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 | |
|---|---|---|---|---|---|---|
401
H.B. Fuller
FUL
$3.3B
| $52.1M | 0.04% |
828,926
-16,331
| -2% | -$1.03M |
|
402
HP
HPQ
$27.1B
| $52.1M | 0.04% |
1,641,978
-244,314
| -13% | -$7.76M |
|
403
Owens Corning
OC
$12.5B
| $52.1M | 0.04% |
565,335
+238,951
| +73% | +$22M |
|
404
Enphase Energy
ENPH
$4.96B
| $52M | 0.04% |
320,958
-61,711
| -16% | -$10M |
|
|
WBA
405
DELISTED
Walgreens Boots Alliance
WBA
| $51.7M | 0.04% |
941,593
-73,252
| -7% | -$4.02M |
|
406
SolarEdge
SEDG
$1.78B
| $51.7M | 0.04% |
179,813
+25,237
| +16% | +$7.25M |
|
407
Stifel
SF
$11.5B
| $51M | 0.04% |
796,797
-343,214
| -30% | -$22M |
|
408
eBay
EBAY
$42.2B
| $51M | 0.04% |
833,263
-61,210
| -7% | -$3.75M |
|
409
DuPont de Nemours
DD
$32.1B
| $50.9M | 0.04% |
658,058
-276,323
| -30% | -$21.4M |
|
410
Baxter International
BAX
$12.6B
| $50.7M | 0.04% |
600,924
-80,577
| -12% | -$6.8M |
|
411
PTC
PTC
$24.4B
| $50.6M | 0.04% |
367,782
+50,343
| +16% | +$6.93M |
|
412
Williams-Sonoma
WSM
$24.7B
| $50.6M | 0.04% |
564,278
+95,728
| +20% | +$8.58M |
|
413
Biogen
BIIB
$21.1B
| $50.5M | 0.04% |
180,558
-17,832
| -9% | -$4.99M |
|
414
Charles River Laboratories
CRL
$7.75B
| $50.4M | 0.04% |
173,768
+23,789
| +16% | +$6.89M |
|
415
Hillenbrand
HI
$1.76B
| $50.3M | 0.04% |
1,053,519
+48,598
| +5% | +$2.32M |
|
416
Cognizant
CTSH
$34.6B
| $50M | 0.04% |
639,786
-62,432
| -9% | -$4.88M |
|
417
Exelon
EXC
$43.5B
| $49.8M | 0.04% |
1,596,633
-137,264
| -8% | -$4.28M |
|
418
Performance Food Group
PFGC
$16.3B
| $49.8M | 0.04% |
864,469
+277,240
| +47% | +$16M |
|
419
Prudential Financial
PRU
$37.1B
| $49.8M | 0.04% |
546,143
-21,296
| -4% | -$1.94M |
|
420
Amphenol
APH
$143B
| $49.7M | 0.04% |
1,506,224
-123,624
| -8% | -$4.08M |
|
421
Qorvo
QRVO
$8.53B
| $49.6M | 0.03% |
271,753
+107,106
| +65% | +$19.6M |
|
422
Diamondback Energy
FANG
$39.5B
| $49.5M | 0.03% |
673,048
-124,903
| -16% | -$9.18M |
|
423
Federal Realty Investment Trust
FRT
$8.66B
| $49.3M | 0.03% |
486,349
-4,040
| -0.8% | -$410K |
|
424
American Electric Power
AEP
$58B
| $49.1M | 0.03% |
579,471
-50,070
| -8% | -$4.24M |
|
425
Shake Shack
SHAK
$3.96B
| $48.9M | 0.03% |
433,726
+179,621
| +71% | +$20.3M |
|