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 | +$556M | |
| 2 | +$493M | |
| 3 | +$464M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$453M |
| 5 |
Brookfield Asset Management
BAM
|
+$238M |
Top Sells
| 1 | +$839M | |
| 2 | +$633M | |
| 3 | +$440M | |
| 4 |
O'Reilly Automotive
ORLY
|
+$334M |
| 5 |
Liberty Media Series C
FWONK
|
+$329M |
Sector Composition
| 1 | Technology | 20.41% |
| 2 | Financials | 14.41% |
| 3 | Real Estate | 11.67% |
| 4 | Industrials | 10.62% |
| 5 | Consumer Discretionary | 10.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Equitable Holdings
EQH
$11.6B
| $72.6M | 0.04% |
1,955,557
-103,833
|
|
||
377
AutoZone
AZO
$50.3B
| $72.4M | 0.04% |
21,431
-467
|
|
||
378
C.H. Robinson
CHRW
$22.2B
| $72.2M | 0.04% |
434,580
+133,497
|
|
||
379
Cytokinetics
CYTK
$9.22B
| $72.1M | 0.04% |
1,093,485
+116,593
|
|
||
|
SFBS
380
ServisFirst Bancshares
SFBS
$4.27B
| $71.7M | 0.04% |
984,937
-33,416
|
|
||
381
TE Connectivity
TEL
$60B
| $71.6M | 0.04% |
342,596
+5,593
|
|
||
382
Entergy
ETR
$49.5B
| $71.1M | 0.04% |
632,837
-8,240
|
|
||
383
Taylor Morrison
TMHC
$6.58B
| $71M | 0.04% |
1,218,934
-30,768
|
|
||
384
Oneok
OKE
$55.5B
| $70.9M | 0.04% |
784,121
-17,650
|
|
||
385
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.04B
| $70.3M | 0.04% |
+1,070,110
|
|
||
386
AGCO
AGCO
$8.37B
| $70.1M | 0.04% |
605,073
-112,116
|
|
||
387
Life Time Group Holdings
LTH
$7.38B
| $69.8M | 0.04% |
2,589,462
+397,248
|
|
||
388
Canadian Natural Resources
CNQ
$96.5B
| $68.9M | 0.04% |
1,415,917
-210,265
|
|
||
389
DT Midstream
DTM
$14.4B
| $68.2M | 0.04% |
506,253
-7,288
|
|
||
390
RPM International
RPM
$13.4B
| $67.8M | 0.04% |
681,835
-8,881
|
|
||
391
LKQ Corp
LKQ
$6.39B
| $67.8M | 0.04% |
2,307,014
+25,819
|
|
||
392
Gildan
GIL
$10.6B
| $67.1M | 0.04% |
1,208,040
+778,600
|
|
||
393
BWX Technologies
BWXT
$17.2B
| $66.7M | 0.04% |
325,952
+46,983
|
|
||
394
Autodesk
ADSK
$47.5B
| $66.5M | 0.04% |
277,615
-38,610
|
|
||
395
Performance Food Group
PFGC
$15.3B
| $66.4M | 0.04% |
775,042
+2,257
|
|
||
396
Acushnet Holdings
GOLF
$5.3B
| $66.3M | 0.04% |
709,695
-123,147
|
|
||
397
Fortinet
FTNT
$105B
| $66M | 0.04% |
808,204
+20,970
|
|
||
398
BBB Foods
TBBB
$4.77B
| $66M | 0.04% |
+1,865,059
|
|
||
399
TKO Group
TKO
$15.2B
| $65.9M | 0.04% |
326,857
-57,541
|
|
||
400
Idacorp
IDA
$7.65B
| $65.9M | 0.04% |
460,740
-13,667
|
|