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 |
American Tower
AMT
|
$462M |
| 2 |
SBA Communications
SBAC
|
$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
$219M |
| 4 |
Equinix
EQIX
|
$176M |
| 5 |
Teck Resources
TECK
|
$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
$216M |
| 2 |
Digital Realty Trust
DLR
|
$213M |
| 3 |
TransDigm Group
TDG
|
$207M |
| 4 |
Public Storage
PSA
|
$174M |
| 5 |
Realty Income
O
|
$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Allegro MicroSystems
ALGM
$5.66B
| $58.8M | 0.03% |
2,179,587
+44,641
| +2% | +$1.2M |
|
427
W.W. Grainger
GWW
$47.5B
| $58.6M | 0.03% |
57,633
-1,535
| -3% | -$1.56M |
|
428
Saia
SAIA
$8.34B
| $58.5M | 0.03% |
100,049
-8,226
| -8% | -$4.81M |
|
429
CNO Financial Group
CNO
$3.85B
| $58.5M | 0.03% |
2,128,628
-97,747
| -4% | -$2.69M |
|
430
Pure Storage
PSTG
$25.9B
| $58.3M | 0.03% |
1,121,344
+1,094,618
| +4,096% | +$56.9M |
|
431
Janus Henderson
JHG
$6.91B
| $58.2M | 0.03% |
1,769,250
-22,381
| -1% | -$736K |
|
432
Owens Corning
OC
$13B
| $58.1M | 0.03% |
348,096
+12,568
| +4% | +$2.1M |
|
433
Morningstar
MORN
$10.8B
| $57.9M | 0.03% |
187,631
-332
| -0.2% | -$102K |
|
434
Neurocrine Biosciences
NBIX
$14.3B
| $57.7M | 0.03% |
418,675
+430
| +0.1% | +$59.3K |
|
435
Truist Financial
TFC
$60B
| $57.7M | 0.03% |
1,480,415
-14,469
| -1% | -$564K |
|
436
General Motors
GM
$55.5B
| $57.6M | 0.03% |
1,270,224
-225,012
| -15% | -$10.2M |
|
437
Federal Agricultural Mortgage
AGM
$2.25B
| $57.5M | 0.03% |
292,224
-14,713
| -5% | -$2.9M |
|
438
Life Time Group Holdings
LTH
$6.38B
| $57.3M | 0.03% |
3,694,205
-304,380
| -8% | -$4.72M |
|
439
Aflac
AFL
$57.2B
| $57.3M | 0.03% |
666,837
+4,007
| +0.6% | +$344K |
|
440
W.R. Berkley
WRB
$27.3B
| $57M | 0.03% |
967,413
+33,091
| +4% | +$1.95M |
|
441
Ford
F
$46.7B
| $57M | 0.03% |
4,294,977
+565
| +0% | +$7.5K |
|
442
United Rentals
URI
$62.7B
| $57M | 0.03% |
79,080
-37
| -0% | -$26.7K |
|
443
Crown Castle
CCI
$41.9B
| $57M | 0.03% |
538,829
-380,251
| -41% | -$40.2M |
|
444
Constellation Brands
STZ
$26.2B
| $56.6M | 0.03% |
208,331
+4,020
| +2% | +$1.09M |
|
445
Oneok
OKE
$45.7B
| $56.5M | 0.03% |
705,042
+8,720
| +1% | +$699K |
|
446
Northern Oil and Gas
NOG
$2.42B
| $56.4M | 0.03% |
1,422,435
+16,081
| +1% | +$638K |
|
447
Humana
HUM
$37B
| $56.2M | 0.03% |
161,964
+2,057
| +1% | +$713K |
|
448
Rockwell Automation
ROK
$38.2B
| $56.1M | 0.03% |
192,691
+4,094
| +2% | +$1.19M |
|
449
Johnson Controls International
JCI
$69.5B
| $55.7M | 0.03% |
853,183
+6,768
| +0.8% | +$442K |
|
450
IQVIA
IQV
$31.9B
| $55.3M | 0.03% |
218,839
+1,616
| +0.7% | +$409K |
|