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 |
CoStar Group
CSGP
|
$317M |
| 2 |
Digital Realty Trust
DLR
|
$256M |
| 3 |
American Tower
AMT
|
$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
$358M |
| 2 |
Wayfair
W
|
$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$146M |
| 4 |
Welltower
WELL
|
$145M |
| 5 |
Host Hotels & Resorts
HST
|
$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Phibro Animal Health
PAHC
$1.49B
| $47.5M | 0.05% |
1,966,367
+1,017,457
| +107% | +$24.6M |
|
327
Huntington Ingalls Industries
HII
$10.6B
| $47.4M | 0.05% |
260,284
+198,099
| +319% | +$36.1M |
|
328
Eaton
ETN
$134B
| $47.1M | 0.05% |
606,437
+34,239
| +6% | +$2.66M |
|
329
Church & Dwight Co
CHD
$22.7B
| $46.8M | 0.05% |
729,936
+33,423
| +5% | +$2.15M |
|
330
HDFC Bank
HDB
$179B
| $46.8M | 0.05% |
1,217,526
+191,899
| +19% | +$7.38M |
|
331
Interpublic Group of Companies
IPG
$9.63B
| $46.7M | 0.05% |
2,886,569
+1,834,464
| +174% | +$29.7M |
|
332
Cognex
CGNX
$7.43B
| $46.2M | 0.05% |
1,093,195
-227,912
| -17% | -$9.62M |
|
333
Autoliv
ALV
$9.55B
| $45.9M | 0.05% |
997,307
-779,738
| -44% | -$35.9M |
|
334
Analog Devices
ADI
$122B
| $45.6M | 0.05% |
509,187
+37
| +0% | +$3.32K |
|
335
Shopify
SHOP
$181B
| $45.6M | 0.05% |
109,278
-117,169
| -52% | -$48.9M |
|
336
DuPont de Nemours
DD
$31.7B
| $45.5M | 0.05% |
1,334,311
-1,112,012
| -45% | -$37.9M |
|
|
LSXMA
337
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $45.3M | 0.05% |
1,429,401
+17,939
| +1% | +$568K |
|
|
VAR
338
DELISTED
Varian Medical Systems, Inc.
VAR
| $45.1M | 0.05% |
439,735
-6,578
| -1% | -$675K |
|
339
NNN REIT
NNN
$7.95B
| $45M | 0.05% |
1,397,240
-268,705
| -16% | -$8.65M |
|
340
General Mills
GIS
$26.4B
| $44.8M | 0.05% |
848,684
-42,524
| -5% | -$2.24M |
|
341
AMN Healthcare
AMN
$786M
| $44.6M | 0.05% |
771,139
-63,319
| -8% | -$3.66M |
|
342
Teledyne Technologies
TDY
$25.2B
| $43.8M | 0.05% |
147,207
-48,852
| -25% | -$14.5M |
|
343
General Dynamics
GD
$87.3B
| $43.6M | 0.05% |
329,381
-8,379
| -2% | -$1.11M |
|
344
Albany International
AIN
$1.83B
| $43.4M | 0.05% |
915,947
+177,895
| +24% | +$8.42M |
|
345
Universal Health Services
UHS
$11.6B
| $42.8M | 0.05% |
432,234
-25,997
| -6% | -$2.58M |
|
|
TXNM
346
TXNM Energy, Inc.
TXNM
$5.98B
| $42.6M | 0.05% |
1,121,374
-123,452
| -10% | -$4.69M |
|
347
Teradyne
TER
$19.2B
| $42.6M | 0.05% |
786,551
-193,094
| -20% | -$10.5M |
|
348
TE Connectivity
TEL
$60.4B
| $42.6M | 0.05% |
676,439
+7,047
| +1% | +$444K |
|
349
Electronic Arts
EA
$42.9B
| $42.4M | 0.05% |
423,356
+4,216
| +1% | +$422K |
|
350
Chipotle Mexican Grill
CMG
$56B
| $42.4M | 0.05% |
64,789
+1,433
| +2% | +$938K |
|