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 |
iShares Core S&P 500 ETF
IVV
|
+$742M |
| 2 |
Healthpeak Properties
DOC
|
+$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
+$256M |
| 5 |
TransDigm Group
TDG
|
+$235M |
Top Sells
| 1 |
Adobe
ADBE
|
+$508M |
| 2 |
SBA Communications
SBAC
|
+$445M |
| 3 |
Brookfield
BN
|
+$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$291M |
| 5 |
Sun Communities
SUI
|
+$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
TD Synnex
SNX
$12.3B
| $73.9M | 0.04% |
630,463
-48,204
| -7% | -$5.65M |
|
352
Halliburton
HAL
$18.5B
| $73.7M | 0.04% |
2,712,353
-176,904
| -6% | -$4.81M |
|
353
Comfort Systems
FIX
$25B
| $73.7M | 0.04% |
173,707
-6,852
| -4% | -$2.91M |
|
354
Acushnet Holdings
GOLF
$4.44B
| $72.8M | 0.04% |
1,024,023
+10,166
| +1% | +$723K |
|
355
Johnson Controls International
JCI
$69.6B
| $72.7M | 0.04% |
920,694
+168,179
| +22% | +$13.3M |
|
356
GE HealthCare
GEHC
$35.9B
| $72.6M | 0.04% |
928,093
-81,817
| -8% | -$6.4M |
|
357
Marriott International Class A Common Stock
MAR
$71.7B
| $72.1M | 0.04% |
258,442
-5,196
| -2% | -$1.45M |
|
358
Fortinet
FTNT
$61.2B
| $71.9M | 0.04% |
761,386
+11,243
| +1% | +$1.06M |
|
359
Ecolab
ECL
$76.8B
| $71.6M | 0.04% |
305,690
+4,099
| +1% | +$960K |
|
360
Cencora
COR
$57.9B
| $71.5M | 0.04% |
318,401
+11,675
| +4% | +$2.62M |
|
361
FedEx
FDX
$53.3B
| $71.5M | 0.04% |
254,226
-2,644
| -1% | -$744K |
|
362
Permian Resources
PR
$9.66B
| $71.5M | 0.04% |
4,973,117
+988,627
| +25% | +$14.2M |
|
363
Mine Safety
MSA
$6.61B
| $71.5M | 0.04% |
431,089
-6,714
| -2% | -$1.11M |
|
364
Credicorp
BAP
$20.9B
| $71.4M | 0.04% |
389,338
+42,255
| +12% | +$7.75M |
|
365
Public Storage
PSA
$50.9B
| $71.2M | 0.04% |
237,856
+23,474
| +11% | +$7.03M |
|
366
Vistra
VST
$65.7B
| $70.9M | 0.04% |
514,342
-36,482
| -7% | -$5.03M |
|
367
First Industrial Realty Trust
FR
$6.79B
| $70.9M | 0.04% |
1,413,460
-91,436
| -6% | -$4.58M |
|
368
Oneok
OKE
$45.2B
| $70.3M | 0.04% |
700,357
-9,957
| -1% | -$1,000K |
|
369
AutoZone
AZO
$71.8B
| $69.5M | 0.04% |
21,718
-189
| -0.9% | -$605K |
|
370
Camden Property Trust
CPT
$11.9B
| $69.5M | 0.04% |
598,815
+59,939
| +11% | +$6.96M |
|
371
Alliant Energy
LNT
$16.4B
| $69.1M | 0.04% |
1,169,003
-14,762
| -1% | -$873K |
|
372
Manhattan Associates
MANH
$13B
| $68.4M | 0.04% |
253,150
-117,544
| -32% | -$31.8M |
|
373
FNB Corp
FNB
$5.88B
| $68.4M | 0.04% |
4,624,618
-327,811
| -7% | -$4.85M |
|
374
BellRing Brands
BRBR
$4.75B
| $68M | 0.04% |
902,211
+788
| +0.1% | +$59.4K |
|
|
NTST
375
NETSTREIT Corp
NTST
$1.75B
| $67.9M | 0.04% |
4,800,208
+1,521,668
| +46% | +$21.5M |
|