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 |
NVIDIA
NVDA
|
$3.8B |
| 2 |
Equity Residential
EQR
|
$411M |
| 3 |
Cadence Design Systems
CDNS
|
$345M |
| 4 |
MSCI
MSCI
|
$300M |
| 5 |
Equinix
EQIX
|
$181M |
Top Sells
| 1 |
Union Pacific
UNP
|
$403M |
| 2 |
TransDigm Group
TDG
|
$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$238M |
| 4 |
Essex Property Trust
ESS
|
$205M |
| 5 |
Progressive
PGR
|
$181M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Sarepta Therapeutics
SRPT
$1.77B
| $57.4M | 0.03% |
363,011
+317,277
| +694% | +$50.1M |
|
402
NiSource
NI
$19.8B
| $57.3M | 0.03% |
1,988,636
+10,433
| +0.5% | +$301K |
|
403
Valero Energy
VLO
$47.9B
| $57.3M | 0.03% |
365,389
-20,350
| -5% | -$3.19M |
|
404
Aflac
AFL
$56.5B
| $57.2M | 0.03% |
640,442
-26,395
| -4% | -$2.36M |
|
405
Capital One
COF
$143B
| $57.2M | 0.03% |
412,829
-5,982
| -1% | -$828K |
|
406
Teekay Tankers
TNK
$1.7B
| $56.9M | 0.03% |
826,483
-54,881
| -6% | -$3.78M |
|
407
Truist Financial
TFC
$59.9B
| $56.7M | 0.03% |
1,460,662
-19,753
| -1% | -$767K |
|
408
Vishay Intertechnology
VSH
$2.01B
| $56.7M | 0.03% |
2,543,230
-98,830
| -4% | -$2.2M |
|
409
Valaris
VAL
$3.5B
| $56.6M | 0.03% |
759,773
-68,612
| -8% | -$5.11M |
|
410
Organon & Co
OGN
$2.45B
| $56.5M | 0.03% |
2,731,640
-121,691
| -4% | -$2.52M |
|
411
BCE
BCE
$22.8B
| $56.5M | 0.03% |
1,745,985
-37,290
| -2% | -$1.21M |
|
412
MYR Group
MYRG
$2.83B
| $56.5M | 0.03% |
416,141
-182,659
| -31% | -$24.8M |
|
413
Interactive Brokers
IBKR
$28.5B
| $56.4M | 0.03% |
460,145
-99,756
| -18% | -$12.2M |
|
|
NTST
414
NETSTREIT Corp
NTST
$1.71B
| $56.3M | 0.03% |
3,499,054
-617,014
| -15% | -$9.93M |
|
415
Oneok
OKE
$47B
| $56M | 0.03% |
686,121
-18,921
| -3% | -$1.54M |
|
416
Illumina
ILMN
$15.5B
| $55.9M | 0.03% |
535,899
+345,584
| +182% | +$36.1M |
|
417
Jones Lang LaSalle
JLL
$14.3B
| $55.6M | 0.03% |
271,015
+5,751
| +2% | +$1.18M |
|
418
First Horizon
FHN
$11.4B
| $55.5M | 0.03% |
3,521,358
+1,417,075
| +67% | +$22.3M |
|
419
Vanguard Real Estate ETF
VNQ
$34.1B
| $55.5M | 0.03% |
662,840
-144,491
| -18% | -$12.1M |
|
420
Caesars Entertainment
CZR
$5.38B
| $55.5M | 0.03% |
1,395,350
+17,529
| +1% | +$697K |
|
421
Johnson Controls International
JCI
$69.3B
| $55.3M | 0.03% |
832,453
-20,730
| -2% | -$1.38M |
|
422
Travelers Companies
TRV
$61.5B
| $55.3M | 0.03% |
271,803
-2,433
| -0.9% | -$495K |
|
423
Alliant Energy
LNT
$16.6B
| $55.1M | 0.03% |
1,082,378
-4,546
| -0.4% | -$231K |
|
424
Exact Sciences
EXAS
$9.09B
| $55.1M | 0.03% |
1,303,887
+208,641
| +19% | +$8.82M |
|
425
Burlington
BURL
$18.2B
| $54.8M | 0.03% |
228,390
-36,005
| -14% | -$8.64M |
|