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 |
American Tower
AMT
|
$462M |
| 2 |
SBA Communications
SBAC
|
$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
$219M |
| 4 |
Equinix
EQIX
|
$176M |
| 5 |
Teck Resources
TECK
|
$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
$216M |
| 2 |
Digital Realty Trust
DLR
|
$213M |
| 3 |
TransDigm Group
TDG
|
$207M |
| 4 |
Public Storage
PSA
|
$174M |
| 5 |
Realty Income
O
|
$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Acushnet Holdings
GOLF
$4.49B
| $63.3M | 0.04% |
959,619
-52,468
| -5% | -$3.46M |
|
402
GoDaddy
GDDY
$20.1B
| $63.1M | 0.04% |
531,809
+10,749
| +2% | +$1.28M |
|
403
Travelers Companies
TRV
$62B
| $63.1M | 0.04% |
274,236
+5,520
| +2% | +$1.27M |
|
404
Camden Property Trust
CPT
$11.9B
| $62.6M | 0.04% |
636,317
+40,566
| +7% | +$3.99M |
|
405
Interactive Brokers
IBKR
$26.8B
| $62.5M | 0.04% |
2,239,604
+315,408
| +16% | +$8.81M |
|
406
Capital One
COF
$142B
| $62.4M | 0.04% |
418,811
-4,215
| -1% | -$628K |
|
407
Valaris
VAL
$3.64B
| $62.3M | 0.04% |
828,385
+38,531
| +5% | +$2.9M |
|
408
Lincoln National
LNC
$7.98B
| $61.9M | 0.04% |
1,938,428
+182,001
| +10% | +$5.81M |
|
409
Burlington
BURL
$18.4B
| $61.4M | 0.04% |
264,395
+23,622
| +10% | +$5.48M |
|
410
Williams Companies
WMB
$69.9B
| $61.2M | 0.04% |
1,570,540
+13,834
| +0.9% | +$539K |
|
411
American International
AIG
$43.9B
| $61M | 0.04% |
780,089
+1,197
| +0.2% | +$93.6K |
|
412
Graco
GGG
$14.2B
| $60.8M | 0.04% |
651,025
+14,268
| +2% | +$1.33M |
|
413
Floor & Decor
FND
$9.42B
| $60.7M | 0.04% |
468,588
+24,005
| +5% | +$3.11M |
|
414
Ameris Bancorp
ABCB
$5.08B
| $60.7M | 0.04% |
1,254,903
+36,873
| +3% | +$1.78M |
|
415
BCE
BCE
$23.1B
| $60.6M | 0.04% |
1,783,275
-945,873
| -35% | -$32.1M |
|
416
ICF International
ICFI
$1.75B
| $60.3M | 0.04% |
400,555
-5,550
| -1% | -$836K |
|
417
Collegium Pharmaceutical
COLL
$1.21B
| $60.3M | 0.04% |
1,552,857
-16,294
| -1% | -$633K |
|
418
Caesars Entertainment
CZR
$5.48B
| $60.3M | 0.04% |
1,377,821
-9,534
| -0.7% | -$417K |
|
419
XPO
XPO
$15.4B
| $60M | 0.04% |
492,054
+25,381
| +5% | +$3.1M |
|
420
Vishay Intertechnology
VSH
$2.11B
| $59.9M | 0.04% |
2,642,060
-614,794
| -19% | -$13.9M |
|
421
Global Payments
GPN
$21.3B
| $59.9M | 0.04% |
448,264
+3,767
| +0.8% | +$503K |
|
422
lululemon athletica
LULU
$20.1B
| $59.6M | 0.04% |
152,453
-78,123
| -34% | -$30.5M |
|
423
Watsco
WSO
$16.6B
| $59.3M | 0.03% |
137,303
-6,435
| -4% | -$2.78M |
|
424
Patterson-UTI
PTEN
$2.18B
| $58.9M | 0.03% |
4,929,771
-13,502
| -0.3% | -$161K |
|
425
ServisFirst Bancshares
SFBS
$4.78B
| $58.8M | 0.03% |
886,344
-26,425
| -3% | -$1.75M |
|