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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Monster Beverage
MNST
$61.9B
| $39.1M | 0.03% |
1,128,666
-111,744
| -9% | -$3.87M |
|
402
Advanced Energy
AEIS
$5.84B
| $38.9M | 0.03% |
574,504
-17,190
| -3% | -$1.17M |
|
403
Prudential Financial
PRU
$37.1B
| $38.9M | 0.03% |
638,942
+51,761
| +9% | +$3.15M |
|
404
H.B. Fuller
FUL
$3.3B
| $38.9M | 0.03% |
871,093
-289,968
| -25% | -$12.9M |
|
405
HP
HPQ
$27.1B
| $38.8M | 0.03% |
2,226,205
+101,727
| +5% | +$1.77M |
|
406
Alliant Energy
LNT
$16.4B
| $38.7M | 0.03% |
808,381
+29,084
| +4% | +$1.39M |
|
407
Ametek
AME
$43.3B
| $38.7M | 0.03% |
432,570
+18,867
| +5% | +$1.69M |
|
408
American International
AIG
$43.5B
| $38.4M | 0.03% |
1,232,260
+38,036
| +3% | +$1.19M |
|
409
IQVIA
IQV
$32.2B
| $38.4M | 0.03% |
270,349
+8,716
| +3% | +$1.24M |
|
410
Diamondback Energy
FANG
$39.5B
| $38.1M | 0.03% |
909,944
-30,912
| -3% | -$1.29M |
|
411
Johnson Controls International
JCI
$69.6B
| $37.9M | 0.03% |
1,108,730
+41,669
| +4% | +$1.42M |
|
412
HCA Healthcare
HCA
$96.7B
| $37.8M | 0.03% |
389,639
-1,237,990
| -76% | -$120M |
|
413
Donaldson
DCI
$9.35B
| $37.8M | 0.03% |
812,069
-27,734
| -3% | -$1.29M |
|
414
Willis Towers Watson
WTW
$32.1B
| $37.8M | 0.03% |
191,781
+8,102
| +4% | +$1.6M |
|
415
Paychex
PAYX
$48.3B
| $37.6M | 0.03% |
496,572
+25,272
| +5% | +$1.91M |
|
|
BFS
416
Saul Centers
BFS
$792M
| $37.6M | 0.03% |
1,165,265
-14,184
| -1% | -$458K |
|
417
Addus HomeCare
ADUS
$2.08B
| $37.6M | 0.03% |
405,750
+21,101
| +5% | +$1.95M |
|
418
Aflac
AFL
$56.8B
| $37.5M | 0.03% |
1,040,197
+2,621
| +0.3% | +$94.4K |
|
|
XLNX
419
DELISTED
Xilinx Inc
XLNX
| $37.4M | 0.03% |
379,633
+8,648
| +2% | +$851K |
|
420
Cable One
CABO
$913M
| $37.3M | 0.03% |
21,043
+5,379
| +34% | +$9.55M |
|
421
Tractor Supply
TSCO
$31.3B
| $37.3M | 0.03% |
1,415,400
+395,275
| +39% | +$10.4M |
|
422
lululemon athletica
LULU
$19.6B
| $37.2M | 0.03% |
119,226
+7,589
| +7% | +$2.37M |
|
423
Public Service Enterprise Group
PEG
$39.9B
| $37.2M | 0.03% |
756,530
-30,724
| -4% | -$1.51M |
|
|
ALXN
424
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $37.2M | 0.03% |
331,301
+17,353
| +6% | +$1.95M |
|
425
Hanover Insurance
THG
$6.41B
| $37.1M | 0.03% |
366,131
+60,996
| +20% | +$6.18M |
|