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 | |
|---|---|---|---|---|---|---|
451
Public Service Enterprise Group
PEG
$40.6B
| $53.8M | 0.03% |
602,574
+18,344
| +3% | +$1.64M |
|
452
Fabrinet
FN
$12.1B
| $53.7M | 0.03% |
227,300
+35,504
| +19% | +$8.39M |
|
453
Donaldson
DCI
$9.28B
| $53.1M | 0.03% |
719,915
-82,359
| -10% | -$6.07M |
|
454
Lennox International
LII
$19.1B
| $53M | 0.03% |
87,705
-34,741
| -28% | -$21M |
|
455
Teekay Tankers
TNK
$1.75B
| $52.8M | 0.03% |
906,700
+80,217
| +10% | +$4.67M |
|
456
DigitalOcean
DOCN
$2.92B
| $52.6M | 0.03% |
1,301,499
+122,651
| +10% | +$4.95M |
|
457
First Horizon
FHN
$11.4B
| $52.5M | 0.03% |
3,378,918
-142,440
| -4% | -$2.21M |
|
458
L3Harris
LHX
$51.1B
| $52.4M | 0.03% |
220,269
+4,321
| +2% | +$1.03M |
|
459
Albany International
AIN
$1.79B
| $52.1M | 0.03% |
586,268
+36,274
| +7% | +$3.22M |
|
460
Four Corners Property Trust
FCPT
$2.69B
| $52M | 0.03% |
1,774,103
+102,662
| +6% | +$3.01M |
|
461
XPO
XPO
$14.8B
| $51.7M | 0.03% |
480,669
+91,973
| +24% | +$9.89M |
|
462
Constellation Brands
STZ
$25.8B
| $51.6M | 0.03% |
200,197
-5,193
| -3% | -$1.34M |
|
463
Sterling Infrastructure
STRL
$8.33B
| $51.6M | 0.03% |
355,546
+325,620
| +1,088% | +$47.2M |
|
464
Boston Properties
BXP
$11.7B
| $51.5M | 0.03% |
640,133
+52,831
| +9% | +$4.25M |
|
465
Cognizant
CTSH
$35.1B
| $51.3M | 0.03% |
665,305
+31,758
| +5% | +$2.45M |
|
466
H.B. Fuller
FUL
$3.18B
| $51.1M | 0.03% |
644,314
+19,338
| +3% | +$1.53M |
|
467
Interactive Brokers
IBKR
$28.5B
| $51M | 0.03% |
366,204
-93,941
| -20% | -$13.1M |
|
468
Advanced Energy
AEIS
$5.48B
| $50.9M | 0.03% |
483,848
+53,566
| +12% | +$5.64M |
|
469
Emcor
EME
$28.1B
| $50.9M | 0.03% |
118,118
-42,733
| -27% | -$18.4M |
|
470
Prudential Financial
PRU
$37.8B
| $50.8M | 0.03% |
419,733
+15,695
| +4% | +$1.9M |
|
471
Kroger
KR
$45.1B
| $50.7M | 0.03% |
884,609
+40,914
| +5% | +$2.34M |
|
472
Kinder Morgan
KMI
$59.4B
| $50.6M | 0.03% |
2,291,704
+71,984
| +3% | +$1.59M |
|
473
Royal Caribbean
RCL
$96.4B
| $50.2M | 0.03% |
283,287
-83,394
| -23% | -$14.8M |
|
474
Meritage Homes
MTH
$5.46B
| $50.2M | 0.03% |
244,776
+21,092
| +9% | +$4.33M |
|
475
Valero Energy
VLO
$48.3B
| $49.8M | 0.03% |
368,454
+3,065
| +0.8% | +$414K |
|