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 |
Intuitive Surgical
ISRG
|
+$189M |
| 2 |
Agree Realty
ADC
|
+$170M |
| 3 |
Tyler Technologies
TYL
|
+$159M |
| 4 |
SBA Communications
SBAC
|
+$110M |
| 5 |
Expeditors International
EXPD
|
+$101M |
Top Sells
| 1 |
RP
RealPage, Inc.
RP
|
+$286M |
| 2 |
Apple
AAPL
|
+$248M |
| 3 |
Deere & Co
DE
|
+$232M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$191M |
| 5 |
Microsoft
MSFT
|
+$190M |
Sector Composition
| 1 | Technology | 18.27% |
| 2 | Financials | 15.24% |
| 3 | Real Estate | 14.94% |
| 4 | Consumer Discretionary | 12.66% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
STAY
526
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
| $39.1M | 0.03% |
1,978,541
-47,580
| -2% | -$940K |
|
527
Power Integrations
POWI
$2.47B
| $39.1M | 0.03% |
479,349
+3,944
| +0.8% | +$321K |
|
528
Cintas
CTAS
$80.7B
| $39M | 0.03% |
457,520
-30,236
| -6% | -$2.58M |
|
529
Idacorp
IDA
$6.73B
| $39M | 0.03% |
390,192
+54,320
| +16% | +$5.43M |
|
530
Skyworks Solutions
SWKS
$10.8B
| $38.9M | 0.03% |
212,190
-17,094
| -7% | -$3.14M |
|
531
Stanley Black & Decker
SWK
$11.9B
| $38.9M | 0.03% |
194,631
-14,697
| -7% | -$2.93M |
|
532
BJs Wholesale Club
BJ
$12.8B
| $38.8M | 0.03% |
864,792
-275,595
| -24% | -$12.4M |
|
533
Boston Beer
SAM
$2.37B
| $38.6M | 0.03% |
32,020
+4,407
| +16% | +$5.32M |
|
534
Toro Company
TTC
$7.68B
| $38.6M | 0.03% |
374,226
+50,362
| +16% | +$5.19M |
|
535
Paycom
PAYC
$12.5B
| $38.5M | 0.03% |
104,126
+33,465
| +47% | +$12.4M |
|
536
Rockwell Automation
ROK
$38.4B
| $38.3M | 0.03% |
144,291
-29,387
| -17% | -$7.8M |
|
537
Best Buy
BBY
$16B
| $38.1M | 0.03% |
331,920
-3,007
| -0.9% | -$345K |
|
538
Kroger
KR
$44B
| $38.1M | 0.03% |
1,057,883
-25,762
| -2% | -$927K |
|
539
Yum! Brands
YUM
$40.4B
| $38M | 0.03% |
351,398
-32,236
| -8% | -$3.49M |
|
540
Steel Dynamics
STLD
$19.4B
| $38M | 0.03% |
748,483
+59,905
| +9% | +$3.04M |
|
541
Nucor
NUE
$32.6B
| $37.9M | 0.03% |
472,079
-9,069
| -2% | -$728K |
|
542
Kinder Morgan
KMI
$60.2B
| $37.8M | 0.03% |
2,271,822
-193,305
| -8% | -$3.22M |
|
|
CHX
543
DELISTED
ChampionX
CHX
| $37.6M | 0.03% |
1,728,194
+220,042
| +15% | +$4.78M |
|
544
nVent Electric
NVT
$15.4B
| $37.5M | 0.03% |
1,343,033
-16,073
| -1% | -$449K |
|
545
Central Garden & Pet Class A
CENTA
$2.07B
| $37.5M | 0.03% |
902,751
-149,179
| -14% | -$6.19M |
|
|
DSEY
546
DELISTED
Diversey Holdings, Ltd. Ordinary Shares
DSEY
| $37.4M | 0.03% |
+2,540,323
| New | +$37.4M |
|
547
Morningstar
MORN
$10.6B
| $37.3M | 0.03% |
165,586
+22,473
| +16% | +$5.06M |
|
548
ResMed
RMD
$39.3B
| $37.2M | 0.03% |
191,752
-15,720
| -8% | -$3.05M |
|
549
Public Service Enterprise Group
PEG
$40.5B
| $36.9M | 0.03% |
612,584
-48,532
| -7% | -$2.92M |
|
550
Reinsurance Group of America
RGA
$12.7B
| $36.7M | 0.03% |
290,845
+35,372
| +14% | +$4.46M |
|