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 |
CoStar Group
CSGP
|
$1.18B |
| 2 |
Broadstone Net Lease
BNL
|
$266M |
| 3 |
Tyler Technologies
TYL
|
$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
$229M |
| 5 |
Equinix
EQIX
|
$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$318M |
| 3 |
Prologis
PLD
|
$309M |
| 4 |
Gartner
IT
|
$290M |
| 5 |
CBRE Group
CBRE
|
$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Assured Guaranty
AGO
$3.91B
| $81.5M | 0.05% |
1,716,228
-102,520
| -6% | -$4.87M |
|
302
Energizer
ENR
$1.88B
| $80.5M | 0.05% |
1,872,090
-168,743
| -8% | -$7.25M |
|
303
Sunstone Hotel Investors
SHO
$1.8B
| $80M | 0.05% |
6,441,079
+5,776,657
| +869% | +$71.7M |
|
304
Raymond James Financial
RJF
$33.8B
| $79.9M | 0.05% |
615,403
-86,940
| -12% | -$11.3M |
|
305
Align Technology
ALGN
$10.3B
| $79.6M | 0.05% |
130,322
-2,908
| -2% | -$1.78M |
|
306
Intercontinental Exchange
ICE
$101B
| $79.5M | 0.05% |
669,561
-738,801
| -52% | -$87.7M |
|
307
HDFC Bank
HDB
$182B
| $79.3M | 0.05% |
1,084,067
-46,787
| -4% | -$3.42M |
|
|
BTEC
308
DELISTED
Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
| $79M | 0.05% |
1,300,000
| – | – |
|
309
EastGroup Properties
EGP
$9.04B
| $78.9M | 0.05% |
479,708
+49,224
| +11% | +$8.09M |
|
310
Norfolk Southern
NSC
$62.8B
| $78.9M | 0.05% |
297,144
-18,860
| -6% | -$5.01M |
|
311
Choice Hotels
CHH
$5.53B
| $78.6M | 0.05% |
660,925
-566,393
| -46% | -$67.3M |
|
312
Eaton
ETN
$136B
| $78.1M | 0.05% |
526,767
+55,225
| +12% | +$8.18M |
|
313
Bio-Techne
TECH
$8.5B
| $77.7M | 0.05% |
172,639
-423
| -0.2% | -$190K |
|
314
Humana
HUM
$36.5B
| $77.6M | 0.05% |
175,220
-107
| -0.1% | -$47.4K |
|
315
Cleveland-Cliffs
CLF
$5.32B
| $77.2M | 0.05% |
3,579,578
-281,918
| -7% | -$6.08M |
|
|
HRC
316
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $76.7M | 0.05% |
675,092
+128,249
| +23% | +$14.6M |
|
317
EnerSys
ENS
$3.85B
| $76.7M | 0.05% |
784,511
+121,574
| +18% | +$11.9M |
|
318
Hanover Insurance
THG
$6.21B
| $76.6M | 0.05% |
564,653
+147,570
| +35% | +$20M |
|
319
Southern Company
SO
$102B
| $76.5M | 0.05% |
1,263,907
+25,228
| +2% | +$1.53M |
|
|
PXD
320
DELISTED
Pioneer Natural Resource Co.
PXD
| $76.3M | 0.05% |
469,591
+50,375
| +12% | +$8.19M |
|
321
Fiserv
FI
$75.1B
| $76.2M | 0.05% |
712,853
+29,590
| +4% | +$3.16M |
|
322
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $76.1M | 0.05% |
566,531
-75,023
| -12% | -$10.1M |
|
323
Mine Safety
MSA
$6.68B
| $75.5M | 0.05% |
456,070
+31
| +0% | +$5.13K |
|
324
Albany International
AIN
$1.87B
| $75.1M | 0.05% |
841,635
-11,819
| -1% | -$1.05M |
|
325
Emerson Electric
EMR
$74.3B
| $74.9M | 0.05% |
778,379
+12,729
| +2% | +$1.23M |
|