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 |
iShares Core S&P 500 ETF
IVV
|
+$742M |
| 2 |
Healthpeak Properties
DOC
|
+$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
+$256M |
| 5 |
TransDigm Group
TDG
|
+$235M |
Top Sells
| 1 |
Adobe
ADBE
|
+$508M |
| 2 |
SBA Communications
SBAC
|
+$445M |
| 3 |
Brookfield
BN
|
+$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$291M |
| 5 |
Sun Communities
SUI
|
+$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Mueller Water Products
MWA
$3.91B
| $67.8M | 0.04% |
3,015,009
+2,916,552
| +2,962% | +$65.6M |
|
377
Crane Co
CR
$10.4B
| $67.8M | 0.04% |
446,500
+5,250
| +1% | +$797K |
|
378
Travelers Companies
TRV
$61.7B
| $67.2M | 0.04% |
279,033
-2,430
| -0.9% | -$585K |
|
379
Monster Beverage
MNST
$61.3B
| $67.2M | 0.04% |
1,277,949
-85,986
| -6% | -$4.52M |
|
380
Royal Caribbean
RCL
$95.4B
| $67.1M | 0.04% |
291,027
+7,740
| +3% | +$1.79M |
|
381
General Motors
GM
$55.1B
| $66.9M | 0.04% |
1,256,535
-11,561
| -0.9% | -$616K |
|
|
EXE
382
Expand Energy Corporation Common Stock
EXE
$22.6B
| $66.9M | 0.04% |
672,068
+192,656
| +40% | +$19.2M |
|
383
Owens Corning
OC
$12.5B
| $66.8M | 0.04% |
392,031
+184,552
| +89% | +$31.4M |
|
384
Portland General Electric
POR
$4.63B
| $66.6M | 0.04% |
1,525,765
-100,788
| -6% | -$4.4M |
|
385
AGCO
AGCO
$8.08B
| $66.5M | 0.04% |
711,687
+27,438
| +4% | +$2.57M |
|
386
LCI Industries
LCII
$2.5B
| $66.5M | 0.04% |
643,507
+11,286
| +2% | +$1.17M |
|
387
Amdocs
DOX
$9.39B
| $66.5M | 0.04% |
780,907
-251,960
| -24% | -$21.5M |
|
388
CRH
CRH
$74.4B
| $66.3M | 0.04% |
717,078
-16,683
| -2% | -$1.54M |
|
389
Bank of New York Mellon
BK
$74.2B
| $66.1M | 0.04% |
859,820
-24,033
| -3% | -$1.85M |
|
390
First Horizon
FHN
$11.3B
| $65.8M | 0.04% |
3,269,348
-109,570
| -3% | -$2.21M |
|
391
Federal Agricultural Mortgage
AGM
$2.21B
| $65.8M | 0.04% |
333,975
+14,274
| +4% | +$2.81M |
|
392
Verra Mobility
VRRM
$3.88B
| $65.4M | 0.04% |
2,704,783
-1,051,569
| -28% | -$25.4M |
|
393
CNO Financial Group
CNO
$3.83B
| $65.3M | 0.04% |
1,755,897
-143,702
| -8% | -$5.35M |
|
394
Jack Henry & Associates
JKHY
$11.8B
| $65.2M | 0.04% |
372,186
+30,726
| +9% | +$5.39M |
|
395
Burlington
BURL
$17.9B
| $64.7M | 0.04% |
227,020
+59,173
| +35% | +$16.9M |
|
396
iShares Russell 1000 Growth ETF
IWF
$118B
| $64.6M | 0.04% |
160,875
+14,017
| +10% | +$5.63M |
|
397
Progress Software
PRGS
$1.85B
| $64.5M | 0.04% |
990,396
-54,844
| -5% | -$3.57M |
|
398
Brunswick
BC
$4.24B
| $64.5M | 0.04% |
996,997
-78,848
| -7% | -$5.1M |
|
399
Truist Financial
TFC
$58.7B
| $64.5M | 0.04% |
1,486,200
-25,099
| -2% | -$1.09M |
|
400
EnerSys
ENS
$3.87B
| $64.4M | 0.04% |
696,441
-56,617
| -8% | -$5.23M |
|