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 | |
|---|---|---|---|---|---|---|
476
Brinker International
EAT
$7.14B
| $46.4M | 0.03% |
750,119
+90,096
| +14% | +$5.57M |
|
477
MYR Group
MYRG
$2.83B
| $46.4M | 0.03% |
510,135
+96,917
| +23% | +$8.81M |
|
478
Arrow Electronics
ARW
$6.46B
| $46.4M | 0.03% |
407,448
-93,911
| -19% | -$10.7M |
|
479
Williams-Sonoma
WSM
$24.4B
| $46.2M | 0.03% |
578,240
+13,962
| +2% | +$1.11M |
|
480
Nucor
NUE
$33.2B
| $46.1M | 0.03% |
480,902
+8,823
| +2% | +$846K |
|
481
International Flavors & Fragrances
IFF
$16.7B
| $46.1M | 0.03% |
308,538
+7,129
| +2% | +$1.07M |
|
482
Leidos
LDOS
$22.8B
| $46M | 0.03% |
455,372
-10,568
| -2% | -$1.07M |
|
483
Trimble
TRMB
$18.8B
| $45.8M | 0.03% |
559,907
-2,949
| -0.5% | -$241K |
|
|
XLNX
484
DELISTED
Xilinx Inc
XLNX
| $45.7M | 0.03% |
315,705
-5,384
| -2% | -$779K |
|
485
Factset
FDS
$13.9B
| $45.4M | 0.03% |
135,214
+1,607
| +1% | +$539K |
|
486
Coty
COTY
$3.76B
| $45.3M | 0.03% |
4,853,612
+812,660
| +20% | +$7.59M |
|
487
Marriott International Class A Common Stock
MAR
$72.9B
| $45.3M | 0.03% |
331,734
+21,277
| +7% | +$2.9M |
|
488
Dover
DOV
$24.1B
| $45.3M | 0.03% |
300,551
+12,304
| +4% | +$1.85M |
|
489
Graco
GGG
$14.1B
| $45.2M | 0.03% |
597,394
+10,420
| +2% | +$789K |
|
490
CommScope
COMM
$3.64B
| $45.2M | 0.03% |
2,121,172
+428,497
| +25% | +$9.13M |
|
491
Cognizant
CTSH
$34.9B
| $45.1M | 0.03% |
651,539
+11,753
| +2% | +$814K |
|
492
Cummins
CMI
$54.5B
| $45.1M | 0.03% |
184,805
-70,635
| -28% | -$17.2M |
|
|
PDCE
493
DELISTED
PDC Energy, Inc.
PDCE
| $44.8M | 0.03% |
979,254
+40,737
| +4% | +$1.87M |
|
494
Cintas
CTAS
$83.1B
| $44.8M | 0.03% |
469,448
+11,928
| +3% | +$1.14M |
|
|
NVRO
495
DELISTED
NEVRO CORP.
NVRO
| $44.8M | 0.03% |
270,422
+90,894
| +51% | +$15.1M |
|
496
General Mills
GIS
$26.5B
| $44.8M | 0.03% |
735,490
-16,974
| -2% | -$1.03M |
|
497
Kroger
KR
$45B
| $44.6M | 0.03% |
1,163,593
+105,710
| +10% | +$4.05M |
|
498
Papa John's
PZZA
$1.55B
| $44.5M | 0.03% |
425,826
+16,333
| +4% | +$1.71M |
|
|
ATC
499
DELISTED
Atotech Limited
ATC
| $44.3M | 0.03% |
1,735,546
+229,190
| +15% | +$5.85M |
|
500
Monster Beverage
MNST
$62B
| $44.2M | 0.03% |
966,898
+27,064
| +3% | +$1.24M |
|