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 |
Brookfield
BN
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Brown-Forman Class B
BF.B
$13.7B
| $58.6M | 0.04% |
874,244
-351,343
| -29% | -$23.5M |
|
402
Host Hotels & Resorts
HST
$12B
| $58.5M | 0.04% |
3,012,170
+2,071,234
| +220% | +$40.2M |
|
403
Church & Dwight Co
CHD
$23.3B
| $58.4M | 0.04% |
587,738
-63,035
| -10% | -$6.26M |
|
404
L3Harris
LHX
$51B
| $58.4M | 0.04% |
235,008
+1,600
| +0.7% | +$398K |
|
405
Cognizant
CTSH
$35.1B
| $58.2M | 0.04% |
649,540
-14,912
| -2% | -$1.34M |
|
406
Marriott International Class A Common Stock
MAR
$71.9B
| $57.9M | 0.04% |
329,537
-3,107
| -0.9% | -$546K |
|
407
Nucor
NUE
$33.8B
| $57.6M | 0.04% |
387,470
-8,236
| -2% | -$1.22M |
|
408
McKesson
MCK
$85.5B
| $57.5M | 0.04% |
187,802
-736
| -0.4% | -$225K |
|
409
Fortinet
FTNT
$60.4B
| $57.3M | 0.04% |
839,065
-30,360
| -3% | -$2.08M |
|
410
Steel Dynamics
STLD
$19.8B
| $57.3M | 0.04% |
686,403
+24,465
| +4% | +$2.04M |
|
411
Janus Henderson
JHG
$6.91B
| $56.9M | 0.04% |
1,624,176
+102,026
| +7% | +$3.57M |
|
412
American Water Works
AWK
$28B
| $56.8M | 0.04% |
343,434
+28,331
| +9% | +$4.69M |
|
413
AutoZone
AZO
$70.6B
| $56.5M | 0.04% |
27,644
+1,423
| +5% | +$2.91M |
|
414
Travelers Companies
TRV
$62B
| $56.5M | 0.04% |
309,153
-6,259
| -2% | -$1.14M |
|
415
Cencora
COR
$56.7B
| $56.1M | 0.04% |
362,319
-690
| -0.2% | -$107K |
|
416
Matador Resources
MTDR
$6.01B
| $55.7M | 0.04% |
1,050,588
-97,833
| -9% | -$5.18M |
|
417
Allegro MicroSystems
ALGM
$5.66B
| $55.5M | 0.04% |
1,954,484
+149,498
| +8% | +$4.25M |
|
418
Quanta Services
PWR
$55.5B
| $55.5M | 0.04% |
421,336
+237,570
| +129% | +$31.3M |
|
419
IQVIA
IQV
$31.9B
| $55.4M | 0.04% |
239,805
+2,790
| +1% | +$645K |
|
420
Tower Semiconductor
TSEM
$7.07B
| $55.3M | 0.03% |
1,143,263
+159,734
| +16% | +$7.73M |
|
|
AMED
421
DELISTED
Amedisys
AMED
| $55.3M | 0.03% |
320,873
+88,526
| +38% | +$15.3M |
|
422
EnerSys
ENS
$3.89B
| $55.2M | 0.03% |
740,267
+51,494
| +7% | +$3.84M |
|
423
Papa John's
PZZA
$1.58B
| $54.7M | 0.03% |
520,016
+29,539
| +6% | +$3.11M |
|
424
iShares Russell 1000 Growth ETF
IWF
$117B
| $54.5M | 0.03% |
196,359
+63,578
| +48% | +$17.7M |
|
425
Exelon
EXC
$43.9B
| $54.4M | 0.03% |
1,141,891
-473,917
| -29% | -$22.6M |
|