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 |
CoStar Group
CSGP
|
$466M |
| 2 |
Broadstone Net Lease
BNL
|
$266M |
| 3 |
Tyler Technologies
TYL
|
$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
$229M |
| 5 |
Equinix
EQIX
|
$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$318M |
| 3 |
Prologis
PLD
|
$309M |
| 4 |
Gartner
IT
|
$290M |
| 5 |
CBRE Group
CBRE
|
$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Constellation Brands
STZ
$25.8B
| $49.5M | 0.03% |
211,516
+3,723
| +2% | +$871K |
|
452
SolarEdge
SEDG
$1.97B
| $49.2M | 0.03% |
177,851
-1,962
| -1% | -$542K |
|
453
Sysco
SYY
$38.8B
| $49.1M | 0.03% |
632,038
+18,730
| +3% | +$1.46M |
|
454
Travelers Companies
TRV
$62.3B
| $49.1M | 0.03% |
328,058
+10,672
| +3% | +$1.6M |
|
455
Newell Brands
NWL
$2.64B
| $49M | 0.03% |
1,785,133
+891
| +0% | +$24.5K |
|
456
Portland General Electric
POR
$4.68B
| $49M | 0.03% |
1,062,283
+208,895
| +24% | +$9.63M |
|
457
Cadence Design Systems
CDNS
$94.6B
| $48.9M | 0.03% |
357,201
-40,434
| -10% | -$5.53M |
|
458
American International
AIG
$45.1B
| $48.5M | 0.03% |
1,019,085
+10,401
| +1% | +$495K |
|
459
Aflac
AFL
$57.1B
| $48.3M | 0.03% |
899,815
+59,194
| +7% | +$3.18M |
|
460
Four Corners Property Trust
FCPT
$2.69B
| $48.2M | 0.03% |
1,746,006
+3,142
| +0.2% | +$86.8K |
|
461
Archer Daniels Midland
ADM
$29.7B
| $48.1M | 0.03% |
793,747
+11,036
| +1% | +$669K |
|
462
Baxter International
BAX
$12.1B
| $48.1M | 0.03% |
597,120
-3,804
| -0.6% | -$306K |
|
463
Idacorp
IDA
$6.74B
| $47.8M | 0.03% |
490,686
+100,494
| +26% | +$9.8M |
|
464
Jazz Pharmaceuticals
JAZZ
$7.99B
| $47.8M | 0.03% |
269,292
+75,134
| +39% | +$13.3M |
|
465
ResMed
RMD
$39.4B
| $47.8M | 0.03% |
194,009
+2,257
| +1% | +$556K |
|
466
Allegro MicroSystems
ALGM
$5.52B
| $47.8M | 0.03% |
1,725,607
+340,911
| +25% | +$9.44M |
|
467
Huntsman Corp
HUN
$1.88B
| $47.6M | 0.03% |
1,795,462
-257,262
| -13% | -$6.82M |
|
468
Dayforce
DAY
$11B
| $47.4M | 0.03% |
494,014
+5,993
| +1% | +$575K |
|
469
Element Solutions
ESI
$6.07B
| $47.3M | 0.03% |
2,021,739
+532,676
| +36% | +$12.5M |
|
470
Mattel
MAT
$5.87B
| $47M | 0.03% |
2,340,308
-28,490
| -1% | -$573K |
|
|
AZPN
471
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $46.9M | 0.03% |
340,962
+233,016
| +216% | +$32M |
|
472
Matador Resources
MTDR
$6.09B
| $46.9M | 0.03% |
1,301,006
+535,460
| +70% | +$19.3M |
|
473
Ametek
AME
$42.6B
| $46.8M | 0.03% |
350,638
+9,043
| +3% | +$1.21M |
|
474
CDW
CDW
$21.4B
| $46.7M | 0.03% |
267,288
+82,896
| +45% | +$14.5M |
|
475
American Water Works
AWK
$27.5B
| $46.5M | 0.03% |
301,481
+16,542
| +6% | +$2.55M |
|