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 |
Martin Marietta Materials
MLM
|
$379M |
| 2 |
Apple
AAPL
|
$367M |
| 3 |
Hilton Worldwide
HLT
|
$330M |
| 4 |
Veeva Systems
VEEV
|
$266M |
| 5 |
Waste Connections
WCN
|
$260M |
Top Sells
| 1 |
American Tower
AMT
|
$612M |
| 2 |
Agilent Technologies
A
|
$279M |
| 3 |
Aon
AON
|
$220M |
| 4 |
Progressive
PGR
|
$199M |
| 5 |
VeriSign
VRSN
|
$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
AutoZone
AZO
$70.1B
| $69M | 0.04% |
21,907
+360
| +2% | +$1.13M |
|
377
EastGroup Properties
EGP
$8.86B
| $68.3M | 0.04% |
365,796
-22,915
| -6% | -$4.28M |
|
378
Quest Diagnostics
DGX
$20.1B
| $68.1M | 0.04% |
438,977
+68,844
| +19% | +$10.7M |
|
379
CRH
CRH
$75.1B
| $68M | 0.04% |
733,761
-85,225
| -10% | -$7.9M |
|
380
Avantor
AVTR
$8.74B
| $68M | 0.04% |
2,628,372
+1,562,018
| +146% | +$40.4M |
|
381
lululemon athletica
LULU
$23.8B
| $67.9M | 0.04% |
250,175
+94,997
| +61% | +$25.8M |
|
382
Collegium Pharmaceutical
COLL
$1.25B
| $67.5M | 0.04% |
1,745,818
+64,958
| +4% | +$2.51M |
|
383
Addus HomeCare
ADUS
$2.08B
| $67.3M | 0.04% |
505,853
+75,409
| +18% | +$10M |
|
384
AGCO
AGCO
$8.05B
| $67M | 0.04% |
684,249
+150,656
| +28% | +$14.7M |
|
385
Floor & Decor
FND
$8.45B
| $66.9M | 0.04% |
538,555
+30,310
| +6% | +$3.76M |
|
386
Vanguard Real Estate ETF
VNQ
$34.1B
| $66.8M | 0.04% |
685,311
+22,471
| +3% | +$2.19M |
|
387
CNO Financial Group
CNO
$3.86B
| $66.7M | 0.04% |
1,899,599
+107,589
| +6% | +$3.78M |
|
388
Camden Property Trust
CPT
$11.7B
| $66.6M | 0.04% |
538,876
+51,097
| +10% | +$6.31M |
|
389
Tencent Music
TME
$38.5B
| $66M | 0.04% |
5,478,297
+211,873
| +4% | +$2.55M |
|
390
Travelers Companies
TRV
$62.3B
| $65.9M | 0.04% |
281,463
+9,660
| +4% | +$2.26M |
|
391
American Electric Power
AEP
$58.8B
| $65.7M | 0.04% |
640,029
+19,081
| +3% | +$1.96M |
|
392
Marriott International Class A Common Stock
MAR
$72B
| $65.5M | 0.04% |
263,638
+4,301
| +2% | +$1.07M |
|
393
American Eagle Outfitters
AEO
$2.36B
| $65.3M | 0.04% |
2,918,295
+226,821
| +8% | +$5.08M |
|
394
Vistra
VST
$63.7B
| $65.3M | 0.04% |
550,824
-403,942
| -42% | -$47.9M |
|
395
Crown Castle
CCI
$42.3B
| $64.8M | 0.04% |
546,623
-2,500
| -0.5% | -$297K |
|
396
Oneok
OKE
$46.5B
| $64.7M | 0.04% |
710,314
+24,193
| +4% | +$2.2M |
|
397
Truist Financial
TFC
$59.8B
| $64.6M | 0.04% |
1,511,299
+50,637
| +3% | +$2.17M |
|
398
Acushnet Holdings
GOLF
$4.37B
| $64.6M | 0.04% |
1,013,857
+63,294
| +7% | +$4.03M |
|
399
Capital One
COF
$142B
| $64.5M | 0.04% |
430,654
+17,825
| +4% | +$2.67M |
|
400
United Rentals
URI
$60.8B
| $64.2M | 0.04% |
79,235
+2,554
| +3% | +$2.07M |
|