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 | |
|---|---|---|---|---|---|---|
351
Cathay General Bancorp
CATY
$3.43B
| $67.3M | 0.04% |
1,708,887
+38,696
| +2% | +$1.52M |
|
352
Timken Company
TKR
$5.32B
| $67.2M | 0.04% |
834,445
-107,521
| -11% | -$8.67M |
|
353
Packaging Corp of America
PKG
$19.4B
| $66.8M | 0.04% |
492,985
-817
| -0.2% | -$111K |
|
354
DexCom
DXCM
$29.2B
| $66.5M | 0.04% |
155,706
+5,716
| +4% | +$2.44M |
|
355
Global Payments
GPN
$21.1B
| $66.1M | 0.04% |
352,410
+6,192
| +2% | +$1.16M |
|
356
Waste Management
WM
$90.8B
| $65.4M | 0.04% |
466,468
+8,359
| +2% | +$1.17M |
|
357
KLA
KLAC
$111B
| $64.9M | 0.04% |
200,327
-3,093
| -2% | -$1M |
|
358
Omnicell
OMCL
$1.47B
| $64.6M | 0.04% |
426,356
+121,470
| +40% | +$18.4M |
|
359
Pebblebrook Hotel Trust
PEB
$1.3B
| $64.5M | 0.04% |
2,737,736
+868,437
| +46% | +$20.5M |
|
360
Brookfield Infrastructure
BIPC
$4.74B
| $64.3M | 0.04% |
852,655
+31
| +0% | +$2.34K |
|
361
Arista Networks
ANET
$171B
| $64.2M | 0.04% |
177,270
-5,204
| -3% | -$1.89M |
|
362
Diamondback Energy
FANG
$43.4B
| $64.2M | 0.04% |
683,953
+10,905
| +2% | +$1.02M |
|
363
Ameriprise Financial
AMP
$48.3B
| $64.2M | 0.04% |
257,970
+8,554
| +3% | +$2.13M |
|
|
IMAB
364
I-MAB
IMAB
$356M
| $64.2M | 0.04% |
764,363
+477,321
| +166% | +$40.1M |
|
365
First Horizon
FHN
$11.3B
| $63.8M | 0.04% |
3,691,824
+64,461
| +2% | +$1.11M |
|
|
BFS
366
Saul Centers
BFS
$817M
| $63.7M | 0.04% |
1,401,592
+4,204
| +0.3% | +$191K |
|
367
Dow Inc
DOW
$17.3B
| $63.7M | 0.04% |
1,006,000
+16,615
| +2% | +$1.05M |
|
368
Vertex Pharmaceuticals
VRTX
$103B
| $63.6M | 0.04% |
315,388
-11,611
| -4% | -$2.34M |
|
369
Ecolab
ECL
$78B
| $63.3M | 0.04% |
307,255
-143,954
| -32% | -$29.7M |
|
370
Advanced Energy
AEIS
$5.47B
| $63.1M | 0.04% |
559,932
+40,191
| +8% | +$4.53M |
|
371
Sally Beauty Holdings
SBH
$1.41B
| $63M | 0.04% |
2,855,842
+470,115
| +20% | +$10.4M |
|
372
T Rowe Price
TROW
$23.1B
| $62.9M | 0.04% |
317,497
+11,273
| +4% | +$2.23M |
|
373
TD Synnex
SNX
$12.1B
| $62.8M | 0.04% |
515,509
+122,511
| +31% | +$14.9M |
|
374
Schlumberger
SLB
$53.4B
| $62.6M | 0.04% |
1,956,708
+29,922
| +2% | +$958K |
|
375
Five Below
FIVE
$8.24B
| $62.6M | 0.04% |
323,744
-17,370
| -5% | -$3.36M |
|