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 |
Broadcom
AVGO
|
$1.13B |
| 2 |
Martin Marietta Materials
MLM
|
$379M |
| 3 |
Apple
AAPL
|
$367M |
| 4 |
Hilton Worldwide
HLT
|
$330M |
| 5 |
Veeva Systems
VEEV
|
$266M |
Top Sells
| 1 |
American Tower
AMT
|
$612M |
| 2 |
Agilent Technologies
A
|
$279M |
| 3 |
Aon
AON
|
$220M |
| 4 |
Progressive
PGR
|
$199M |
| 5 |
VeriSign
VRSN
|
$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Manhattan Associates
MANH
$13B
| $104M | 0.06% |
370,694
-64,371
| -15% | -$18.1M |
|
277
Lincoln National
LNC
$8.14B
| $104M | 0.06% |
3,309,453
+223,129
| +7% | +$7.03M |
|
278
Cintas
CTAS
$84.6B
| $104M | 0.06% |
503,522
+378,101
| +301% | +$77.8M |
|
279
Colgate-Palmolive
CL
$67.9B
| $104M | 0.06% |
997,147
+46,944
| +5% | +$4.87M |
|
280
Global X US Infrastructure Development ETF
PAVE
$9.37B
| $102M | 0.06% |
2,485,000
-105,000
| -4% | -$4.32M |
|
281
Boeing
BA
$177B
| $101M | 0.06% |
666,244
+38,332
| +6% | +$5.83M |
|
282
Invesco S&P 500 Pure Value ETF
RPV
$1.36B
| $101M | 0.06% |
+1,138,183
| New | +$101M |
|
283
Varonis Systems
VRNS
$6.61B
| $101M | 0.06% |
1,783,873
+147,081
| +9% | +$8.31M |
|
284
3M
MMM
$82.8B
| $101M | 0.06% |
737,075
+97,741
| +15% | +$13.4M |
|
285
Equitable Holdings
EQH
$16B
| $101M | 0.06% |
2,395,570
+426,182
| +22% | +$17.9M |
|
286
Altria Group
MO
$113B
| $100M | 0.05% |
1,966,192
+457
| +0% | +$23.3K |
|
287
Waste Management
WM
$91.2B
| $99.8M | 0.05% |
480,534
+28,266
| +6% | +$5.87M |
|
288
Ingredion
INGR
$8.31B
| $99.7M | 0.05% |
725,374
+10,812
| +2% | +$1.49M |
|
289
Chart Industries
GTLS
$8.96B
| $99.7M | 0.05% |
802,907
+32,442
| +4% | +$4.03M |
|
290
WESCO International
WCC
$10.7B
| $99.3M | 0.05% |
591,366
+864
| +0.1% | +$145K |
|
291
Packaging Corp of America
PKG
$19.6B
| $99.2M | 0.05% |
460,518
+35,614
| +8% | +$7.67M |
|
292
Target
TGT
$43.6B
| $98.8M | 0.05% |
633,979
-268,823
| -30% | -$41.9M |
|
293
Motorola Solutions
MSI
$78.7B
| $98.8M | 0.05% |
219,717
+10,096
| +5% | +$4.54M |
|
294
Middleby
MIDD
$6.94B
| $98.8M | 0.05% |
709,910
-3,708
| -0.5% | -$516K |
|
295
Jefferies Financial Group
JEF
$13.4B
| $98.4M | 0.05% |
1,598,703
-71,881
| -4% | -$4.42M |
|
296
Hamilton Lane
HLNE
$6.71B
| $98.3M | 0.05% |
583,721
+97,924
| +20% | +$16.5M |
|
297
Hubbell
HUBB
$22.9B
| $98.2M | 0.05% |
229,210
+15,215
| +7% | +$6.52M |
|
298
Pinnacle Financial Partners
PNFP
$7.54B
| $96.3M | 0.05% |
983,282
+208,938
| +27% | +$20.5M |
|
|
ROIC
299
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $96.1M | 0.05% |
6,107,593
+75,803
| +1% | +$1.19M |
|
300
Essential Properties Realty Trust
EPRT
$6.21B
| $94.9M | 0.05% |
2,777,918
+123,077
| +5% | +$4.2M |
|