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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AZPN
551
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $25.1M | 0.02% |
241,993
+59,020
| +32% | +$6.12M |
|
552
IDEX
IEX
$12.1B
| $25.1M | 0.02% |
158,613
-32,613
| -17% | -$5.15M |
|
553
Waste Connections
WCN
$45.3B
| $25M | 0.02% |
266,855
+64,903
| +32% | +$6.09M |
|
554
Old Dominion Freight Line
ODFL
$30.7B
| $25M | 0.02% |
294,538
+12,138
| +4% | +$1.03M |
|
555
iShares Core S&P 500 ETF
IVV
$670B
| $25M | 0.02% |
80,573
+385
| +0.5% | +$119K |
|
556
Graco
GGG
$14.1B
| $24.9M | 0.02% |
519,589
-29
| -0% | -$1.39K |
|
|
DRE
557
DELISTED
Duke Realty Corp.
DRE
| $24.9M | 0.02% |
704,433
-5,838,595
| -89% | -$207M |
|
558
Azenta
AZTA
$1.34B
| $24.9M | 0.02% |
562,898
+4,324
| +0.8% | +$191K |
|
|
MXIM
559
DELISTED
Maxim Integrated Products
MXIM
| $24.9M | 0.02% |
410,344
+10,625
| +3% | +$644K |
|
560
Ventas
VTR
$31.5B
| $24.9M | 0.02% |
678,575
+115,766
| +21% | +$4.24M |
|
561
Teledyne Technologies
TDY
$25.6B
| $24.8M | 0.02% |
79,893
-67,314
| -46% | -$20.9M |
|
562
Cardinal Health
CAH
$35.6B
| $24.5M | 0.02% |
470,309
+31,582
| +7% | +$1.65M |
|
|
AMED
563
DELISTED
Amedisys
AMED
| $24.4M | 0.02% |
122,963
+22,615
| +23% | +$4.49M |
|
564
Nucor
NUE
$32.6B
| $24.4M | 0.02% |
589,232
+35,324
| +6% | +$1.46M |
|
565
American States Water
AWR
$2.82B
| $24.3M | 0.02% |
309,484
-24,950
| -7% | -$1.96M |
|
566
UFP Industries
UFPI
$5.84B
| $24.3M | 0.02% |
490,513
-7,388
| -1% | -$366K |
|
567
Viavi Solutions
VIAV
$2.66B
| $24.3M | 0.02% |
1,904,333
-89,375
| -4% | -$1.14M |
|
568
CyberArk
CYBR
$23.6B
| $24.1M | 0.02% |
242,919
-491,612
| -67% | -$48.8M |
|
569
Labcorp
LH
$22.7B
| $24.1M | 0.02% |
168,976
+3,160
| +2% | +$451K |
|
570
Quest Diagnostics
DGX
$20.1B
| $24.1M | 0.02% |
211,103
+1,440
| +0.7% | +$164K |
|
571
Generac Holdings
GNRC
$10.9B
| $23.9M | 0.02% |
196,002
+4,875
| +3% | +$594K |
|
572
Preferred Bank
PFBC
$1.17B
| $23.8M | 0.02% |
555,595
-24,934
| -4% | -$1.07M |
|
573
Cabot Corp
CBT
$4.21B
| $23.7M | 0.02% |
640,584
+134,039
| +26% | +$4.97M |
|
574
Trex
TREX
$6.43B
| $23.6M | 0.02% |
362,906
+6,742
| +2% | +$438K |
|
575
Brink's
BCO
$4.76B
| $23.6M | 0.02% |
517,542
+115,089
| +29% | +$5.24M |
|