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 |
Tesla
TSLA
|
+$714M |
| 2 |
Liberty Broadband Class C
LBRDK
|
+$328M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
+$300M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$215M |
| 5 |
Cable One
CABO
|
+$192M |
Top Sells
| 1 |
Walt Disney
DIS
|
+$365M |
| 2 |
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
|
+$266M |
| 3 |
AIV
Aimco
AIV
|
+$263M |
| 4 |
Ventas
VTR
|
+$236M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$154M |
Sector Composition
| 1 | Technology | 19.28% |
| 2 | Financials | 15.11% |
| 3 | Real Estate | 14.76% |
| 4 | Consumer Discretionary | 12.04% |
| 5 | Industrials | 9.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Rockwell Automation
ROK
$38.8B
| $43.6M | 0.03% |
173,678
-12,864
| -7% | -$3.23M |
|
427
Donaldson
DCI
$9.35B
| $43.5M | 0.03% |
777,821
-22,350
| -3% | -$1.25M |
|
428
Cintas
CTAS
$81.7B
| $43.1M | 0.03% |
487,756
-28,624
| -6% | -$2.53M |
|
429
Generac Holdings
GNRC
$10.8B
| $43.1M | 0.03% |
189,501
+474
| +0.3% | +$108K |
|
430
Carrier Global
CARR
$54B
| $43M | 0.03% |
1,139,561
-47,638
| -4% | -$1.8M |
|
|
PRSP
431
DELISTED
Perspecta Inc. Common Stock
PRSP
| $42.9M | 0.03% |
1,780,502
+14,825
| +0.8% | +$357K |
|
432
Schlumberger
SLB
$53.4B
| $42.8M | 0.03% |
1,958,650
-126,707
| -6% | -$2.77M |
|
433
CyberArk
CYBR
$23.6B
| $42.5M | 0.03% |
263,274
-8,815
| -3% | -$1.42M |
|
434
BJs Wholesale Club
BJ
$13B
| $42.5M | 0.03% |
1,140,387
-219,226
| -16% | -$8.17M |
|
435
Alliant Energy
LNT
$16.5B
| $42.3M | 0.03% |
821,508
-22,786
| -3% | -$1.17M |
|
436
Hanover Insurance
THG
$6.36B
| $42.1M | 0.03% |
359,854
+3,057
| +0.9% | +$357K |
|
437
iShares Russell 1000 Growth ETF
IWF
$119B
| $42M | 0.03% |
174,090
+28,844
| +20% | +$6.96M |
|
438
Enpro
NPO
$4.62B
| $42M | 0.03% |
555,728
-22,126
| -4% | -$1.67M |
|
439
Dayforce
DAY
$10.9B
| $41.9M | 0.03% |
393,001
+1,335
| +0.3% | +$142K |
|
|
HZNP
440
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $41.8M | 0.03% |
571,149
+30,007
| +6% | +$2.2M |
|
441
Federal Realty Investment Trust
FRT
$8.78B
| $41.7M | 0.03% |
490,389
-1,341
| -0.3% | -$114K |
|
442
Yum! Brands
YUM
$41.1B
| $41.6M | 0.03% |
383,634
-30,865
| -7% | -$3.35M |
|
|
AJRD
443
DELISTED
Aerojet Rocketdyne Holdings, Inc.
AJRD
| $41.6M | 0.03% |
786,789
-110,298
| -12% | -$5.83M |
|
444
American International
AIG
$43.5B
| $41.3M | 0.03% |
1,090,894
-76,610
| -7% | -$2.9M |
|
445
Take-Two Interactive
TTWO
$45.9B
| $41.2M | 0.03% |
198,138
-17,058
| -8% | -$3.54M |
|
446
Masimo
MASI
$8.08B
| $41.1M | 0.03% |
153,193
+376
| +0.2% | +$101K |
|
|
VAR
447
DELISTED
Varian Medical Systems, Inc.
VAR
| $41M | 0.03% |
234,119
-115,289
| -33% | -$20.2M |
|
448
Archer Daniels Midland
ADM
$29.9B
| $40.8M | 0.03% |
809,901
-58,895
| -7% | -$2.97M |
|
449
Paychex
PAYX
$48.7B
| $40.8M | 0.03% |
437,415
-28,337
| -6% | -$2.64M |
|
450
Manhattan Associates
MANH
$13.3B
| $40.6M | 0.03% |
386,286
+5,399
| +1% | +$568K |
|