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 | |
|---|---|---|---|---|---|---|
601
AptarGroup
ATR
$8.98B
| $22.1M | 0.02% |
197,351
+1,809
| +0.9% | +$203K |
|
602
WEX
WEX
$5.81B
| $22.1M | 0.02% |
133,848
+119
| +0.1% | +$19.6K |
|
603
Gentex
GNTX
$6.15B
| $22M | 0.02% |
855,386
+7,466
| +0.9% | +$192K |
|
604
Meritage Homes
MTH
$5.59B
| $22M | 0.02% |
577,930
-3,718
| -0.6% | -$142K |
|
605
Unifirst Corp
UNF
$3.17B
| $21.9M | 0.02% |
122,659
-8,986
| -7% | -$1.61M |
|
606
Piper Sandler
PIPR
$5.95B
| $21.9M | 0.02% |
370,842
+49,439
| +15% | +$2.92M |
|
607
Xylem
XYL
$33.5B
| $21.9M | 0.02% |
337,738
-86,997
| -20% | -$5.65M |
|
608
Jack Henry & Associates
JKHY
$11.6B
| $21.9M | 0.02% |
118,805
+3,355
| +3% | +$617K |
|
609
Garmin
GRMN
$45.4B
| $21.9M | 0.02% |
224,182
+171
| +0.1% | +$16.7K |
|
610
XPO
XPO
$15.3B
| $21.6M | 0.02% |
810,157
+5,869
| +0.7% | +$157K |
|
611
SolarEdge
SEDG
$1.75B
| $21.6M | 0.02% |
155,819
+11,874
| +8% | +$1.65M |
|
|
Y
612
DELISTED
Alleghany Corporation
Y
| $21.5M | 0.02% |
44,053
-178
| -0.4% | -$87.1K |
|
613
Sprout Social
SPT
$816M
| $21.5M | 0.02% |
797,873
+229,931
| +40% | +$6.21M |
|
614
nVent Electric
NVT
$15.3B
| $21.5M | 0.02% |
1,150,123
-138,711
| -11% | -$2.6M |
|
615
Oneok
OKE
$46.2B
| $21.5M | 0.02% |
647,867
+21,925
| +4% | +$728K |
|
|
KSU
616
DELISTED
Kansas City Southern
KSU
| $21.5M | 0.02% |
143,954
-26,728
| -16% | -$3.99M |
|
617
Zebra Technologies
ZBRA
$15.6B
| $21.5M | 0.02% |
83,915
+1,692
| +2% | +$433K |
|
618
Service Corp International
SCI
$11B
| $21.3M | 0.02% |
548,059
-12,382
| -2% | -$482K |
|
619
Planet Fitness
PLNT
$8.52B
| $21.3M | 0.02% |
351,216
-5,002
| -1% | -$303K |
|
620
Reliance Steel & Aluminium
RS
$15.4B
| $21.2M | 0.02% |
223,732
-2,725
| -1% | -$259K |
|
621
SPS Commerce
SPSC
$4.18B
| $21.2M | 0.02% |
282,635
-8,522
| -3% | -$640K |
|
622
Atkore
ATKR
$2.04B
| $21.2M | 0.02% |
773,821
+264,641
| +52% | +$7.24M |
|
623
SEI Investments
SEIC
$10.7B
| $21.2M | 0.02% |
384,946
-5,265
| -1% | -$289K |
|
624
Fifth Third Bancorp
FITB
$30.1B
| $21.1M | 0.02% |
1,095,696
+15,454
| +1% | +$298K |
|
625
Halliburton
HAL
$19.3B
| $21.1M | 0.02% |
1,623,943
+137,304
| +9% | +$1.78M |
|