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
|
$3.8B |
| 2 |
Equity Residential
EQR
|
$411M |
| 3 |
Cadence Design Systems
CDNS
|
$345M |
| 4 |
MSCI
MSCI
|
$300M |
| 5 |
Equinix
EQIX
|
$181M |
Top Sells
| 1 |
Union Pacific
UNP
|
$403M |
| 2 |
TransDigm Group
TDG
|
$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$238M |
| 4 |
Essex Property Trust
ESS
|
$205M |
| 5 |
Progressive
PGR
|
$181M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Leidos
LDOS
$23.2B
| $93.3M | 0.06% |
639,439
-7,514
| -1% | -$1.1M |
|
277
Commercial Metals
CMC
$6.46B
| $93.3M | 0.06% |
1,696,185
-78,481
| -4% | -$4.32M |
|
278
Equity Lifestyle Properties
ELS
$11.7B
| $92.9M | 0.06% |
1,426,327
-85,423
| -6% | -$5.56M |
|
279
W.R. Berkley
WRB
$27.2B
| $92.8M | 0.06% |
1,180,413
+535,471
| +83% | +$42.1M |
|
280
Duke Energy
DUK
$95.3B
| $92.5M | 0.05% |
922,725
-12,366
| -1% | -$1.24M |
|
281
Colgate-Palmolive
CL
$67.9B
| $92.2M | 0.05% |
950,203
-11,679
| -1% | -$1.13M |
|
282
EnerSys
ENS
$3.85B
| $90.1M | 0.05% |
870,464
-24,224
| -3% | -$2.51M |
|
283
American Healthcare REIT
AHR
$7.21B
| $90M | 0.05% |
6,158,036
+157,762
| +3% | +$2.3M |
|
284
Pebblebrook Hotel Trust
PEB
$1.32B
| $89.7M | 0.05% |
6,520,752
-280,678
| -4% | -$3.86M |
|
285
Altria Group
MO
$113B
| $89.5M | 0.05% |
1,965,735
-48,034
| -2% | -$2.19M |
|
286
RPM International
RPM
$16.1B
| $89.4M | 0.05% |
830,234
-39,432
| -5% | -$4.25M |
|
287
Cintas
CTAS
$84.6B
| $87.8M | 0.05% |
125,421
-7,511
| -6% | -$5.26M |
|
288
DexCom
DXCM
$29.5B
| $87.8M | 0.05% |
774,582
-24,217
| -3% | -$2.75M |
|
289
Airbnb
ABNB
$79.9B
| $87.6M | 0.05% |
577,452
-84,482
| -13% | -$12.8M |
|
290
Middleby
MIDD
$6.94B
| $87.5M | 0.05% |
713,618
+167,298
| +31% | +$20.5M |
|
291
Lincoln Electric
LECO
$13.4B
| $87.4M | 0.05% |
463,249
-35,967
| -7% | -$6.78M |
|
292
Stifel
SF
$11.8B
| $87.1M | 0.05% |
1,035,049
-297,209
| -22% | -$25M |
|
293
Emerson Electric
EMR
$74.3B
| $87M | 0.05% |
789,771
-156
| -0% | -$17.2K |
|
294
Popular Inc
BPOP
$8.49B
| $86.9M | 0.05% |
983,067
-25,665
| -3% | -$2.27M |
|
295
Intercontinental Exchange
ICE
$101B
| $86.7M | 0.05% |
633,236
-8,851
| -1% | -$1.21M |
|
296
Chord Energy
CHRD
$6.29B
| $85.4M | 0.05% |
509,335
+117,379
| +30% | +$19.7M |
|
297
InvenTrust Properties
IVT
$2.31B
| $83.7M | 0.05% |
3,378,512
+706,437
| +26% | +$17.5M |
|
298
Mine Safety
MSA
$6.68B
| $83.5M | 0.05% |
444,639
-19,403
| -4% | -$3.64M |
|
299
Jefferies Financial Group
JEF
$13.4B
| $83.1M | 0.05% |
1,670,584
-36,849
| -2% | -$1.83M |
|
300
Waste Connections
WCN
$47.5B
| $83M | 0.05% |
473,422
+436,067
| +1,167% | +$76.5M |
|