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 | +$556M | |
| 2 | +$493M | |
| 3 | +$464M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$453M |
| 5 |
Brookfield Asset Management
BAM
|
+$238M |
Top Sells
| 1 | +$839M | |
| 2 | +$633M | |
| 3 | +$440M | |
| 4 |
O'Reilly Automotive
ORLY
|
+$334M |
| 5 |
Liberty Media Series C
FWONK
|
+$329M |
Sector Composition
| 1 | Technology | 20.41% |
| 2 | Financials | 14.41% |
| 3 | Real Estate | 11.67% |
| 4 | Industrials | 10.62% |
| 5 | Consumer Discretionary | 10.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SF
351
Stifel
SF
$10.8B
| $79.5M | 0.04% |
1,075,067
-10,815
|
|
||
352
Raymond James Financial
RJF
$29.3B
| $79.4M | 0.04% |
548,144
-24,655
|
|
||
353
Darling Ingredients
DAR
$9.28B
| $78.9M | 0.04% |
1,275,422
-5,456
|
|
||
354
iShares Core S&P Mid-Cap ETF
IJH
$119B
| $78.6M | 0.04% |
1,164,240
+792,401
|
|
||
|
SMA
355
SmartStop Self Storage REIT
SMA
$1.75B
| $78.6M | 0.04% |
2,596,133
+528,974
|
|
||
356
Boot Barn
BOOT
$4.92B
| $78.5M | 0.04% |
536,520
+143,422
|
|
||
357
Travelers Companies
TRV
$63.1B
| $78.5M | 0.04% |
269,143
-4,051
|
|
||
358
Ingredion
INGR
$6.28B
| $78.4M | 0.04% |
696,046
-11,293
|
|
||
359
Grab
GRAB
$13.6B
| $78.4M | 0.04% |
21,422,123
+8,244,732
|
|
||
360
Warner Bros
WBD
$66.4B
| $78M | 0.04% |
2,839,154
+91,082
|
|
||
361
Mueller Water Products
MWA
$3.97B
| $77.5M | 0.04% |
2,820,097
-442,587
|
|
||
362
Eagle Materials
EXP
$6.4B
| $77.5M | 0.04% |
408,989
-4,872
|
|
||
363
iShares Core S&P Small-Cap ETF
IJR
$104B
| $77.5M | 0.04% |
623,238
+287,473
|
|
||
364
Twilio
TWLO
$32.3B
| $77.3M | 0.04% |
614,114
+17,676
|
|
||
365
Lincoln Electric
LECO
$14.3B
| $76.8M | 0.04% |
308,498
-30,294
|
|
||
366
Norfolk Southern
NSC
$69.6B
| $76.2M | 0.04% |
265,570
-4,756
|
|
||
367
General Motors
GM
$75.5B
| $76M | 0.04% |
1,020,253
-8,326
|
|
||
368
Elevance Health
ELV
$90.8B
| $75.6M | 0.04% |
258,380
+1,235
|
|
||
369
Crane Co
CR
$11.1B
| $75.6M | 0.04% |
442,031
-44,344
|
|
||
370
Kratos Defense & Security Solutions
KTOS
$10.8B
| $74.5M | 0.04% |
1,056,872
+342,789
|
|
||
371
L3Harris
LHX
$56.3B
| $74.5M | 0.04% |
215,791
-1,673
|
|
||
372
Nike
NKE
$64B
| $74.3M | 0.04% |
1,406,069
+7,396
|
|
||
373
AAR Corp
AIR
$4.56B
| $74M | 0.04% |
675,686
+31,583
|
|
||
374
Baker Hughes
BKR
$64.3B
| $73.4M | 0.04% |
1,202,589
+43,300
|
|
||
375
Cintas
CTAS
$69.5B
| $73.2M | 0.04% |
432,773
+9,781
|
|