.4M | 0.05% |
1,086,046
+1,979
| +0.2% | +$145K |
|
298
Natera
NTRA
$23.1B
| $79.4M | 0.05% |
712,125
-24,346
| -3% | -$2.71M |
|
299
Southern Company
SO
$102B
| $79.1M | 0.05% |
1,275,665
+11,758
| +0.9% | +$729K |
|
300
Fiserv
FI
$75.1B
| $78.2M | 0.05% |
720,628
+7,775
| +1% | +$844K |
|