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 MBS ETF
MBB
|
+$250M |
| 2 |
Host Hotels & Resorts
HST
|
+$201M |
| 3 |
Wayfair
W
|
+$173M |
| 4 |
AerCap
AER
|
+$120M |
| 5 |
Fastenal
FAST
|
+$104M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$223M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
+$182M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
Scotiabank
BNS
|
+$129M |
| 5 |
Applied Materials
AMAT
|
+$111M |
Sector Composition
| 1 | Real Estate | 16.64% |
| 2 | Financials | 16.14% |
| 3 | Technology | 14.77% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Micron Technology
MU
$151B
| $67.1M | 0.06% |
1,566,220
-55,370
| -3% | -$2.37M |
|
327
General Motors
GM
$55.2B
| $67M | 0.06% |
1,788,910
-76,598
| -4% | -$2.87M |
|
|
BPY
328
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $67M | 0.06% |
3,298,739
-16,104
| -0.5% | -$327K |
|
329
Biogen
BIIB
$20.7B
| $66.6M | 0.06% |
286,235
-13,919
| -5% | -$3.24M |
|
330
Baxter International
BAX
$12.4B
| $66.2M | 0.06% |
756,718
+40,395
| +6% | +$3.53M |
|
331
Albany International
AIN
$1.82B
| $65M | 0.06% |
720,456
-3,715
| -0.5% | -$335K |
|
332
Cognex
CGNX
$7.49B
| $64.9M | 0.06% |
1,321,305
+186,028
| +16% | +$9.14M |
|
333
Estee Lauder
EL
$32B
| $64.1M | 0.06% |
322,040
+1,006
| +0.3% | +$200K |
|
334
Vertex Pharmaceuticals
VRTX
$101B
| $63.9M | 0.06% |
377,237
-1,999
| -0.5% | -$339K |
|
335
HEICO Class A
HEI.A
$34.8B
| $63.7M | 0.06% |
655,105
+3,120
| +0.5% | +$304K |
|
336
Teledyne Technologies
TDY
$25.5B
| $63.6M | 0.06% |
197,436
-787
| -0.4% | -$253K |
|
|
AJRD
337
DELISTED
Aerojet Rocketdyne Holdings, Inc.
AJRD
| $63.1M | 0.06% |
1,249,013
+14,525
| +1% | +$734K |
|
338
Capital One
COF
$141B
| $62.6M | 0.06% |
687,888
-14,066
| -2% | -$1.28M |
|
339
Marriott International Class A Common Stock
MAR
$72.8B
| $62.6M | 0.06% |
503,002
-6,571
| -1% | -$817K |
|
340
Emerson Electric
EMR
$74.7B
| $62.3M | 0.05% |
931,463
-15,358
| -2% | -$1.03M |
|
341
ICICI Bank
IBN
$114B
| $61.8M | 0.05% |
5,071,875
+4,341,621
| +595% | +$52.9M |
|
342
General Dynamics
GD
$86.8B
| $61.5M | 0.05% |
336,525
-63,995
| -16% | -$11.7M |
|
343
Sysco
SYY
$39B
| $60.5M | 0.05% |
761,409
+49,259
| +7% | +$3.91M |
|
344
CACI
CACI
$10.4B
| $60.5M | 0.05% |
261,411
-4,810
| -2% | -$1.11M |
|
345
Analog Devices
ADI
$122B
| $59.3M | 0.05% |
530,356
+2,842
| +0.5% | +$318K |
|
346
Vornado Realty Trust
VNO
$7.81B
| $59.2M | 0.05% |
930,489
+15,571
| +2% | +$991K |
|
347
Teradyne
TER
$18.3B
| $59M | 0.05% |
1,019,258
-9,594
| -0.9% | -$556K |
|
348
HDFC Bank
HDB
$181B
| $58.4M | 0.05% |
1,023,230
-5,210
| -0.5% | -$297K |
|
|
LSXMA
349
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $58.3M | 0.05% |
1,941,601
+8,680
| +0.4% | +$261K |
|
350
Truist Financial
TFC
$58.4B
| $58.1M | 0.05% |
1,088,772
+622
| +0.1% | +$33.2K |
|