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
|
+$742M |
| 2 |
Healthpeak Properties
DOC
|
+$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
+$256M |
| 5 |
TransDigm Group
TDG
|
+$235M |
Top Sells
| 1 |
Adobe
ADBE
|
+$508M |
| 2 |
SBA Communications
SBAC
|
+$445M |
| 3 |
Brookfield
BN
|
+$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$291M |
| 5 |
Sun Communities
SUI
|
+$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Datadog
DDOG
$50.1B
| $47.3M | 0.03% |
331,338
+199,793
| +152% | +$28.5M |
|
477
Donaldson
DCI
$9.36B
| $47.3M | 0.03% |
702,401
-17,514
| -2% | -$1.18M |
|
478
Evercore
EVR
$12.8B
| $47.2M | 0.03% |
170,428
+6,460
| +4% | +$1.79M |
|
479
Avantor
AVTR
$8.72B
| $47.2M | 0.03% |
2,241,975
-386,397
| -15% | -$8.14M |
|
480
Collegium Pharmaceutical
COLL
$1.19B
| $47.1M | 0.03% |
1,645,051
-100,767
| -6% | -$2.89M |
|
481
Electronic Arts
EA
$42.3B
| $47.1M | 0.03% |
321,840
+603
| +0.2% | +$88.2K |
|
482
American Eagle Outfitters
AEO
$3.23B
| $46.8M | 0.03% |
2,808,036
-110,259
| -4% | -$1.84M |
|
483
TE Connectivity
TEL
$62.4B
| $46.7M | 0.03% |
+326,464
| New | +$46.7M |
|
484
Yum! Brands
YUM
$40.6B
| $46.5M | 0.03% |
346,430
-5,970
| -2% | -$801K |
|
485
Zai Lab
ZLAB
$3.25B
| $46.2M | 0.03% |
+1,762,954
| New | +$46.2M |
|
|
ITCI
486
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $46M | 0.03% |
550,963
-46,750
| -8% | -$3.9M |
|
487
Vishay Intertechnology
VSH
$2.06B
| $45.6M | 0.02% |
2,691,437
+117,692
| +5% | +$1.99M |
|
488
L3Harris
LHX
$51.1B
| $45.5M | 0.02% |
216,604
-3,665
| -2% | -$771K |
|
489
DexCom
DXCM
$30B
| $45.5M | 0.02% |
584,952
-94,215
| -14% | -$7.33M |
|
490
Exact Sciences
EXAS
$10.4B
| $45.4M | 0.02% |
808,515
-240,741
| -23% | -$13.5M |
|
491
Select Medical
SEM
$1.56B
| $45.3M | 0.02% |
2,403,508
-1,972,611
| -45% | -$37.2M |
|
492
NRG Energy
NRG
$30.9B
| $45.2M | 0.02% |
500,810
+41,999
| +9% | +$3.79M |
|
493
Sysco
SYY
$38.3B
| $44.9M | 0.02% |
587,179
-20,956
| -3% | -$1.6M |
|
494
American Airlines Group
AAL
$8.52B
| $44.9M | 0.02% |
2,575,571
+1,055,667
| +69% | +$18.4M |
|
495
AppFolio
APPF
$9.95B
| $44.8M | 0.02% |
181,649
+3,818
| +2% | +$942K |
|
|
CON
496
Concentra Group Holdings Parent, Inc.
CON
$2.81B
| $44.4M | 0.02% |
+2,243,954
| New | +$44.4M |
|
497
Pure Storage
PSTG
$26.6B
| $44.4M | 0.02% |
722,261
+1,241
| +0.2% | +$76.2K |
|
498
Trex
TREX
$6.46B
| $44.2M | 0.02% |
640,881
-27,370
| -4% | -$1.89M |
|
499
Delta Air Lines
DAL
$40.1B
| $44.2M | 0.02% |
731,027
-11,746
| -2% | -$711K |
|
500
HF Sinclair
DINO
$9.62B
| $44.2M | 0.02% |
1,261,746
-70,798
| -5% | -$2.48M |
|