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 |
Martin Marietta Materials
MLM
|
$379M |
| 2 |
Apple
AAPL
|
$367M |
| 3 |
Hilton Worldwide
HLT
|
$330M |
| 4 |
Veeva Systems
VEEV
|
$266M |
| 5 |
Waste Connections
WCN
|
$260M |
Top Sells
| 1 |
American Tower
AMT
|
$612M |
| 2 |
Agilent Technologies
A
|
$279M |
| 3 |
Aon
AON
|
$220M |
| 4 |
Progressive
PGR
|
$199M |
| 5 |
VeriSign
VRSN
|
$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
CONMED
CNMD
$1.64B
| $44.6M | 0.02% |
620,715
+25,047
| +4% | +$1.8M |
|
502
Western Alliance Bancorporation
WAL
$9.88B
| $44.5M | 0.02% |
514,768
+506,778
| +6,343% | +$43.8M |
|
503
Trex
TREX
$6.41B
| $44.5M | 0.02% |
668,251
-15,240
| -2% | -$1.01M |
|
|
HES
504
DELISTED
Hess
HES
| $44.4M | 0.02% |
326,921
+10,738
| +3% | +$1.46M |
|
505
Dow Inc
DOW
$17B
| $44.4M | 0.02% |
812,444
+21,851
| +3% | +$1.19M |
|
506
Burlington
BURL
$18.5B
| $44.2M | 0.02% |
167,847
-60,543
| -27% | -$16M |
|
507
MYR Group
MYRG
$2.84B
| $44.1M | 0.02% |
431,502
+15,361
| +4% | +$1.57M |
|
508
Castle Biosciences
CSTL
$673M
| $43.9M | 0.02% |
1,538,520
+40,377
| +3% | +$1.15M |
|
|
ITCI
509
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $43.7M | 0.02% |
597,713
+18,865
| +3% | +$1.38M |
|
510
DuPont de Nemours
DD
$31.6B
| $43.7M | 0.02% |
490,704
+21,435
| +5% | +$1.91M |
|
511
Vanguard Total Stock Market ETF
VTI
$524B
| $43.5M | 0.02% |
+153,712
| New | +$43.5M |
|
512
Equifax
EFX
$29.3B
| $43.3M | 0.02% |
147,448
+8,500
| +6% | +$2.5M |
|
513
Watsco
WSO
$16B
| $43.2M | 0.02% |
87,820
-24,621
| -22% | -$12.1M |
|
514
Nucor
NUE
$33.3B
| $42.9M | 0.02% |
285,415
-31,173
| -10% | -$4.69M |
|
515
Kinsale Capital Group
KNSL
$10.5B
| $42.7M | 0.02% |
91,763
-12,282
| -12% | -$5.72M |
|
516
Mueller Industries
MLI
$10.6B
| $42.7M | 0.02% |
575,889
-31,420
| -5% | -$2.33M |
|
517
Carpenter Technology
CRS
$11.8B
| $42.7M | 0.02% |
267,390
-7,961
| -3% | -$1.27M |
|
518
Baker Hughes
BKR
$44.4B
| $42.6M | 0.02% |
1,177,877
+47,727
| +4% | +$1.73M |
|
519
Iron Mountain
IRM
$26.5B
| $41.9M | 0.02% |
352,451
+11,685
| +3% | +$1.39M |
|
520
AppFolio
APPF
$9.91B
| $41.9M | 0.02% |
177,831
+24,697
| +16% | +$5.81M |
|
521
Bloomin' Brands
BLMN
$595M
| $41.8M | 0.02% |
2,529,130
+147,895
| +6% | +$2.44M |
|
522
NRG Energy
NRG
$28.4B
| $41.8M | 0.02% |
458,811
+69,047
| +18% | +$6.29M |
|
523
JFrog
FROG
$5.58B
| $41.8M | 0.02% |
1,437,941
+514,895
| +56% | +$15M |
|
524
Valaris
VAL
$3.49B
| $41.7M | 0.02% |
747,436
-12,337
| -2% | -$688K |
|
525
Acadia Healthcare
ACHC
$2.15B
| $41.7M | 0.02% |
656,889
+13,368
| +2% | +$848K |
|