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 | |
|---|---|---|---|---|---|---|
476
Sprout Social
SPT
$891M
| $46.7M | 0.03% |
582,260
+47,137
| +9% | +$3.78M |
|
477
Arthur J. Gallagher & Co
AJG
$76.7B
| $46.6M | 0.03% |
267,026
-7,684
| -3% | -$1.34M |
|
478
Lennox International
LII
$20.3B
| $46.4M | 0.03% |
179,866
-1,907
| -1% | -$492K |
|
479
Inspire Medical Systems
INSP
$2.56B
| $46.3M | 0.03% |
180,400
+172,567
| +2,203% | +$44.3M |
|
480
Teradyne
TER
$19.1B
| $46.2M | 0.03% |
390,686
-97,068
| -20% | -$11.5M |
|
481
Global Payments
GPN
$21.3B
| $46M | 0.03% |
336,208
-6,858
| -2% | -$938K |
|
482
Leidos
LDOS
$23B
| $45.7M | 0.03% |
423,291
+12,158
| +3% | +$1.31M |
|
483
Advanced Energy
AEIS
$5.8B
| $45.5M | 0.03% |
528,946
-8,393
| -2% | -$722K |
|
484
Middleby
MIDD
$7.32B
| $45.3M | 0.03% |
276,599
-115,188
| -29% | -$18.9M |
|
485
Baxter International
BAX
$12.5B
| $45.2M | 0.03% |
582,986
-5,877
| -1% | -$456K |
|
|
KNBE
486
DELISTED
KnowBe4, Inc. Class A Common Stock
KNBE
| $45M | 0.03% |
1,956,351
+191,681
| +11% | +$4.41M |
|
487
Donaldson
DCI
$9.44B
| $44.9M | 0.03% |
864,142
+20,037
| +2% | +$1.04M |
|
|
NTST
488
NETSTREIT Corp
NTST
$1.72B
| $44.9M | 0.03% |
+1,999,502
| New | +$44.9M |
|
489
Teleflex
TFX
$5.78B
| $44.9M | 0.03% |
126,442
+224
| +0.2% | +$79.5K |
|
490
Ametek
AME
$43.3B
| $44.3M | 0.03% |
332,522
+968
| +0.3% | +$129K |
|
491
Constellation Brands
STZ
$26.2B
| $44.3M | 0.03% |
192,236
-3,582
| -2% | -$825K |
|
492
eBay
EBAY
$42.3B
| $44.2M | 0.03% |
771,837
-17,087
| -2% | -$978K |
|
493
DuPont de Nemours
DD
$32.6B
| $43.9M | 0.03% |
596,046
-12,168
| -2% | -$895K |
|
494
ResMed
RMD
$40.6B
| $43.8M | 0.03% |
180,689
-6,605
| -4% | -$1.6M |
|
495
Public Service Enterprise Group
PEG
$40.5B
| $43.8M | 0.03% |
625,291
+10,017
| +2% | +$701K |
|
496
Liberty Media Series A
FWONA
$22.6B
| $43.7M | 0.03% |
723,625
+28,304
| +4% | +$1.71M |
|
497
Carlisle Companies
CSL
$16.9B
| $43.7M | 0.03% |
177,746
-3,065
| -2% | -$754K |
|
498
American Financial Group
AFG
$11.6B
| $43.7M | 0.03% |
299,795
+33,173
| +12% | +$4.83M |
|
499
First Horizon
FHN
$11.3B
| $43.6M | 0.03% |
1,855,087
-125,589
| -6% | -$2.95M |
|
500
Four Corners Property Trust
FCPT
$2.73B
| $43.4M | 0.03% |
1,604,640
+87,954
| +6% | +$2.38M |
|