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 |
Intuitive Surgical
ISRG
|
+$189M |
| 2 |
Agree Realty
ADC
|
+$170M |
| 3 |
Tyler Technologies
TYL
|
+$159M |
| 4 |
SBA Communications
SBAC
|
+$110M |
| 5 |
Expeditors International
EXPD
|
+$101M |
Top Sells
| 1 |
RP
RealPage, Inc.
RP
|
+$286M |
| 2 |
Apple
AAPL
|
+$248M |
| 3 |
Deere & Co
DE
|
+$232M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$191M |
| 5 |
Microsoft
MSFT
|
+$190M |
Sector Composition
| 1 | Technology | 18.27% |
| 2 | Financials | 15.24% |
| 3 | Real Estate | 14.94% |
| 4 | Consumer Discretionary | 12.66% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Ameriprise Financial
AMP
$46.9B
| $58M | 0.04% |
249,416
-13,386
| -5% | -$3.11M |
|
377
Ball Corp
BALL
$13.8B
| $57.7M | 0.04% |
681,006
-44,024
| -6% | -$3.73M |
|
378
Spotify
SPOT
$147B
| $57.4M | 0.04% |
214,241
+4,780
| +2% | +$1.28M |
|
379
Advanced Energy
AEIS
$5.83B
| $56.7M | 0.04% |
519,741
+16,834
| +3% | +$1.84M |
|
|
BFS
380
Saul Centers
BFS
$792M
| $56M | 0.04% |
1,397,388
+15,362
| +1% | +$616K |
|
381
Kimberly-Clark
KMB
$43.3B
| $55.6M | 0.04% |
400,202
-35,106
| -8% | -$4.88M |
|
382
Arrow Electronics
ARW
$6.48B
| $55.6M | 0.04% |
501,359
+34,704
| +7% | +$3.85M |
|
383
Valero Energy
VLO
$49.4B
| $55.2M | 0.04% |
771,010
-60,520
| -7% | -$4.33M |
|
384
Arista Networks
ANET
$178B
| $55.1M | 0.04% |
2,919,584
+1,721,520
| +144% | +$32.5M |
|
385
Inspire Medical Systems
INSP
$2.45B
| $55M | 0.04% |
265,834
+222,043
| +507% | +$46M |
|
386
DiamondRock Hospitality
DRH
$1.72B
| $54.9M | 0.04% |
5,326,813
-1,056,354
| -17% | -$10.9M |
|
387
Mercado Libre
MELI
$119B
| $54.9M | 0.04% |
37,262
-2,729
| -7% | -$4.02M |
|
388
Cadence Design Systems
CDNS
$98.2B
| $54.5M | 0.04% |
397,635
-42,991
| -10% | -$5.89M |
|
389
HF Sinclair
DINO
$9.69B
| $54.4M | 0.04% |
1,521,754
-348,578
| -19% | -$12.5M |
|
390
Hanover Insurance
THG
$6.42B
| $54M | 0.04% |
417,083
+57,229
| +16% | +$7.41M |
|
391
DexCom
DXCM
$30.7B
| $53.9M | 0.04% |
599,960
-38,744
| -6% | -$3.48M |
|
392
Trex
TREX
$6.52B
| $53.8M | 0.04% |
588,104
+237,923
| +68% | +$21.8M |
|
|
MDC
393
DELISTED
M.D.C. Holdings, Inc.
MDC
| $53.1M | 0.04% |
893,118
+512,397
| +135% | +$30.4M |
|
|
LSXMA
394
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $53M | 0.04% |
1,635,235
-276,944
| -14% | -$8.97M |
|
395
Johnson Controls International
JCI
$68.6B
| $53M | 0.04% |
887,481
-59,986
| -6% | -$3.58M |
|
396
Phillips 66
PSX
$53.4B
| $52.6M | 0.04% |
644,630
-29,759
| -4% | -$2.43M |
|
397
T Rowe Price
TROW
$23.8B
| $52.5M | 0.04% |
306,224
+4,253
| +1% | +$730K |
|
398
General Dynamics
GD
$86B
| $52.5M | 0.04% |
289,008
-27,602
| -9% | -$5.01M |
|
399
Schlumberger
SLB
$54.1B
| $52.4M | 0.04% |
1,926,786
-31,864
| -2% | -$866K |
|
400
Tapestry
TPR
$21.8B
| $52.4M | 0.04% |
1,271,260
+871,455
| +218% | +$35.9M |
|