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 | |
|---|---|---|---|---|---|---|
451
Pebblebrook Hotel Trust
PEB
$1.37B
| $45.4M | 0.03% |
1,869,299
+167,507
| +10% | +$4.07M |
|
452
Zimmer Biomet
ZBH
$20.7B
| $45.4M | 0.03% |
292,106
-16,881
| -5% | -$2.62M |
|
453
Dollar Tree
DLTR
$20.3B
| $45.3M | 0.03% |
395,398
-9,804
| -2% | -$1.12M |
|
454
Aptiv
APTV
$17.9B
| $45.2M | 0.03% |
327,884
-25,863
| -7% | -$3.57M |
|
455
TD Synnex
SNX
$12.4B
| $45.1M | 0.03% |
392,998
+40,236
| +11% | +$4.62M |
|
456
LKQ Corp
LKQ
$8.39B
| $45.1M | 0.03% |
1,065,865
+417,560
| +64% | +$17.7M |
|
457
First Solar
FSLR
$21.8B
| $45.1M | 0.03% |
516,129
+260,694
| +102% | +$22.8M |
|
458
Leidos
LDOS
$22.9B
| $44.9M | 0.03% |
465,940
-108,523
| -19% | -$10.4M |
|
459
Carrier Global
CARR
$55.8B
| $44.8M | 0.03% |
1,061,192
-78,369
| -7% | -$3.31M |
|
460
Revolve Group
RVLV
$1.67B
| $44.7M | 0.03% |
994,349
+257,146
| +35% | +$11.6M |
|
461
Archer Daniels Midland
ADM
$29.9B
| $44.6M | 0.03% |
782,711
-27,190
| -3% | -$1.55M |
|
462
Enpro
NPO
$4.62B
| $44.6M | 0.03% |
522,979
-32,749
| -6% | -$2.79M |
|
463
Addus HomeCare
ADUS
$2.11B
| $44.5M | 0.03% |
425,452
+17,092
| +4% | +$1.79M |
|
464
Allegiant Air
ALGT
$1.15B
| $44.5M | 0.03% |
182,299
+78,760
| +76% | +$19.2M |
|
|
SBNY
465
DELISTED
Signature Bank
SBNY
| $44.3M | 0.03% |
196,117
+37,569
| +24% | +$8.49M |
|
466
Centene
CNC
$15.3B
| $44M | 0.03% |
688,946
-69,693
| -9% | -$4.45M |
|
467
Donaldson
DCI
$9.35B
| $44M | 0.03% |
756,389
-21,432
| -3% | -$1.25M |
|
468
Allstate
ALL
$52.8B
| $44M | 0.03% |
382,573
-347,209
| -48% | -$39.9M |
|
469
Trimble
TRMB
$19.3B
| $43.8M | 0.03% |
562,856
-186,115
| -25% | -$14.5M |
|
470
Ametek
AME
$43.6B
| $43.6M | 0.03% |
341,595
-25,396
| -7% | -$3.24M |
|
471
Repligen
RGEN
$6.79B
| $43.6M | 0.03% |
224,174
+71,722
| +47% | +$13.9M |
|
472
Entegris
ENTG
$12.3B
| $43.5M | 0.03% |
388,859
+27,739
| +8% | +$3.1M |
|
473
XPO
XPO
$15.4B
| $43.4M | 0.03% |
1,016,950
+233,388
| +30% | +$9.95M |
|
474
Alliant Energy
LNT
$16.5B
| $43.4M | 0.03% |
800,605
-20,903
| -3% | -$1.13M |
|
|
TRTN
475
DELISTED
Triton International Limited
TRTN
| $43.2M | 0.03% |
785,995
+40,090
| +5% | +$2.2M |
|