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 |
PIEQ
Principal International Equity ETF
PIEQ
|
+$595M |
| 2 |
LPL Financial
LPLA
|
+$318M |
| 3 |
Air Products & Chemicals
APD
|
+$313M |
| 4 |
Entegris
ENTG
|
+$308M |
| 5 |
Simon Property Group
SPG
|
+$304M |
Top Sells
| 1 |
Intuit
INTU
|
+$588M |
| 2 |
Autodesk
ADSK
|
+$382M |
| 3 |
Microchip Technology
MCHP
|
+$339M |
| 4 |
NNN REIT
NNN
|
+$202M |
| 5 |
Terreno Realty
TRNO
|
+$197M |
Sector Composition
| 1 | Technology | 18.18% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
MetLife
MET
$52.7B
| $54.4M | 0.03% |
677,596
+18,341
| +3% | +$1.47M |
|
427
Exelon
EXC
$43.6B
| $54M | 0.03% |
1,172,545
+28,453
| +2% | +$1.31M |
|
428
Brunswick
BC
$4.17B
| $53.7M | 0.03% |
997,086
+89
| +0% | +$4.79K |
|
429
Comfort Systems
FIX
$26.4B
| $53.2M | 0.03% |
165,084
-8,623
| -5% | -$2.78M |
|
|
DFS
430
DELISTED
Discover Financial Services
DFS
| $53.1M | 0.03% |
311,095
+19,670
| +7% | +$3.36M |
|
431
COPT Defense Properties
CDP
$3.46B
| $53M | 0.03% |
1,945,257
+38,916
| +2% | +$1.06M |
|
|
CON
432
Concentra Group Holdings Parent, Inc.
CON
$2.77B
| $53M | 0.03% |
2,440,925
+196,971
| +9% | +$4.27M |
|
433
Four Corners Property Trust
FCPT
$2.69B
| $52.9M | 0.03% |
1,843,627
+21,205
| +1% | +$609K |
|
434
Icon
ICLR
$13.2B
| $52.9M | 0.03% |
302,148
-321,041
| -52% | -$56.2M |
|
435
NXP Semiconductors
NXPI
$56B
| $52.8M | 0.03% |
277,764
-521
| -0.2% | -$99K |
|
436
Dominion Energy
D
$50.4B
| $52.7M | 0.03% |
939,325
-4,335
| -0.5% | -$243K |
|
437
Consolidated Edison
ED
$34.9B
| $52.3M | 0.03% |
473,350
+12,476
| +3% | +$1.38M |
|
438
General Motors
GM
$54.5B
| $52.1M | 0.03% |
1,108,646
-147,889
| -12% | -$6.96M |
|
439
Cognizant
CTSH
$33.8B
| $51.8M | 0.03% |
676,581
+19,185
| +3% | +$1.47M |
|
440
Jones Lang LaSalle
JLL
$14.6B
| $51.3M | 0.03% |
207,068
-1,927
| -0.9% | -$478K |
|
|
HES
441
DELISTED
Hess
HES
| $51.3M | 0.03% |
321,114
-2,257
| -0.7% | -$361K |
|
442
SiTime
SITM
$6.44B
| $51M | 0.03% |
333,648
-53,840
| -14% | -$8.23M |
|
443
LCI Industries
LCII
$2.47B
| $51M | 0.03% |
582,866
-60,641
| -9% | -$5.3M |
|
444
Boston Properties
BXP
$11.6B
| $50.9M | 0.03% |
757,922
+5,087
| +0.7% | +$342K |
|
445
Parsons
PSN
$7.9B
| $50.4M | 0.03% |
851,022
-41,866
| -5% | -$2.48M |
|
446
Canadian Natural Resources
CNQ
$64.8B
| $50.4M | 0.03% |
1,637,669
-2,830,823
| -63% | -$87.1M |
|
447
Littelfuse
LFUS
$6.55B
| $50M | 0.03% |
254,247
-5,890
| -2% | -$1.16M |
|
448
Quanta Services
PWR
$58.3B
| $49.8M | 0.03% |
195,827
-5,852
| -3% | -$1.49M |
|
449
Progress Software
PRGS
$1.83B
| $49.3M | 0.03% |
957,871
-32,525
| -3% | -$1.68M |
|
450
Valero Energy
VLO
$49B
| $49.3M | 0.03% |
373,052
+12,498
| +3% | +$1.65M |
|