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 |
Martin Marietta Materials
MLM
|
$379M |
| 2 |
Apple
AAPL
|
$367M |
| 3 |
Hilton Worldwide
HLT
|
$330M |
| 4 |
Veeva Systems
VEEV
|
$266M |
| 5 |
Waste Connections
WCN
|
$260M |
Top Sells
| 1 |
American Tower
AMT
|
$612M |
| 2 |
Agilent Technologies
A
|
$279M |
| 3 |
Aon
AON
|
$220M |
| 4 |
Progressive
PGR
|
$199M |
| 5 |
VeriSign
VRSN
|
$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Allegro MicroSystems
ALGM
$5.52B
| $58.2M | 0.03% |
2,499,760
+308,943
| +14% | +$7.2M |
|
427
Fortinet
FTNT
$58.7B
| $58.2M | 0.03% |
750,143
+59,930
| +9% | +$4.65M |
|
|
428
Agilent Technologies
A
$35.5B
| $57.1M | 0.03% |
384,286
-1,881,053
| -83% | -$279M |
|
429
Paychex
PAYX
$48.8B
| $56.9M | 0.03% |
424,160
+13,702
| +3% | +$1.84M |
|
430
General Motors
GM
$55B
| $56.9M | 0.03% |
1,268,096
+13,206
| +1% | +$592K |
|
431
Civitas Resources
CIVI
$3.22B
| $56.7M | 0.03% |
1,118,584
+50,188
| +5% | +$2.54M |
|
432
LKQ Corp
LKQ
$8.23B
| $56.6M | 0.03% |
1,418,725
+407,593
| +40% | +$16.3M |
|
433
Ryan Specialty Holdings
RYAN
$7.04B
| $56.5M | 0.03% |
851,704
+509,548
| +149% | +$33.8M |
|
434
MetLife
MET
$53.6B
| $55.3M | 0.03% |
670,565
+18,788
| +3% | +$1.55M |
|
435
iShares Russell 1000 Growth ETF
IWF
$117B
| $55.1M | 0.03% |
146,858
-20,438
| -12% | -$7.67M |
|
436
Dominion Energy
D
$50.3B
| $55M | 0.03% |
951,763
+41,746
| +5% | +$2.41M |
|
437
Rockwell Automation
ROK
$38.1B
| $54.9M | 0.03% |
204,679
+11,161
| +6% | +$3M |
|
438
Hanover Insurance
THG
$6.35B
| $54.8M | 0.03% |
369,766
-12,994
| -3% | -$1.92M |
|
439
BellRing Brands
BRBR
$5.27B
| $54.7M | 0.03% |
901,423
-302,065
| -25% | -$18.3M |
|
440
Kenvue
KVUE
$39.2B
| $54.7M | 0.03% |
2,364,451
+73,542
| +3% | +$1.7M |
|
441
Axon Enterprise
AXON
$56.9B
| $54.5M | 0.03% |
136,302
+33,869
| +33% | +$13.5M |
|
442
Dell
DELL
$83.9B
| $54.4M | 0.03% |
459,333
+170,984
| +59% | +$20.3M |
|
443
Permian Resources
PR
$9.73B
| $54.2M | 0.03% |
3,984,490
+1,038,489
| +35% | +$14.1M |
|
|
NTST
444
NETSTREIT Corp
NTST
$1.69B
| $54.2M | 0.03% |
3,278,540
-220,514
| -6% | -$3.65M |
|
445
Humana
HUM
$37.5B
| $54M | 0.03% |
170,636
+3,961
| +2% | +$1.25M |
|
446
Core & Main
CNM
$12.2B
| $54M | 0.03% |
1,215,942
-70,447
| -5% | -$3.13M |
|
447
Edwards Lifesciences
EW
$47.7B
| $53.9M | 0.03% |
817,516
+17,647
| +2% | +$1.16M |
|
448
Teradyne
TER
$19B
| $53.9M | 0.03% |
402,668
-124,749
| -24% | -$16.7M |
|
449
PG&E
PCG
$33.7B
| $53.8M | 0.03% |
2,722,110
+169,503
| +7% | +$3.35M |
|
450
American International
AIG
$45.1B
| $53.8M | 0.03% |
734,460
+9,118
| +1% | +$668K |
|