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 |
NVIDIA
NVDA
|
$3.8B |
| 2 |
Equity Residential
EQR
|
$411M |
| 3 |
Cadence Design Systems
CDNS
|
$345M |
| 4 |
MSCI
MSCI
|
$300M |
| 5 |
Equinix
EQIX
|
$181M |
Top Sells
| 1 |
Union Pacific
UNP
|
$403M |
| 2 |
TransDigm Group
TDG
|
$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$238M |
| 4 |
Essex Property Trust
ESS
|
$205M |
| 5 |
Progressive
PGR
|
$181M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Hormel Foods
HRL
$13.7B
| $70.1M | 0.04% |
2,300,341
-892,947
| -28% | -$27.2M |
|
352
Arthur J. Gallagher & Co
AJG
$77.6B
| $69.3M | 0.04% |
267,434
-3,466
| -1% | -$899K |
|
353
Snap-on
SNA
$16.9B
| $69.3M | 0.04% |
265,279
-5,939
| -2% | -$1.55M |
|
354
Comfort Systems
FIX
$24.7B
| $68.8M | 0.04% |
226,288
-32,897
| -13% | -$10M |
|
355
BellRing Brands
BRBR
$5.23B
| $68.8M | 0.04% |
1,203,488
+115,151
| +11% | +$6.58M |
|
356
Church & Dwight Co
CHD
$22.7B
| $67.9M | 0.04% |
654,722
-9,722
| -1% | -$1.01M |
|
357
Ecolab
ECL
$78B
| $67.8M | 0.04% |
284,844
-3,276
| -1% | -$780K |
|
358
Life Time Group Holdings
LTH
$6.05B
| $67.8M | 0.04% |
3,599,662
-94,543
| -3% | -$1.78M |
|
359
TE Connectivity
TEL
$60.4B
| $67.7M | 0.04% |
450,175
-271,403
| -38% | -$40.8M |
|
360
PayPal
PYPL
$66.1B
| $67.2M | 0.04% |
1,158,123
-59,459
| -5% | -$3.45M |
|
361
US Bancorp
USB
$75.5B
| $67M | 0.04% |
1,688,712
-28,352
| -2% | -$1.13M |
|
362
Crane Co
CR
$10.5B
| $66.6M | 0.04% |
459,438
-31,182
| -6% | -$4.52M |
|
363
EastGroup Properties
EGP
$8.82B
| $66.1M | 0.04% |
388,711
-68,009
| -15% | -$11.6M |
|
|
CHX
364
DELISTED
ChampionX
CHX
| $66.1M | 0.04% |
1,989,781
-179,804
| -8% | -$5.97M |
|
365
FNB Corp
FNB
$5.88B
| $66M | 0.04% |
4,824,913
-144,674
| -3% | -$1.98M |
|
366
Nordson
NDSN
$12.5B
| $65.6M | 0.04% |
282,778
-7,833
| -3% | -$1.82M |
|
367
Lennox International
LII
$19.1B
| $65.5M | 0.04% |
122,446
-18,529
| -13% | -$9.91M |
|
368
Carlisle Companies
CSL
$16.2B
| $65.5M | 0.04% |
161,620
-24,750
| -13% | -$10M |
|
369
Pure Storage
PSTG
$25.2B
| $65.5M | 0.04% |
1,019,691
-101,653
| -9% | -$6.53M |
|
370
Williams Companies
WMB
$69.9B
| $65.5M | 0.04% |
1,540,184
-30,356
| -2% | -$1.29M |
|
371
3M
MMM
$82.2B
| $65.3M | 0.04% |
639,334
-25,878
| -4% | -$2.64M |
|
372
Essent Group
ESNT
$6.15B
| $64.8M | 0.04% |
1,153,939
-93,245
| -7% | -$5.24M |
|
373
Cencora
COR
$57.3B
| $64.6M | 0.04% |
286,895
-25,529
| -8% | -$5.75M |
|
374
AutoZone
AZO
$69.8B
| $63.9M | 0.04% |
21,547
-77
| -0.4% | -$228K |
|
375
Core & Main
CNM
$12.3B
| $63M | 0.04% |
1,286,389
+19,012
| +2% | +$930K |
|