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 |
NVIDIA
NVDA
|
$3.8B |
| 2 |
Equity Residential
EQR
|
$411M |
| 3 |
Cadence Design Systems
CDNS
|
$345M |
| 4 |
MSCI
MSCI
|
$300M |
| 5 |
Equinix
EQIX
|
$181M |
Top Sells
| 1 |
Union Pacific
UNP
|
$403M |
| 2 |
TransDigm Group
TDG
|
$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$238M |
| 4 |
Essex Property Trust
ESS
|
$205M |
| 5 |
Progressive
PGR
|
$181M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $83M | 0.05% |
775,000
-813,830
| -51% | -$87.2M |
|
302
Perimeter Solutions
PRM
$3.28B
| $82.9M | 0.05% |
10,582,855
+9,263
| +0.1% | +$72.5K |
|
303
Parsons
PSN
$8.55B
| $82.6M | 0.05% |
1,009,826
+4,686
| +0.5% | +$383K |
|
304
Vistra
VST
$64.1B
| $82.1M | 0.05% |
954,766
-895,058
| -48% | -$77M |
|
305
Ingredion
INGR
$8.31B
| $82M | 0.05% |
714,562
-24,272
| -3% | -$2.78M |
|
306
TD Synnex
SNX
$12.2B
| $81.8M | 0.05% |
709,102
+33,983
| +5% | +$3.92M |
|
307
RadNet
RDNT
$5.52B
| $81.8M | 0.05% |
1,388,044
-54,843
| -4% | -$3.23M |
|
308
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $81.5M | 0.05% |
1,522,441
+15,809
| +1% | +$846K |
|
309
Southwest Gas
SWX
$5.75B
| $81.2M | 0.05% |
1,153,077
-44,677
| -4% | -$3.14M |
|
310
PPG Industries
PPG
$25.1B
| $81.1M | 0.05% |
643,829
-27,858
| -4% | -$3.51M |
|
311
Portland General Electric
POR
$4.69B
| $81M | 0.05% |
1,873,699
-77,628
| -4% | -$3.36M |
|
312
Entegris
ENTG
$12.7B
| $81M | 0.05% |
598,008
-50,170
| -8% | -$6.79M |
|
313
Motorola Solutions
MSI
$78.7B
| $80.9M | 0.05% |
209,621
-3,918
| -2% | -$1.51M |
|
314
CVS Health
CVS
$92.8B
| $80.8M | 0.05% |
1,368,232
-523,004
| -28% | -$30.9M |
|
315
Mercado Libre
MELI
$125B
| $80.8M | 0.05% |
49,158
+327
| +0.7% | +$537K |
|
316
Equitable Holdings
EQH
$16B
| $80.5M | 0.05% |
1,969,388
+721,028
| +58% | +$29.5M |
|
317
NXP Semiconductors
NXPI
$59.2B
| $80.2M | 0.05% |
298,173
-4,584
| -2% | -$1.23M |
|
318
Cullen/Frost Bankers
CFR
$8.3B
| $79.3M | 0.05% |
780,300
-40,803
| -5% | -$4.15M |
|
319
Cognex
CGNX
$7.38B
| $79.2M | 0.05% |
1,693,877
-67,343
| -4% | -$3.15M |
|
320
CME Group
CME
$96B
| $79M | 0.05% |
402,024
-11,182
| -3% | -$2.2M |
|
321
PVH
PVH
$4.05B
| $78.8M | 0.05% |
744,225
+3,074
| +0.4% | +$325K |
|
322
Freeport-McMoran
FCX
$63.7B
| $78.6M | 0.05% |
1,617,694
-30,220
| -2% | -$1.47M |
|
323
Varonis Systems
VRNS
$6.61B
| $78.5M | 0.05% |
1,636,792
+133,109
| +9% | +$6.39M |
|
324
Hubbell
HUBB
$22.9B
| $78.2M | 0.05% |
213,995
+10,727
| +5% | +$3.92M |
|
325
Teradyne
TER
$18.8B
| $78.2M | 0.05% |
527,417
+270,396
| +105% | +$40.1M |
|