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 | |
|---|---|---|---|---|---|---|
551
eBay
EBAY
$41.2B
| $38.7M | 0.02% |
594,161
+9,990
| +2% | +$650K |
|
552
Kraft Heinz
KHC
$31.9B
| $38.5M | 0.02% |
1,097,084
+138,101
| +14% | +$4.85M |
|
553
Dick's Sporting Goods
DKS
$16.8B
| $38.1M | 0.02% |
182,577
-56,874
| -24% | -$11.9M |
|
554
Keysight
KEYS
$28.4B
| $38.1M | 0.02% |
239,720
+6,241
| +3% | +$992K |
|
555
Wabtec
WAB
$32.7B
| $38M | 0.02% |
208,827
+5,338
| +3% | +$970K |
|
556
OneMain Financial
OMF
$7.37B
| $37.9M | 0.02% |
805,256
+87,084
| +12% | +$4.1M |
|
557
Iovance Biotherapeutics
IOVA
$800M
| $37.9M | 0.02% |
4,033,184
+1,496,941
| +59% | +$14.1M |
|
558
Willis Towers Watson
WTW
$31.9B
| $37.8M | 0.02% |
128,273
+8,228
| +7% | +$2.42M |
|
559
Delta Air Lines
DAL
$40B
| $37.7M | 0.02% |
742,773
+19,124
| +3% | +$971K |
|
560
First Solar
FSLR
$21.6B
| $37.6M | 0.02% |
150,783
-33,418
| -18% | -$8.34M |
|
561
Air Lease Corp
AL
$7.13B
| $37.6M | 0.02% |
830,047
+69,887
| +9% | +$3.17M |
|
562
Glaukos
GKOS
$5.42B
| $37.6M | 0.02% |
288,505
-9,441
| -3% | -$1.23M |
|
563
Viking Therapeutics
VKTX
$3.02B
| $37.6M | 0.02% |
593,528
+136,729
| +30% | +$8.66M |
|
564
Comerica
CMA
$9B
| $37.4M | 0.02% |
624,654
-38,446
| -6% | -$2.3M |
|
565
VF Corp
VFC
$5.79B
| $37.2M | 0.02% |
1,865,890
+242,015
| +15% | +$4.83M |
|
566
Jackson Financial
JXN
$6.74B
| $37.1M | 0.02% |
407,104
+1,152
| +0.3% | +$105K |
|
567
PPG Industries
PPG
$24.6B
| $36.9M | 0.02% |
278,904
-364,925
| -57% | -$48.3M |
|
568
Entergy
ETR
$38.9B
| $36.9M | 0.02% |
560,524
+21,394
| +4% | +$1.41M |
|
569
Tenet Healthcare
THC
$16.5B
| $36.9M | 0.02% |
221,849
-103,388
| -32% | -$17.2M |
|
570
Huntington Ingalls Industries
HII
$10.6B
| $36.8M | 0.02% |
139,248
+9,634
| +7% | +$2.55M |
|
571
Toll Brothers
TOL
$13.6B
| $36.7M | 0.02% |
237,678
-109,183
| -31% | -$16.9M |
|
572
Owens Corning
OC
$12.4B
| $36.6M | 0.02% |
207,479
-96,141
| -32% | -$17M |
|
573
Charter Communications
CHTR
$35.7B
| $36.3M | 0.02% |
112,103
+2,495
| +2% | +$809K |
|
574
Pure Storage
PSTG
$25.5B
| $36.2M | 0.02% |
721,020
-298,671
| -29% | -$15M |
|
575
Denali Therapeutics
DNLI
$2.24B
| $36.1M | 0.02% |
1,238,476
+149,939
| +14% | +$4.37M |
|