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 |
Equity Residential
EQR
|
$411M |
| 2 |
Cadence Design Systems
CDNS
|
$345M |
| 3 |
MSCI
MSCI
|
$300M |
| 4 |
Equinix
EQIX
|
$181M |
| 5 |
Gartner
IT
|
$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
$403M |
| 2 |
TransDigm Group
TDG
|
$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$238M |
| 4 |
Essex Property Trust
ESS
|
$205M |
| 5 |
NVIDIA
NVDA
|
$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
American Electric Power
AEP
$58.8B
| $54.5M | 0.03% |
620,948
-13,995
| -2% | -$1.23M |
|
427
Janus Henderson
JHG
$6.86B
| $54.4M | 0.03% |
1,614,581
-154,669
| -9% | -$5.21M |
|
428
Progress Software
PRGS
$1.93B
| $54.3M | 0.03% |
1,001,304
-31,320
| -3% | -$1.7M |
|
429
Kimberly-Clark
KMB
$42.5B
| $54.2M | 0.03% |
392,036
-5,630
| -1% | -$778K |
|
430
Collegium Pharmaceutical
COLL
$1.25B
| $54.1M | 0.03% |
1,680,860
+128,003
| +8% | +$4.12M |
|
431
American International
AIG
$45.1B
| $53.8M | 0.03% |
725,342
-54,747
| -7% | -$4.06M |
|
432
American Eagle Outfitters
AEO
$2.36B
| $53.7M | 0.03% |
2,691,474
+1,726,982
| +179% | +$34.5M |
|
433
Crown Castle
CCI
$42.3B
| $53.6M | 0.03% |
549,123
+10,294
| +2% | +$1.01M |
|
434
Brown-Forman Class B
BF.B
$13.3B
| $53.6M | 0.03% |
1,240,764
-1,387,704
| -53% | -$59.9M |
|
435
BioMarin Pharmaceuticals
BMRN
$11.3B
| $53.5M | 0.03% |
649,460
+616,301
| +1,859% | +$50.7M |
|
436
Simply Good Foods
SMPL
$2.88B
| $53.3M | 0.03% |
1,474,736
+184,539
| +14% | +$6.67M |
|
437
Rockwell Automation
ROK
$38.1B
| $53.3M | 0.03% |
193,518
+827
| +0.4% | +$228K |
|
438
Camden Property Trust
CPT
$11.7B
| $53.2M | 0.03% |
487,779
-148,538
| -23% | -$16.2M |
|
439
Ford
F
$46.2B
| $53.1M | 0.03% |
4,234,272
-60,705
| -1% | -$761K |
|
440
Norfolk Southern
NSC
$62.4B
| $52.9M | 0.03% |
246,356
-4,586
| -2% | -$985K |
|
441
Constellation Brands
STZ
$25.8B
| $52.8M | 0.03% |
205,390
-2,941
| -1% | -$757K |
|
442
Owens Corning
OC
$12.4B
| $52.7M | 0.03% |
303,620
-44,476
| -13% | -$7.73M |
|
443
Federal Agricultural Mortgage
AGM
$2.24B
| $52.4M | 0.03% |
289,784
-2,440
| -0.8% | -$441K |
|
444
AGCO
AGCO
$8.05B
| $52.2M | 0.03% |
533,593
-3,596
| -0.7% | -$352K |
|
445
Watsco
WSO
$16B
| $52.1M | 0.03% |
112,441
-24,862
| -18% | -$11.5M |
|
446
Bank of New York Mellon
BK
$73.8B
| $52M | 0.03% |
868,937
-31,614
| -4% | -$1.89M |
|
447
Credo Technology Group
CRDO
$21.6B
| $51.9M | 0.03% |
1,625,450
-6,382
| -0.4% | -$204K |
|
448
Credicorp
BAP
$20.6B
| $51.8M | 0.03% |
321,341
-586
| -0.2% | -$94.5K |
|
449
TopBuild
BLD
$11.8B
| $51.6M | 0.03% |
133,962
+14,865
| +12% | +$5.73M |
|
450
Zurn Elkay Water Solutions
ZWS
$7.48B
| $51.5M | 0.03% |
1,751,205
+339,892
| +24% | +$9.99M |
|