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
|
$742M |
| 2 |
Healthpeak Properties
DOC
|
$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
$256M |
| 5 |
TransDigm Group
TDG
|
$235M |
Top Sells
| 1 |
Adobe
ADBE
|
$508M |
| 2 |
SBA Communications
SBAC
|
$445M |
| 3 |
Brookfield
BN
|
$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
$291M |
| 5 |
Sun Communities
SUI
|
$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Weyerhaeuser
WY
$18.9B
| $101M | 0.06% |
3,603,437
+299,020
| +9% | +$8.42M |
|
277
Credo Technology Group
CRDO
$24.4B
| $101M | 0.06% |
1,506,326
-487,642
| -24% | -$32.8M |
|
278
Modine Manufacturing
MOD
$7.1B
| $101M | 0.06% |
873,118
-279,617
| -24% | -$32.4M |
|
279
RadNet
RDNT
$5.49B
| $101M | 0.05% |
1,441,449
-65,096
| -4% | -$4.55M |
|
280
Lazard
LAZ
$5.32B
| $99.9M | 0.05% |
1,939,854
-310,195
| -14% | -$16M |
|
281
Lincoln National
LNC
$7.98B
| $99.7M | 0.05% |
3,144,649
-164,804
| -5% | -$5.23M |
|
282
Motorola Solutions
MSI
$79.8B
| $99.1M | 0.05% |
214,438
-5,279
| -2% | -$2.44M |
|
283
Elevance Health
ELV
$70.6B
| $99M | 0.05% |
268,481
-4,168
| -2% | -$1.54M |
|
284
Sunstone Hotel Investors
SHO
$1.81B
| $98.9M | 0.05% |
8,355,572
+7,234,862
| +646% | +$85.7M |
|
285
Emerson Electric
EMR
$74.6B
| $98.8M | 0.05% |
797,354
-15,622
| -2% | -$1.94M |
|
286
Stifel
SF
$11.5B
| $98.4M | 0.05% |
927,833
-78,741
| -8% | -$8.35M |
|
287
CME Group
CME
$94.4B
| $98.1M | 0.05% |
422,268
+2,736
| +0.7% | +$635K |
|
288
Taylor Morrison
TMHC
$7.1B
| $98.1M | 0.05% |
1,601,915
-449,665
| -22% | -$27.5M |
|
289
Intercontinental Exchange
ICE
$99.8B
| $97.4M | 0.05% |
653,401
-3,473
| -0.5% | -$518K |
|
290
lululemon athletica
LULU
$19.9B
| $97.2M | 0.05% |
254,217
+4,042
| +2% | +$1.55M |
|
291
Intel
INTC
$107B
| $97.2M | 0.05% |
4,847,693
+20,570
| +0.4% | +$412K |
|
292
Pinnacle Financial Partners
PNFP
$7.55B
| $97M | 0.05% |
848,372
-134,910
| -14% | -$15.4M |
|
293
Raymond James Financial
RJF
$33B
| $96.9M | 0.05% |
623,949
-2,917
| -0.5% | -$453K |
|
294
Casey's General Stores
CASY
$18.8B
| $96.1M | 0.05% |
242,604
-2,271
| -0.9% | -$900K |
|
295
Aon
AON
$79.9B
| $96M | 0.05% |
267,374
+12,893
| +5% | +$4.63M |
|
296
Hubbell
HUBB
$23.2B
| $95M | 0.05% |
226,710
-2,500
| -1% | -$1.05M |
|
297
Waste Management
WM
$88.6B
| $94.5M | 0.05% |
468,456
-12,078
| -3% | -$2.44M |
|
298
Cintas
CTAS
$82.4B
| $94.1M | 0.05% |
514,928
+11,406
| +2% | +$2.08M |
|
299
3M
MMM
$82.7B
| $94.1M | 0.05% |
728,752
-8,323
| -1% | -$1.07M |
|
300
Graphic Packaging
GPK
$6.38B
| $93.8M | 0.05% |
3,453,222
-162,317
| -4% | -$4.41M |
|