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 |
Intuitive Surgical
ISRG
|
$189M |
| 2 |
Agree Realty
ADC
|
$170M |
| 3 |
Tyler Technologies
TYL
|
$159M |
| 4 |
SBA Communications
SBAC
|
$110M |
| 5 |
Expeditors International
EXPD
|
$101M |
Top Sells
| 1 |
RP
RealPage, Inc.
RP
|
$286M |
| 2 |
Apple
AAPL
|
$248M |
| 3 |
Deere & Co
DE
|
$232M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$191M |
| 5 |
Microsoft
MSFT
|
$190M |
Sector Composition
| 1 | Technology | 18.27% |
| 2 | Financials | 15.24% |
| 3 | Real Estate | 14.94% |
| 4 | Consumer Discretionary | 12.66% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Southern Company
SO
$99.9B
| $77M | 0.05% |
1,238,679
-104,373
| -8% | -$6.49M |
|
302
Assured Guaranty
AGO
$3.9B
| $76.9M | 0.05% |
1,818,748
-291,695
| -14% | -$12.3M |
|
303
HubSpot
HUBS
$26.3B
| $76.8M | 0.05% |
169,169
+164,122
| +3,252% | +$74.5M |
|
|
STL
304
DELISTED
Sterling Bancorp
STL
| $76.6M | 0.05% |
3,327,268
+546,350
| +20% | +$12.6M |
|
305
Timken Company
TKR
$5.37B
| $76.5M | 0.05% |
941,966
-88,945
| -9% | -$7.22M |
|
|
BTEC
306
DELISTED
Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
| $75.2M | 0.05% |
1,300,000
-50,000
| -4% | -$2.89M |
|
307
Natera
NTRA
$23B
| $74.4M | 0.05% |
732,760
+226,216
| +45% | +$23M |
|
|
UCB
308
United Community Banks, Inc.
UCB
$4.02B
| $74.3M | 0.05% |
2,177,753
+237,275
| +12% | +$8.1M |
|
309
Allete
ALE
$3.68B
| $73.9M | 0.05% |
1,100,182
-167,875
| -13% | -$11.3M |
|
310
Cannae Holdings
CNNE
$1.09B
| $73.7M | 0.05% |
1,860,439
+154,409
| +9% | +$6.12M |
|
311
Humana
HUM
$37.3B
| $73.5M | 0.05% |
175,327
-17,664
| -9% | -$7.41M |
|
312
Chart Industries
GTLS
$8.98B
| $73.2M | 0.05% |
514,079
+264,882
| +106% | +$37.7M |
|
313
Crane NXT
CXT
$3.54B
| $72.8M | 0.05% |
2,230,574
-337,333
| -13% | -$11M |
|
314
Dominion Energy
D
$49.5B
| $72.7M | 0.05% |
956,672
-92,920
| -9% | -$7.06M |
|
315
GameStop
GME
$10.4B
| $72.5M | 0.05% |
1,527,728
+21,608
| +1% | +$1.03M |
|
316
Align Technology
ALGN
$9.92B
| $72.1M | 0.05% |
133,230
+32,673
| +32% | +$17.7M |
|
317
Analog Devices
ADI
$122B
| $72M | 0.05% |
464,215
-41,178
| -8% | -$6.39M |
|
318
Universal Health Services
UHS
$11.8B
| $72M | 0.05% |
539,669
+183
| +0% | +$24.4K |
|
319
Albany International
AIN
$1.82B
| $71.2M | 0.05% |
853,454
-26,225
| -3% | -$2.19M |
|
320
Franco-Nevada
FNV
$38B
| $71M | 0.05% |
566,685
-6,615
| -1% | -$829K |
|
321
Brookfield Renewable
BEPC
$6B
| $70.5M | 0.05% |
1,507,035
+609,706
| +68% | +$28.5M |
|
322
Vertex Pharmaceuticals
VRTX
$101B
| $70.3M | 0.05% |
326,999
-21,630
| -6% | -$4.65M |
|
323
Global Payments
GPN
$21.2B
| $69.8M | 0.05% |
346,218
-34,338
| -9% | -$6.92M |
|
324
Illumina
ILMN
$15.5B
| $69.5M | 0.05% |
185,948
-13,281
| -7% | -$4.96M |
|
325
Capital One
COF
$141B
| $69.1M | 0.05% |
543,026
-57,958
| -10% | -$7.37M |
|