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 | |
|---|---|---|---|---|---|---|
576
Dollar General
DG
$24.1B
| $38M | 0.02% |
243,681
-3,641
| -1% | -$568K |
|
577
The Ensign Group
ENSG
$10B
| $38M | 0.02% |
305,171
+1,582
| +0.5% | +$197K |
|
578
DuPont de Nemours
DD
$32.6B
| $37.9M | 0.02% |
494,904
+4,467
| +0.9% | +$342K |
|
579
Five Below
FIVE
$8.46B
| $37.9M | 0.02% |
208,710
+2,143
| +1% | +$389K |
|
580
Fabrinet
FN
$13.2B
| $37.7M | 0.02% |
199,590
+682
| +0.3% | +$129K |
|
581
West Pharmaceutical
WST
$18B
| $37.7M | 0.02% |
95,239
-596
| -0.6% | -$236K |
|
582
AppFolio
APPF
$10.2B
| $37.4M | 0.02% |
151,646
+145,481
| +2,360% | +$35.9M |
|
583
Keysight
KEYS
$28.9B
| $37.3M | 0.02% |
238,392
-663
| -0.3% | -$104K |
|
584
Tetra Tech
TTEK
$9.48B
| $37.2M | 0.02% |
1,007,690
+28,405
| +3% | +$1.05M |
|
585
Annaly Capital Management
NLY
$14.2B
| $37.1M | 0.02% |
1,883,558
+47,879
| +3% | +$943K |
|
586
Xylem
XYL
$34.2B
| $37M | 0.02% |
286,206
+9,860
| +4% | +$1.27M |
|
587
Toro Company
TTC
$7.99B
| $37M | 0.02% |
403,680
+9,377
| +2% | +$859K |
|
588
ResMed
RMD
$40.6B
| $37M | 0.02% |
186,602
+2,973
| +2% | +$589K |
|
|
SGI
589
Somnigroup International Inc.
SGI
$18.3B
| $36.9M | 0.02% |
648,880
+15,347
| +2% | +$872K |
|
590
Curtiss-Wright
CW
$18.1B
| $36.9M | 0.02% |
144,040
+3,660
| +3% | +$937K |
|
591
Unum
UNM
$12.6B
| $36.8M | 0.02% |
686,154
+11,611
| +2% | +$623K |
|
592
Addus HomeCare
ADUS
$2.08B
| $36.8M | 0.02% |
355,956
-277,218
| -44% | -$28.6M |
|
593
Hartford Financial Services
HIG
$37B
| $36.8M | 0.02% |
356,738
+1,644
| +0.5% | +$169K |
|
|
ALTM
594
DELISTED
Arcadium Lithium plc
ALTM
| $36.7M | 0.02% |
+8,518,538
| New | +$36.7M |
|
595
SPDR S&P 500 ETF Trust
SPY
$660B
| $36.7M | 0.02% |
70,144
-690
| -1% | -$361K |
|
596
SPS Commerce
SPSC
$4.19B
| $36.7M | 0.02% |
198,427
+1,379
| +0.7% | +$255K |
|
597
Chemed
CHE
$6.79B
| $36.5M | 0.02% |
56,873
+1,168
| +2% | +$750K |
|
|
ITCI
598
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $36.5M | 0.02% |
527,368
+66,802
| +15% | +$4.62M |
|
599
Kraft Heinz
KHC
$32.3B
| $36.1M | 0.02% |
978,991
+6,199
| +0.6% | +$229K |
|
600
Simpson Manufacturing
SSD
$8.15B
| $36.1M | 0.02% |
175,825
+16,884
| +11% | +$3.46M |
|