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 |
Brookfield
BN
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
KLA
KLAC
$119B
| $68M | 0.04% |
185,762
-2,151
| -1% | -$787K |
|
352
Caesars Entertainment
CZR
$5.48B
| $67.7M | 0.04% |
875,249
+33,478
| +4% | +$2.59M |
|
353
Monolithic Power Systems
MPWR
$41.5B
| $67.4M | 0.04% |
138,766
-2,417
| -2% | -$1.17M |
|
354
Performance Food Group
PFGC
$16.5B
| $67.3M | 0.04% |
1,322,836
+29,808
| +2% | +$1.52M |
|
355
HDFC Bank
HDB
$361B
| $67.3M | 0.04% |
1,097,012
-10,724
| -1% | -$658K |
|
356
Tenet Healthcare
THC
$17.3B
| $67M | 0.04% |
779,194
+412,085
| +112% | +$35.4M |
|
357
MetLife
MET
$52.9B
| $66.7M | 0.04% |
948,726
+9,031
| +1% | +$635K |
|
358
Crane NXT
CXT
$3.51B
| $66.5M | 0.04% |
1,768,293
+102,351
| +6% | +$3.85M |
|
359
Portland General Electric
POR
$4.69B
| $66.4M | 0.04% |
1,203,999
+36,804
| +3% | +$2.03M |
|
360
Arista Networks
ANET
$180B
| $66.3M | 0.04% |
1,907,144
-61,212
| -3% | -$2.13M |
|
361
Dollar Tree
DLTR
$20.6B
| $66.1M | 0.04% |
412,872
+139,753
| +51% | +$22.4M |
|
362
BJs Wholesale Club
BJ
$12.8B
| $66.1M | 0.04% |
977,068
-81,807
| -8% | -$5.53M |
|
363
Illumina
ILMN
$15.7B
| $65.4M | 0.04% |
192,409
-2,358
| -1% | -$801K |
|
364
Essential Utilities
WTRG
$11B
| $65.3M | 0.04% |
1,277,485
+37,083
| +3% | +$1.9M |
|
365
Packaging Corp of America
PKG
$19.8B
| $65.1M | 0.04% |
416,730
+9,584
| +2% | +$1.5M |
|
366
Humana
HUM
$37B
| $65M | 0.04% |
149,328
-16,993
| -10% | -$7.39M |
|
367
EXL Service
EXLS
$7.26B
| $64.9M | 0.04% |
2,264,355
-71,220
| -3% | -$2.04M |
|
368
Capital One
COF
$142B
| $64.5M | 0.04% |
491,598
-9,721
| -2% | -$1.28M |
|
369
Hershey
HSY
$37.6B
| $64.5M | 0.04% |
297,596
+91,602
| +44% | +$19.8M |
|
370
Idacorp
IDA
$6.77B
| $64.3M | 0.04% |
557,728
+49,938
| +10% | +$5.76M |
|
371
Envista
NVST
$3.54B
| $64.2M | 0.04% |
1,318,947
+770,581
| +141% | +$37.5M |
|
372
AMN Healthcare
AMN
$799M
| $63.7M | 0.04% |
610,578
-1,399
| -0.2% | -$146K |
|
373
Cadence Design Systems
CDNS
$95.6B
| $63.6M | 0.04% |
386,605
-7,071
| -2% | -$1.16M |
|
374
Builders FirstSource
BLDR
$16.5B
| $63.4M | 0.04% |
982,655
+12,393
| +1% | +$800K |
|
375
nVent Electric
NVT
$14.9B
| $63.2M | 0.04% |
1,817,486
-45,911
| -2% | -$1.6M |
|