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 |
American Tower
AMT
|
$462M |
| 2 |
SBA Communications
SBAC
|
$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
$219M |
| 4 |
Equinix
EQIX
|
$176M |
| 5 |
Teck Resources
TECK
|
$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
$216M |
| 2 |
Digital Realty Trust
DLR
|
$213M |
| 3 |
TransDigm Group
TDG
|
$207M |
| 4 |
Public Storage
PSA
|
$174M |
| 5 |
Realty Income
O
|
$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Portland General Electric
POR
$4.69B
| $82M | 0.05% |
1,951,327
-15,393
| -0.8% | -$647K |
|
327
Hershey
HSY
$37.6B
| $81.7M | 0.05% |
419,947
+208,293
| +98% | +$40.5M |
|
328
PayPal
PYPL
$65.2B
| $81.6M | 0.05% |
1,217,582
-16,139
| -1% | -$1.08M |
|
329
Darling Ingredients
DAR
$5.07B
| $80.9M | 0.05% |
1,738,450
+50,867
| +3% | +$2.37M |
|
330
Monster Beverage
MNST
$61B
| $80.5M | 0.05% |
1,358,337
-215,000
| -14% | -$12.7M |
|
331
Snap-on
SNA
$17.1B
| $80.3M | 0.05% |
271,218
-6,697
| -2% | -$1.98M |
|
332
Nordson
NDSN
$12.6B
| $79.8M | 0.05% |
290,611
-20,703
| -7% | -$5.68M |
|
333
Packaging Corp of America
PKG
$19.8B
| $79.1M | 0.05% |
416,630
-7,385
| -2% | -$1.4M |
|
334
Ulta Beauty
ULTA
$23.1B
| $78.5M | 0.05% |
150,061
+15,107
| +11% | +$7.9M |
|
335
Perimeter Solutions
PRM
$3.28B
| $78.5M | 0.05% |
10,573,592
+54,626
| +0.5% | +$405K |
|
|
CHX
336
DELISTED
ChampionX
CHX
| $77.9M | 0.05% |
2,169,585
+3,793
| +0.2% | +$136K |
|
337
iShares Core MSCI Emerging Markets ETF
IEMG
$103B
| $77.7M | 0.05% |
1,506,632
+1,500,532
| +24,599% | +$77.4M |
|
338
Equity Residential
EQR
$25.5B
| $77.5M | 0.05% |
1,228,572
-1,511,520
| -55% | -$95.4M |
|
339
Freeport-McMoran
FCX
$66.5B
| $77.5M | 0.05% |
1,647,914
+79,218
| +5% | +$3.72M |
|
340
Edwards Lifesciences
EW
$47.5B
| $77.2M | 0.05% |
808,376
-11,461
| -1% | -$1.1M |
|
341
Raymond James Financial
RJF
$33B
| $76.9M | 0.05% |
598,805
-43,127
| -7% | -$5.54M |
|
342
US Bancorp
USB
$75.9B
| $76.8M | 0.05% |
1,717,064
+12,548
| +0.7% | +$561K |
|
343
TD Synnex
SNX
$12.3B
| $76.4M | 0.04% |
675,119
-58,120
| -8% | -$6.57M |
|
344
Nasdaq
NDAQ
$53.6B
| $76.1M | 0.04% |
1,206,600
+55,865
| +5% | +$3.53M |
|
345
Cencora
COR
$56.7B
| $75.9M | 0.04% |
312,424
+29,297
| +10% | +$7.12M |
|
346
Motorola Solutions
MSI
$79.8B
| $75.8M | 0.04% |
213,539
-2,650
| -1% | -$941K |
|
347
Exact Sciences
EXAS
$10.2B
| $75.6M | 0.04% |
1,095,246
+209,330
| +24% | +$14.5M |
|
|
NTST
348
NETSTREIT Corp
NTST
$1.72B
| $75.6M | 0.04% |
4,116,068
-40,742
| -1% | -$748K |
|
349
Jefferies Financial Group
JEF
$13.1B
| $75.3M | 0.04% |
1,707,433
+199,662
| +13% | +$8.81M |
|
350
NXP Semiconductors
NXPI
$57.2B
| $75M | 0.04% |
302,757
-27,387
| -8% | -$6.79M |
|