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 |
iShares Core S&P 500 ETF
IVV
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
Extra Space Storage
EXR
|
$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
CONMED
CNMD
$1.7B
| $82.8M | 0.06% |
797,151
+83,224
| +12% | +$8.64M |
|
277
Apple Hospitality REIT
APLE
$3.09B
| $82.8M | 0.06% |
5,333,649
+111,778
| +2% | +$1.73M |
|
278
MKS Inc. Common Stock
MKSI
$7.02B
| $82.4M | 0.06% |
930,180
+68,669
| +8% | +$6.09M |
|
279
nVent Electric
NVT
$14.9B
| $82.3M | 0.06% |
1,917,522
+186,749
| +11% | +$8.02M |
|
280
Ingredion
INGR
$8.24B
| $82.2M | 0.06% |
807,722
+57,936
| +8% | +$5.89M |
|
281
Northrop Grumman
NOC
$83.2B
| $82M | 0.06% |
177,660
+819
| +0.5% | +$378K |
|
282
Motorola Solutions
MSI
$79.8B
| $81.6M | 0.06% |
285,137
-13,361
| -4% | -$3.82M |
|
283
RPM International
RPM
$16.2B
| $81.4M | 0.06% |
933,507
+56,263
| +6% | +$4.91M |
|
284
Sunstone Hotel Investors
SHO
$1.81B
| $81.3M | 0.06% |
8,227,051
+97,221
| +1% | +$961K |
|
285
CME Group
CME
$94.4B
| $81.2M | 0.06% |
424,074
+6,414
| +2% | +$1.23M |
|
286
EnerSys
ENS
$3.89B
| $80.6M | 0.06% |
928,074
+105,841
| +13% | +$9.2M |
|
287
Waste Management
WM
$88.6B
| $80.5M | 0.06% |
493,118
+334
| +0.1% | +$54.5K |
|
288
Concentrix
CNXC
$3.39B
| $80.4M | 0.06% |
661,488
+45,876
| +7% | +$5.58M |
|
289
Pebblebrook Hotel Trust
PEB
$1.4B
| $79.8M | 0.06% |
5,683,445
+543,124
| +11% | +$7.63M |
|
|
CHX
290
DELISTED
ChampionX
CHX
| $79.6M | 0.06% |
2,932,838
-1,213,806
| -29% | -$32.9M |
|
291
EastGroup Properties
EGP
$8.97B
| $79.3M | 0.06% |
479,924
+27,561
| +6% | +$4.56M |
|
292
Avery Dennison
AVY
$13.1B
| $78.6M | 0.06% |
439,214
+31,671
| +8% | +$5.67M |
|
293
Eaton
ETN
$136B
| $78.1M | 0.06% |
455,746
+7,072
| +2% | +$1.21M |
|
294
Humana
HUM
$37B
| $78M | 0.06% |
160,578
+10,115
| +7% | +$4.91M |
|
295
Edwards Lifesciences
EW
$47.5B
| $77.7M | 0.06% |
938,607
-37,292
| -4% | -$3.09M |
|
296
Lattice Semiconductor
LSCC
$9.05B
| $77.4M | 0.06% |
810,300
+69,291
| +9% | +$6.62M |
|
297
FMC
FMC
$4.72B
| $77.4M | 0.06% |
633,398
-29,613
| -4% | -$3.62M |
|
298
Brookfield Infrastructure
BIPC
$4.75B
| $77.1M | 0.06% |
1,674,695
-34,479
| -2% | -$1.59M |
|
299
Colgate-Palmolive
CL
$68.8B
| $76.7M | 0.05% |
1,020,986
+9,604
| +0.9% | +$722K |
|
300
Regal Rexnord
RRX
$9.66B
| $76.1M | 0.05% |
540,755
+26,905
| +5% | +$3.79M |
|