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 |
Brookfield
BN
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
SiTime
SITM
$6.1B
| $81.9M | 0.05% |
330,654
+21,891
| +7% | +$5.43M |
|
302
Petrobras
PBR
$78.7B
| $81.7M | 0.05% |
5,518,777
+5,045,798
| +1,067% | +$74.7M |
|
303
RPM International
RPM
$16.2B
| $81.7M | 0.05% |
1,002,871
+8,240
| +0.8% | +$671K |
|
304
Norfolk Southern
NSC
$62.3B
| $80.9M | 0.05% |
283,735
-2,407
| -0.8% | -$687K |
|
305
Dycom Industries
DY
$7.19B
| $80.7M | 0.05% |
846,628
+71,885
| +9% | +$6.85M |
|
306
Concentrix
CNXC
$3.39B
| $80.2M | 0.05% |
481,574
+27,102
| +6% | +$4.51M |
|
307
Dominion Energy
D
$49.7B
| $80.2M | 0.05% |
943,668
-8,219
| -0.9% | -$698K |
|
|
CHX
308
DELISTED
ChampionX
CHX
| $80M | 0.05% |
3,268,526
+194,254
| +6% | +$4.76M |
|
309
Cullen/Frost Bankers
CFR
$8.24B
| $79.7M | 0.05% |
575,763
-41,167
| -7% | -$5.7M |
|
310
Ameris Bancorp
ABCB
$5.08B
| $78.6M | 0.05% |
1,791,365
+45,267
| +3% | +$1.99M |
|
311
Vertex Pharmaceuticals
VRTX
$102B
| $78.5M | 0.05% |
300,837
-5,475
| -2% | -$1.43M |
|
312
Regal Rexnord
RRX
$9.66B
| $77.9M | 0.05% |
523,637
+22,210
| +4% | +$3.3M |
|
313
Raymond James Financial
RJF
$33B
| $77.7M | 0.05% |
706,651
-83,537
| -11% | -$9.18M |
|
314
General Motors
GM
$55.5B
| $77.6M | 0.05% |
1,773,201
-21,535
| -1% | -$942K |
|
315
Ford
F
$46.7B
| $77.4M | 0.05% |
4,579,896
-33,285
| -0.7% | -$563K |
|
316
Cleveland-Cliffs
CLF
$5.63B
| $77.2M | 0.05% |
2,397,803
-1,151,591
| -32% | -$37.1M |
|
317
Estee Lauder
EL
$32.1B
| $76.9M | 0.05% |
282,526
-354
| -0.1% | -$96.4K |
|
318
Eaton
ETN
$136B
| $76M | 0.05% |
500,955
-5,477
| -1% | -$831K |
|
319
HubSpot
HUBS
$25.7B
| $75.6M | 0.05% |
159,198
-38,421
| -19% | -$18.2M |
|
320
ABM Industries
ABM
$3B
| $75.6M | 0.05% |
1,641,358
+37,050
| +2% | +$1.71M |
|
321
Hubbell
HUBB
$23.2B
| $75.6M | 0.05% |
411,178
+4,156
| +1% | +$764K |
|
|
ATVI
322
DELISTED
Activision Blizzard Inc.
ATVI
| $75.3M | 0.05% |
939,541
-1,621,668
| -63% | -$130M |
|
323
WNS Holdings
WNS
$3.24B
| $74.9M | 0.05% |
876,648
+586,245
| +202% | +$50.1M |
|
324
Entegris
ENTG
$12.4B
| $74.8M | 0.05% |
569,877
+40,104
| +8% | +$5.26M |
|
325
Pebblebrook Hotel Trust
PEB
$1.4B
| $74.5M | 0.05% |
3,045,201
+222,570
| +8% | +$5.45M |
|