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 |
PIEQ
Principal International Equity ETF
PIEQ
|
+$595M |
| 2 |
LPL Financial
LPLA
|
+$318M |
| 3 |
Air Products & Chemicals
APD
|
+$313M |
| 4 |
Entegris
ENTG
|
+$308M |
| 5 |
Simon Property Group
SPG
|
+$304M |
Top Sells
| 1 |
Intuit
INTU
|
+$588M |
| 2 |
Autodesk
ADSK
|
+$382M |
| 3 |
Microchip Technology
MCHP
|
+$339M |
| 4 |
NNN REIT
NNN
|
+$202M |
| 5 |
Terreno Realty
TRNO
|
+$197M |
Sector Composition
| 1 | Technology | 18.18% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Sysco
SYY
$38.3B
| $45.1M | 0.03% |
600,688
+13,509
| +2% | +$1.01M |
|
477
L3Harris
LHX
$51.6B
| $44.8M | 0.03% |
213,951
-2,653
| -1% | -$555K |
|
478
Darling Ingredients
DAR
$4.95B
| $44.7M | 0.03% |
1,429,961
-49,030
| -3% | -$1.53M |
|
479
PVH
PVH
$3.93B
| $44.7M | 0.03% |
691,070
-29,768
| -4% | -$1.92M |
|
480
JFrog
FROG
$5.8B
| $44.5M | 0.03% |
1,389,553
-80,945
| -6% | -$2.59M |
|
481
Mr. Cooper
COOP
$14B
| $44.4M | 0.02% |
371,551
+7,799
| +2% | +$933K |
|
482
MYR Group
MYRG
$2.77B
| $44.4M | 0.02% |
392,296
-15,950
| -4% | -$1.8M |
|
483
Chemed
CHE
$6.57B
| $44.3M | 0.02% |
72,021
-2,637
| -4% | -$1.62M |
|
484
Sprouts Farmers Market
SFM
$13.1B
| $44.3M | 0.02% |
290,183
+2,562
| +0.9% | +$391K |
|
485
Hartford Financial Services
HIG
$36.9B
| $44.3M | 0.02% |
357,885
+11,347
| +3% | +$1.4M |
|
486
Brinker International
EAT
$6.88B
| $44.1M | 0.02% |
295,622
+8,166
| +3% | +$1.22M |
|
487
Watsco
WSO
$15.8B
| $43.7M | 0.02% |
85,964
+1,199
| +1% | +$609K |
|
488
Cardinal Health
CAH
$35.6B
| $43.5M | 0.02% |
315,817
+15,956
| +5% | +$2.2M |
|
489
Ford
F
$45.5B
| $43.2M | 0.02% |
4,311,501
-40,056
| -0.9% | -$402K |
|
490
Louisiana-Pacific
LPX
$6.64B
| $43.2M | 0.02% |
469,746
-421
| -0.1% | -$38.7K |
|
491
DocuSign
DOCU
$15.9B
| $43M | 0.02% |
528,523
-18,273
| -3% | -$1.49M |
|
492
Willis Towers Watson
WTW
$32.2B
| $42.8M | 0.02% |
126,523
+4,430
| +4% | +$1.5M |
|
493
RB Global
RBA
$21.6B
| $42.5M | 0.02% |
424,209
+1,552
| +0.4% | +$156K |
|
494
HF Sinclair
DINO
$9.57B
| $42.4M | 0.02% |
1,289,510
+27,764
| +2% | +$913K |
|
495
Garmin
GRMN
$45.4B
| $42.3M | 0.02% |
195,012
-1,293
| -0.7% | -$281K |
|
496
Vanguard Total Stock Market ETF
VTI
$532B
| $42.3M | 0.02% |
153,801
+5,651
| +4% | +$1.55M |
|
497
Air Lease Corp
AL
$7.11B
| $42.1M | 0.02% |
872,089
+16,849
| +2% | +$814K |
|
498
Fabrinet
FN
$13.3B
| $42.1M | 0.02% |
212,949
-6,031
| -3% | -$1.19M |
|
499
eBay
EBAY
$41.7B
| $41.8M | 0.02% |
617,831
+25,587
| +4% | +$1.73M |
|
500
Charter Communications
CHTR
$35.9B
| $41.6M | 0.02% |
112,847
+2,825
| +3% | +$1.04M |
|