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 |
ANSS
Ansys
ANSS
|
$196M |
| 2 |
Hyatt Hotels
H
|
$166M |
| 3 |
Prologis
PLD
|
$160M |
| 4 |
RP
RealPage, Inc.
RP
|
$160M |
| 5 |
WIX.com
WIX
|
$147M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
$367M |
| 2 |
Moody's
MCO
|
$303M |
| 3 |
Ross Stores
ROST
|
$252M |
| 4 |
Dentsply Sirona
XRAY
|
$213M |
| 5 |
Autodesk
ADSK
|
$167M |
Sector Composition
| 1 | Financials | 16.51% |
| 2 | Technology | 14.46% |
| 3 | Real Estate | 14.24% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 9.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Boston Scientific
BSX
$159B
| $78.4M | 0.07% |
2,036,831
+29,761
| +1% | +$1.15M |
|
302
Edwards Lifesciences
EW
$47.5B
| $78.2M | 0.07% |
1,348,185
+20,964
| +2% | +$1.22M |
|
303
Emerson Electric
EMR
$74.6B
| $78.2M | 0.07% |
1,021,435
+109,313
| +12% | +$8.37M |
|
304
Brookfield Renewable
BEP
$7.06B
| $77.8M | 0.07% |
4,825,714
+6,074
| +0.1% | +$97.9K |
|
305
Packaging Corp of America
PKG
$19.8B
| $77.6M | 0.07% |
707,780
+397
| +0.1% | +$43.5K |
|
306
Arthur J. Gallagher & Co
AJG
$76.7B
| $77M | 0.07% |
1,034,212
-236,882
| -19% | -$17.6M |
|
307
Vornado Realty Trust
VNO
$7.93B
| $76.8M | 0.07% |
1,051,763
+110,461
| +12% | +$8.06M |
|
308
Ziff Davis
ZD
$1.56B
| $76M | 0.07% |
1,055,250
-74,010
| -7% | -$5.33M |
|
309
Regions Financial
RF
$24.1B
| $75.3M | 0.07% |
4,101,958
+433,970
| +12% | +$7.96M |
|
310
Vertex Pharmaceuticals
VRTX
$102B
| $74.1M | 0.07% |
384,428
+7,957
| +2% | +$1.53M |
|
311
Ecolab
ECL
$77.6B
| $73.7M | 0.07% |
470,170
-19,222
| -4% | -$3.01M |
|
312
New Oriental
EDU
$7.98B
| $73.4M | 0.06% |
992,308
+27,595
| +3% | +$2.04M |
|
|
SUM
313
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $73.3M | 0.06% |
4,101,168
+4,025,248
| +5,302% | +$72M |
|
314
Labcorp
LH
$23.2B
| $72.5M | 0.06% |
486,099
-20,758
| -4% | -$3.1M |
|
315
CACI
CACI
$10.4B
| $72.5M | 0.06% |
393,791
-15,909
| -4% | -$2.93M |
|
316
Encompass Health
EHC
$12.6B
| $72.5M | 0.06% |
1,168,906
-326,940
| -22% | -$20.3M |
|
317
HP
HPQ
$27.4B
| $72.3M | 0.06% |
2,803,652
-247,695
| -8% | -$6.38M |
|
318
NNN REIT
NNN
$8.18B
| $72.2M | 0.06% |
1,610,988
+32,696
| +2% | +$1.47M |
|
319
Magna International
MGA
$12.9B
| $71.9M | 0.06% |
1,368,740
+323,514
| +31% | +$17M |
|
|
TXNM
320
TXNM Energy, Inc.
TXNM
$5.99B
| $71.8M | 0.06% |
1,819,548
-7,701
| -0.4% | -$304K |
|
321
Cognizant
CTSH
$35.1B
| $71.8M | 0.06% |
930,364
+37,146
| +4% | +$2.87M |
|
322
Atmos Energy
ATO
$26.7B
| $71.7M | 0.06% |
763,648
-92,094
| -11% | -$8.65M |
|
|
TFCFA
323
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $71.2M | 0.06% |
1,535,862
+24,662
| +2% | +$1.14M |
|
324
Centene
CNC
$14.2B
| $71M | 0.06% |
981,348
-20,322
| -2% | -$1.47M |
|
325
Oneok
OKE
$45.7B
| $71M | 0.06% |
1,047,505
-172,577
| -14% | -$11.7M |
|