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 |
TransDigm Group
TDG
|
$406M |
| 2 |
Welltower
WELL
|
$262M |
| 3 |
Camden Property Trust
CPT
|
$199M |
| 4 |
Autodesk
ADSK
|
$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
$193M |
Top Sells
| 1 |
Alibaba
BABA
|
$419M |
| 2 |
Digital Realty Trust
DLR
|
$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
$207M |
| 4 |
iShares MBS ETF
MBB
|
$192M |
| 5 |
Americold
COLD
|
$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Choice Hotels
CHH
$5.41B
| $64.4M | 0.06% |
816,145
+716,715
| +721% | +$56.5M |
|
302
Vornado Realty Trust
VNO
$7.93B
| $64.3M | 0.06% |
1,681,876
+511,872
| +44% | +$19.6M |
|
303
Biogen
BIIB
$20.6B
| $63.8M | 0.06% |
238,481
-15,121
| -6% | -$4.05M |
|
304
Estee Lauder
EL
$32.1B
| $63.6M | 0.06% |
337,282
+20,755
| +7% | +$3.92M |
|
305
EastGroup Properties
EGP
$8.97B
| $63.1M | 0.06% |
531,737
+36,541
| +7% | +$4.33M |
|
|
VAR
306
DELISTED
Varian Medical Systems, Inc.
VAR
| $61.8M | 0.05% |
504,711
+64,976
| +15% | +$7.96M |
|
307
American Electric Power
AEP
$57.8B
| $61.7M | 0.05% |
774,745
+68,781
| +10% | +$5.48M |
|
308
ServisFirst Bancshares
SFBS
$4.78B
| $61.1M | 0.05% |
1,709,781
+385,740
| +29% | +$13.8M |
|
309
HF Sinclair
DINO
$9.56B
| $60.7M | 0.05% |
2,078,171
+629,014
| +43% | +$18.4M |
|
310
eBay
EBAY
$42.3B
| $60.5M | 0.05% |
1,153,417
-98,473
| -8% | -$5.16M |
|
311
Crane NXT
CXT
$3.51B
| $60.2M | 0.05% |
2,914,265
-127,105
| -4% | -$2.63M |
|
312
Hubbell
HUBB
$23.2B
| $60.1M | 0.05% |
479,582
+24,958
| +5% | +$3.13M |
|
|
BTEC
313
DELISTED
Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
| $59.9M | 0.05% |
1,350,000
+38,332
| +3% | +$1.7M |
|
314
Waste Management
WM
$88.6B
| $59.6M | 0.05% |
563,112
-3,468
| -0.6% | -$367K |
|
315
Interpublic Group of Companies
IPG
$9.94B
| $59M | 0.05% |
3,437,810
+551,241
| +19% | +$9.46M |
|
316
Church & Dwight Co
CHD
$23.3B
| $58.8M | 0.05% |
761,043
+31,107
| +4% | +$2.4M |
|
317
Mercado Libre
MELI
$123B
| $57.1M | 0.05% |
57,916
+45,808
| +378% | +$45.2M |
|
318
Four Corners Property Trust
FCPT
$2.73B
| $57M | 0.05% |
2,337,283
+223,911
| +11% | +$5.46M |
|
319
Synopsys
SNPS
$111B
| $57M | 0.05% |
292,400
+31,140
| +12% | +$6.07M |
|
320
Yeti Holdings
YETI
$2.95B
| $56.6M | 0.05% |
1,324,698
+769,660
| +139% | +$32.9M |
|
321
HDFC Bank
HDB
$361B
| $56.1M | 0.05% |
1,234,684
+17,158
| +1% | +$780K |
|
322
Albany International
AIN
$1.84B
| $55.9M | 0.05% |
952,341
+36,394
| +4% | +$2.14M |
|
323
DuPont de Nemours
DD
$32.6B
| $55.7M | 0.05% |
1,048,817
-285,494
| -21% | -$15.2M |
|
324
Electronic Arts
EA
$42.2B
| $55.7M | 0.05% |
421,590
-1,766
| -0.4% | -$233K |
|
325
Ball Corp
BALL
$13.9B
| $54.9M | 0.05% |
790,152
+47,200
| +6% | +$3.28M |
|