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 |
Ventas
VTR
|
+$199M |
| 2 |
Starbucks
SBUX
|
+$140M |
| 3 |
Netflix
NFLX
|
+$138M |
| 4 |
Tyler Technologies
TYL
|
+$137M |
| 5 |
Aon
AON
|
+$136M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$434M |
| 2 |
Apple
AAPL
|
+$309M |
| 3 |
Healthpeak Properties
DOC
|
+$162M |
| 4 |
NXP Semiconductors
NXPI
|
+$138M |
| 5 |
Equinix
EQIX
|
+$127M |
Sector Composition
| 1 | Technology | 19.26% |
| 2 | Real Estate | 15.29% |
| 3 | Financials | 14.36% |
| 4 | Consumer Discretionary | 11.77% |
| 5 | Healthcare | 9.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
HF Sinclair
DINO
$9.81B
| $43.2M | 0.04% |
2,190,269
+112,098
| +5% | +$2.21M |
|
377
Constellation Brands
STZ
$25.7B
| $43.1M | 0.04% |
227,601
-12,232
| -5% | -$2.32M |
|
378
IQVIA
IQV
$32.2B
| $43M | 0.04% |
272,879
+2,530
| +0.9% | +$399K |
|
379
Cintas
CTAS
$81.4B
| $43M | 0.04% |
516,380
-10,568
| -2% | -$879K |
|
380
Johnson Controls International
JCI
$69.6B
| $42.8M | 0.04% |
1,047,547
-61,183
| -6% | -$2.5M |
|
|
XEC
381
DELISTED
CIMAREX ENERGY CO
XEC
| $42.4M | 0.04% |
1,744,586
+64,086
| +4% | +$1.56M |
|
382
Lennox International
LII
$19.6B
| $42.1M | 0.04% |
154,570
+44,701
| +41% | +$12.2M |
|
|
HZNP
383
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $42M | 0.04% |
541,142
-100,790
| -16% | -$7.83M |
|
384
Monster Beverage
MNST
$61.9B
| $41.9M | 0.04% |
1,043,972
-84,694
| -8% | -$3.4M |
|
385
T Rowe Price
TROW
$23.5B
| $41.6M | 0.04% |
324,685
-21,268
| -6% | -$2.73M |
|
386
Entegris
ENTG
$12.3B
| $41.6M | 0.04% |
559,206
-18,996
| -3% | -$1.41M |
|
387
Arrow Electronics
ARW
$6.5B
| $41.2M | 0.03% |
523,884
+21,279
| +4% | +$1.67M |
|
388
Rockwell Automation
ROK
$38.6B
| $41.2M | 0.03% |
186,542
-9,573
| -5% | -$2.11M |
|
389
MasTec
MTZ
$13.8B
| $40.8M | 0.03% |
966,354
-19,551
| -2% | -$825K |
|
390
ICICI Bank
IBN
$114B
| $40.7M | 0.03% |
4,145,096
-354,765
| -8% | -$3.49M |
|
391
EnerSys
ENS
$3.89B
| $40.5M | 0.03% |
603,381
-5,913
| -1% | -$397K |
|
392
Pool Corp
POOL
$12B
| $40.5M | 0.03% |
121,014
-4,293
| -3% | -$1.44M |
|
393
Archer Daniels Midland
ADM
$29.9B
| $40.4M | 0.03% |
868,796
-52,135
| -6% | -$2.42M |
|
394
Ametek
AME
$43.3B
| $40.3M | 0.03% |
405,378
-27,192
| -6% | -$2.7M |
|
395
Bank of New York Mellon
BK
$73.9B
| $39.9M | 0.03% |
1,162,841
-29,067
| -2% | -$998K |
|
|
AAN.A
396
DELISTED
AARON'S INC CL-A
AAN.A
| $39.8M | 0.03% |
702,392
+23,489
| +3% | +$1.33M |
|
397
AutoZone
AZO
$71.8B
| $39.7M | 0.03% |
33,750
-2,071
| -6% | -$2.44M |
|
398
Kroger
KR
$44.7B
| $39.7M | 0.03% |
1,172,056
-41,869
| -3% | -$1.42M |
|
399
Zimmer Biomet
ZBH
$20.6B
| $39.7M | 0.03% |
300,086
-17,410
| -5% | -$2.3M |
|
400
Natera
NTRA
$24.2B
| $39.6M | 0.03% |
547,966
-70,553
| -11% | -$5.1M |
|