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
|
$1.18B |
| 2 |
Broadstone Net Lease
BNL
|
$266M |
| 3 |
Tyler Technologies
TYL
|
$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
$229M |
| 5 |
Equinix
EQIX
|
$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$318M |
| 3 |
Prologis
PLD
|
$309M |
| 4 |
Gartner
IT
|
$290M |
| 5 |
CBRE Group
CBRE
|
$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Teradyne
TER
$18.8B
| $74.8M | 0.05% |
558,712
-271,689
| -33% | -$36.4M |
|
327
Brookfield Renewable
BEPC
$5.92B
| $74.1M | 0.05% |
1,767,220
+260,185
| +17% | +$10.9M |
|
328
Crane NXT
CXT
$3.38B
| $73.3M | 0.05% |
793,830
+19,056
| +2% | +$1.76M |
|
329
Boston Scientific
BSX
$157B
| $73.1M | 0.05% |
1,708,374
+32,728
| +2% | +$1.4M |
|
330
Allete
ALE
$3.74B
| $73M | 0.05% |
1,043,815
-56,367
| -5% | -$3.94M |
|
331
Concentrix
CNXC
$3.28B
| $72.8M | 0.05% |
452,844
+57,942
| +15% | +$9.32M |
|
332
Yeti Holdings
YETI
$2.85B
| $72.7M | 0.05% |
791,811
-399,100
| -34% | -$36.6M |
|
333
Freeport-McMoran
FCX
$63B
| $72.2M | 0.05% |
1,946,509
-23,222
| -1% | -$862K |
|
334
Atkore
ATKR
$1.93B
| $71.9M | 0.05% |
1,013,323
+194,725
| +24% | +$13.8M |
|
335
Dominion Energy
D
$50.9B
| $71.6M | 0.05% |
973,624
+16,952
| +2% | +$1.25M |
|
336
Middleby
MIDD
$6.91B
| $71.6M | 0.05% |
413,162
+171,481
| +71% | +$29.7M |
|
337
Newmont
NEM
$82.5B
| $71.4M | 0.05% |
1,127,250
+10,865
| +1% | +$689K |
|
338
Zurn Elkay Water Solutions
ZWS
$7.51B
| $70.5M | 0.05% |
1,409,570
+140,808
| +11% | +$7.05M |
|
339
Lennox International
LII
$19.3B
| $70.4M | 0.05% |
200,714
-7,583
| -4% | -$2.66M |
|
340
Regeneron Pharmaceuticals
REGN
$61.4B
| $70.2M | 0.05% |
125,614
-6,296
| -5% | -$3.52M |
|
341
Ford
F
$47.2B
| $70.1M | 0.05% |
4,718,919
-79,717
| -2% | -$1.18M |
|
342
Entegris
ENTG
$12.3B
| $69.6M | 0.05% |
565,925
+177,066
| +46% | +$21.8M |
|
343
Chart Industries
GTLS
$8.94B
| $69.4M | 0.04% |
474,057
-40,022
| -8% | -$5.86M |
|
344
Northrop Grumman
NOC
$84.3B
| $69M | 0.04% |
189,937
-6,920
| -4% | -$2.51M |
|
|
SBNY
345
DELISTED
Signature Bank
SBNY
| $68.8M | 0.04% |
279,954
+83,837
| +43% | +$20.6M |
|
346
FMC
FMC
$4.81B
| $68.5M | 0.04% |
632,999
-140,647
| -18% | -$15.2M |
|
|
TWTR
347
DELISTED
Twitter, Inc.
TWTR
| $68.2M | 0.04% |
990,406
+23,883
| +2% | +$1.64M |
|
348
Wolfspeed
WOLF
$205M
| $68.1M | 0.04% |
695,210
-45,313
| -6% | -$4.44M |
|
|
349
Motorola Solutions
MSI
$79B
| $67.5M | 0.04% |
311,105
-1,546,793
| -83% | -$335M |
|
350
HCA Healthcare
HCA
$95.2B
| $67.4M | 0.04% |
326,173
+9,275
| +3% | +$1.92M |
|