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 |
American Tower
AMT
|
$462M |
| 2 |
SBA Communications
SBAC
|
$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
$219M |
| 4 |
Equinix
EQIX
|
$176M |
| 5 |
Teck Resources
TECK
|
$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
$216M |
| 2 |
Digital Realty Trust
DLR
|
$213M |
| 3 |
TransDigm Group
TDG
|
$207M |
| 4 |
Public Storage
PSA
|
$174M |
| 5 |
Realty Income
O
|
$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Occidental Petroleum
OXY
$45.2B
| $47.5M | 0.03% |
730,828
+8,829
| +1% | +$574K |
|
502
Equitable Holdings
EQH
$16B
| $47.5M | 0.03% |
1,248,360
+5,419
| +0.4% | +$206K |
|
503
Zimmer Biomet
ZBH
$20.9B
| $47.4M | 0.03% |
358,911
+90,355
| +34% | +$11.9M |
|
504
Dentsply Sirona
XRAY
$2.92B
| $47.3M | 0.03% |
1,425,571
+30,831
| +2% | +$1.02M |
|
505
Zurn Elkay Water Solutions
ZWS
$7.71B
| $47.2M | 0.03% |
1,411,313
+75,430
| +6% | +$2.52M |
|
506
Celsius Holdings
CELH
$15B
| $47.1M | 0.03% |
568,430
+13,619
| +2% | +$1.13M |
|
507
Idacorp
IDA
$6.77B
| $47.1M | 0.03% |
507,263
-53,134
| -9% | -$4.94M |
|
508
Centene
CNC
$14.2B
| $47M | 0.03% |
598,331
-138,214
| -19% | -$10.8M |
|
509
Charles River Laboratories
CRL
$8.07B
| $46.8M | 0.03% |
172,722
+20,185
| +13% | +$5.47M |
|
510
RenaissanceRe
RNR
$11.3B
| $46.7M | 0.03% |
198,600
+5,454
| +3% | +$1.28M |
|
511
Otis Worldwide
OTIS
$34.1B
| $46.5M | 0.03% |
468,665
+2,258
| +0.5% | +$224K |
|
512
Host Hotels & Resorts
HST
$12B
| $46.5M | 0.03% |
2,248,109
+52,555
| +2% | +$1.09M |
|
513
W.P. Carey
WPC
$14.9B
| $46.5M | 0.03% |
823,471
+21,045
| +3% | +$1.19M |
|
514
Sysco
SYY
$39.4B
| $46.5M | 0.03% |
572,407
-9,835
| -2% | -$798K |
|
515
US Foods
USFD
$17.5B
| $46M | 0.03% |
851,932
+21,482
| +3% | +$1.16M |
|
516
Howmet Aerospace
HWM
$71.8B
| $45.7M | 0.03% |
668,091
-355,223
| -35% | -$24.3M |
|
517
Dominion Energy
D
$49.7B
| $45.5M | 0.03% |
925,570
+5,751
| +0.6% | +$283K |
|
|
SWAV
518
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $45.4M | 0.03% |
139,482
-10,607
| -7% | -$3.45M |
|
519
Ingersoll Rand
IR
$32.2B
| $45.2M | 0.03% |
475,871
+6,205
| +1% | +$589K |
|
520
Meritage Homes
MTH
$5.89B
| $44.8M | 0.03% |
511,150
-9,932
| -2% | -$871K |
|
521
L3Harris
LHX
$51B
| $44.8M | 0.03% |
210,417
+1,405
| +0.7% | +$299K |
|
522
Dow Inc
DOW
$17.4B
| $44.7M | 0.03% |
771,661
+6,246
| +0.8% | +$362K |
|
523
Advanced Energy
AEIS
$5.8B
| $44.5M | 0.03% |
436,346
-60,338
| -12% | -$6.15M |
|
524
Advanced Drainage Systems
WMS
$11.5B
| $44.5M | 0.03% |
258,249
+3,836
| +2% | +$661K |
|
525
Encompass Health
EHC
$12.6B
| $44.1M | 0.03% |
534,270
+44,612
| +9% | +$3.68M |
|