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 | |
|---|---|---|---|---|---|---|
351
LCI Industries
LCII
$2.57B
| $75M | 0.04% |
609,232
+10,539
| +2% | +$1.3M |
|
352
Caleres
CAL
$531M
| $74.9M | 0.04% |
1,824,825
-381,508
| -17% | -$15.7M |
|
353
FedEx
FDX
$53.7B
| $74.8M | 0.04% |
258,314
+301
| +0.1% | +$87.2K |
|
354
Cognex
CGNX
$7.55B
| $74.7M | 0.04% |
1,761,220
-164,841
| -9% | -$6.99M |
|
355
Essent Group
ESNT
$6.29B
| $74.2M | 0.04% |
1,247,184
+120,881
| +11% | +$7.19M |
|
356
Mercado Libre
MELI
$123B
| $73.8M | 0.04% |
48,831
+587
| +1% | +$888K |
|
357
CRH
CRH
$75.4B
| $73.3M | 0.04% |
850,237
+56,285
| +7% | +$4.86M |
|
358
Carlisle Companies
CSL
$16.9B
| $73M | 0.04% |
186,370
+4,168
| +2% | +$1.63M |
|
359
Hanover Insurance
THG
$6.35B
| $73M | 0.04% |
535,969
-21,863
| -4% | -$2.98M |
|
360
Trex
TREX
$6.93B
| $72.7M | 0.04% |
728,517
-15,107
| -2% | -$1.51M |
|
361
Core & Main
CNM
$12.7B
| $72.6M | 0.04% |
1,267,377
+765,840
| +153% | +$43.8M |
|
362
Essential Properties Realty Trust
EPRT
$6.1B
| $71.9M | 0.04% |
2,697,079
+187,256
| +7% | +$4.99M |
|
363
General Dynamics
GD
$86.8B
| $71.7M | 0.04% |
253,921
+2,594
| +1% | +$733K |
|
364
Old Dominion Freight Line
ODFL
$31.7B
| $71.1M | 0.04% |
324,034
+3,664
| +1% | +$804K |
|
365
Varonis Systems
VRNS
$6.28B
| $70.9M | 0.04% |
1,503,683
+824,163
| +121% | +$38.9M |
|
366
Littelfuse
LFUS
$6.51B
| $70.8M | 0.04% |
292,054
-5,651
| -2% | -$1.37M |
|
367
3M
MMM
$82.7B
| $70.6M | 0.04% |
795,594
+5,311
| +0.7% | +$471K |
|
368
DoubleVerify
DV
$2.45B
| $70.4M | 0.04% |
2,003,272
-128,201
| -6% | -$4.51M |
|
369
Marriott International Class A Common Stock
MAR
$71.9B
| $70.2M | 0.04% |
278,279
-4,748
| -2% | -$1.2M |
|
370
RadNet
RDNT
$5.49B
| $70.2M | 0.04% |
1,442,887
+152,305
| +12% | +$7.41M |
|
371
FNB Corp
FNB
$5.92B
| $70.1M | 0.04% |
4,969,587
+48,336
| +1% | +$682K |
|
372
Timken Company
TKR
$5.42B
| $70M | 0.04% |
800,296
-24,037
| -3% | -$2.1M |
|
373
Pinnacle Financial Partners
PNFP
$7.55B
| $69.9M | 0.04% |
813,585
+5,450
| +0.7% | +$468K |
|
374
Chord Energy
CHRD
$5.92B
| $69.9M | 0.04% |
391,956
+7,353
| +2% | +$1.31M |
|
375
Vanguard Real Estate ETF
VNQ
$34.7B
| $69.8M | 0.04% |
807,331
+586,781
| +266% | +$50.7M |
|