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 |
Broadcom
AVGO
|
$1.13B |
| 2 |
Martin Marietta Materials
MLM
|
$379M |
| 3 |
Apple
AAPL
|
$367M |
| 4 |
Hilton Worldwide
HLT
|
$330M |
| 5 |
Veeva Systems
VEEV
|
$266M |
Top Sells
| 1 |
American Tower
AMT
|
$612M |
| 2 |
Agilent Technologies
A
|
$279M |
| 3 |
Aon
AON
|
$220M |
| 4 |
Progressive
PGR
|
$199M |
| 5 |
VeriSign
VRSN
|
$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Illumina
ILMN
$15.5B
| $63.5M | 0.03% |
487,042
-48,857
| -9% | -$6.37M |
|
402
Bank of New York Mellon
BK
$73.8B
| $63.5M | 0.03% |
883,853
+14,916
| +2% | +$1.07M |
|
403
Timken Company
TKR
$5.33B
| $63.5M | 0.03% |
753,149
-9,106
| -1% | -$768K |
|
404
Norfolk Southern
NSC
$62.4B
| $63.4M | 0.03% |
255,200
+8,844
| +4% | +$2.2M |
|
405
Deckers Outdoor
DECK
$18.2B
| $63.4M | 0.03% |
397,434
+332,590
| +513% | +$53M |
|
406
Chord Energy
CHRD
$6.39B
| $63.2M | 0.03% |
485,514
-23,821
| -5% | -$3.1M |
|
407
Church & Dwight Co
CHD
$22.7B
| $62.9M | 0.03% |
600,505
-54,217
| -8% | -$5.68M |
|
408
Jones Lang LaSalle
JLL
$14.3B
| $62.8M | 0.03% |
232,826
-38,189
| -14% | -$10.3M |
|
409
Credicorp
BAP
$20.6B
| $62.8M | 0.03% |
347,083
+25,742
| +8% | +$4.66M |
|
410
Quanta Services
PWR
$55.8B
| $61.9M | 0.03% |
207,720
+11,012
| +6% | +$3.28M |
|
411
Liberty Media Series A
FWONA
$22.6B
| $61.6M | 0.03% |
861,031
+75,982
| +10% | +$5.43M |
|
412
Credo Technology Group
CRDO
$21.5B
| $61.4M | 0.03% |
1,993,968
+368,518
| +23% | +$11.4M |
|
413
W.W. Grainger
GWW
$48.6B
| $61.2M | 0.03% |
58,961
+2,725
| +5% | +$2.83M |
|
414
Caesars Entertainment
CZR
$5.38B
| $60.7M | 0.03% |
1,454,520
+59,170
| +4% | +$2.47M |
|
415
Caleres
CAL
$500M
| $60.6M | 0.03% |
1,835,057
+56,346
| +3% | +$1.86M |
|
416
Jack Henry & Associates
JKHY
$11.7B
| $60.3M | 0.03% |
341,460
+59,450
| +21% | +$10.5M |
|
|
CHX
417
DELISTED
ChampionX
CHX
| $59.9M | 0.03% |
1,987,584
-2,197
| -0.1% | -$66.2K |
|
418
Federal Agricultural Mortgage
AGM
$2.26B
| $59.9M | 0.03% |
319,701
+29,917
| +10% | +$5.61M |
|
419
Allstate
ALL
$53.6B
| $59.5M | 0.03% |
313,754
+5,980
| +2% | +$1.13M |
|
420
HF Sinclair
DINO
$9.74B
| $59.4M | 0.03% |
1,332,544
-49,744
| -4% | -$2.22M |
|
421
Kimberly-Clark
KMB
$42.7B
| $59.2M | 0.03% |
416,419
+24,383
| +6% | +$3.47M |
|
422
Privia Health
PRVA
$2.85B
| $59.2M | 0.03% |
3,252,337
-84,342
| -3% | -$1.54M |
|
423
General Mills
GIS
$26.4B
| $58.6M | 0.03% |
792,993
+27,847
| +4% | +$2.06M |
|
424
Johnson Controls International
JCI
$69.3B
| $58.4M | 0.03% |
752,515
-79,938
| -10% | -$6.2M |
|
425
Darling Ingredients
DAR
$5.21B
| $58.3M | 0.03% |
1,570,131
-75,258
| -5% | -$2.8M |
|