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 |
iShares Core S&P 500 ETF
IVV
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
Extra Space Storage
EXR
|
$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Micron Technology
MU
$147B
| $76M | 0.05% |
1,259,036
+21,500
| +2% | +$1.3M |
|
302
Graphic Packaging
GPK
$6.38B
| $75.6M | 0.05% |
2,965,150
+604,522
| +26% | +$15.4M |
|
303
Southwest Gas
SWX
$5.66B
| $75.4M | 0.05% |
1,207,092
-5,546
| -0.5% | -$346K |
|
304
Snap-on
SNA
$17.1B
| $75.3M | 0.05% |
305,020
+19,102
| +7% | +$4.72M |
|
305
DiamondRock Hospitality
DRH
$1.76B
| $75M | 0.05% |
9,224,929
+812,067
| +10% | +$6.6M |
|
306
Interpublic Group of Companies
IPG
$9.94B
| $74.8M | 0.05% |
2,009,559
+211,147
| +12% | +$7.86M |
|
307
Monster Beverage
MNST
$61B
| $74.7M | 0.05% |
1,383,267
+2,873
| +0.2% | +$155K |
|
308
Bank OZK
OZK
$5.9B
| $74.7M | 0.05% |
2,182,928
+48,552
| +2% | +$1.66M |
|
309
Timken Company
TKR
$5.42B
| $74.4M | 0.05% |
909,935
+70,460
| +8% | +$5.76M |
|
310
Diamondback Energy
FANG
$40.2B
| $73.3M | 0.05% |
542,248
+66,938
| +14% | +$9.05M |
|
311
Tyson Foods
TSN
$20B
| $73.2M | 0.05% |
1,233,814
-434,292
| -26% | -$25.8M |
|
312
CSX Corp
CSX
$60.6B
| $72.8M | 0.05% |
2,432,034
+31,407
| +1% | +$940K |
|
313
Fair Isaac
FICO
$36.8B
| $72.6M | 0.05% |
103,253
-81,527
| -44% | -$57.3M |
|
314
Estee Lauder
EL
$32.1B
| $72.5M | 0.05% |
294,015
+2,080
| +0.7% | +$513K |
|
|
ATVI
315
DELISTED
Activision Blizzard Inc.
ATVI
| $72M | 0.05% |
841,732
+12,658
| +2% | +$1.08M |
|
316
Ameris Bancorp
ABCB
$5.08B
| $71.7M | 0.05% |
1,960,979
-65,152
| -3% | -$2.38M |
|
317
Hanover Insurance
THG
$6.35B
| $71.5M | 0.05% |
556,657
+21,144
| +4% | +$2.72M |
|
318
3M
MMM
$82.7B
| $71.4M | 0.05% |
812,761
+8,743
| +1% | +$768K |
|
|
MDC
319
DELISTED
M.D.C. Holdings, Inc.
MDC
| $70.9M | 0.05% |
1,823,261
+197,547
| +12% | +$7.68M |
|
320
Cullen/Frost Bankers
CFR
$8.38B
| $70.7M | 0.05% |
671,208
+23,010
| +4% | +$2.42M |
|
321
Idacorp
IDA
$6.77B
| $70.4M | 0.05% |
649,639
+42,030
| +7% | +$4.55M |
|
322
Life Time Group Holdings
LTH
$6.38B
| $69.7M | 0.05% |
4,366,190
-211,857
| -5% | -$3.38M |
|
323
LCI Industries
LCII
$2.57B
| $69.2M | 0.05% |
629,870
+47,975
| +8% | +$5.27M |
|
324
Exact Sciences
EXAS
$10.2B
| $69.2M | 0.05% |
1,020,287
+153,482
| +18% | +$10.4M |
|
325
TD Synnex
SNX
$12.3B
| $68.8M | 0.05% |
711,089
+84,746
| +14% | +$8.2M |
|