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 |
Broadcom
AVGO
|
$1.13B |
| 2 |
Martin Marietta Materials
MLM
|
$379M |
| 3 |
Apple
AAPL
|
$367M |
| 4 |
Hilton Worldwide
HLT
|
$330M |
| 5 |
Veeva Systems
VEEV
|
$266M |
Top Sells
| 1 |
American Tower
AMT
|
$612M |
| 2 |
Agilent Technologies
A
|
$279M |
| 3 |
Aon
AON
|
$220M |
| 4 |
Progressive
PGR
|
$199M |
| 5 |
VeriSign
VRSN
|
$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
GE HealthCare
GEHC
$33.7B
| $94.8M | 0.05% |
1,009,910
+19,010
| +2% | +$1.78M |
|
302
Stifel
SF
$11.8B
| $94.5M | 0.05% |
1,006,574
-28,475
| -3% | -$2.67M |
|
303
Commercial Metals
CMC
$6.46B
| $94.2M | 0.05% |
1,714,116
+17,931
| +1% | +$985K |
|
304
Zurn Elkay Water Solutions
ZWS
$7.6B
| $94.2M | 0.05% |
2,619,953
+868,748
| +50% | +$31.2M |
|
305
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $92.6M | 0.05% |
820,000
+45,000
| +6% | +$5.08M |
|
306
CME Group
CME
$96B
| $92.6M | 0.05% |
419,532
+17,508
| +4% | +$3.86M |
|
307
PayPal
PYPL
$67.1B
| $92.3M | 0.05% |
1,182,316
+24,193
| +2% | +$1.89M |
|
308
Casey's General Stores
CASY
$18.4B
| $92M | 0.05% |
244,875
-35,055
| -13% | -$13.2M |
|
309
Tractor Supply
TSCO
$32.7B
| $91.6M | 0.05% |
314,958
-53,203
| -14% | -$15.5M |
|
310
UMB Financial
UMBF
$9.26B
| $91.1M | 0.05% |
866,848
+694,751
| +404% | +$73M |
|
311
MKS Inc. Common Stock
MKSI
$6.94B
| $91.1M | 0.05% |
837,695
-56,588
| -6% | -$6.15M |
|
312
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $91M | 0.05% |
1,585,840
+63,399
| +4% | +$3.64M |
|
313
RPM International
RPM
$16.1B
| $91M | 0.05% |
751,956
-78,278
| -9% | -$9.47M |
|
314
Pinduoduo
PDD
$171B
| $90.7M | 0.05% |
672,654
-195,841
| -23% | -$26.4M |
|
315
Amdocs
DOX
$9.41B
| $90.4M | 0.05% |
1,032,867
+63,718
| +7% | +$5.57M |
|
316
CVS Health
CVS
$92.8B
| $90.2M | 0.05% |
1,434,476
+66,244
| +5% | +$4.17M |
|
317
Cullen/Frost Bankers
CFR
$8.3B
| $90.2M | 0.05% |
806,209
+25,909
| +3% | +$2.9M |
|
318
Brunswick
BC
$4.15B
| $90.2M | 0.05% |
1,075,845
+28,781
| +3% | +$2.41M |
|
319
General Dynamics
GD
$87.3B
| $89.9M | 0.05% |
297,577
+44,387
| +18% | +$13.4M |
|
320
Illinois Tool Works
ITW
$77.1B
| $89.1M | 0.05% |
340,027
+16,846
| +5% | +$4.41M |
|
321
Life Time Group Holdings
LTH
$6.14B
| $89M | 0.05% |
3,646,372
+46,710
| +1% | +$1.14M |
|
322
Emerson Electric
EMR
$74.3B
| $88.9M | 0.05% |
812,976
+23,205
| +3% | +$2.54M |
|
|
323
Aon
AON
$79.1B
| $88M | 0.05% |
254,481
-634,688
| -71% | -$220M |
|
324
Northrop Grumman
NOC
$84.5B
| $87.9M | 0.05% |
166,434
+4,969
| +3% | +$2.62M |
|
325
SPX Corp
SPXC
$9.25B
| $87.4M | 0.05% |
547,961
+27,545
| +5% | +$4.39M |
|