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 |
Ventas
VTR
|
+$199M |
| 2 |
Starbucks
SBUX
|
+$140M |
| 3 |
Netflix
NFLX
|
+$138M |
| 4 |
Tyler Technologies
TYL
|
+$137M |
| 5 |
Aon
AON
|
+$136M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$434M |
| 2 |
Apple
AAPL
|
+$309M |
| 3 |
Healthpeak Properties
DOC
|
+$162M |
| 4 |
NXP Semiconductors
NXPI
|
+$138M |
| 5 |
Equinix
EQIX
|
+$127M |
Sector Composition
| 1 | Technology | 19.26% |
| 2 | Real Estate | 15.29% |
| 3 | Financials | 14.36% |
| 4 | Consumer Discretionary | 11.77% |
| 5 | Healthcare | 9.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
D.R. Horton
DHI
$53B
| $37.1M | 0.03% |
491,169
-27,775
| -5% | -$2.1M |
|
427
Donaldson
DCI
$9.35B
| $37.1M | 0.03% |
800,171
-11,898
| -1% | -$552K |
|
428
Assured Guaranty
AGO
$3.91B
| $37.1M | 0.03% |
1,728,662
-199,985
| -10% | -$4.3M |
|
429
ResMed
RMD
$40.9B
| $37.1M | 0.03% |
216,270
-10,665
| -5% | -$1.83M |
|
430
Phillips 66
PSX
$53.5B
| $37M | 0.03% |
713,806
+5,508
| +0.8% | +$286K |
|
431
lululemon athletica
LULU
$19.6B
| $37M | 0.03% |
112,223
-7,003
| -6% | -$2.31M |
|
432
Brookfield Renewable
BEPC
$6.09B
| $36.8M | 0.03% |
+942,032
| New | +$36.8M |
|
433
Consolidated Edison
ED
$35B
| $36.6M | 0.03% |
470,708
-27,120
| -5% | -$2.11M |
|
434
Ford
F
$45.7B
| $36.6M | 0.03% |
5,497,678
-330,535
| -6% | -$2.2M |
|
435
Generac Holdings
GNRC
$10.7B
| $36.6M | 0.03% |
189,027
-6,975
| -4% | -$1.35M |
|
436
Trimble
TRMB
$19.1B
| $36.6M | 0.03% |
751,221
-16,544
| -2% | -$806K |
|
437
John Wiley & Sons Class A
WLY
$2.23B
| $36.5M | 0.03% |
1,151,721
-56,935
| -5% | -$1.81M |
|
438
Stanley Black & Decker
SWK
$11.9B
| $36.4M | 0.03% |
224,380
-5,245
| -2% | -$851K |
|
439
Manhattan Associates
MANH
$13B
| $36.4M | 0.03% |
380,887
-8,980
| -2% | -$858K |
|
440
Carrier Global
CARR
$54B
| $36.3M | 0.03% |
1,187,199
-57,506
| -5% | -$1.76M |
|
441
Federal Realty Investment Trust
FRT
$8.66B
| $36.1M | 0.03% |
491,730
-10,669
| -2% | -$784K |
|
442
Cleveland-Cliffs
CLF
$5.35B
| $36.1M | 0.03% |
5,622,897
-143,076
| -2% | -$919K |
|
443
Southwest Gas
SWX
$5.55B
| $36.1M | 0.03% |
571,861
-10,269
| -2% | -$648K |
|
444
SolarEdge
SEDG
$1.78B
| $36.1M | 0.03% |
151,374
-4,445
| -3% | -$1.06M |
|
445
Masimo
MASI
$8.05B
| $36.1M | 0.03% |
152,817
-3,359
| -2% | -$793K |
|
446
Otis Worldwide
OTIS
$34.5B
| $36.1M | 0.03% |
577,601
-32,083
| -5% | -$2M |
|
447
Fortive
FTV
$16.1B
| $35.9M | 0.03% |
563,322
+35,437
| +7% | +$2.26M |
|
|
AJRD
448
DELISTED
Aerojet Rocketdyne Holdings, Inc.
AJRD
| $35.8M | 0.03% |
897,087
-14,060
| -2% | -$561K |
|
449
Advanced Energy
AEIS
$5.84B
| $35.8M | 0.03% |
568,453
-6,051
| -1% | -$381K |
|
450
Take-Two Interactive
TTWO
$45.7B
| $35.6M | 0.03% |
215,196
-9,406
| -4% | -$1.55M |
|