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 |
iShares Core S&P 500 ETF
IVV
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
Extra Space Storage
EXR
|
$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Lamb Weston
LW
$8.08B
| $42.7M | 0.03% |
408,565
+60,797
| +17% | +$6.35M |
|
477
iShares Russell 1000 Growth ETF
IWF
$117B
| $42.6M | 0.03% |
174,515
-33,917
| -16% | -$8.29M |
|
478
Constellation Brands
STZ
$26.2B
| $42.5M | 0.03% |
188,055
+1,870
| +1% | +$422K |
|
479
United Rentals
URI
$62.7B
| $42.4M | 0.03% |
107,257
-9,181
| -8% | -$3.63M |
|
480
Cross Country Healthcare
CCRN
$462M
| $42.4M | 0.03% |
1,900,558
+741,165
| +64% | +$16.5M |
|
481
Encore Capital Group
ECPG
$1.02B
| $42.3M | 0.03% |
837,731
+25,802
| +3% | +$1.3M |
|
482
Capital One
COF
$142B
| $42M | 0.03% |
436,900
+6,307
| +1% | +$606K |
|
483
Illumina
ILMN
$15.7B
| $41.9M | 0.03% |
185,269
+2,865
| +2% | +$648K |
|
484
Noble Corp
NE
$4.54B
| $41.9M | 0.03% |
1,061,820
+3,253
| +0.3% | +$128K |
|
485
Watsco
WSO
$16.6B
| $41.9M | 0.03% |
131,722
+748
| +0.6% | +$238K |
|
486
Penumbra
PEN
$11B
| $41.9M | 0.03% |
150,327
+448
| +0.3% | +$125K |
|
487
ResMed
RMD
$40.6B
| $41.9M | 0.03% |
191,140
+398
| +0.2% | +$87.2K |
|
488
Service Corp International
SCI
$10.9B
| $41.8M | 0.03% |
608,306
+5,421
| +0.9% | +$373K |
|
489
Titan Machinery
TITN
$482M
| $41.8M | 0.03% |
1,374,027
+276,252
| +25% | +$8.41M |
|
490
W.W. Grainger
GWW
$47.5B
| $41.6M | 0.03% |
60,334
+677
| +1% | +$466K |
|
491
Ametek
AME
$43.3B
| $41.3M | 0.03% |
284,195
+5,310
| +2% | +$772K |
|
492
Warner Bros
WBD
$30B
| $41.3M | 0.03% |
2,734,191
+11,815
| +0.4% | +$178K |
|
493
Electronic Arts
EA
$42.2B
| $41.2M | 0.03% |
341,916
+639
| +0.2% | +$77K |
|
494
Old Dominion Freight Line
ODFL
$31.7B
| $41.2M | 0.03% |
241,476
-516
| -0.2% | -$87.9K |
|
495
iShares Global Infrastructure ETF
IGF
$7.99B
| $41.1M | 0.03% |
861,966
+292,350
| +51% | +$13.9M |
|
496
Cooper Companies
COO
$13.5B
| $41M | 0.03% |
439,312
+69,360
| +19% | +$6.47M |
|
497
Bank of New York Mellon
BK
$73.1B
| $41M | 0.03% |
901,732
+18,445
| +2% | +$838K |
|
498
Nexstar Media Group
NXST
$6.31B
| $40.7M | 0.03% |
236,005
-72,395
| -23% | -$12.5M |
|
499
Public Service Enterprise Group
PEG
$40.5B
| $40.7M | 0.03% |
652,367
+16,453
| +3% | +$1.03M |
|
500
Stifel
SF
$11.5B
| $40.4M | 0.03% |
683,985
-5,101
| -0.7% | -$301K |
|