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 |
PIEQ
Principal International Equity ETF
PIEQ
|
+$595M |
| 2 |
LPL Financial
LPLA
|
+$318M |
| 3 |
Air Products & Chemicals
APD
|
+$313M |
| 4 |
Entegris
ENTG
|
+$308M |
| 5 |
Simon Property Group
SPG
|
+$304M |
Top Sells
| 1 |
Intuit
INTU
|
+$588M |
| 2 |
Autodesk
ADSK
|
+$382M |
| 3 |
Microchip Technology
MCHP
|
+$339M |
| 4 |
NNN REIT
NNN
|
+$202M |
| 5 |
Terreno Realty
TRNO
|
+$197M |
Sector Composition
| 1 | Technology | 18.18% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
First Industrial Realty Trust
FR
$6.76B
| $73M | 0.04% |
1,353,227
-60,233
| -4% | -$3.25M |
|
352
Commercial Metals
CMC
$6.54B
| $73M | 0.04% |
1,586,430
-34,719
| -2% | -$1.6M |
|
353
Alliant Energy
LNT
$16.4B
| $72.9M | 0.04% |
1,133,304
-35,699
| -3% | -$2.3M |
|
354
Fortinet
FTNT
$60.9B
| $72.2M | 0.04% |
749,615
-11,771
| -2% | -$1.13M |
|
355
Liberty Media Series A
FWONA
$22.5B
| $71.8M | 0.04% |
881,154
-5,735
| -0.6% | -$467K |
|
356
Public Storage
PSA
$50.9B
| $71.4M | 0.04% |
238,425
+569
| +0.2% | +$170K |
|
357
Amdocs
DOX
$9.25B
| $71M | 0.04% |
776,103
-4,804
| -0.6% | -$440K |
|
358
Old Dominion Freight Line
ODFL
$30.8B
| $70.8M | 0.04% |
428,187
-28,888
| -6% | -$4.78M |
|
359
Halliburton
HAL
$19.1B
| $70.5M | 0.04% |
2,780,057
+67,704
| +2% | +$1.72M |
|
360
lululemon athletica
LULU
$19.5B
| $70.3M | 0.04% |
248,371
-5,846
| -2% | -$1.65M |
|
361
CNO Financial Group
CNO
$3.81B
| $69.9M | 0.04% |
1,678,886
-77,011
| -4% | -$3.21M |
|
362
CSX Corp
CSX
$59.7B
| $69.4M | 0.04% |
2,357,580
+42,424
| +2% | +$1.25M |
|
363
AGCO
AGCO
$8.06B
| $68.7M | 0.04% |
742,044
+30,357
| +4% | +$2.81M |
|
364
Atour Lifestyle Holdings
ATAT
$5.46B
| $68.3M | 0.04% |
+2,409,952
| New | +$68.3M |
|
365
Ameris Bancorp
ABCB
$5.1B
| $67.8M | 0.04% |
1,177,755
-32,415
| -3% | -$1.87M |
|
366
Aflac
AFL
$57.3B
| $67.6M | 0.04% |
607,686
-7,803
| -1% | -$868K |
|
367
Crane Co
CR
$10.5B
| $67.5M | 0.04% |
440,943
-5,557
| -1% | -$851K |
|
368
Allstate
ALL
$52.7B
| $67.5M | 0.04% |
325,975
-1,345
| -0.4% | -$279K |
|
369
Hubbell
HUBB
$23.5B
| $67.4M | 0.04% |
203,803
-22,907
| -10% | -$7.58M |
|
370
SPX Corp
SPXC
$9.25B
| $67.4M | 0.04% |
523,245
-9,750
| -2% | -$1.26M |
|
371
American Electric Power
AEP
$57.8B
| $67M | 0.04% |
612,888
-3,210
| -0.5% | -$351K |
|
372
MKS Inc. Common Stock
MKSI
$7.43B
| $66.9M | 0.04% |
835,195
-1,194
| -0.1% | -$95.7K |
|
373
Jack Henry & Associates
JKHY
$11.6B
| $66.6M | 0.04% |
364,595
-7,591
| -2% | -$1.39M |
|
374
Paychex
PAYX
$47.8B
| $66.4M | 0.04% |
430,113
+9,994
| +2% | +$1.54M |
|
375
Privia Health
PRVA
$2.78B
| $66.4M | 0.04% |
2,955,615
-122,333
| -4% | -$2.75M |
|