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 |
American Tower
AMT
|
$462M |
| 2 |
SBA Communications
SBAC
|
$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
$219M |
| 4 |
Equinix
EQIX
|
$176M |
| 5 |
Teck Resources
TECK
|
$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
$216M |
| 2 |
Digital Realty Trust
DLR
|
$213M |
| 3 |
TransDigm Group
TDG
|
$207M |
| 4 |
Public Storage
PSA
|
$174M |
| 5 |
Realty Income
O
|
$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Waste Management
WM
$88.7B
| $98.2M | 0.06% |
460,924
-6,265
| -1% | -$1.34M |
|
277
Halliburton
HAL
$18.8B
| $97.9M | 0.06% |
2,483,230
+1,338,371
| +117% | +$52.8M |
|
278
Regal Rexnord
RRX
$9.66B
| $97.8M | 0.06% |
543,110
+10,435
| +2% | +$1.88M |
|
279
Equity Lifestyle Properties
ELS
$11.9B
| $97.4M | 0.06% |
1,511,750
+536,864
| +55% | +$34.6M |
|
280
PPG Industries
PPG
$24.8B
| $97.3M | 0.06% |
671,687
-5,399
| -0.8% | -$782K |
|
281
Verra Mobility
VRRM
$3.96B
| $95.3M | 0.06% |
3,816,488
+140,471
| +4% | +$3.51M |
|
282
Brookfield Infrastructure
BIPC
$4.75B
| $95M | 0.06% |
2,636,599
+154,392
| +6% | +$5.56M |
|
283
GE HealthCare
GEHC
$34.5B
| $94.8M | 0.06% |
1,042,405
+153,788
| +17% | +$14M |
|
284
TKO Group
TKO
$15.9B
| $94.7M | 0.06% |
1,095,898
+903
| +0.1% | +$78K |
|
285
Southern Company
SO
$101B
| $93.4M | 0.05% |
1,302,037
+7,587
| +0.6% | +$544K |
|
286
Casey's General Stores
CASY
$18.8B
| $92.9M | 0.05% |
291,838
+154,803
| +113% | +$49.3M |
|
287
Phillips 66
PSX
$53.1B
| $92.7M | 0.05% |
567,583
+26
| +0% | +$4.25K |
|
288
Cullen/Frost Bankers
CFR
$8.24B
| $92.4M | 0.05% |
821,103
+12,897
| +2% | +$1.45M |
|
289
Cintas
CTAS
$82.3B
| $91.3M | 0.05% |
531,728
-4,980
| -0.9% | -$855K |
|
290
Tractor Supply
TSCO
$32B
| $91.3M | 0.05% |
1,743,840
+21,770
| +1% | +$1.14M |
|
291
Deckers Outdoor
DECK
$17.9B
| $91.3M | 0.05% |
581,796
-493,740
| -46% | -$77.5M |
|
292
Southwest Gas
SWX
$5.66B
| $91.2M | 0.05% |
1,197,754
+27,500
| +2% | +$2.09M |
|
293
Entegris
ENTG
$12.4B
| $91.1M | 0.05% |
648,178
+46,910
| +8% | +$6.59M |
|
294
Amphenol
APH
$135B
| $90.5M | 0.05% |
1,568,512
+7,670
| +0.5% | +$442K |
|
295
Duke Energy
DUK
$93.8B
| $90.4M | 0.05% |
935,091
+14,835
| +2% | +$1.43M |
|
296
Targa Resources
TRGP
$35B
| $90.3M | 0.05% |
806,089
-5,399
| -0.7% | -$605K |
|
297
Mine Safety
MSA
$6.68B
| $89.8M | 0.05% |
464,042
-980
| -0.2% | -$190K |
|
298
Arista Networks
ANET
$180B
| $89.8M | 0.05% |
1,238,960
-10,648
| -0.9% | -$772K |
|
299
Bank OZK
OZK
$5.9B
| $89.6M | 0.05% |
1,971,565
-83,588
| -4% | -$3.8M |
|
300
Emerson Electric
EMR
$74.5B
| $89.6M | 0.05% |
789,927
+35,239
| +5% | +$4M |
|