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
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
Extra Space Storage
EXR
|
$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
NXP Semiconductors
NXPI
$57.2B
| $54.9M | 0.04% |
294,302
+7,210
| +3% | +$1.34M |
|
402
Albany International
AIN
$1.84B
| $54.9M | 0.04% |
614,137
+39,579
| +7% | +$3.54M |
|
403
Arista Networks
ANET
$180B
| $54.4M | 0.04% |
1,295,144
-304,504
| -19% | -$12.8M |
|
404
Occidental Petroleum
OXY
$45.2B
| $54.2M | 0.04% |
867,628
+10,354
| +1% | +$646K |
|
405
Paychex
PAYX
$48.7B
| $54.1M | 0.04% |
472,554
+34
| +0% | +$3.9K |
|
406
Arthur J. Gallagher & Co
AJG
$76.7B
| $53.6M | 0.04% |
280,001
+6,290
| +2% | +$1.2M |
|
407
Marriott International Class A Common Stock
MAR
$71.9B
| $53.1M | 0.04% |
319,652
+1,921
| +0.6% | +$319K |
|
408
Fortinet
FTNT
$60.4B
| $53.1M | 0.04% |
798,528
-7,132
| -0.9% | -$474K |
|
409
Aecom
ACM
$16.8B
| $52.9M | 0.04% |
627,502
+739
| +0.1% | +$62.3K |
|
410
Packaging Corp of America
PKG
$19.8B
| $52.8M | 0.04% |
380,094
+54,696
| +17% | +$7.59M |
|
411
Rockwell Automation
ROK
$38.2B
| $52.5M | 0.04% |
178,890
+38,464
| +27% | +$11.3M |
|
412
Truist Financial
TFC
$60B
| $51.8M | 0.04% |
1,520,470
+23,300
| +2% | +$795K |
|
413
Builders FirstSource
BLDR
$16.5B
| $51.7M | 0.04% |
582,315
+5,199
| +0.9% | +$462K |
|
|
FOCS
414
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $51.7M | 0.04% |
996,282
-652,047
| -40% | -$33.8M |
|
415
Keysight
KEYS
$28.9B
| $51.1M | 0.04% |
316,452
-23,620
| -7% | -$3.81M |
|
|
BFS
416
Saul Centers
BFS
$812M
| $51.1M | 0.04% |
1,310,213
-9,899
| -0.7% | -$386K |
|
|
LTHM
417
DELISTED
Livent Corporation
LTHM
| $51M | 0.04% |
2,346,425
+1,242,502
| +113% | +$27M |
|
418
Nucor
NUE
$33.8B
| $51M | 0.04% |
329,887
+2,181
| +0.7% | +$337K |
|
419
Sprout Social
SPT
$891M
| $50.7M | 0.04% |
833,488
-60,393
| -7% | -$3.68M |
|
420
Newmont
NEM
$83.7B
| $50.5M | 0.04% |
1,030,893
+14,877
| +1% | +$729K |
|
421
FNB Corp
FNB
$5.92B
| $50.2M | 0.04% |
4,325,106
+1,592,460
| +58% | +$18.5M |
|
422
Hamilton Lane
HLNE
$6.41B
| $49.8M | 0.04% |
673,852
+89,434
| +15% | +$6.62M |
|
423
H.B. Fuller
FUL
$3.37B
| $49.7M | 0.04% |
726,457
+32,268
| +5% | +$2.21M |
|
424
Carrier Global
CARR
$55.8B
| $49.5M | 0.04% |
1,082,034
+17,945
| +2% | +$821K |
|
425
ServisFirst Bancshares
SFBS
$4.78B
| $49.2M | 0.04% |
901,200
+113,013
| +14% | +$6.17M |
|