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 |
Brookfield
BN
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Constellation Energy
CEG
$94.2B
| $49.8M | 0.03% |
+885,519
| New | +$49.8M |
|
452
United Rentals
URI
$62.7B
| $49.8M | 0.03% |
140,209
-2,500
| -2% | -$888K |
|
453
H.B. Fuller
FUL
$3.37B
| $49.7M | 0.03% |
751,668
+14,621
| +2% | +$966K |
|
454
Timken Company
TKR
$5.42B
| $49.6M | 0.03% |
816,640
+62,128
| +8% | +$3.77M |
|
455
Keurig Dr Pepper
KDP
$38.9B
| $49.5M | 0.03% |
1,307,073
+292,912
| +29% | +$11.1M |
|
456
Acushnet Holdings
GOLF
$4.49B
| $49.4M | 0.03% |
1,226,162
-137,955
| -10% | -$5.55M |
|
457
Kinder Morgan
KMI
$59.1B
| $49.3M | 0.03% |
2,608,955
+318,092
| +14% | +$6.02M |
|
458
Kimberly-Clark
KMB
$43.1B
| $49.2M | 0.03% |
399,095
-8,234
| -2% | -$1.01M |
|
459
Huntsman Corp
HUN
$1.95B
| $49M | 0.03% |
1,306,824
-170,706
| -12% | -$6.4M |
|
460
Aecom
ACM
$16.8B
| $48.8M | 0.03% |
635,308
+36,417
| +6% | +$2.8M |
|
461
Carrier Global
CARR
$55.8B
| $48.5M | 0.03% |
1,057,021
-15,719
| -1% | -$721K |
|
462
Aflac
AFL
$57.2B
| $48.4M | 0.03% |
751,070
-10,264
| -1% | -$661K |
|
463
TD Synnex
SNX
$12.3B
| $48.1M | 0.03% |
466,110
+16,471
| +4% | +$1.7M |
|
464
Addus HomeCare
ADUS
$2.08B
| $48M | 0.03% |
514,111
+19,119
| +4% | +$1.78M |
|
465
General Mills
GIS
$27B
| $47.7M | 0.03% |
704,521
-24,016
| -3% | -$1.63M |
|
466
Deckers Outdoor
DECK
$17.9B
| $47.6M | 0.03% |
1,043,076
-449,328
| -30% | -$20.5M |
|
467
Sonos
SONO
$1.78B
| $47.5M | 0.03% |
1,683,942
+1,318,723
| +361% | +$37.2M |
|
468
Sealed Air
SEE
$4.82B
| $47.5M | 0.03% |
709,439
+147,794
| +26% | +$9.9M |
|
469
Sally Beauty Holdings
SBH
$1.44B
| $47.4M | 0.03% |
3,031,516
+189,583
| +7% | +$2.96M |
|
|
GRP.U
470
Granite Real Estate Investment Trust
GRP.U
$3.43B
| $47.3M | 0.03% |
+613,341
| New | +$47.3M |
|
471
Select Medical
SEM
$1.62B
| $47.2M | 0.03% |
3,653,627
+617,228
| +20% | +$7.98M |
|
472
lululemon athletica
LULU
$19.9B
| $47.2M | 0.03% |
129,242
-9,977
| -7% | -$3.64M |
|
473
Stifel
SF
$11.5B
| $47.1M | 0.03% |
693,110
+1,417
| +0.2% | +$96.2K |
|
474
Energizer
ENR
$1.96B
| $47.1M | 0.03% |
1,529,678
-7,161
| -0.5% | -$220K |
|
475
Nice
NICE
$8.67B
| $46.9M | 0.03% |
213,942
-10
| -0% | -$2.19K |
|