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 |
Intuitive Surgical
ISRG
|
+$189M |
| 2 |
Agree Realty
ADC
|
+$170M |
| 3 |
Tyler Technologies
TYL
|
+$159M |
| 4 |
SBA Communications
SBAC
|
+$110M |
| 5 |
Expeditors International
EXPD
|
+$101M |
Top Sells
| 1 |
RP
RealPage, Inc.
RP
|
+$286M |
| 2 |
Apple
AAPL
|
+$248M |
| 3 |
Deere & Co
DE
|
+$232M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$191M |
| 5 |
Microsoft
MSFT
|
+$190M |
Sector Composition
| 1 | Technology | 18.27% |
| 2 | Financials | 15.24% |
| 3 | Real Estate | 14.94% |
| 4 | Consumer Discretionary | 12.66% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
TE Connectivity
TEL
$61.7B
| $48.9M | 0.03% |
378,755
-56,836
| -13% | -$7.34M |
|
427
L3Harris
LHX
$50.6B
| $48.9M | 0.03% |
241,168
-27,285
| -10% | -$5.53M |
|
428
Electronic Arts
EA
$41.5B
| $48.5M | 0.03% |
358,544
-21,993
| -6% | -$2.98M |
|
429
Bank of New York Mellon
BK
$73.9B
| $48.4M | 0.03% |
1,023,228
-69,087
| -6% | -$3.27M |
|
430
Sprout Social
SPT
$890M
| $48.4M | 0.03% |
837,742
+36,789
| +5% | +$2.12M |
|
431
Sysco
SYY
$38.7B
| $48.3M | 0.03% |
613,308
-51,616
| -8% | -$4.06M |
|
432
Copa Holdings
CPA
$4.69B
| $48.2M | 0.03% |
+596,434
| New | +$48.2M |
|
433
Sally Beauty Holdings
SBH
$1.45B
| $48M | 0.03% |
2,385,727
+185,945
| +8% | +$3.74M |
|
434
Newell Brands
NWL
$2.61B
| $47.8M | 0.03% |
1,784,242
+1,208,393
| +210% | +$32.4M |
|
435
Four Corners Property Trust
FCPT
$2.72B
| $47.8M | 0.03% |
1,742,864
-233,069
| -12% | -$6.39M |
|
436
Travelers Companies
TRV
$61.6B
| $47.7M | 0.03% |
317,386
-22,425
| -7% | -$3.37M |
|
437
OneMain Financial
OMF
$7.23B
| $47.7M | 0.03% |
887,925
+688,702
| +346% | +$37M |
|
438
Exact Sciences
EXAS
$10.5B
| $47.6M | 0.03% |
361,161
+282,651
| +360% | +$37.2M |
|
439
Constellation Brands
STZ
$25.7B
| $47.4M | 0.03% |
207,793
-6,723
| -3% | -$1.53M |
|
440
Pinnacle Financial Partners
PNFP
$7.57B
| $47.3M | 0.03% |
533,131
+211,833
| +66% | +$18.8M |
|
441
Mattel
MAT
$5.91B
| $47.2M | 0.03% |
2,368,798
+1,292,971
| +120% | +$25.8M |
|
442
Molina Healthcare
MOH
$9.84B
| $47.2M | 0.03% |
201,775
+23,708
| +13% | +$5.54M |
|
443
Brinker International
EAT
$6.93B
| $46.9M | 0.03% |
660,023
+60,834
| +10% | +$4.32M |
|
444
American International
AIG
$43.5B
| $46.6M | 0.03% |
1,008,684
-82,210
| -8% | -$3.8M |
|
445
Insulet
PODD
$24.8B
| $46.6M | 0.03% |
178,525
+167,664
| +1,544% | +$43.7M |
|
446
Southwest Gas
SWX
$5.55B
| $46.4M | 0.03% |
675,440
+62,844
| +10% | +$4.32M |
|
447
General Mills
GIS
$26.9B
| $46.1M | 0.03% |
752,464
-58,421
| -7% | -$3.58M |
|
448
Republic Services
RSG
$71.5B
| $46M | 0.03% |
462,877
-95,041
| -17% | -$9.44M |
|
449
Marriott International Class A Common Stock
MAR
$71.7B
| $46M | 0.03% |
310,457
-26,344
| -8% | -$3.9M |
|
450
IQVIA
IQV
$32.2B
| $45.4M | 0.03% |
235,102
-19,929
| -8% | -$3.85M |
|