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 |
Tesla
TSLA
|
+$714M |
| 2 |
Liberty Broadband Class C
LBRDK
|
+$328M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
+$300M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$215M |
| 5 |
Cable One
CABO
|
+$192M |
Top Sells
| 1 |
Walt Disney
DIS
|
+$365M |
| 2 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
+$266M |
| 3 |
AIV
Aimco
AIV
|
+$263M |
| 4 |
Ventas
VTR
|
+$236M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$154M |
Sector Composition
| 1 | Technology | 19.28% |
| 2 | Financials | 15.11% |
| 3 | Real Estate | 14.76% |
| 4 | Consumer Discretionary | 12.04% |
| 5 | Industrials | 9.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Illinois Tool Works
ITW
$76.3B
| $77.3M | 0.06% |
379,018
-21,600
| -5% | -$4.4M |
|
302
Cannae Holdings
CNNE
$1.1B
| $75.5M | 0.06% |
1,706,030
+394,043
| +30% | +$17.4M |
|
303
Interpublic Group of Companies
IPG
$9.77B
| $75.3M | 0.06% |
3,203,580
-294,809
| -8% | -$6.93M |
|
304
Monolithic Power Systems
MPWR
$40.9B
| $75.1M | 0.06% |
205,171
-8,982
| -4% | -$3.29M |
|
305
Analog Devices
ADI
$122B
| $74.7M | 0.06% |
505,393
+4,665
| +0.9% | +$689K |
|
306
Universal Health Services
UHS
$11.7B
| $74.2M | 0.05% |
539,486
-45,466
| -8% | -$6.25M |
|
307
Cathay General Bancorp
CATY
$3.41B
| $73.5M | 0.05% |
2,283,838
-513,300
| -18% | -$16.5M |
|
308
Raymond James Financial
RJF
$33.1B
| $73.2M | 0.05% |
1,148,021
+29,688
| +3% | +$1.89M |
|
309
Darling Ingredients
DAR
$4.97B
| $73.2M | 0.05% |
1,268,890
+64,155
| +5% | +$3.7M |
|
310
ServisFirst Bancshares
SFBS
$4.68B
| $73.1M | 0.05% |
1,814,265
-237,774
| -12% | -$9.58M |
|
311
Franco-Nevada
FNV
$37.9B
| $71.9M | 0.05% |
573,300
-396,169
| -41% | -$49.7M |
|
312
Boston Scientific
BSX
$160B
| $71.7M | 0.05% |
1,995,219
+56,327
| +3% | +$2.02M |
|
313
Illumina
ILMN
$14.9B
| $71.7M | 0.05% |
199,229
-241,391
| -55% | -$86.9M |
|
314
Hubbell
HUBB
$22.9B
| $71.1M | 0.05% |
453,763
-15,832
| -3% | -$2.48M |
|
315
Tractor Supply
TSCO
$31.4B
| $69.6M | 0.05% |
2,475,375
+848,595
| +52% | +$23.9M |
|
|
AAT
316
American Assets Trust
AAT
$1.25B
| $69.5M | 0.05% |
2,406,764
+265,380
| +12% | +$7.66M |
|
317
Crane NXT
CXT
$3.49B
| $69.3M | 0.05% |
2,567,907
-340,870
| -12% | -$9.19M |
|
|
XEC
318
DELISTED
CIMAREX ENERGY CO
XEC
| $69.1M | 0.05% |
1,841,905
+97,319
| +6% | +$3.65M |
|
319
Regeneron Pharmaceuticals
REGN
$59.1B
| $68.5M | 0.05% |
141,880
-6,275
| -4% | -$3.03M |
|
320
Ball Corp
BALL
$13.7B
| $67.6M | 0.05% |
725,030
-51,219
| -7% | -$4.77M |
|
321
Newmont
NEM
$83.6B
| $67.4M | 0.05% |
1,125,987
-24,366
| -2% | -$1.46M |
|
322
Northrop Grumman
NOC
$82B
| $67.2M | 0.05% |
220,643
-29,523
| -12% | -$9M |
|
323
Enphase Energy
ENPH
$4.89B
| $67.1M | 0.05% |
382,669
-1,233
| -0.3% | -$216K |
|
324
Synopsys
SNPS
$113B
| $67M | 0.05% |
258,443
-24,527
| -9% | -$6.36M |
|
325
Mercado Libre
MELI
$120B
| $67M | 0.05% |
39,991
-1,473
| -4% | -$2.47M |
|