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 Core S&P 500 ETF
IVV
|
+$742M |
| 2 |
Healthpeak Properties
DOC
|
+$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
+$256M |
| 5 |
TransDigm Group
TDG
|
+$235M |
Top Sells
| 1 |
Adobe
ADBE
|
+$508M |
| 2 |
SBA Communications
SBAC
|
+$445M |
| 3 |
Brookfield
BN
|
+$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$291M |
| 5 |
Sun Communities
SUI
|
+$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Assured Guaranty
AGO
$3.9B
| $83M | 0.05% |
921,536
-4,879
| -0.5% | -$439K |
|
327
Parsons
PSN
$8.01B
| $82.4M | 0.04% |
892,888
-300,055
| -25% | -$27.7M |
|
328
Quest Diagnostics
DGX
$20.4B
| $82M | 0.04% |
543,472
+104,495
| +24% | +$15.8M |
|
329
Janus Henderson
JHG
$6.94B
| $81.3M | 0.04% |
1,912,348
-169,282
| -8% | -$7.2M |
|
330
Old Dominion Freight Line
ODFL
$31.8B
| $80.6M | 0.04% |
457,075
+35,935
| +9% | +$6.34M |
|
331
Commercial Metals
CMC
$6.63B
| $80.4M | 0.04% |
1,621,149
-92,967
| -5% | -$4.61M |
|
332
Hamilton Lane
HLNE
$6.41B
| $80.3M | 0.04% |
542,278
-41,443
| -7% | -$6.14M |
|
333
Avery Dennison
AVY
$13.1B
| $78.2M | 0.04% |
418,099
-199,512
| -32% | -$37.3M |
|
334
VeriSign
VRSN
$26.4B
| $78.2M | 0.04% |
377,684
-732,050
| -66% | -$152M |
|
335
SPX Corp
SPXC
$9.34B
| $77.6M | 0.04% |
532,995
-14,966
| -3% | -$2.18M |
|
336
Northrop Grumman
NOC
$83.3B
| $77.2M | 0.04% |
164,451
-1,983
| -1% | -$931K |
|
337
General Dynamics
GD
$86.8B
| $77M | 0.04% |
292,187
-5,390
| -2% | -$1.42M |
|
338
Axon Enterprise
AXON
$58.1B
| $76.4M | 0.04% |
128,476
-7,826
| -6% | -$4.65M |
|
339
Southwest Gas
SWX
$5.58B
| $76.3M | 0.04% |
1,079,717
-66,757
| -6% | -$4.72M |
|
340
Capital One
COF
$141B
| $76.3M | 0.04% |
427,620
-3,034
| -0.7% | -$541K |
|
341
PVH
PVH
$4.07B
| $76.2M | 0.04% |
720,838
-24,102
| -3% | -$2.55M |
|
342
Ameris Bancorp
ABCB
$5.08B
| $75.7M | 0.04% |
1,210,170
-53,317
| -4% | -$3.34M |
|
343
Church & Dwight Co
CHD
$23B
| $75M | 0.04% |
716,004
+115,499
| +19% | +$12.1M |
|
344
Varonis Systems
VRNS
$6.45B
| $74.9M | 0.04% |
1,685,105
-98,768
| -6% | -$4.39M |
|
345
CSX Corp
CSX
$60.5B
| $74.7M | 0.04% |
2,315,156
-33,387
| -1% | -$1.08M |
|
346
Becton Dickinson
BDX
$54.9B
| $74.6M | 0.04% |
328,714
-851,001
| -72% | -$193M |
|
347
Lincoln Electric
LECO
$13.4B
| $74.6M | 0.04% |
397,665
-7,378
| -2% | -$1.38M |
|
348
Liberty Media Series A
FWONA
$23.1B
| $74.5M | 0.04% |
886,889
+25,858
| +3% | +$2.17M |
|
349
Tractor Supply
TSCO
$31.8B
| $74.4M | 0.04% |
1,402,070
-172,720
| -11% | -$9.16M |
|
350
Target
TGT
$41.6B
| $74.2M | 0.04% |
549,177
-84,802
| -13% | -$11.5M |
|