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 |
PIEQ
Principal International Equity ETF
PIEQ
|
$595M |
| 2 |
LPL Financial
LPLA
|
$318M |
| 3 |
Air Products & Chemicals
APD
|
$313M |
| 4 |
Entegris
ENTG
|
$308M |
| 5 |
Simon Property Group
SPG
|
$304M |
Top Sells
| 1 |
Intuit
INTU
|
$588M |
| 2 |
Autodesk
ADSK
|
$382M |
| 3 |
Microchip Technology
MCHP
|
$339M |
| 4 |
NNN REIT
NNN
|
$202M |
| 5 |
Terreno Realty
TRNO
|
$197M |
Sector Composition
| 1 | Technology | 18.18% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Williams-Sonoma
WSM
$24.7B
| $99M | 0.06% |
625,883
-393,251
| -39% | -$62.2M |
|
277
CVS Health
CVS
$93.6B
| $98.4M | 0.06% |
1,452,700
+29,278
| +2% | +$1.98M |
|
278
Broadridge
BR
$29.4B
| $98.2M | 0.06% |
404,830
+247,157
| +157% | +$59.9M |
|
279
3M
MMM
$82.7B
| $96.5M | 0.05% |
657,181
-71,571
| -10% | -$10.5M |
|
280
Quest Diagnostics
DGX
$20.5B
| $96.2M | 0.05% |
568,356
+24,884
| +5% | +$4.21M |
|
281
Workday
WDAY
$61.7B
| $95.3M | 0.05% |
408,267
+5,043
| +1% | +$1.18M |
|
282
Fidelity National Information Services
FIS
$35.9B
| $94.4M | 0.05% |
1,264,092
-47,524
| -4% | -$3.55M |
|
283
Nike
NKE
$109B
| $94.3M | 0.05% |
1,486,063
-120,407
| -7% | -$7.64M |
|
284
Principal Active High Yield ETF
YLD
$368M
| $93.5M | 0.05% |
2,607,556
+77,974
| +3% | +$2.8M |
|
285
Pinnacle Financial Partners
PNFP
$7.55B
| $93.5M | 0.05% |
881,347
+32,975
| +4% | +$3.5M |
|
286
Graphic Packaging
GPK
$6.38B
| $93.4M | 0.05% |
3,596,150
+142,928
| +4% | +$3.71M |
|
287
Motorola Solutions
MSI
$79.8B
| $93.2M | 0.05% |
212,943
-1,495
| -0.7% | -$655K |
|
288
Taylor Morrison
TMHC
$7.1B
| $93M | 0.05% |
1,549,348
-52,567
| -3% | -$3.16M |
|
289
Dycom Industries
DY
$7.19B
| $92.8M | 0.05% |
609,410
-21,082
| -3% | -$3.21M |
|
290
Mueller Water Products
MWA
$4.19B
| $92.8M | 0.05% |
3,651,340
+636,331
| +21% | +$16.2M |
|
291
American Water Works
AWK
$28B
| $91.8M | 0.05% |
622,020
+232,174
| +60% | +$34.3M |
|
292
Permian Resources
PR
$9.75B
| $91.7M | 0.05% |
6,620,604
+1,647,487
| +33% | +$22.8M |
|
293
Williams Companies
WMB
$69.9B
| $91.5M | 0.05% |
1,530,614
-27,163
| -2% | -$1.62M |
|
294
Packaging Corp of America
PKG
$19.8B
| $90.9M | 0.05% |
458,861
-5,038
| -1% | -$998K |
|
295
Colgate-Palmolive
CL
$68.8B
| $90.5M | 0.05% |
965,984
-30,267
| -3% | -$2.84M |
|
296
United Parcel Service
UPS
$72.1B
| $89.9M | 0.05% |
816,940
-4,841
| -0.6% | -$532K |
|
297
Schlumberger
SLB
$53.4B
| $89.8M | 0.05% |
2,148,460
-1,553,867
| -42% | -$65M |
|
298
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.8B
| $89.1M | 0.05% |
820,000
+11,000
| +1% | +$1.2M |
|
299
NiSource
NI
$19B
| $88.7M | 0.05% |
2,213,552
-121,187
| -5% | -$4.86M |
|
300
AppFolio
APPF
$10.2B
| $88.4M | 0.05% |
401,888
+220,239
| +121% | +$48.4M |
|