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 |
PIEQ
Principal International Equity ETF
PIEQ
|
$595M |
| 2 |
LPL Financial
LPLA
|
$318M |
| 3 |
Air Products & Chemicals
APD
|
$313M |
| 4 |
Entegris
ENTG
|
$308M |
| 5 |
Simon Property Group
SPG
|
$304M |
Top Sells
| 1 |
Intuit
INTU
|
$588M |
| 2 |
Autodesk
ADSK
|
$382M |
| 3 |
Microchip Technology
MCHP
|
$339M |
| 4 |
NNN REIT
NNN
|
$202M |
| 5 |
Terreno Realty
TRNO
|
$197M |
Sector Composition
| 1 | Technology | 18.18% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
Cencora
COR
$56.5B
| $88.2M | 0.05% |
317,300
-1,101
| -0.3% | -$306K |
|
302
AstraZeneca
AZN
$250B
| $88.1M | 0.05% |
1,198,450
+722,390
| +152% | +$53.1M |
|
303
ServisFirst Bancshares
SFBS
$4.75B
| $87.3M | 0.05% |
1,056,878
+3,405
| +0.3% | +$281K |
|
304
RPM International
RPM
$16.2B
| $86.8M | 0.05% |
750,570
-5,179
| -0.7% | -$599K |
|
305
Raymond James Financial
RJF
$32.9B
| $85.6M | 0.05% |
616,521
-7,428
| -1% | -$1.03M |
|
306
Illinois Tool Works
ITW
$77.2B
| $85.3M | 0.05% |
344,099
+2,545
| +0.7% | +$631K |
|
307
Natera
NTRA
$23.1B
| $85.3M | 0.05% |
603,477
-91,190
| -13% | -$12.9M |
|
308
Popular Inc
BPOP
$8.45B
| $85.3M | 0.05% |
923,442
-47,848
| -5% | -$4.42M |
|
309
Jefferies Financial Group
JEF
$13.2B
| $85.1M | 0.05% |
1,587,779
-58,065
| -4% | -$3.11M |
|
310
UMB Financial
UMBF
$9.52B
| $84.9M | 0.05% |
839,773
+34,583
| +4% | +$3.5M |
|
311
Ecolab
ECL
$77.5B
| $84.3M | 0.05% |
332,524
+26,834
| +9% | +$6.8M |
|
312
Stifel
SF
$11.5B
| $83.9M | 0.05% |
890,028
-37,805
| -4% | -$3.56M |
|
313
Northrop Grumman
NOC
$82.2B
| $83.4M | 0.05% |
162,838
-1,613
| -1% | -$826K |
|
314
Sunstone Hotel Investors
SHO
$1.8B
| $82.7M | 0.05% |
8,793,005
+437,433
| +5% | +$4.12M |
|
315
DoorDash
DASH
$109B
| $82.4M | 0.05% |
451,007
+357,625
| +383% | +$65.4M |
|
316
Regeneron Pharmaceuticals
REGN
$60.4B
| $82.2M | 0.05% |
129,625
-865
| -0.7% | -$549K |
|
317
Leidos
LDOS
$22.8B
| $81.7M | 0.05% |
605,382
-7,902
| -1% | -$1.07M |
|
318
AutoZone
AZO
$70.6B
| $81.7M | 0.05% |
21,422
-296
| -1% | -$1.13M |
|
319
Mercado Libre
MELI
$118B
| $81.1M | 0.05% |
41,570
-43,873
| -51% | -$85.6M |
|
|
320
Autodesk
ADSK
$69.4B
| $80.2M | 0.05% |
306,185
-1,457,576
| -83% | -$382M |
|
321
Hamilton Lane
HLNE
$6.43B
| $79.7M | 0.04% |
536,223
-6,055
| -1% | -$900K |
|
322
Life Time Group Holdings
LTH
$6.4B
| $78.8M | 0.04% |
2,610,628
-171,689
| -6% | -$5.19M |
|
323
Assured Guaranty
AGO
$3.92B
| $78.6M | 0.04% |
891,704
-29,832
| -3% | -$2.63M |
|
324
PayPal
PYPL
$65.1B
| $78.5M | 0.04% |
1,203,601
-19,076
| -2% | -$1.24M |
|
325
Curtiss-Wright
CW
$18B
| $78.5M | 0.04% |
247,374
-12,061
| -5% | -$3.83M |
|