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 |
Broadcom
AVGO
|
$1.13B |
| 2 |
Martin Marietta Materials
MLM
|
$379M |
| 3 |
Apple
AAPL
|
$367M |
| 4 |
Hilton Worldwide
HLT
|
$330M |
| 5 |
Veeva Systems
VEEV
|
$266M |
Top Sells
| 1 |
American Tower
AMT
|
$612M |
| 2 |
Agilent Technologies
A
|
$279M |
| 3 |
Aon
AON
|
$220M |
| 4 |
Progressive
PGR
|
$199M |
| 5 |
VeriSign
VRSN
|
$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Diamondback Energy
FANG
$43.4B
| $76.3M | 0.04% |
442,643
-76,440
| -15% | -$13.2M |
|
352
LCI Industries
LCII
$2.51B
| $76.2M | 0.04% |
632,221
+36,487
| +6% | +$4.4M |
|
353
CrowdStrike
CRWD
$103B
| $75.6M | 0.04% |
269,477
-28,966
| -10% | -$8.12M |
|
354
PVH
PVH
$4.15B
| $75.1M | 0.04% |
744,940
+715
| +0.1% | +$72.1K |
|
355
Monolithic Power Systems
MPWR
$39.5B
| $74.9M | 0.04% |
81,064
-38,716
| -32% | -$35.8M |
|
356
Essent Group
ESNT
$6.15B
| $73.8M | 0.04% |
1,148,503
-5,436
| -0.5% | -$349K |
|
357
Assured Guaranty
AGO
$3.86B
| $73.7M | 0.04% |
926,415
+2,953
| +0.3% | +$235K |
|
358
American Water Works
AWK
$27.5B
| $73.5M | 0.04% |
502,391
+283,579
| +130% | +$41.5M |
|
359
NXP Semiconductors
NXPI
$58.4B
| $72.9M | 0.04% |
303,895
+5,722
| +2% | +$1.37M |
|
360
Newmont
NEM
$83.2B
| $72.4M | 0.04% |
1,354,841
-74,378
| -5% | -$3.98M |
|
361
Interpublic Group of Companies
IPG
$9.61B
| $72M | 0.04% |
2,277,771
+157,695
| +7% | +$4.99M |
|
362
Aflac
AFL
$56.5B
| $72M | 0.04% |
643,686
+3,244
| +0.5% | +$363K |
|
363
Williams Companies
WMB
$69.9B
| $72M | 0.04% |
1,576,165
+35,981
| +2% | +$1.64M |
|
364
Alliant Energy
LNT
$16.6B
| $71.8M | 0.04% |
1,183,765
+101,387
| +9% | +$6.15M |
|
365
Exact Sciences
EXAS
$9.09B
| $71.5M | 0.04% |
1,049,256
-254,631
| -20% | -$17.3M |
|
366
Littelfuse
LFUS
$6.31B
| $71.2M | 0.04% |
268,498
-9,479
| -3% | -$2.51M |
|
367
Monster Beverage
MNST
$61.2B
| $71.2M | 0.04% |
1,363,935
+141,495
| +12% | +$7.38M |
|
368
Comfort Systems
FIX
$24.7B
| $70.5M | 0.04% |
180,559
-45,729
| -20% | -$17.9M |
|
369
Progress Software
PRGS
$1.91B
| $70.4M | 0.04% |
1,045,240
+43,936
| +4% | +$2.96M |
|
370
FedEx
FDX
$52.8B
| $70.3M | 0.04% |
256,870
+10,063
| +4% | +$2.75M |
|
371
FNB Corp
FNB
$5.88B
| $69.9M | 0.04% |
4,952,429
+127,516
| +3% | +$1.8M |
|
372
Crane Co
CR
$10.5B
| $69.8M | 0.04% |
441,250
-18,188
| -4% | -$2.88M |
|
373
Phillips 66
PSX
$53.9B
| $69.8M | 0.04% |
530,807
+14,209
| +3% | +$1.87M |
|
374
DiamondRock Hospitality
DRH
$1.73B
| $69.2M | 0.04% |
7,931,517
-892,346
| -10% | -$7.79M |
|
375
Cencora
COR
$57.3B
| $69M | 0.04% |
306,726
+19,831
| +7% | +$4.46M |
|